Itau Unibanco Holding SA

ITUB

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8.370USD

+0.195+2.38%

Close 05/08, 16:00（ET）Quotes delayed by 15 min

Itau Unibanco Holding SA's Score

Industry at a Glance

Industry Ranking

147 / 394

Overall Ranking

227 / 4494

Industry

Banking Services

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 30.79B.

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 2.28, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 1.78B shares, decreasing 2.06% quarter-over-quarter.

Held by CI Select Canadian Equity Fund

Star Investor CI Select Canadian Equity Fund holds 14.28K shares of this stock.

Analyst Rating

Based on 6 analysts

Buy

Current Rating

9.625

Target Price

+17.67%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of Itau Unibanco Holding SA is 5.11, ranking 340 out of 394 in the Banking Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 7.96B, representing a year-over-year increase of 8.09%, while its net profit experienced a year-over-year increase of 23.28%.

Score

Industry at a Glance

Previous score

5.11

Change

0

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Financials

6.93

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

2.96

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

2.73

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

7.08

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

5.85

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Itau Unibanco Holding SA is 7.20, ranking 278 out of 394 in the Banking Services industry. Its current P/E ratio is 11.13, which is 18.84% below the recent high of 13.22 and 43.78% above the recent low of 6.25.

Score

Industry at a Glance

Previous score

7.20

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 147/394

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Itau Unibanco Holding SA is 8.33, ranking 43 out of 394 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

Industry at a Glance

Previous score

8.33

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

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.

The current price momentum score of Itau Unibanco Holding SA is 6.83, ranking 316 out of 394 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 9.23 and the support level at 7.84, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.60

Change

0.23

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-08

The current institutional shareholding score of Itau Unibanco Holding SA is 3.00, ranking 240 out of 394 in the Banking Services industry. The latest institutional shareholding proportion is 32.90%, representing a quarter-over-quarter increase of 10.18%. The largest institutional shareholder is Ken Fisher, holding a total of 28.61M shares, representing 0.53% of shares outstanding, with 49.31% decrease in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

0

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.

340.16M

+80.91%

GQG Partners, LLC

96.96M

+3.19%

Norges Bank Investment Management (NBIM)

93.45M

--

Orbis Investment Management Ltd.

81.68M

-4.83%

Arrowstreet Capital, Limited Partnership

63.53M

+0.89%

Westwood Global Investments, L.L.C.

61.33M

-4.16%

Fidelity Management & Research Company LLC

55.31M

-14.85%

Robeco Institutional Asset Management B.V.

58.58M

-1.30%

Schroder Investment Management Ltd. (SIM)

47.50M

-4.29%

Wellington Management Company, LLP

42.82M

+0.66%

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The 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 64 out of 394 in the Banking Services industry. The company's beta value is 0.62. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

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