$5.41
−1.28%Research · Oct 16, 2026
[LYG] Lloyds Banking Group: Q3 2026 earnings preview on structural hedge and margin
Lloyds' Q2 2026 net interest income rose 4% to £3.71bn on a 3.22% margin; Q3 results test whether structural hedge income keeps beating mortgage and deposit pressure.
Research · Sep 3, 2026
[LYG] Lloyds Banking Group Thesis 2026: Net Interest Income Recovery Upgrades Return Target
Lloyds Banking Group FY25 (Dec 31, 2025; £) at £4.66B NI; EPS £0.27. FY26 revenue target upgraded to ~£20B (cleaner basis). NII guide ~£14.9B. Cost savings £1.9B cumulative since 2021. RoTE target upgraded >16%. Schroders Personal Wealth acquisition (rebrand Lloyds Wealth) closed H2 2025. In-app AI agents roll out 2026.
Research · Jun 13, 2026
LYG Stock: Lloyds UK SRT Strategy Explained
Lloyds $4.2B SRT issuance positions UK bank into global private credit ecosystem. Capacity expansion without proportional capital.