ITUB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $8.59
Revenue $167.78B
ROE 21.6%
52W Range $7–$10

ITUB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 10
Ex-date Split Type
Dec. 29, 2025 103-for-100 Forward
March 19, 2025 11-for-10 Forward
Oct. 4, 2021 1213-for-1000 Forward
Nov. 28, 2018 3-for-2 Forward
Oct. 18, 2016 11-for-10 Forward
June 6, 2014 11-for-10 Forward
May 21, 2013 11-for-10 Forward
June 10, 2008 5-for-4 Forward
Oct. 9, 2007 2-for-1 Forward
Oct. 7, 2005 5-for-1 Forward

About Itau Unibanco Banco Holding SA American Depositary Shares (Each repstg 500 Preferred shares) Company overview from Wikipedia

05 · wikidata

Banco Itaú Unibanco S.A. is a Brazilian financial services company headquartered in São Paulo, Brazil.

Itaú Unibanco was formed through the merger of Banco Itaú and Unibanco in 2008. It is the largest banking institution in Brazil, as well as the largest in Latin America, and the seventy-third largest bank in the world. The bank is listed on the B3 in São Paulo and in NYSE in New York.

Itaú Unibanco has operations in Brazil, Chile, Colombia, Panama, Paraguay, United States and Uruguay in the Americas, as well as in Luxembourg, Portugal, Switzerland and the United Kingdom in Europe; China, Hong Kong, Japan and United Arab Emirates in Asia. It has over 33,000 service points globally, including 4,336 branches in Brazil and 679 million customers globally.

Itaúsa, a large Brazilian conglomerate ranking among Fortune magazine's top 200 corporations in the world, serves as the parent company. Outside Brazil, Itaú Unibanco has offices in Asunción, Buenos Aires, Cayman Islands, Dubai, Hong Kong, Lisbon, London, Luxembourg, Montevideo, Nassau, New York, Miami, Santiago, Shanghai, Tokyo, and Zürich.

In 2022, Itaú was considered the most valuable brand in Brazil.

## History

In November 2006, Banco Itaú bought BankBoston's assets in Brazil, Chile, and Uruguay.

On November 16 2008, Banco Itaú and Unibanco announced the merger that resulted in Banco Itaú Unibanco. The institution was born with R$575 billion in assets, a net equity of around R$51.7 billion and a portfolio of combined credit of R$225.3 billion. The new bank had 4,800 branches and service branches, representing 18% of Brazil's banking network, and 14.5 million account holders (18% of the market). In terms of credit volume, it represented 19% of the Brazilian system and in total deposits, funds and managed portfolios, 21% by 2008. In the insurance and pension plan market, the new group had a 17% and 24% share, respectively. The wholesale operations (corporate) totaled more than R$65 billion, serving more than 2,000 economic groups in Brazil. The private banking (wealth management) business had become the largest in Latin America, with approximately R$90 billion in assets under management.

On August 22, 2009, Banco Itaú Unibanco and insurance company Porto Seguro announced their alliance.

In June 2013, the bank agreed to buy Citibank Uruguay's retail banking operations.

In 2014, Banco Itaú announced that it was merging with Chilean bank Corpbanca. As a result, Itaú bought Helm Bank, Corpbanca's operation in Colombia and Panama, and rebranded it under the Itaú name.

== Logo Evolution ==

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancials industryBanking countryBR

