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Added to YB: 2025-10-21

Pitch date: 2025-10-17

LLOY.L [bullish]

Lloyds Banking Group plc

+12.27%

current return

Author Info

No bio for this author

Company Info

Lloyds Banking Group plc, together with its subsidiaries, provides a range of banking and financial products and services in the United Kingdom and internationally.

Market Cap

GBP 51.3B

Pitch Price

GBP 0.83

Price Target

N/A

Dividend

3.82%

EV/EBITDA

N/A

P/E

15.39

EV/Sales

N/A

Sector

Banks

Category

value

Show full summary:
Theodosian Capital | LLOY – Motor moves

LLOY.L (update): Motor finance issue adds £800M provision (total £1.95B vs £1.15B prior), only ~£200M above consensus. FCA consultation ongoing but LLOY expects adverse outcome. Despite headwind, stock cheap at 8.7x 2026 P/E, 1.1x P/B for 13% ROE, 5% yield. Shares +51% YTD.

Read full article (1 min)