Added to YB: 2026-08-06
Pitch date: 2026-07-31
LLOY.L [neutral]
Lloyds Banking Group plc
+0.77%
current return
Author Info
No bio for this author
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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 67.8B
Pitch Price
GBP 1.15
Price Target
N/A
Dividend
3.12%
EV/EBITDA
N/A
P/E
14.67
EV/Sales
N/A
Sector
Banks
Category
value
Show full summary:
Theodosian Capital | Stocks Update 31/7/2026 - LLOY – H1 results and strategy refresh
LLOY.L (holding update): H1 net income £3.5bn→£4.3bn; NII +9%, non-int +11%, costs flat, CoR 25bps. Cap gen 108bps; div +30% to 1.58p +£1bn buyback. 2030 plan: MSD net income CAGR, C/I sub-45%, ROTE ~20%, cap gen >225bps. Cheap: 8.2x 2028 EPS, 5.1% yield, 1.3x P/B. Author bullish.
Read full article (2 min)