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$167.78B
2017-12-31 → 2025-12-31
Free Cash Flow·
2017-12-31 → 2024-12-31
Net margin26.7%
2019-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$0.04Paid monthly
5Y Div CAGR≈5.7%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 2, 2026$0.00USD≈7.0%
Aug 4, 2026$0.00USD≈7.7%
Jul 2, 2026$0.00USD≈7.8%
Jun 22, 2026$0.07USD≈8.0%
Jun 2, 2026$0.00USD≈7.9%
May 5, 2026$0.00USD≈7.2%
Apr 2, 2026$0.00USD≈7.4%
Mar 23, 2026$0.07USD≈7.6%
Mar 3, 2026$0.00USD≈6.6%
Feb 3, 2026$0.00USD≈9.0%
Jan 5, 2026$0.00USD≈10.7%
Dec 11, 2025$0.39USD≈11.2%
Dec 2, 2025$0.00USD≈5.8%
Nov 4, 2025$0.00USD≈6.3%
Oct 2, 2025$0.00USD≈6.4%
Sep 2, 2025$0.00USD≈7.2%
Aug 20, 2025$0.07USD≈7.6%
Aug 4, 2025$0.00USD≈6.7%
Jul 2, 2025$0.00USD≈6.4%
Jun 11, 2025$0.06USD≈7.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise -7.9%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $1.11 $1.16 -4.5%
March 31, 2026 $0.95 $1.15 -17.1%
Dec. 31, 2025 $1.04 $1.13 -8.3%
Sept. 30, 2025 $1.04 $1.10 -5.7%
June 30, 2025 $1.03 $1.07 -3.6%
March 31, 2025 $1.04 $1.13 -8.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 5
Metric Trend 202520242023202220212020201920182017
Revenue $167.78B$168.05B$154.97B$142.28B$126.37B$100.20B$117.08B$104.20B$111.52B
Income Tax $-4.40B$-5.43B$-5.82B$-6.45B$-13.85B$9.83B$3.43B$4.97B$7.36B
Net Income $44.86B$41.09B$33.10B$29.21B$26.76B$18.90B$27.11B$24.91B$23.19B
Shares (Diluted) ···4,840,703,8724,818,741,5794,801,324,1614,781,855,5884,759,872,0854,734,030,111
EBITDA ···$5.75B$5.55B$5.06B$4.63B$3.33B·
Balance Sheet 7
Metric Trend 202520242023202220212020201920182017
Cash & Equivalents $37.14B$36.13B$32.00B$35.38B$44.51B$46.22B$30.37B$37.16B$18.75B
PP&E (Net) $12.63B$13.26B$9.13B$7.77B$6.96B$6.94B$7.17B$7.30B$7.36B
Goodwill ········$10.72B
Intangibles ········$8.67B
Total Assets $3.07T$2.85T$2.54T$2.32T$2.07T$2.02T$1.64T$1.55T$1.44T
Total Liabilities $2.85T$2.63T$2.34T$2.14T$1.90T$1.86T$1.49T$1.40T$1.29T
Stockholders' Equity $204.50B$211.09B$190.18B$167.72B$152.86B$142.99B$136.93B$136.78B$131.38B
Cash Flow 7
Metric Trend 202520242023202220212020201920182017
D&A ···$5.75B$5.06B$5.55B$4.63B$3.33B$3.03B
Other Non-cash ···$94.51B$27.80B$35.53B$3.48B$-5.53B·
Operating Cash Flow $34.47B$7.07B$77.49B$129.63B$54.31B$59.49B$35.16B$29.72B$23.18B
CapEx ·$46.81B$40.09B$2.73B$1.41B$1.72B$1.62B$1.48B$943M
Investing Cash Flow $19.44B$6.97B$-31.23B$-73.27B$-4.84B$753M$-38.66B$13.12B$-13.66B
Financing Cash Flow $-52.51B$-21.70B$-22.45B$-31.71B$-31.46B$-13.55B$-21.30B$-31.58B$-21.69B
Free Cash Flow ·$5.24B$73.68B$127.24B$58.69B$57.77B$33.60B$21.23B$7.70B
Profitability 4
Metric Trend 202520242023202220212020201920182017
Net Margin 26.7%24.4%21.4%20.5%21.2%18.9%23.2%··
EBITDA Margin ···4.0%4.4%5.1%4.0%··
ROA 1.5%1.5%1.4%1.4%1.3%1.0%1.7%1.7%1.7%
ROE 21.6%20.5%18.5%18.5%18.1%13.5%19.8%18.6%18.8%
Efficiency 1
Metric Trend 202520242023202220212020201920182017
Asset Turnover 0.10.10.10.10.10.10.1··
Per Share 2
Metric Trend 202520242023202220212020201920182017
Revenue / Share ···$29.92$26.23$20.87$24.48··
Cash Flow / Share ···$26.85$12.47$12.39$7.37··
Valuation (TTM) 2
Metric Trend 202520242023202220212020201920182017
Revenue TTM $167.78B$168.05B$154.97B$142.28B$126.37B$100.20B$117.08B$104.20B$111.52B
Net Income TTM $44.86B$41.09B$33.10B$29.21B$26.76B$18.90B$27.11B$24.91B$23.19B

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $167.78B $168.05B $154.97B $142.28B $126.37B
Net Income $44.86B $41.09B $33.10B $29.21B $26.76B

