LSE$LYG

Lloyd's Banking Group PLC · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

LYG Q4 2026 — extraction skipped

Lloyd's Banking Group PLC filed Form 6-K (accession 0001160106-26-000020) for Q4 2026, but headline financial numerics could not be extracted automatically: cached document missing (fetch error or PDF). The row is marked as AI-processed so the queue advances; numerics will be filled by Financial Datasets on its next pass.

  • Form 6-K filed; press release body not parseable here.
  • Reason: cached document missing (fetch error or PDF).
  • Numerics rely on the Financial Datasets fallback.

Headline financials

Total Revenue

$6.39B

No prior period
EPS (adj)

$0.03

No prior period
Net Income

$1.93B

No prior period
Operating Income

$2.83B

No prior period

Revenue & EPS history

Lloyd's · Revenue · Quarterly

$6.39B

Q4 2026
Beat estimate in 0 of 3 quarters(0%)
ActualEstimate

Forward guidance

Lloyds upgraded its 2026 guidance, aiming for improved efficiency, higher returns, and continued income growth.

Tailwinds

  • Cost:income ratio targeted below 50%
  • Operating costs expected to stay under £9.9bn
  • RoTE expected to exceed 16%
  • Net interest income projected around £14.9bn
  • Capital generation expected to exceed 200bps

Headwinds

  • Pressure from mortgage repricing expected to continue
  • Deposit churn to impact net interest income
  • Non-banking NII to remain a headwind
  • Commercial loan growth challenged by repayments
  • CET1 ratio expected to be managed down to ~13% by end-2026

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

+42.5%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+46.8%

Avg return

30 days after

55%

22 / 40 earnings

Positive

+1705.9%

Q1 2025

Best reaction

-10.6%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.3%-1.7%+1808.1%
Q3 2025+1.3%+3.5%+2.0%
Q1 2025+1705.9%-2.8%+6.6%
Q4 2024+6.1%+13.1%+19.1%
Q2 2024+2.7%-9.7%-15.0%
Q3 2024+0.6%-9.7%-15.0%
Q1 2024-1.6%+0.0%+4.0%
Q4 2023+6.1%+8.5%+22.1%
Q3 2023+1.0%+0.0%+9.8%
Q2 2023-3.4%-2.6%-11.5%
Q1 2023-4.2%-2.1%-4.2%
Q4 2022+5.9%+4.2%-7.1%
Q2 2022+4.3%-0.5%+14.9%
Q3 2022-2.1%-0.5%+14.9%
Q1 2022+1.8%+6.2%-3.3%
Q4 2021-6.4%-14.6%-8.6%
Q2 2021-3.5%+4.2%-8.3%
Q3 2021+2.6%+4.2%-8.3%
Q1 2021+5.4%+0.8%-7.4%
Q4 2020-1.8%-1.8%+5.0%
Q3 2020+2.2%+7.2%+40.6%
Q1 2020-10.6%-0.7%+2.1%
Q2 2020-8.3%-0.7%+2.1%
Q4 2019-1.4%-5.7%-13.4%
Q3 2019-1.0%+0.3%+5.1%
Q2 2019-5.7%-9.1%-9.8%
Q1 2019+0.9%-1.7%-17.7%
Q4 2018+4.7%-2.1%-10.8%
Q3 2018+1.4%+1.4%+2.8%
Q2 2018-0.3%-1.3%+0.7%
Q1 2018-2.4%-0.9%-5.4%
Q4 2017+1.6%-5.1%-9.9%
Q3 2017+1.9%+1.9%-1.1%
Q2 2017-2.5%-3.6%-7.9%
Q1 2017+3.7%+4.0%+6.5%
Q4 2016+4.4%+6.7%+16.5%
Q3 2016+3.7%+3.3%+8.1%
Q2 2016-4.0%-4.0%+3.7%
Q1 2016-3.4%-14.1%-3.7%
Q3 2013-5.1%

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