BARCLAYS PLC
In the published model solve dated 2026-Q2, anchored at $28.02, BARCLAYS PLC (BCS) is priced for 13.0% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 24, 2026 from SEC EDGAR filings.
• Every division earned a double-digit return in the first quarter of 2026, led by the private bank and wealth arm at 25.5% and the UK ring-fenced bank at 19.7%, while the investment bank cleared £4.028bn of income. [Source: Barclays Q1 2026 results] • The bet the price makes is that a return on equity near 13% becomes normal for this bank, against the roughly 11% return on equity it has been earning lately. • Half-year results land on July 28, 2026, the first check on management's stated path
Is BCS overvalued? See what's priced in →
494 institutional managers reported holding BCS in 13F filings for the quarter ended 2026-03-31. Together they hold about 8% of the company; the top 10 hold 5%. 73 opened new positions that quarter. Held by Fisher Investments, Acadian Asset Management, Morgan Stanley, among others. On the short side, 4.6M shares were sold short as of the 2026-06-15 count, about 0.1% of shares outstanding (1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BCS has cut its share count 16.9% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting), raised 5 years straight. Cash returned over the past three years: $6.88B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.