Seeking Alpha·Sep 15, 2026
Popular, Inc. (BPOP) Presents at Barclays 24th Annual Global Financial Services Conference TranscriptPopular, Inc. (BPOP) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Popular, Inc. is executing a robust growth trajectory, with net interest income accelerating 9.8% year-over-year to $693.4M in 2026Q2 and EPS up 40.8% to $4.35, driven by strong loan demand and a stable 0.9% NIM. The bank's efficiency ratio improved to 41.8%, ...
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Revenue momentum is strong, with NII up 9.8% YoY to $693.4M and EPS growth of 40.8% to $4.35 in 2026Q2, while the efficiency ratio improved to 41.8% from 48.8% sequentially, though provision volatility (zero to $65.9M) clouds earnings quality.
Analysts anticipate significant earnings per share (EPS) growth for BPOP, with projections of 9% for 2025 and 11% for 2026. The company's earnings are expected to grow by 9.84% next year, from $14.84 to $16.30 per share.
A significant majority of analysts recommend a 'Buy' or 'Strong Buy' for BPOP stock. For instance, 8 analysts have a consensus rating of 'Buy,' with 38% recommending 'Strong Buy' and 63% recommending 'Buy.'
BPOP recently reported Q1 2026 earnings of $3.78 per share, exceeding analysts' expectations of $3.23 by 17.03%. The company also beat revenue estimates in Q1 2026, reporting $835.81 million against an estimate of $801.84 million.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $4.35+16.9% vs $3.72 | $874M-0.5% vs $878M |
Q2 2026 Apr 23, 2026 | $3.78+14.5% vs $3.30 | $836M-1.6% vs $850M |
Q1 2026 Jan 27, 2026 | $3.38+11.9% vs $3.02 | $900M+7.2% vs $839M |
Q4 2025 Oct 23, 2025 | $3.14+6.4% vs $2.95 | $779M-5.1% vs $821M |
Popular, Inc. (BPOP) Presents at Barclays 24th Annual Global Financial Services Conference Transcript
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Popular (BPOP) have what it takes?
California State Teachers Retirement System increased its position in shares of Popular, Inc. (NASDAQ: BPOP) by 15,370.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,364,067 shares of the bank's stock after buying an additional 12,284,146 shares during the period. California State Teachers
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Benchmark BPOP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Popular, Inc. (BPOP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $160.19 | $10.34B | 13.02 | 13.87% | 18.81% | 14.05% | 1.82% | |
| $26.91 | $4.11B | 12.52 | 10.75% | 29.39% | 19.03% | — | |
| $51.70 | $2.19B | 11.51 | 4.42% | 24.43% | 15.92% | — | |
| $35.62 | $733.99M | 10.89 | 4.57% | 22.71% | 14.12% | — | |
| $76.89 | $4B | 15.11 | 2.08% | 29.27% | 11.78% | — | |
| $13.78 | $1.76B | 29.96 | 5.26% | 12.58% | 5.61% | — |
Popular, Inc. (BPOP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Popular, Inc. (BPOP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 20, 2026·SEC
Aug 20, 2026·SEC
Jul 23, 2026·SEC
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Popular, Inc. (BPOP) stock FAQ — growth, dividends, profitability & financials explained
Popular, Inc. (BPOP) grew revenue by 13.9% over the past year. This is steady growth.
Yes, Popular, Inc. (BPOP) is profitable, generating $969.1M in net income for fiscal year 2025 (18.8% net margin).
Yes, Popular, Inc. (BPOP) pays a dividend with a yield of 1.82%. This makes it attractive for income-focused investors.
Popular, Inc. (BPOP) has a return on equity (ROE) of 14.0%. This is reasonable for most industries.
Popular, Inc. (BPOP) has a net interest margin (NIM) of 3.4%. This indicates healthy earnings from lending activities.
Popular, Inc. (BPOP) has an efficiency ratio of 43.3%. This is excellent, indicating strong cost control.
