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Added to YB: 2025-10-28

Pitch date: 2025-10-24

LLOY.L [bullish]

Lloyds Banking Group plc

+9.49%

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 0.86

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 | Stocks Update 24/10/2025 - LLOY – Strong underlying performance

LLOY.L (update): Strong Q3 performance despite £800M motor finance provision. 9M25 ROTE 14.6% ex-motor finance, NII +6% YOY to £10.1B, NIM up 10bps to 304bps, positive cost JAWs, AQR only 18bps. Trades 9.0x 2026E earnings, 4.8% yield + buybacks (shares down 72B→59B).

Read full article (2 min)