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巴克莱银行确认2026年业绩展望,盈利增长预期提振业绩;同时公布5亿英镑新回购计划

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-- 巴克莱银行(BARC.L)重申了其2026年的财务目标,尽管第一季度计提了更高的减值准备,但其业绩依然“稳健”。 根据周二发布的财报,这家英国银行集团截至3月31日的三个月内归属于股东的利润同比增长至19.3亿英镑,高于去年同期的18.6亿英镑。税前利润达到28.1亿英镑,高于去年同期的27.2亿英镑。 信贷减值准备从6.43亿英镑扩大至8.23亿英镑,主要原因是该公司投资银行部门一笔2.28亿英镑的单一账户减值准备。彭博新闻周二报道称,这笔费用与英国专业贷款机构Market Financial Solutions有关,该公司于今年2月倒闭。 加拿大皇家银行资本市场分析师在一份简报中指出:“税前利润符合市场预期,主要得益于投资银行业务收入超出预期,但部分被汽车金融佣金的额外收入(1.05亿英镑)、汽车金融服务业务的减值拨备(2.28亿英镑)以及巴克莱英国的成本超预期所抵消。若按拨备前利润计算,则超出预期2%。” 巴克莱还宣布,一旦其目前10亿英镑的股票回购计划完成,将启动一项新的5亿英镑股票回购计划。 该集团重申了其2026财年全年目标,即实现310亿英镑的总收入和超过12%的有形权益回报率。展望未来,巴克莱银行也确认了其2028年的目标,包括超过14%的股本回报率(RoTE),以及计划在2026年至2028年期间通过分红和股票回购向股东返还超过150亿英镑的资本。 截至周二中午,该股在伦敦的交易价格下跌近1%。

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