Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.069
Neutral
RSI(14)
54.541
Neutral
STOCH(KDJ)(9,3,3)
84.407
Buy
ATR(14)
0.156
Low Volatility
CCI(14)
132.472
Buy
Williams %R
7.407
Overbought
TRIX(12,20)
-0.110
Sell
StochRSI(14)
100.000
Buy
Itau Unibanco Holding SA
ITUB7.470USD
+0.070+0.94%
Close 01/09, 16:00（ET）Quotes delayed by 15 min
40.64BMarket Cap
10.64P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Itau Unibanco Holding SA
Currency: USD Updated: 2026-01-09Key Insights
Itau Unibanco Holding SA's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 32 out of 399 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 7.58.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, 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.
Itau Unibanco Holding SA's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Itau Unibanco Holding SA Highlights
StrengthsRisks
Itau Unibanco Holding SA, formerly Banco Frances e Brasileiro SA is a Brazil-based provider of diversified banking and nonbanking services and products. The Company’s activities are divided into three business segments: Retail Business, Wholesale Business, and Activities with the Market and Corporations. The Retail Business segment’s offering includes personal loans, credit cards, payroll deducted loans, vehicle financing, mortgage loans, insurance, pension plan and premium bond products. The Wholesale Business segment offers services and products to private banking clients, such as asset management, capital market solutions, corporate and investment banking activities. The Activities with the Market and Corporations Business segment manages interest income associated with the Company’s capital surplus, subordinated debt surplus and the net balance of tax credits and debits. Itau Unibanco Holding serves individuals and corporate clients.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 28.77B.
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 PB is 2.05, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 1.56B shares, increasing 8.56% quarter-over-quarter.
Held by Frank Sands
Star Investor Frank Sands holds 34.57K shares of this stock.
Analyst Rating
Based on
6
analysts
Buy
Current Rating
7.578
Target Price
+2.82%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-01-09The current financial score of Itau Unibanco Holding SA is 8.70, ranking 72 out of 399 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 7.77B, representing a year-over-year increase of 18.27%, while its net profit experienced a year-over-year increase of 11.03%.
Score
Financials
6.85
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
10.00
Operational Efficiency
10.00
Growth Potential
7.93
Shareholder Returns
8.71
Itau Unibanco Holding SA's Company Valuation
Currency: USD Updated: 2026-01-09The current valuation score of Itau Unibanco Holding SA is 7.20, ranking 287 out of 399 in the Banking Services industry. Its current P/E ratio is 10.64, which is 4.89% below the recent high of 11.16 and 41.20% above the recent low of 6.25.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 32/399
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-01-09The current earnings forecast score of Itau Unibanco Holding SA is 8.33, ranking 60 out of 399 in the Banking Services industry. The average price target is 7.91, with a high of 8.50 and a low of 7.10.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
6
analysts
Buy
Current Rating
7.578
Target Price
+2.82%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
305
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
25
Bank of America Corp
BAC
25
Zions Bancorporation NA
ZION
24
1
2
3
...
61
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-01-09The current price momentum score of Itau Unibanco Holding SA is 9.33, ranking 21 out of 399 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 7.66 and the support level at 7.12, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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
7.400
Buy
MA10
7.292
Buy
MA20
7.254
Buy
MA50
7.443
Buy
MA100
7.245
Buy
MA200
6.797
Buy
Institutional Confidence
Currency: USD Updated: 2026-01-09The current institutional shareholding score of Itau Unibanco Holding SA is 3.00, ranking 251 out of 399 in the Banking Services industry. The latest institutional shareholding proportion is 29.49%, representing a quarter-over-quarter increase of 9.00%. The largest institutional shareholder is Ken Fisher, holding a total of 63.26M shares, representing 1.20% of shares outstanding, with 14.68% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Santander Rio Asset Management G.F.C.I.S.A.
GQG Partners, LLC
Orbis Investment Management Ltd.
Fidelity Management & Research Company LLC
Westwood Global Investments, L.L.C.
Arrowstreet Capital, Limited Partnership
Robeco Institutional Asset Management B.V.
Schroder Investment Management Ltd. (SIM)
Wellington Management Company, LLP
1
2
Risk Assessment
Currency: USD Updated: 2026-01-09The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking 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 current risk assessment score of Itau Unibanco Holding SA is 8.73, ranking 66 out of 399 in the Banking Services industry. The company's beta value is 0.61. 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
0.61
VaR
+3.33%
240-Day Maximum Drawdown
+13.01%
240-Day Volatility
+28.32%
Return
Best Daily Return
60 days
+3.23%
120 days
+3.61%
5 years
+10.91%
Worst Daily Return
60 days
-6.44%
120 days
-6.44%
5 years
-7.86%
Sharpe Ratio
60 days
+1.38
120 days
+1.46
5 years
+0.77
Risk Assessment
Maximum Drawdown
240 days
+13.01%
3 years
+32.64%
5 years
+33.00%
Return-to-Drawdown Ratio
240 days
+3.55
3 years
+0.72
5 years
+0.61
Skewness
240 days
-0.22
3 years
-0.10
5 years
-0.02
Volatility
Realised Volatility
240 days
+28.32%
5 years
+32.74%
Standardised True Range
240 days
+2.03%
5 years
+1.86%
Downside Risk-Adjusted Return
120 days
+191.84%
240 days
+191.84%
Maximum Daily Upside Volatility
60 days
+21.70%
Maximum Daily Downside Volatility
60 days
+24.97%
Liquidity
Average Turnover Rate
60 days
+0.26%
120 days
+0.27%
5 years
--
Turnover Deviation
20 days
+40.17%
60 days
+30.35%
120 days
+32.80%
Peer Comparison
Banking Services
Itau Unibanco Holding SA
ITUB
7.96 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.77 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameris Bancorp
ABCB
8.53 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Prosperity Bancshares Inc
PB
8.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
OneMain Holdings Inc
OMF
8.49 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
GATX Corp
GATX
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Itau Unibanco Holding SA?
The TradingKey Stock Score provides a comprehensive assessment of Itau Unibanco Holding SA based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Itau Unibanco Holding SA’s performance and outlook.
How do we generate the financial health score of Itau Unibanco Holding SA?
To generate the financial health score of Itau Unibanco Holding SA, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Itau Unibanco Holding SA's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Itau Unibanco Holding SA.
How do we generate the company valuation score of Itau Unibanco Holding SA?
To generate the company valuation score of Itau Unibanco Holding SA, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Itau Unibanco Holding SA’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Itau Unibanco Holding SA’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Itau Unibanco Holding SA.
How do we generate the earnings forecast score of Itau Unibanco Holding SA?
To calculate the earnings forecast score of Itau Unibanco Holding SA, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Itau Unibanco Holding SA’s future.
How do we generate the price momentum score of Itau Unibanco Holding SA?
When generating the price momentum score for Itau Unibanco Holding SA, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Itau Unibanco Holding SA’s prices. A higher score indicates a more stable short-term price trend for Itau Unibanco Holding SA.
How do we generate the institutional confidence score of Itau Unibanco Holding SA?
To generate the institutional confidence score of Itau Unibanco Holding SA, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Itau Unibanco Holding SA’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Itau Unibanco Holding SA.
How do we generate the risk management score of Itau Unibanco Holding SA?
To assess the risk management score of Itau Unibanco Holding SA, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Itau Unibanco Holding SA’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Itau Unibanco Holding SA.
