Indicators
Indicators
Value
Direction
MACD(12,26,9)
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RSI(14)
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STOCH(KDJ)(9,3,3)
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ATR(14)
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CCI(14)
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Williams %R
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TRIX(12,20)
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StochRSI(14)
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Itau Unibanco Holding SA
ITUB7.660USD
+0.240+3.23%
Close 11/26, 16:00（ET）Quotes delayed by 15 min
40.46BMarket Cap
5.26P/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: 2025-11-26Key Insights
The company's fundamentals are relatively stable. 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 an average 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.
Itau Unibanco Holding SA's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
6
analysts
Buy
Current Rating
7.786
Target Price
+4.94%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Itau Unibanco Holding SA 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 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 2.04, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 1.43B shares, increasing 12.39% quarter-over-quarter.
Held by Howard Marks
Star Investor Howard Marks holds 13.42M shares of this stock.
Financial Health
Currency: USD Updated: 2025-11-26The company's current financial score is 7.21, which is higher than the Banking Services industry's average of 7.05. Its financial status is weak, and its operating efficiency is average. 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
5.60
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
7.56
Operational Efficiency
7.52
Growth Potential
6.33
Shareholder Returns
9.04
Itau Unibanco Holding SA's Company Valuation
Currency: USD Updated: 2025-11-26The company’s current valuation score is 7.20, which is lower than the Banking Services industry's average of 7.67. Its current P/E ratio is 10.59, which is 4.34% below the recent high of 11.05 and 40.94% above the recent low of 6.25.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 87/405
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-11-26The company’s current earnings forecast score is 8.33, which is higher than the Banking Services industry's average of 7.42. The average price target for Itau Unibanco Holding SA 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
7.786
Target Price
+4.94%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
296
Total
4
Median
5
Average
Company name
Ratings
Analysts
Itau Unibanco Holding SA
ITUB
6
JPMorgan Chase & Co
JPM
26
Bank of America Corp
BAC
26
Wells Fargo & Co
WFC
26
Regions Financial Corp
RF
25
US Bancorp
USB
25
1
2
3
...
59
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: 2025-11-26The company’s current price momentum score is 8.82, which is higher than the Banking Services industry's average of 8.69. Sideways: Currently, the stock price is trading between the resistance level at 7.92 and the support level at 7.35, 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
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--
MA10
--
--
MA20
--
--
MA50
--
--
MA100
--
--
MA200
--
--
Institutional Confidence
Currency: USD Updated: 2025-11-26The company’s current institutional recognition score is 3.00, which is lower than the Banking Services industry's average of 5.27. The latest institutional shareholding proportion is 27.06%, representing a quarter-over-quarter increase of 17.25%. The largest institutional shareholder is Ken Fisher, holding a total of 61.42M shares, representing 1.16% of shares outstanding, with 10.67% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
GQG Partners, LLC
Orbis Investment Management Ltd.
Westwood Global Investments, L.L.C.
Fidelity Management & Research Company LLC
Arrowstreet Capital, Limited Partnership
Robeco Institutional Asset Management B.V.
CPP Investments
Santander Rio Asset Management G.F.C.I.S.A.
Schroder Investment Management Ltd. (SIM)
1
2
Risk Assessment
Currency: USD Updated: 2025-11-26The company’s current risk assessment score is 9.40, which is higher than the Banking Services industry's average of 6.44. The company's beta value is 0.66. 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
0.66
VaR
+3.33%
240-Day Maximum Drawdown
+12.41%
240-Day Volatility
+28.12%
Return
Best Daily Return
60 days
+3.23%
120 days
+3.61%
5 years
+10.91%
Worst Daily Return
60 days
-2.66%
120 days
-4.59%
5 years
-9.36%
Sharpe Ratio
60 days
+1.82
120 days
+1.50
5 years
+0.74
Risk Assessment
Maximum Drawdown
240 days
+12.41%
3 years
+32.64%
5 years
+33.00%
Return-to-Drawdown Ratio
240 days
+4.15
3 years
+0.69
5 years
+0.60
Skewness
240 days
+0.07
3 years
+0.12
5 years
-0.04
Volatility
Realised Volatility
240 days
+28.12%
5 years
+33.43%
Standardised True Range
240 days
+1.89%
5 years
+1.81%
Downside Risk-Adjusted Return
120 days
+229.02%
240 days
+229.02%
Maximum Daily Upside Volatility
60 days
+17.69%
Maximum Daily Downside Volatility
60 days
+17.39%
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
7.55 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.90 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.90 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
UMB Financial Corp
UMBF
8.77 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Webster Financial Corp
WBS
8.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank Ozk
OZK
8.75 /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.
