Lloyds Could Start Half-Yearly Buybacks on BOE Capital Demand Softening -- Market Talk

Dow Jones12-02

1431 GMT - A 1% reduction in capital requirements for U.K. banks could give Lloyds the confidence to move to half-year share buybacks from its current annual program, Jefferies analysts Jonathan Pierce and Priya Rathod write. The decision by the Bank of England to ease capital rules will also allow Barclays and NatWest to lower their 2027 core capital targets, the analysts say. More significant than a change to capital targets, however, is the reversal of regulatory headwinds that the central bank's decision signals, they say. U.K. banks are up on the policy change, with Lloyds leading the pack, gaining 1.3%. Barclays and NatWest rise 1.2% and 1%, respectively. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

December 02, 2025 09:31 ET (14:31 GMT)

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