Barclays PLC $BCS Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. trimmed its stake in Barclays PLC (NYSE:BCS) by 1.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,146,601 shares of the financial services provider’s stock after selling 42,411 shares during the period. Envestnet Asset Management Inc. owned approximately 0.06% of Barclays worth $44,370,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Barclays during the second quarter worth about $27,000. Mather Group LLC. acquired a new stake in Barclays in the 3rd quarter valued at about $30,000. Salomon & Ludwin LLC boosted its stake in shares of Barclays by 2,673.6% during the third quarter. Salomon & Ludwin LLC now owns 1,470 shares of the financial services provider’s stock valued at $31,000 after acquiring an additional 1,417 shares during the last quarter. Mark Sheptoff Financial Planning LLC purchased a new position in Barclays in the 2nd quarter worth approximately $28,000. Finally, True Wealth Design LLC acquired a new position in shares of Barclays in the 3rd quarter valued at approximately $31,000. 3.39% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

BCS has been the subject of several research analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Barclays in a report on Thursday, October 23rd. Morgan Stanley reaffirmed an “overweight” rating on shares of Barclays in a report on Monday, November 24th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Barclays in a research report on Tuesday, December 23rd. Zacks Research cut Barclays from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 28th. Finally, Citigroup reaffirmed a “neutral” rating on shares of Barclays in a research report on Thursday, January 22nd. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy”.

Barclays News Summary

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 BCS opened at $26.17 on Wednesday. Barclays PLC has a 12 month low of $12.14 and a 12 month high of $27.70. The stock has a market cap of $90.71 billion, a price-to-earnings ratio of 12.06, a P/E/G ratio of 0.41 and a beta of 0.96. The company has a 50-day moving average price of $25.53 and a two-hundred day moving average price of $22.37. 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 (NYSE:BCS) last announced its quarterly earnings results on Tuesday, September 30th. The financial services provider reported $0.45 EPS for the quarter. Barclays had a return on equity of 8.19% and a net margin of 21.26%.The business had revenue of $9.21 billion for the quarter. Equities analysts predict that Barclays PLC will post 2 EPS for the current fiscal year.

Barclays Profile

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.