Share research

Barclays (Q3 Results): good progress

Barclays delivered a good quarter and raised guidance, with a fresh motor finance charge muddying the headline numbers.
Barclays logo on a building

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Barclays reported a 9% rise in third quarter total income to £7.2bn (£7.0bn expected).

Profit before tax fell 7% year-on-year to £2.1bn (£2.1bn expected), as income growth was offset by a 14% rise in total operating expenses. This included a £235m charge related to motor finance redress.

Credit impairment charges increased to £632mn (£665mn expected), with default rates remaining at expected levels.

The CET1 ratio stood at 14.1% (14.0% expected), or 13.9% after the £500mn buyback announced today. This brings total capital returns year-to-date to £1.9bn.

Guidance for 2025 was upgraded, with net interest income excluding the Investment Bank and Head Office expected to exceed £12.6bn (previously £12.5bn).

The shares rose 3.2% in early trading.

Our view

HL view to follow.

Barclays key facts

All ratios are sourced from LSEG Datastream, based on previous day’s closing values. Please remember yields are variable and not a reliable indicator of future income. Keep in mind key figures shouldn’t be looked at on their own – it’s important to understand the big picture.

This article is original Hargreaves Lansdown content, published by Hargreaves Lansdown. It was correct as at the date of publication, and our views may have changed since then. Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by LSEG. These estimates are not a reliable indicator of future performance. Yields are variable and not guaranteed. Investments rise and fall in value so investors could make a loss.

This article is not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment.

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Written by
Matt-Britzman
Matt Britzman
Senior Equity Analyst

Matt is a Senior Equity Analyst on the share research team, providing up-to-date research and analysis on individual companies and wider sectors. He is a CFA Charterholder and also holds the Investment Management Certificate.

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Article history
Published: 22nd October 2025