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ITUB
NYSE Finance

Itau Unibanco Reports Strong Q1 2026 Earnings with Double-Digit Profit Growth and Stable Credit Quality

Analysis by Arik Shkolnikov
Sentiment info
Positive
Importance info
7
Price
$8.58
Mkt Cap
$94.363B
52W Low
$5.874
52W High
$9.6
Market data snapshot near publication time

summarizeSummary

Itau Unibanco reported strong Q1 2026 earnings, with recurring managerial profit up 10.4% year-over-year and a high ROE of 24.8%, alongside stable credit quality.


check_boxKey Events

  • Strong Profit Growth

    Recurring managerial result reached R$12.3 billion, marking a 10.4% increase compared to Q1 2025.

  • High Return on Equity

    Consolidated recurring managerial ROE stood at 24.8%, up 2.3 percentage points year-over-year.

  • Stable Credit Quality

    The >90 days NPL ratio remained stable at 1.9% compared to both Q4 2025 and Q1 2025.

  • Solid Credit Portfolio Expansion

    The credit portfolio (excluding FX variation) grew 9.0% year-over-year to R$1,483 billion.


auto_awesomeAnalysis

The filing details Itau Unibanco's first-quarter 2026 financial results, showcasing robust performance with a significant year-over-year increase in recurring managerial profit and a high return on equity. The stability in credit quality metrics, such as the NPL ratio, further reinforces the bank's solid operational health. While the company maintained its full-year guidance, these strong results provide a positive outlook for investors, indicating consistent execution in a competitive financial landscape.

At the time of this filing, ITUB was trading at $8.58 on NYSE in the Finance sector, with a market capitalization of approximately $94.4B. The 52-week trading range was $5.87 to $9.60. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.

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