OTC· Commercial Banks, NEC· Inc. X0· CIK 0001160106

LYG

Lloyds Banking Group plc
$5.50 ▲ +1.48%
Prev close $5.42
Market cap$83.4B
12-mo target$6.58 (+19.6%)
High Impact Filing (7/10)32 New Institutional Positions12 Institutional Exits Traditional Finance
Snapshot
The big-picture read on LYG right now — valuation, ownership and activity at a glance.
Market Cap
$83.4B
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$2.6B
Inst. Activity
32 buys / 12 sells
SEC Reports
20
Price chart 30d -9.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 short_volume
Short Volume: LYG — 58.8% short (2.9M / 4.9M)
Short: 2,856,005 | Exempt: 16,055 | TRF Vol: 4,857,379 | Short Ratio: 58.8% | Off-exchange volume (d
Sep 15, 2026 SEC
The NYSE filed a 25-NSE notification to delist and deregister Lloyds Banking Group's 1.985% Fixed Rate Reset Subordinate
25-NSE — Impact 2/10
Sep 11, 2026 SEC
Lloyds Banking Group plc filed a 6-K disclosing routine share repurchases under two existing buyback programs announced
6-K — Impact 2/10
Sep 11, 2026 SEC
Lloyds Banking Group filed a routine 6-K disclosing the monthly acquisition of Partnership Shares and award of Matching
6-K — Impact 2/10
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
42,671,550 shares ($248.8M)
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
31,757,731 shares ($182.6M)
Analyst ratings buy % -7.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
DateFirmActionRatingFirm rating
Apr 30, 2026UBSUPGRADEBuy 55%
Apr 9, 2026CitigroupUPGRADEBuy 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202641172063%
Aug 1, 202641162065%
Jul 1, 202641252070%
Jun 1, 202641242073%
May 1, 202641342074%
Apr 1, 202631262065%
Mar 1, 202631262065%
Feb 1, 202631270165%
Price targets
Where 4 covering analysts think LYG trades over the next 12 months.
$6.58 +19.6% upside Buy
Current$5.50 Low$5.95 Median$6.40 High$7.56 4 analysts
$5.95$7.56
Analyst rating Buy· 2.5/5 as of Oct 3, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 19 neutral · avg impact 2.5/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
short_volume
Short Volume: LYG — 58.8% short (2.9M / 4.9M)
Short: 2,856,005 | Exempt: 16,055 | TRF Vol: 4,857,379 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: LYG — 60.0% short (3.5M / 5.9M)
Short: 3,514,720 | Exempt: 19,549 | TRF Vol: 5,856,840 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: LYG — 57.1% short (2.4M / 4.1M)
Short: 2,362,639 | Exempt: 11,801 | TRF Vol: 4,134,693 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: LYG — 56.3% short (2.3M / 4.1M)
Short: 2,319,587 | Exempt: 2,551 | TRF Vol: 4,117,186 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: LYG — 61.1% short (2.2M / 3.6M)
Short: 2,193,978 | Exempt: 5,787 | TRF Vol: 3,589,023 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.14$0.14–$0.14129.9%+0.4%0↑ 1↓$5.6B1
Next Q$0.15$0.15–$0.1530.2%+0.4%1↑ 0↓$5.7B1
Current FY$0.54$0.52–$0.5538.6%-0.7%1↑ 0↓$21.8B2
Next FY$0.64$0.64–$0.6419.8%+0.8%1↑ 0↓$23.7B1
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$0.138—
7d ago$0.138—
30d ago$0.138+0.001
60d ago$0.139-0.001
90d ago$0.143-0.005
Institutional ownership
Which big funds own LYG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.6B total value (450,576,989 shares) as of 2026-Q2. Top holders: NOMURA, FMR, MORGAN. Net buying activity: 32 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
NOMURA ASSET MANAGEMENT CO LTD0$0.000.0%—
FMR LLC51,014,992$297.4M11.3%—
MORGAN STANLEY42,671,550$248.8M9.5%ADD +68.2%
JPMORGAN CHASE & CO31,757,731$182.6M7.0%ADD +27.5%
GOLDMAN SACHS GROUP INC26,503,021$154.5M5.9%—
WCM INVESTMENT MANAGEMENT, LLC26,155,105$150.4M5.7%NEW
NORTHERN TRUST CORP23,632,830$137.8M5.3%ADD +63.2%
Fisher Asset Management, LLC21,504,433$125.4M4.8%NEAR_EXIT -86.0%
BNP PARIBAS FINANCIAL MARKETS18,122,890$105.7M4.0%DOUBLED +4192.3%
CITIGROUP INC16,746,452$97.6M3.7%DOUBLED +2674.0%
Recent position changes
FundActionPrevCurrentChangeValue
MORGAN STANLEYADD25,369,79342,671,550+68.2%$248.8M
JPMORGAN CHASE & COADD24,906,66731,757,731+27.5%$182.6M
Fisher Asset Management, LLCNEAR_EXIT153,508,61221,504,433-86.0%$125.4M
BNP PARIBAS FINANCIAL MARKETSDOUBLED422,21918,122,890+4192.3%$105.7M
CITIGROUP INCDOUBLED603,69016,746,452+2674.0%$97.6M
Optiver Holding B.V.DOUBLED2,486,64510,812,139+334.8%$63.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD6,871,50010,236,228+49.0%$59.7M
MILLENNIUM MANAGEMENT LLCADD6,374,6378,098,237+27.0%$47.2M
Qube Research & Technologies LtdDOUBLED2,236,6726,288,166+181.1%$36.7M
BANK OF MONTREAL /CAN/DOUBLED431,4055,235,547+1113.6%$30.5M
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LYG.
Shares short
9,213,756
Settlement Sep 15, 2026
Change vs prior
+120.6%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
Of shares outstanding
≈0.1%
Estimate — not % of float
All LYG filing & press-release reports (55)