LYG

Lloyds Banking Group plc

OTC · Commercial Banks, NEC · Inc. X0 · CIK 0001160106
$5.31 -2.39% $78.7B
Vol
Market Cap$78.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders6 funds
Inst. Value$439.6M
Inst. Activity0 buys / 1 sells
Exchange OTC·Sector Commercial Banks, NEC·Inc. X0·CIK 0001160106·Prev Close $5.44

Recent Activity

Inst.
RENAISSANCE TECHNOLOGIES LLC — NEAR_EXIT
519,800 shares ($2.8M)
Inst.
UBS Group AG — ADD
6,614,695 shares ($30.0M)
Jun 3, 2026 short_volume
Short Volume: LYG — 56.0% short (4.8M / 8.6M)
Short: 4,834,348 | Exempt: 17,135 | TRF Vol: 8,627,341 | Short Ratio: 56.0% | Off-exchange volume (d

Price Targets

$5.92 +11.5% upside Buy
Current $5.31 Low $5.35 Median $6.00 High $6.41 3 analysts
$5.35 $6.41

Analyst Ratings

Buy73% buy · 22 analysts
4Strong Buy
12Buy
4Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 30, 2026 UBS UPGRADE Neutral → Buy
Apr 9, 2026 Citigroup UPGRADE Neutral → Buy
Mar 11, 2025 Keefe, Bruyette & Woods DOWNGRADE Outperform → Market Perform
Aug 5, 2024 Citigroup DOWNGRADE Buy → Neutral
Jul 30, 2024 UBS DOWNGRADE Buy → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Next FY $0.63 ▲ +3.7% $0.62 — $0.65 18% YoY 2
Next Q $0.14 $0.14 — $0.14 137% YoY 1
Current Q $0.12 $0.12 — $0.12 7% YoY 1
Current FY $0.53 ▲ +2.6% $0.53 — $0.53 37% YoY 1

Top Institutional Holders

FundValueMove
FMR LLC$231.1MADD
MORGAN STANLEY$125.5M
BANK OF AMERICA CORP$47.9M
WELLS FARGO & COMPANY/MN$20.2MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$12.1MNEW
6 institutional holders with $439.6M total value (82,949,625 shares) as of 2025-Q4. Top holders: FMR, MORGAN, BANK. Net selling activity: 1 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC43,612,872$231.1M52.6%ADD +28.0%
2MORGAN STANLEY23,685,544$125.5M28.6%
3BANK OF AMERICA CORP /DE/9,039,753$47.9M10.9%
4WELLS FARGO & COMPANY/MN3,811,406$20.2M4.6%TRIM -35.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,280,250$12.1M2.7%NEW
6RENAISSANCE TECHNOLOGIES LLC519,800$2.8M0.6%NEAR_EXIT -89.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT5,170,000519,800-89.9%$2.8M2025-Q4
UBS Group AGADD4,296,7686,614,695+53.9%$30.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM11,172,8005,170,000-53.7%$23.5M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED1,016,90011,172,800+998.7%$47.5M2025-Q2
WELLS FARGO & COMPANY/MNTRIM6,726,7094,321,763-35.8%$18.4M2025-Q2
UBS Group AGDOUBLED1,244,2114,296,768+245.3%$18.3M2025-Q2
FMR LLCADD24,850,75731,819,347+28.0%$121.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD762,3401,016,900+33.4%$3.9M2025-Q1
NORGES BANKEXIT2,000,0000-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT34,5720-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCADD452,500762,340+68.5%$2.1M2024-Q4
CITADEL ADVISORS LLCTRIM917,696319,074-65.2%$867.9K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,055,584$3.3M2024-Q3

