Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.004
Buy
RSI(14)
60.163
Neutral
STOCH(KDJ)(9,3,3)
63.509
Buy
ATR(14)
0.154
High Vlolatility
CCI(14)
17.660
Neutral
Williams %R
30.275
Buy
TRIX(12,20)
0.247
Sell
StochRSI(14)
100.000
Overbought
Itau Unibanco Holding SA
ITUB7.145USD
+0.185+2.66%
Market hours （ET）Quotes delayed by 15 min
38.08BMarket Cap
5.11P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-27Key Insights
The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Buy.Despite a weak stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
6
analysts
Buy
Current Rating
7.464
Target Price
+9.76%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
Itau Unibanco Holding S.A. is a holding company. The Company provides a range of financial products and services to individual and corporate clients in Brazil and abroad. The Company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market + Corporation. The Retail Banking segment offers banking products and services to a diversified client base of account holders and non-account holders, individuals and companies. The Wholesale Banking segment offers products and services to middle-market companies, high-net worth clients (Private Banking) and institutional clients. The Company's Activities with the Market + Corporation segment mainly manages the financial results associated with capital surplus, subordinated debt, and net debt of tax credits and debits. The Company provides banking activities, through its commercial, investment, real estate loan, finance and investment credit, and lease portfolios, including foreign exchange operations.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 34.79.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 62.61%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 62.61%.
Overvalued
The company’s latest PE is 9.89, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 1.23B shares, increasing 4.58% quarter-over-quarter.
Held by Ken Fisher
Star Investor Ken Fisher holds 61.50M shares of this stock.
Financial Health
Currency: USD Updated：2025-08-27The company's current financial score is 7.58, which is higher than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 7.36B, representing a year-over-year decrease of 6.09%, while its net profit experienced a year-over-year decrease of 9.66%.
Score
Financials
7.86
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
6.18
Operational Efficiency
7.70
Growth Potential
9.17
Shareholder Returns
6.98
Valuation Dimension
Currency: USD Updated：2025-08-27The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 9.89, which is -5.88% below the recent high of 9.31 and 16.59% above the recent low of 8.25.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 79/524
No Data
Forecast
Currency: USD Updated：2025-08-27The company’s current earnings forecast score is 8.33, which is higher than the Banking & Investment Services industry's average of 7.34. The average price target for Itau Unibanco Holding SA is 7.50, with a high of 7.82 and a low of 7.10.
Score
Support & Resistance
No Data
Analyst Rating
Based on
6
analysts
Buy
Current Rating
7.464
Target Price
+9.76%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
306
Total
4
Median
5
Average
Company name
Ratings
Analysts
Itau Unibanco Holding SA
ITUB
6
JPMorgan Chase & Co
JPM
26
Wells Fargo & Co
WFC
25
US Bancorp
USB
24
Regions Financial Corp
RF
24
Bank of America Corp
BAC
24
1
2
3
...
61
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-27The company’s current price momentum score is 9.17, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 7.33 and the support level at 6.38, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
6.830
Buy
MA10
6.834
Buy
MA20
6.756
Buy
MA50
6.618
Buy
MA100
6.433
Buy
MA200
5.784
Buy
Institutional Confidence
Currency: USD Updated：2025-08-27The company’s current institutional recognition score is 3.00, which is lower than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 23.07%, representing a quarter-over-quarter increase of 1.31%. The largest institutional shareholder is Ken Fisher, holding a total of 61.50M shares, representing 1.15% of shares outstanding, with 9.80% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
GQG Partners, LLC
Orbis Investment Management Ltd.
Fidelity Management & Research Company LLC
Westwood Global Investments, L.L.C.
Arrowstreet Capital, Limited Partnership
CPP Investment Board
Schroder Investment Management Ltd. (SIM)
Robeco Institutional Asset Management B.V.
1
2
Risk Assessment
Currency: USD Updated：2025-08-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 5.40, which is higher than the Banking & Investment Services industry's average of 5.16. The company's beta value is 0.84. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.84
VaR
+3.37%
240-Day Maximum Drawdown
+28.17%
240-Day Volatility
+29.57%
Return
Best Daily Return
60 days
+3.61%
120 days
+6.27%
5 years
+10.91%
Worst Daily Return
60 days
-4.59%
120 days
-6.33%
5 years
-9.36%
Sharpe Ratio
60 days
+0.53
120 days
+2.40
5 years
+0.65
Risk Assessment
Maximum Drawdown
240 days
+28.17%
3 years
+32.64%
5 years
+33.00%
Return-to-Drawdown Ratio
240 days
+0.46
3 years
+0.38
5 years
+0.48
Skewness
240 days
-0.11
3 years
-0.13
5 years
+0.00
Volatility
Realised Volatility
240 days
+29.57%
5 years
+34.28%
Standardised True Range
240 days
+2.03%
5 years
+2.03%
Downside Risk-Adjusted Return
120 days
+352.90%
240 days
+352.90%
Maximum Daily Upside Volatility
60 days
+22.93%
Maximum Daily Downside Volatility
60 days
+20.78%
Liquidity
Average Turnover Rate
60 days
+0.26%
120 days
+0.27%
5 years
--
Turnover Deviation
20 days
+37.88%
60 days
+31.97%
120 days
+32.43%
Peers
Currency: USD Updated：2025-08-27Itau Unibanco Holding SA
ITUB
7.07 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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WTFC
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Valuation Dimension
Forecast
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SYF
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
