LSE:NWG 5 March 2026 - 15 May 2026

NatWest (LSE: NWG) steady at 636p as Starmer quits, traders see quiet session
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NatWest (LON:NWG) shares up as Berenberg price target points to £16bn gap

NatWest shares rose 1.7% to 658.20p after Berenberg initiated coverage with an 860p target, implying £16.1 billion more equity value. The bank expects 2026 hedge income to offset a 25-basis-point rate drop by 7.6 times. NatWest’s Q1 operating profit reached £2.0 billion, with return on tangible equity at 18.2%. The outlook excludes its planned £2.7 billion Evelyn Partners acquisition.
June 25, 2026
NatWest Group Plc Stock Falls: What Fitch’s AA Upgrade And New Debt Filing Mean Now
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NatWest Group Plc Stock Falls: What Fitch’s AA Upgrade And New Debt Filing Mean Now

NatWest Markets updated debt programme documents after Fitch upgraded several NatWest subsidiaries to AA. Shares fell 2.24% to 557.6p in London, with volume above 7.1 million and a market value near £44.35 billion. The FCA approved new prospectuses for £25 billion and $20 billion note programmes. CEO Paul Thwaite received 53,366 shares as part of a fixed share allowance.
May 15, 2026
NatWest Stock Falls as UK Political Risk Overpowers a Stronger Income Story
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NatWest Stock Falls as UK Political Risk Overpowers a Stronger Income Story

NatWest shares fell 4.1% to 561.6p in London on Tuesday, mirroring a broader drop in UK bank stocks amid surging gilt yields and political turmoil. Thirty-year gilt yields hit 5.81%, the highest since 1998. Pressure mounted on Labour leader Keir Starmer to resign after poor local election results, fueling concerns over potential tax hikes on banks. JPMorgan analysts now expect the UK banking surcharge could rise to 5% from 3%.
May 12, 2026
Lloyds Slides as UK Political Risk Turns a Bank Stock Into a Gilt Trade
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Lloyds Slides as UK Political Risk Turns a Bank Stock Into a Gilt Trade

Lloyds Banking Group shares fell 4.2% to 94.21p as UK bank stocks dropped amid surging gilt yields and pressure on sterling. The 30-year gilt yield hit 5.81%, the highest since 1998. Investors cited fiscal risk, oil-driven inflation, and speculation over Prime Minister Keir Starmer’s future. Lloyds’ buyback and capital moves failed to stem the broader selloff in UK banks.
May 12, 2026
Lloyds Banking Group Profit Beat Faces Test as Shares Slip and War Risks Cloud Outlook
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Lloyds Banking Group Profit Beat Faces Test as Shares Slip and War Risks Cloud Outlook

Lloyds shares fell 1.4% to 98.27p Friday despite a 33% jump in first-quarter profit to £2.025 billion and raised 2026 income targets. The bank booked a £151 million impairment charge tied to weaker UK growth and fallout from the Middle East conflict. Net interest income rose to £3.483 billion. NatWest also reported higher profit but took a £283 million charge, citing similar risks.
May 1, 2026
Santander Branch Closures Hit 40 UK Sites As NatWest Joins High Street Bank Retreat
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Santander Branch Closures Hit 40 UK Sites As NatWest Joins High Street Bank Retreat

Santander has begun closing 40 UK branches, shutting 13 this week and planning 27 more in May, as part of a shift to digital banking. NatWest, Lloyds, and Halifax will also close branches in May, with 52 UK bank sites set to shut that month. Santander says 96% of its transactions are now digital. The bank expects to have 305 UK branches after the closures.
April 30, 2026
NatWest Group plc’s $1.5 billion NYSE notes head for delisting after maturity
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NatWest Group plc’s $1.5 billion NYSE notes head for delisting after maturity

The New York Stock Exchange filed to delist NatWest Group’s $1.5 billion 4.8% senior notes after the bonds matured on April 5. NatWest continues to list other securities in the U.S. and raised $750 million in subordinated notes in March. The bank remains active in capital markets and is pursuing growth in wealth management, including a £2.7 billion deal for Evelyn Partners.
April 6, 2026
NatWest Share Price Today: Stock Under Pressure After Mentor Sale and UK Growth Cut
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NatWest Share Price Today: Stock Under Pressure After Mentor Sale and UK Growth Cut

NatWest Group shares closed at 537 pence on Thursday, down from 543 pence, after the bank agreed to sell its Mentor HR advisory arm to Empowering People Group; terms were not disclosed. The FTSE 100 dropped 1.3% as the OECD cut the UK’s 2026 growth forecast to 0.7% and raised its inflation outlook to 4.0%. Capital Group Companies trimmed its NatWest stake just below the 5% disclosure threshold.
March 26, 2026
Why NatWest Share Price Dropped 8% as Ex-Dividend Hit Meets Fresh BoE Rate Fears
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NatWest Share Price Rises After Mentor Sale Signals Bigger Wealth Push

NatWest shares rose 1.65% to 542.7 pence after announcing the sale of its HR advisory arm Mentor to Empowering People Group, with the deal expected to close later in 2026. The move follows NatWest’s focus on core banking and wealth management, including a £750 million buyback and the £2.7 billion Evelyn Partners acquisition. The FTSE 100 gained 1.1% in morning trade, with banks up 2.1%.
March 25, 2026
NatWest snaps up nearly 892,000 shares in fresh buyback as capital returns roll on
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NatWest snaps up nearly 892,000 shares in fresh buyback as capital returns roll on

NatWest bought back 891,842 shares on March 5 as part of its ongoing repurchase programme and plans to cancel them, reducing shares in circulation. The bank reported a 24% rise in 2025 pretax profit last month and is expanding into wealth management with the £2.7 billion Evelyn Partners deal. The March 5 buybacks were executed via UBS at average prices around 592–593 pence per share.
March 6, 2026
Lloyds Banking Group plc leads race for Aegon UK business as wealth push accelerates, report says
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Lloyds Banking Group plc leads race for Aegon UK business as wealth push accelerates, report says

Lloyds Banking Group is leading the auction for Aegon’s UK business, valued at £1–1.5 billion, with final bids due next month and an announcement possible in April, Financial News reported. Phoenix and Canada Life remain contenders. Aegon’s UK arm serves about 3.7 million customers and manages £220 billion in assets. No final decisions have been made, and Aegon has not detailed the scope of any sale.
March 6, 2026
NatWest ramps up Scotland startup push: RBS Accelerator targets 5,000 entrepreneurs, adds £1m EDGE deal
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NatWest ramps up Scotland startup push: RBS Accelerator targets 5,000 entrepreneurs, adds £1m EDGE deal

Royal Bank of Scotland, owned by NatWest, will expand its Accelerator programme to support 5,000 Scottish entrepreneurs in 2026 and has pledged £1 million to the Scottish EDGE Awards over three years. NatWest bought back 458,962 shares on March 4, with plans to cancel them. The bank’s Glasgow and Edinburgh hubs currently support 1,000 businesses. Scottish EDGE finals are set for June 11 in Edinburgh.
March 5, 2026
Lloyds tipped as front-runner for Aegon UK business as bidders circle
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Lloyds tipped as front-runner for Aegon UK business as bidders circle

Lloyds is leading the first round of bids for Aegon’s UK business, valued at £1–1.5 billion, according to Financial News. Phoenix Group and Canada Life also submitted offers, with final bids due next month. Lloyds disclosed a new share buyback, purchasing over 20 million shares at an average 98 pence each. Aegon began reviewing its UK unit as it shifts focus to the U.S.
March 5, 2026
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