Institutional owners (13F) 414 filers · $9.5B total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 414
Value held $9.5B
New positions 50
Exited positions 40
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
50 (-20 vs prior Q) 40 (-10 vs prior Q) 131 (-21 vs prior Q) 150 (+32 vs prior Q) -46.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Capital Research Global Investors $775,835,276 94,959,700 8.18% Shares
Orbis Allan Gray Ltd $664,234,808 81,301,690 7.01% Shares
Westwood Global Investments, LLC $499,151,436 61,095,647 5.27% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $466,455,556 56,746,418 4.92% Shares
GQG Partners LLC $393,276,593 48,136,668 4.15% Shares
Robeco Institutional Asset Management B.V. $372,839,768 45,635,223 3.93% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $370,116,229 45,301,864 3.90% Shares
BlackRock, Inc. $356,711,749 43,661,169 3.76% Shares
JPMORGAN CHASE & CO $356,295,365 43,344,935 3.76% Shares
FMR LLC $298,697,062 36,560,228 3.15% Shares
FRANKLIN RESOURCES INC $280,617,214 34,347,272 2.96% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $231,061,774 28,283,482 2.44% Shares
Fisher Asset Management, LLC $225,750,335 27,631,620 2.38% Shares
Itau Unibanco Holding S.A. $192,805,111 23,664,437 2.03% Shares
BANK OF AMERICA CORP /DE/ $182,138,859 22,293,618 1.92% Shares
VANGUARD GROUP INC $172,972,247 24,158,135 1.82% Shares
VANGUARD CAPITAL MANAGEMENT LLC $149,613,051 18,312,491 1.58% Shares
Dodge & Cox $148,572,929 18,185,181 1.57% Shares
GOLDMAN SACHS GROUP INC $115,208,168 14,101,367 1.22% Shares
TWO SIGMA INVESTMENTS, LP $114,792,503 14,050,490 1.21% Shares
Northcape Capital Pty Ltd $108,445,722 12,941,017 1.14% Shares
STATE STREET CORP $105,888,263 12,734,103 1.12% Shares
Carmignac Gestion $99,831,795 12,219,314 1.05% Shares
OAKTREE CAPITAL MANAGEMENT LP $97,857,531 11,977,665 1.03% Shares
MORGAN STANLEY $93,565,029 11,452,266 0.99% Shares
Seafarer Capital Partners, LLC $89,127,690 10,909,142 0.94% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $88,540,000 10,837,228 0.93% Shares
JANE STREET GROUP, LLC $86,709,844 10,613,200 0.91% Shares
Harding Loevner LP $81,245,519 9,944,372 0.86% Shares
SAMLYN CAPITAL, LLC $79,434,075 9,722,653 0.84% Shares
Carrhae Capital LLP $78,783,359 9,643,006 0.83% Shares
Man Group plc $73,608,211 9,009,573 0.78% Shares
Russell Investments Group, Ltd. $67,120,223 8,215,449 0.71% Shares
AMERICAN CENTURY COMPANIES INC $66,747,495 8,169,828 0.70% Shares
TT International Asset Management LTD $65,891,365 8,104,719 0.70% Shares
ARGA Investment Management, LP $61,349,657 7,509,138 0.65% Shares
Qube Research & Technologies Ltd $59,915,855 7,333,642 0.63% Shares
BAILLIE GIFFORD & CO $58,386,824 7,146,490 0.62% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $53,164,625 6,507,298 0.56% Shares
HSBC HOLDINGS PLC $52,460,202 6,423,212 0.55% Shares
Perpetual Ltd $52,197,648 6,388,941 0.55% Shares
Capital World Investors $51,196,700 6,266,426 0.54% Shares
TODD ASSET MANAGEMENT LLC $51,157,893 6,261,674 0.54% Shares
Driehaus Capital Management LLC $51,144,666 6,260,057 0.54% Shares
ALLIANCEBERNSTEIN L.P. $49,203,832 5,871,579 0.52% Shares
UBS Group AG $48,054,526 5,881,827 0.51% Shares
NORTHERN TRUST CORP $44,223,312 5,412,890 0.47% Shares
EVERGREEN CAPITAL MANAGEMENT LLC $43,630,485 5,338,043 0.46% Shares
Amundi $43,190,713 5,286,501 0.46% Shares
LAZARD ASSET MANAGEMENT LLC $40,963,904 5,013,942 0.43% Shares

