Barclays PLC $BCS Shares Bought by ABC Arbitrage SA

ABC Arbitrage SA boosted its holdings in shares of Barclays PLC (NYSE:BCS) by 68.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 960,281 shares of the financial services provider’s stock after purchasing an additional 389,674 shares during the period. Barclays makes up approximately 2.0% of ABC Arbitrage SA’s holdings, making the stock its 15th biggest position. ABC Arbitrage SA’s holdings in Barclays were worth $19,849,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of BCS. Fisher Asset Management LLC lifted its position in shares of Barclays by 13.2% in the 2nd quarter. Fisher Asset Management LLC now owns 83,062,892 shares of the financial services provider’s stock valued at $1,544,139,000 after acquiring an additional 9,692,999 shares in the last quarter. Sei Investments Co. grew its stake in shares of Barclays by 13.6% in the 2nd quarter. Sei Investments Co. now owns 3,687,598 shares of the financial services provider’s stock valued at $68,553,000 after buying an additional 442,798 shares in the last quarter. American Century Companies Inc. increased its holdings in Barclays by 4.7% in the second quarter. American Century Companies Inc. now owns 3,478,821 shares of the financial services provider’s stock worth $64,671,000 after buying an additional 155,397 shares during the last quarter. Norges Bank bought a new position in shares of Barclays during the 2nd quarter valued at $63,206,000. Finally, 1832 Asset Management L.P. acquired a new stake in shares of Barclays in the 2nd quarter valued at $57,568,000. 3.39% of the stock is owned by hedge funds and other institutional investors.

Key Barclays News

Here are the key news stories impacting Barclays this week:

• Positive Sentiment: Company raised guidance and laid out longer-term targets, signaling stronger revenue growth and a strategic focus through 2028 that supports upside to returns. Barclays Lifts Income Guidance for This Year, Sets out New Targets Through 2028
• Positive Sentiment: Management announced a plan to return around £15bn to shareholders as part of an upgraded financial reset — a clear capital-return cue that can support the share price. Barclays sets out plan to return £15bn as part of upgraded financial reset
• Positive Sentiment: Underlying profits strengthened: reports show a ~12% annual profit rise, strong Q4 performance and a 24% jump in net income with lower credit-impairment charges — fundamentals that support valuation. Barclays reports annual profit rise of 12%, announces new targets
• Neutral Sentiment: Analyst reports and forecasts are being updated after results; some houses have raised medium-term expectations while others are waiting for more clarity on UK wealth exposure. Barclays PLC (BCS) Stock Forecasts
• Neutral Sentiment: Market commentary flagged that recent sector volatility (including an AI-led selloff) is not necessarily a broad inflection point — keeps broader market headwinds in view. Last week’s AI selloff isn’t a major warning sign for markets, Barclays says
• Negative Sentiment: Quarterly EPS missed consensus ($0.39 vs. $0.42), which likely contributed to the share pullback despite otherwise solid results; investors may be focusing on near-term profit beats/misses. Listen to Conference Call / Transcript
• Negative Sentiment: CEO pay package increased to ~£15mn, drawing negative attention at a time when some investors scrutinize executive compensation versus returns. Barclays boosts CEO’s pay to more than $20 million
• Negative Sentiment: Questions remain about the bank’s UK wealth-management strategy amid competitive moves — a possible drag on sentiment until management provides more detail. Barclays rises after upgraded guidance but UK wealth strategy questioned

Barclays Stock Down 2.0%

Shares of Barclays stock opened at $26.17 on Wednesday. The business has a fifty day simple moving average of $25.53 and a 200 day simple moving average of $22.37. The stock has a market cap of $90.71 billion, a PE ratio of 12.06, a price-to-earnings-growth ratio of 0.41 and a beta of 0.96. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 5.94. Barclays PLC has a 12 month low of $12.14 and a 12 month high of $27.70.

Barclays (NYSE:BCS) last issued its earnings results on Tuesday, September 30th. The financial services provider reported $0.45 earnings per share (EPS) for the quarter. The firm had revenue of $9.21 billion for the quarter. Barclays had a return on equity of 8.19% and a net margin of 21.26%. Research analysts predict that Barclays PLC will post 2 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Zacks Research lowered Barclays from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 28th. Citigroup reissued a “neutral” rating on shares of Barclays in a research report on Thursday, January 22nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Barclays in a research report on Tuesday, December 23rd. Morgan Stanley restated an “overweight” rating on shares of Barclays in a research note on Monday, November 24th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Barclays in a research note on Thursday, October 23rd. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy”.

About Barclays

Barclays PLC (NYSE: BCS) is a British multinational bank and financial services company headquartered in London. The firm provides a broad range of banking and financial products to individual, corporate and institutional customers. Its core activities span retail and business banking, credit cards and payments, corporate and investment banking, and wealth and investment management.

In retail and business banking, Barclays offers deposit accounts, mortgages, personal and business loans, and card services.