Investors looking for stocks in the Banks - Foreign sector might want to consider either Lloyds (LYG) or Erste Group Bank AG (EBKDY). But which of these two stocks is more attractive to value investors?
Lloyds reported strong 2Q25 numbers and reaffirmed FY25E guidance, with further improvement expected in FY26E. The gain in Lloyds' share price of 44% so far in 2025 appears to have largely allowed for an expected expansion of the bank's return on tangible equity. FCA motor finance review provisions remain a significant unknown; further charges are possible depending on the Supreme Court's decision.
Lloyds Banking Group plc (NYSE:LYG ) H1 2025 Earnings Call July 24, 2025 4:30 AM ET Company Participants Charles Alan Nunn - Group Chief Executive & Executive Director William Leon David Chalmers - Group CFO & Executive Director Conference Call Participants Amandeep Singh Rakkar - Barclays Bank PLC, Research Division Benjamin Toms - RBC Capital Markets, Research Division Benjamin D. Caven-Roberts - Goldman Sachs Group, Inc., Research Division Christopher Cant - Bernstein Autonomous LLP Edward Hugo Anson Firth - Keefe, Bruyette, & Woods, Inc., Research Division Guy Stebbings - BNP Paribas Exane, Research Division Jason Clive Napier - UBS Investment Bank, Research Division Jonathan Richard Kuczynski Pierce - Jefferies LLC, Research Division Sheel Shah - JPMorgan Chase & Co, Research Division Operator Thank you for standing by, and welcome to the Lloyds Banking Group 2025 Half Year Results Call.
British bank Lloyds reported a solid set of figures for the second quarter, with after-tax earnings comfortably clearing consensus. The bank's structural hedge continues to power net interest margin expansion, offsetting deposit and asset margin headwinds. Healthy capital generation and a surplus over management's target level can support an attractive shareholder yield.
Investors interested in Banks - Foreign stocks are likely familiar with Lloyds (LYG) and DBS Group Holdings Ltd (DBSDY). But which of these two stocks offers value investors a better bang for their buck right now?
The U.S. has been outperforming almost all foreign markets for the last decade+. At this point, we think Trump's tariff chaos and the relative discount of foreign companies should lead investors to consider high quality overseas exposure. Lloyds Banking Group is a stable bank in a stable jurisdiction. Primed to deliver mid-single digits EPS growth and solid 5%+ dividend yields. We think the stock is a 'buy'.
JP Morgan remains upbeat on the outlook for UK banks, pointing to resilient interest rates, steady cash generation, and undemanding valuations as the key reasons behind its positive stance. Following meetings with senior management across the sector, analysts say most lenders are delivering operationally despite fiscal headwinds and an uncertain global backdrop.
Investors interested in Banks - Foreign stocks are likely familiar with Lloyds (LYG) and ICICI Bank Limited (IBN). But which of these two stocks is more attractive to value investors?
Shares of Britain's Lloyds Banking Group have been an exceptional performer so far in 2025, returning over 40%. Lloyds' first quarter was arguably a little mixed, with stronger than expected net interest income offset by slightly weaker costs. Within that, provisioning was a little higher than consensus, with management booking a £100 million overlay to capture possible risks from tariffs.
Does Lloyds (LYG) have what it takes to be a top stock pick for momentum investors? Let's find out.
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Lloyds (LYG) and Canadian Imperial Bank (CM). But which of these two stocks presents investors with the better value opportunity right now?
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Lloyds (LYG) and Canadian Imperial Bank (CM). But which of these two stocks is more attractive to value investors?