Evergreen Capital Management LLC Has $3 Million Stock Holdings in Barclays PLC $BCS

Evergreen Capital Management LLC grew its holdings in Barclays PLC (NYSE:BCS) by 185.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 117,678 shares of the financial services provider’s stock after buying an additional 76,461 shares during the quarter. Evergreen Capital Management LLC’s holdings in Barclays were worth $2,995,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in BCS. Ameriprise Financial Inc. raised its stake in shares of Barclays by 793.5% in the 3rd quarter. Ameriprise Financial Inc. now owns 4,777,017 shares of the financial services provider’s stock valued at $99,073,000 after buying an additional 4,242,360 shares in the last quarter. Fisher Asset Management LLC raised its stake in shares of Barclays by 3.6% in the 3rd quarter. Fisher Asset Management LLC now owns 86,027,312 shares of the financial services provider’s stock valued at $1,778,185,000 after buying an additional 2,964,420 shares in the last quarter. Main Street Research LLC acquired a new position in shares of Barclays in the 3rd quarter valued at $35,035,000. BNP Paribas Financial Markets raised its stake in shares of Barclays by 7,013.1% in the 2nd quarter. BNP Paribas Financial Markets now owns 1,671,369 shares of the financial services provider’s stock valued at $31,071,000 after buying an additional 1,647,872 shares in the last quarter. Finally, American Century Companies Inc. raised its stake in shares of Barclays by 39.2% in the 3rd quarter. American Century Companies Inc. now owns 4,841,068 shares of the financial services provider’s stock valued at $100,065,000 after buying an additional 1,362,247 shares in the last quarter. Institutional investors and hedge funds own 3.39% of the company’s stock.

Barclays Trading Down 0.4%

BCS stock opened at $23.33 on Thursday. The business has a fifty day moving average price of $22.93 and a 200 day moving average price of $23.34. Barclays PLC has a fifty-two week low of $15.42 and a fifty-two week high of $27.70. The stock has a market capitalization of $80.45 billion, a price-to-earnings ratio of 10.19, a P/E/G ratio of 0.44 and a beta of 0.97. The company has a debt-to-equity ratio of 5.45, a current ratio of 1.39 and a quick ratio of 1.39.

Barclays (NYSE:BCS) last released its quarterly earnings results on Tuesday, February 10th. The financial services provider reported $0.46 earnings per share for the quarter, beating analysts’ consensus estimates of $0.42 by $0.04. Barclays had a return on equity of 8.33% and a net margin of 21.91%.The firm had revenue of $9.53 billion during the quarter, compared to analysts’ expectations of $9.23 billion. Analysts expect that Barclays PLC will post 2.72 EPS for the current fiscal year.

Barclays Announces Dividend

The business also recently disclosed a dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, February 20th were given a $0.3069 dividend. This represents a yield of 236.0%. The ex-dividend date was Friday, February 20th. Barclays’s dividend payout ratio (DPR) is presently 25.33%.

Analyst Ratings Changes

BCS has been the subject of several recent analyst reports. Weiss Ratings lowered Barclays from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday. Morgan Stanley reiterated an “overweight” rating on shares of Barclays in a research note on Wednesday, February 11th. Citigroup reiterated a “neutral” rating on shares of Barclays in a research note on Thursday, January 22nd. Erste Group Bank reiterated a “hold” rating on shares of Barclays in a research note on Thursday, March 5th. Finally, BNP Paribas Exane lowered Barclays from an “outperform” rating to a “neutral” rating in a research note on Tuesday, April 14th. Three investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold”.

Barclays News Summary

Here are the key news stories impacting Barclays this week:

• Positive Sentiment: Barclays is one of eight firms taking part in the UK regulator’s second round of “live testing” for AI applications, demonstrating close engagement with the FCA on responsible AI and potential operational/competitive benefits from early adoption. Lloyds and Barclays test AI systems in real-world conditions under regulator’s watch
• Neutral Sentiment: Barclays executives remain public-facing and bullish on market fundamentals (comments on U.S. equities’ resilience vs Europe), which is supportive for its investment-banking and markets franchise but is not a direct company-specific catalyst. Markets resilient despite uncertainty as fundamentals hold: Barclays
• Negative Sentiment: Multiple law firms (Glancy Prongay Wolke & Rotter; The Law Offices of Frank R. Cruz; Rosen Law Firm; Rosen/GlobeNewsWire notices; and a TMCNet summary) are actively soliciting Barclays shareholders and investigating potential securities‑fraud or class‑action claims tied to earlier press reports. These filings/solicitations raise the risk of litigation, increased regulatory scrutiny, potential financial penalties, and reputational damage—clear downside catalysts for the stock.
  Glancy Prongay Wolke & Rotter LLP release
  Frank R. Cruz notice
  Rosen Law Firm notice
  TMCNet summary

Barclays Company 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.