Itau Unibanco: Near Fair Value But Brazil Provides Solid Fair Equity Returns
Itau Unibanco (ITUB) is delivering solid results in credit thanks to continued high rates and credit access initiatives. Brazil is in a reasonable economic spot as well, though ITUB seems to be outperforming the general conditions in the market also in terms of credit cost. In terms of valuation, Brazilian cost of equity is quite high due to the higher baseline rates, and we think ITUB is valued to provide a fair Brazilian return.
Itau Unibanco Q3 Earnings & Revenues Rise Y/Y, Expenses Up
ITUB reports 11% profit growth in third-quarter 2025 as higher revenues and financial margins offset rising expenses.
Banco Itau (ITUB) Moves to Strong Buy: Rationale Behind the Upgrade
Banco Itau (ITUB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Itaú Q2: Excellent Result And Reiterated Recommendation
Itaú reported a healthy credit portfolio, focusing on high-income, low-risk customers. The company reported controlled NPLs, with the lowest historical default rate for individuals. Net interest income guidance was revised upwards. Technology-driven expense efficiency stands out.
Itaú Unibanco Holding S.A. (ITUB) Q2 2025 Earnings Conference Call Transcript
Itaú Unibanco Holding S.A. (NYSE:ITUB ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Gustavo Lopes Rodrigues - Director of Investor Relations Milton Maluhy Filho - CEO & Member of Executive Board Conference Call Participants Bernardo Guttmann - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.
Itau Unibanco H1 Earnings & Revenues Rise Y/Y, Expenses Up
ITUB posts 8% rise in H1 recurring results on stronger margins, though rising expenses and lower fees weigh on gains.
Itaú Unibanco: The Premium Compounder Still Steering Brazil's Banking Scene
Itaú Unibanco stands out as Brazil's top private bank, with superior profitability, governance, and resilience amid high interest rates and macro uncertainty. Strong Q1 2025 results, low delinquency, and operational efficiency justify ITUB's premium valuation and continued leadership among Brazilian banks. Momentum is driven by robust earnings, upward guidance revisions, and favorable capital flows into Brazil, supporting a bullish outlook for 2025.
Itaú Unibanco Q1: Bank Exceeds Expectations With Strong Profitability
Itaú Unibanco's portfolio grew 13.2% y/y, showing strong, selective expansion, despite a 1.7% q/q decline due to exchange rate variations. Non-performing loans >90 days fell to 2.3%, the lowest since 1Q21, indicating improved long-term indicators and operational resilience. Financial margin with customers increased to 3.2% q/q and 14% y/y, driven by a strategic product mix, boosting net interest income.
Itaú Unibanco: Profitability Without Surprises, But Without Failures
Itaú is well positioned to benefit from Brazil's moderate 2025 growth and a potential Selic rate cut that could boost credit demand. The bank posted strong Q1 2025 results, with a 22.5% ROE and over 10% YoY growth in operating income. Its digital transformation enhances customer experience and strengthens competitiveness against fintechs, while maintaining operational efficiency and cost control.
Itaú Unibanco Holding S.A. (ITUB) Q1 2025 Earnings Call Transcript
Itaú Unibanco Holding S.A. (NYSE:ITUB ) Q1 2025 Earnings Conference Call May 9, 2025 9:00 AM ET Company Participants Renato Lulia Jacob - Head of Investor Relations Milton Maluhy Filho - Chief Executive Officer Gabriel Amado de Moura - Chief Financial Officer Conference Call Participants Daniel Vaz - Safra Bank Thiago Batista - UBS Eduardo Rosman - BTG Pactual Tito Labarta - Goldman Sachs Marcelo Mizrahi - BBI Mario Pierry - Bank of America Renato Meloni - Autonomous Matheus Guimaraes - XP Guilherme Grespan - JPMorgan Gustavo Schroden - Citibank Jorge Kuri - Morgan Stanley Carlos Gomez-Lopez - HSBC Henrique Navarro - Santander Eduardo Nishio - Genial Operator Hello, good morning, everyone.
Itau Unibanco Q1 Earnings & Revenues Rise Y/Y, Expenses Up
ITUB's first-quarter 2025 results benefit from a rise in revenues and managerial financial margin.
SAN vs. ITUB: Which Stock Is the Better Value Option?
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Banco Santander (SAN) and Banco Itau (ITUB). But which of these two stocks presents investors with the better value opportunity right now?