Show all 414 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Itaú Unibanco Holding S.A., ITB Holding Brasil Participações Ltda. ×10 filings Nov. 2, 2023 · Initial filing · SEC
Itaú Unibanco Holding S.A, ITB Holding Brasil Participações Ltda. ×3 filings March 7, 2022 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 16 insiders · 1 officers · 0 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Vanzo Carlos Orestes SMEs Officer (retail segment) Sept. 8, 2026 S 933,371 0 2 $-1,119,908
Veras Paulo Antunes · May 8, 2026 A 79,488 0 0 $0
De Moraes Pedro Luiz Bodin · May 8, 2026 A 724,792 0 0 $0
Salles Pedro Moreira · May 8, 2026 A 12,214,047 0 0 $0
Setubal Roberto Egydio · May 8, 2026 A 1,181,004 0 0 $0
Setubal Alfredo Egydio · May 8, 2026 A 1,510,088 0 0 $0
Cesar Nivaldo Gon · May 8, 2026 A 162,106 0 0 $0
Salles Joao Moreira · May 8, 2026 A 319,759 0 0 $0
Rocha Fabricio Bloisi · May 8, 2026 A 79,488 0 0 $0
Barretto Villela Ana Lucia De Mattos · May 8, 2026 A 277,809 0 0 $0
Marino Ricardo Villela · May 8, 2026 A 248,758 0 0 $0
Maria Helena Dos Santos Fernandes De Santana · May 8, 2026 A 203,415 0 0 $0
Candido Bracher · May 8, 2026 A 7,007,491 0 0 $0
Marcos M Lutz · May 8, 2026 A 51,503 0 0 $0
Fajerman Sergio Guillinet · April 17, 2026 S 1,205,642 0 3 $-1,034,216
Rodrigues Andre Luis Teixeira · April 8, 2026 S 1,637,511 0 1 $-1,612,296

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 18 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ILF · iShares Trust 6.71% 32,317,136 SH Sept. 11, 2026 Daily
PID · Invesco Exchange-Traded Fund Trust 4.75% 4,719,464 SH Oct. 2, 2026 Daily
TIIV · ETF Series Solutions 2.02% 78,345 NS July 31, 2026 N-PORT
EPEM · Harbor ETF Trust 1.44% 13,790 NS July 31, 2026 N-PORT
JADE · J.P. Morgan Exchange-Traded Fund Tr… 0.49% 17,688 NS July 31, 2026 N-PORT
TIER · T. Rowe Price Exchange-Traded Funds… 0.33% 13,473 NS July 31, 2026 N-PORT
IXG · iShares Trust 0.28% 235,849 SH Sept. 11, 2026 Daily
ROAM · Lattice Strategies Trust 0.26% 32,518 NS July 31, 2026 N-PORT
DEXC · Dimensional ETF Trust 0.14% 52,464 NS July 31, 2026 N-PORT
DFSE · Dimensional ETF Trust 0.13% 93,739 NS July 31, 2026 N-PORT
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.06% 7,018,687 SH Aug. 19, 2026 Daily
DFAE · Dimensional ETF Trust 0.05% 593,801 NS July 31, 2026 N-PORT
VWO · VANGUARD INTERNATIONAL EQUITY INDEX… 0.05% 9,830,657 SH Aug. 19, 2026 Daily
DFEM · Dimensional ETF Trust 0.02% 207,673 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 677,807 SH Aug. 19, 2026 Daily
DFAX · Dimensional ETF Trust 0.00% 20,766 NS July 31, 2026 N-PORT
VXUS · VANGUARD STAR FUNDS 0.00% 680,361 SH Aug. 19, 2026 Daily
VYMI · VANGUARD WHITEHALL FUNDS 0.00% 104,979 SH Aug. 19, 2026 Daily

ITUB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 17 analysts BUY
Median target $9.20 +7.1%
5 29.4% Strong Buy
10 58.8% Buy
2 11.8% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

8 analysts · 2026-09-28

Mean target $8.88 +3.3%

Now Current price $8.59
Low$6.10 Mean$8.88 High$10.20

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
ITUB · · · 26.7% 21.6% ·
NU · 28.6 · 18.2% 30.3% 42.0%

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 20-F filed Apr 30, 2026