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (73% buy). Based on 22 analysts: 4 strong buy, 12 buy, 4 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$5.92 mean target +11.5% upside Buy (3.00)
$5.35 Low $6.41 High
MetricValue
Current Price$5.31
Target Low$5.35
Target Mean$5.92
Target Median$6.00
Target High$6.41
# Analysts3
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Next FY
2027-12-31
$0.63 $0.62 $0.65 17.5% +3.7% 1↑ 0↓ $23.4B 7.4% 2
Next Q
2026-09-30
$0.14 $0.14 $0.14 137.1% $5.6B 12.4% 1
Current Q
2026-06-30
$0.12 $0.12 $0.12 7.1% $5.4B 10.7% 1
Current FY
2026-12-31
$0.53 $0.53 $0.53 37.5% +2.6% 1↑ 0↓ $21.8B 10.5% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.125
7d ago$0.122+0.002
30d ago$0.000+0.125
60d ago$0.000+0.125
90d ago$0.000+0.125
23 analyst firms have rated this stock: 33 upgrades, 14 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 30, 2026 UBS UPGRADE Neutral Buy
Apr 9, 2026 Citigroup UPGRADE Neutral Buy
Mar 11, 2025 Keefe, Bruyette & Woods DOWNGRADE Outperform Market Perform
Aug 5, 2024 Citigroup DOWNGRADE Buy Neutral
Jul 30, 2024 UBS DOWNGRADE Buy Neutral
Apr 25, 2024 Berenberg INITIATE Hold
Mar 21, 2024 B of A Securities UPGRADE Neutral Buy
Oct 17, 2022 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Apr 5, 2022 Barclays DOWNGRADE Overweight Equal-Weight
Mar 30, 2022 RBC Capital DOWNGRADE Outperform Underperform
Mar 7, 2022 B of A Securities UPGRADE Underperform Neutral
Sep 29, 2021 Goldman Sachs UPGRADE Sell Neutral
Apr 12, 2021 Deutsche Bank UPGRADE Hold Buy
Mar 22, 2021 JP Morgan UPGRADE Neutral Overweight
Feb 8, 2021 Goldman Sachs UPGRADE Sell Neutral
Jul 23, 2020 Credit Suisse UPGRADE Neutral Outperform
Mar 16, 2020 HSBC UPGRADE Hold Buy
Feb 11, 2020 Credit Suisse INITIATE Neutral
Oct 22, 2019 Citigroup DOWNGRADE Buy Neutral
Feb 11, 2019 Morgan Stanley UPGRADE Equal-Weight Overweight
Sep 4, 2018 Berenberg UPGRADE Sell Hold
Dec 11, 2017 Exane BNP Paribas UPGRADE Underperform Neutral
Oct 10, 2017 Credit Suisse UPGRADE Neutral Outperform
Nov 29, 2016 Credit Suisse INITIATE Neutral
Nov 4, 2016 JP Morgan UPGRADE Neutral Overweight
Jul 26, 2016 Berenberg UPGRADE Sell Hold
Jan 13, 2016 Exane BNP Paribas DOWNGRADE Neutral Underperform
Oct 30, 2015 Shore Capital UPGRADE Buy
Aug 25, 2015 Investec UPGRADE Hold Buy
Jul 7, 2015 Canaccord Genuity UPGRADE Hold Buy
Jun 5, 2015 HSBC UPGRADE Hold Buy
May 5, 2015 Jefferies UPGRADE Hold Buy
Mar 18, 2015 Redburn Partners DOWNGRADE Buy Neutral
Jan 2, 2015 Investec UPGRADE Hold Buy
Nov 11, 2014 Shore Capital DOWNGRADE Buy Hold
Apr 23, 2014 Nomura UPGRADE Neutral Buy
Apr 22, 2014 Nomura UPGRADE Neutral Buy
Apr 4, 2014 Oriel UPGRADE Hold Buy
Apr 1, 2014 Numis Securities UPGRADE Add Buy
Mar 24, 2014 Investec UPGRADE Hold Buy
Feb 14, 2014 JP Morgan UPGRADE Neutral Overweight
Feb 4, 2014 Mediobanca Securities DOWNGRADE Outperform Neutral
Jan 24, 2014 Investec DOWNGRADE Buy Hold
