LYG Stock Recent News

Lloyds Banking Group is in advanced discussions to acquire Curve, the London-based fintech firm, in a deal that could be valued at up to £120 million, reported Sky News, citing sources familiar with the matter. If negotiations are concluded successfully, an announcement may come as early as the end of September.

UK banks have had their fair share of in-flight turbulence, but analysts still see them heading for a stable landing. According to UBS, domestic lenders have largely closed the gap with their European peers in terms of valuation, and the outlook remains constructive despite some short-term headwinds.

DPMLF, BKNG and LYG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 8, 2025.

UBS has reiterated its positive stance on UK banks, arguing that the sector is poised to re-rate as macroeconomic conditions stabilise and interest rate fears ease. The investment bank maintains an overweight position on UK domestic lenders, noting that they combine modest valuations with some of the strongest forecast returns in the European banking landscape.

Investors with an interest in Banks - Foreign stocks have likely encountered both Lloyds (LYG) and Toronto-Dominion Bank (TD). But which of these two stocks is more attractive to value investors?

JPMorgan has reiterated its preference for Barclays PLC (LSE:BARC) and NatWest Group PLC (LSE:NWG) over Lloyds Banking Group PLC (LSE:LLOY), highlighting key divergences in performance driven by shifting margins and evolving market dynamics. The investment bank underscores Barclays and NatWest as "overweight" recommendations, with Barclays notably termed "the cheapest bank in Europe".

Lloyds Banking Group PLC (LSE:LLOY) shares sit at 76p, just above Kfeefe, Bruyette & Woods' target price of 75p, with analysts maintaining a ‘market perform' rating. In a recent management meeting, Lloyds presented a confident outlook, with KBW highlighting reaffirmed guidance on profitability and capital returns.

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.

UK savers moved decisively into cash ISAs in April, pushing time deposits up 3.1 % while sight deposits fell 1.6 %, according to Bank of England data. That shift is typical for the start of the tax year, but it carries real implications for bank margins.