Barclays Plans £15bn Share Return After Q4 PBT Rises 13% to £9.1bn
Barclays posted 13% y/y profit before tax growth to £9.1bn in Q4, achieved 11.3% RoTE and 22% EPS growth to 43.8p. The bank plans to return £15bn to shareholders, raised CEO pay to £15m in 2025 and expects income growth above 5% annually through 2028.
1. Q4 Results
Barclays delivered a robust fourth quarter with profit before tax rising 13% year on year to £9.1 billion, a return on tangible equity of 11.3% and earnings per share up 22% to 43.8 pence, as every division recorded double-digit returns.
2. Annual Profit and Capital Return Plan
Full-year profit increased 12% in 2025, supporting an upgraded financial reset that includes a commitment to return £15 billion to shareholders through dividends and buybacks.
3. Income Guidance and Strategic Targets
The bank raised its targets for sustainable income growth, forecasting annual increases above 5% through 2028 while focusing on its core UK market and employing technology and AI to improve efficiency.
4. CEO Compensation Increase
Barclays boosted CEO C.S. Venkatakrishnan’s total pay package to £15 million in 2025, up from £11.6 million the previous year, reflecting higher bonus payouts for senior executives.