Nov 8, 2013 Investec UPGRADE Hold Buy
Oct 29, 2013 Numis Securities DOWNGRADE Add Hold
Oct 28, 2013 Investec DOWNGRADE Buy Hold
Oct 9, 2013 Investec UPGRADE Hold Buy
Aug 8, 2013 Morgan Stanley UPGRADE Overweight
Aug 2, 2013 Barclays UPGRADE Equal-Weight Overweight
Jun 20, 2013 Shore Capital UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202641242073%
May 1, 202641342074%
Apr 1, 202631262065%
Mar 1, 202631262065%
Feb 1, 202631270165%
Jan 1, 202631270068%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
short_volume
Short Volume: LYG — 56.0% short (4.8M / 8.6M)
Short: 4,834,348 | Exempt: 17,135 | TRF Vol: 8,627,341 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: LYG — 55.3% short (3.8M / 6.8M)
Short: 3,765,478 | Exempt: 3,300 | TRF Vol: 6,804,003 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: LYG — 59.2% short (7.0M / 11.8M)
Short: 6,954,051 | Exempt: 27,092 | TRF Vol: 11,750,625 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: LYG — 60.0% short (3.7M / 6.2M)
Short: 3,713,090 | Exempt: 12,420 | TRF Vol: 6,189,910 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: LYG — 59.1% short (5.0M / 8.4M)
Short: 4,972,893 | Exempt: 8,842 | TRF Vol: 8,408,244 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: LYG — 59.1% short (4.1M / 7.0M)
Short: 4,123,509 | Exempt: 8 | TRF Vol: 6,973,645 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_interest
FTD: LYG — 144,016 shares ($0.8M) failed to deliver
Settlement: 20260416, Price: $5.61, FTD Value: $807,929.76, LLOYDS BANKING GROUP PLC ADR
Apr 9, 2026
short_interest
FTD: LYG — 209,858 shares ($1.2M) failed to deliver
Settlement: 20260409, Price: $5.55, FTD Value: $1,164,711.9, LLOYDS BANKING GROUP PLC ADR
Apr 6, 2026
short_volume
Short Volume: LYG — 58.3% short (5.7M / 9.9M)
Short: 5,745,278 | Exempt: 3,600 | TRF Vol: 9,854,375 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_interest
FTD: LYG — 165,298 shares ($0.9M) failed to deliver
Settlement: 20260402, Price: $5.22, FTD Value: $862,855.56, LLOYDS BANKING GROUP PLC ADR
Mar 27, 2026
short_interest
FTD: LYG — 163,996 shares ($0.8M) failed to deliver
Settlement: 20260327, Price: $4.94, FTD Value: $810,140.24, LLOYDS BANKING GROUP PLC ADR
Mar 17, 2026
short_interest
FTD: LYG — 247,366 shares ($1.3M) failed to deliver
Settlement: 20260317, Price: $5.11, FTD Value: $1,264,040.26, LLOYDS BANKING GROUP PLC ADR
Mar 13, 2026
short_interest
FTD: LYG — 313,695 shares ($1.6M) failed to deliver
Settlement: 20260313, Price: $5.14, FTD Value: $1,612,392.3, LLOYDS BANKING GROUP PLC ADR
Feb 24, 2026
short_interest
FTD: LYG — 4,331,298 shares ($24.7M) failed to deliver
Settlement: 20260224, Price: $5.70, FTD Value: $24,688,398.6, LLOYDS BANKING GROUP PLC ADR
Feb 20, 2026
short_interest
FTD: LYG — 136,838 shares ($0.8M) failed to deliver
Settlement: 20260220, Price: $5.65, FTD Value: $773,134.7, LLOYDS BANKING GROUP PLC ADR