BPOP

Popular Inc (BPOP) Q2 2026 Earnings Call Highlights: Strong Financial Performance and Strategic ...

Published: Jul 23, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • Popular Inc. (NASDAQ: BPOP) reported strong Q2 2026 earnings of $4.35 per share, up 15% year-over-year, driven by rising net interest income, stable net interest margins, and strong loan growth driven by commercial, construction, and mortgage lending.
  • Popular repurchased $125 million of common stock and announced a 20% dividend increase and a new $1 billion share repurchase authorization, fully utilizing the prior $500 million authorization.
  • Credit quality remained stable with lower consumer net charge-offs and a decline in non-performing loans, though operating expenses increased due to higher personnel costs and business promotion expenses.
  • Competition in Puerto Rico and the U.S. continued to pressure pricing and market share, and the company faced two unrelated relationships placed on non-accrual status totaling approximately $129 million, indicating potential credit risk.
  • Despite strong performance, the company continues to invest in technology and digital capabilities, enhancing customer experience and operational efficiency.
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Growth Stock Metric Rating
BPOP Rating
33.5
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 3.2% 25% 20.0 ptsMinimal (3.2%) - Very weak
EPS Growth Next 5Y ? 15.4% 25% 50.0 ptsMeets Minimum (15.4%) - Passes screener
Target Price Upside ? 9.3% 20% 35.0 ptsBelow Screener (9.3%) - Target: $186.70 vs Current: $170.88
Gross Margin % ? 15% 40.0 ptsNo Gross Margin Data
Drawdown from 52-Wk High ? -2.2% 15% 20.0 ptsBarely a Dip (-2.2%) - Near recent highs
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About BPOP

Financial Services Banks - Regional 9,191 employees Hato Rey, PR, United States
  • Popular, Inc., through its subsidiaries, provides various retail, mortgage, and commercial banking services for individuals and businesses in Puerto Rico, the United States, the British Virgin Islands, the Caribbean, and Latin America.
  • The company offers savings, NOW, money market, and other interest-bearing demand accounts; non-interest bearing demand deposits; checking accounts; individual retirement accounts and educational contribution accounts; business accounts; investment accounts; private management accounts; and certificates of deposit.
  • It also provides commercial and industrial, commercial real estate, commercial multi-family, and residential mortgage loans; consumer loans, including unsecured personal loans, home equity lines of credit, and other loans to individual borrowers; construction loans; lease financing comprising automobile loans and leases; renewable energy and marine loans; and startup program and healthcare hub financing.
  • In addition, the company offers auto and equipment leasing and financing; broker-dealer; international and private banking; insurance services, such as travel, property, auto and boat, health, life, and title; debit and credit cards; family of funds and Keogh plans; mobile easy deposit, foreign exchange, and fiduciary services; retirement plans; wire transfers; coordination of auto, aircraft, and helicopter loans; financial planning; investment advice; ATM; and online banking services.
  • Popular, Inc. was founded in 1893 and is headquartered in Hato Rey, Puerto Rico.
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