Added to YB: 2026-05-08
Pitch date: 2026-05-01
LLOY.L [neutral]
Lloyds Banking Group plc
+0.8%
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 for retail and commercial customers in the United Kingdom.
Market Cap
GBP 58.0B
Pitch Price
GBP 0.97
Price Target
N/A
Dividend
3.67%
EV/EBITDA
N/A
P/E
13.04
EV/Sales
N/A
Sector
Banks
Category
value
Theodosian Capital | Stocks Update 1/5/2026 - LLOY – Resilient Q1 performance
LLOY.L (earnings): Q1 net income £2.0bn (+33% YoY), 17% RoTE. NII £3.6bn (+8% YoY), 3.17% NIM (+14bps YoY). Non-interest income £1.6bn (+11% YoY). OpEx £2.5bn (-3% YoY). CoR 25bps. CET1 13.4%, TNAV 57.9p (+0.9p QoQ). Upgraded NII guide to >£14.9bn on rate tailwinds. Maintained guidance: CIR <50%, ROTE >16%, cap gen >200bps. Trades 8.0x 2027 EPS, 5.2% yield.
Read full article (2 min)