Barclays Q2 results beat expectations, announces £1 bln share buyback

Published 29/07/2025, 07:42
Updated 29/07/2025, 09:14
© Reuters.

Investing.com -- Barclays on Tuesday reported strong first-half and second-quarter results and launched a share buyback of up to £1 billion for the second half of the year.

The bank’s second-quarter profits came in 11% ahead of consensus estimates, with pre-tax profit for the first half rising 23% year-over-year to £5.20 billion, up from £4.22 billion a year earlier.

Total (EPA:TTEF) income for the half increased 12% to £14.9 billion, while operating expenses rose 5% to £8.6 billion, mainly due to the Tesco (OTC:TSCDY) Bank integration, inflation, and a £50 million employee share grant. The cost-to-income ratio improved to 58% from 62%.

Earnings per share rose to 24.7 pence from 18.6 pence. Return on tangible equity reached 13.2%, up from 11.1% in the first half of 2024. Tangible net asset value per share increased to 384 pence from 357 pence at year-end.

Credit impairment charges rose to £1.1 billion from £897 million, with a loan loss rate of 52 basis points, up from 45 basis points. 

The common equity tier 1 capital ratio was 14.0%, up from 13.6% in December 2024. Risk-weighted assets declined to £353.0 billion from £358.1 billion.

Barclays (LON:BARC) U.K. reported profit before tax of £1.6 billion, a 4% increase. Income rose 13% to £4.2 billion, with net interest income up 17% to £3.7 billion. 

Loans and advances increased to £211.2 billion. Deposits declined to £241.3 billion. Credit impairment charges rose to £237 million.

The Corporate Bank posted a profit before tax of £435 million, up 18%, with income rising 14% to £1 billion.

Private Bank and Wealth Management reported profit before tax of £234 million, an 18% increase on 10% income growth to £697 million.

The Investment Bank earned £3 billion in profit before tax, up from £2.4 billion. Income rose 13% to £7.2 billion, including a 21% rise in Global Markets revenue. Fixed income, currency and commodities income rose 23% to £3.1 billion. Equities income increased 16% to £1.8 billion. Investment Banking income declined 1% to £2.2 billion. Credit impairment charges rose to £139 million from £34 million.

Barclays U.S. Consumer Bank reported a 7% rise in profit before tax to £170 million. Income remained stable at £1.7 billion. 

Net interest income slipped 1% to £1.3 billion. Credit impairment charges totaled £711 million. The loan loss rate was 523 basis points, up from 509 basis points.

Total group assets rose to £1.6 trillion. Deposits stood at £564.5 billion. The liquidity pool grew to £333.7 billion. The average liquidity coverage ratio was 177.7%.

Barclays reaffirmed its 2025 targets, including RoTE of around 11%, a cost-to-income ratio of about 61%, and a CET1 ratio between 13% and 14%. The loan loss rate guidance remained at 50 to 60 basis points.

Barclays also settled with the Financial Conduct Authority for £48 million related to historical anti-money laundering controls.

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