Popular Exceeds Q1 Revenue Expectations with Strong Earnings Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 25 2026
0mins
Should l Buy BPOP?
Source: Yahoo Finance
- Significant Revenue Growth: Popular reported Q1 2026 revenue of $835.8 million, reflecting a 10.1% year-on-year increase, aligning closely with Wall Street expectations and demonstrating strong performance amid a stable economic backdrop.
- Earnings Beat Expectations: The company’s adjusted EPS of $3.78 surpassed analyst estimates of $3.21 by 17.9%, indicating effective strategies in cost management and revenue enhancement by the management team.
- Deposit Growth Momentum: Deposit balances increased due to tax refund activity and customer acquisition, with management expecting this trend to persist, although typical seasonal declines may moderate future performance.
- Advancement in Digital Transformation: The launch of a new marketplace within the Mi Banco app has strengthened engagement with retail customers and merchants, further solidifying Popular's competitive edge in digital channels while maintaining a commitment to technology investments.
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Analyst Views on BPOP
Wall Street analysts forecast BPOP stock price to fall
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 148.830
Low
135.00
Averages
143.00
High
160.00
Current: 148.830
Low
135.00
Averages
143.00
High
160.00
About BPOP
Popular, Inc. (Popular) is a financial holding company. The Company operates in two segments: Banco Popular de Puerto Rico (BPPR), which includes its Puerto Rico business, and Banco Popular North America (BPNA), which includes its the United States mainland business. The Company has operations in Puerto Rico, the United States and the Caribbean. The Company's BPPR segment provides retail, mortgage and commercial banking services through its banking subsidiary, Banco Popular de Puerto Rico, as well as auto and equipment leasing and financing, investment banking, broker-dealer and insurance services through specialized subsidiaries. The Company's BPNA segment consists of Popular North America, Inc. (PNA) functioning as the holding company for its operations in the United States. It also operates PNA's subsidiary, E-LOAN, Inc. The banking operations of BPNA in the United States mainland are based in New York, Florida and New Jersey, conducted under the name of Popular Community Bank.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Popular, Inc. Declares Quarterly Cash Dividend of $0.75
- Quarterly Cash Dividend: Popular, Inc.'s Board of Directors has approved a quarterly cash dividend of $0.75 per share, payable on July 1, 2026, reflecting the company's commitment to shareholder returns and enhancing investor confidence.
- Record Date for Shareholders: The dividend will be distributed to shareholders of record as of May 29, 2026, ensuring timely cash returns and strengthening the relationship between the company and its investors.
- Company Background: Popular, Inc. is the leading financial institution in Puerto Rico by both assets and deposits, founded in 1893, showcasing its long-standing history and market leadership in financial services.
- Diverse Services: In addition to retail and commercial banking, Popular offers auto and equipment leasing, broker-dealer, and insurance services, demonstrating its business diversity and adaptability in the Puerto Rican and U.S. Virgin Islands markets.
See More
Popular, Inc. Declares Monthly Cash Dividend
- Dividend Declaration: Popular, Inc. announced a monthly cash dividend of $0.132813 per share on its 6.375% Non-Cumulative Monthly Income Preferred Stock, payable on June 1, 2026, reflecting the company's commitment to shareholder returns and stable cash flow.
- Trust Preferred Securities Distribution: The company will also distribute $0.127604 per security on its 6.125% Cumulative Monthly Income Trust Preferred Securities, enhancing its attractiveness in the capital markets and providing consistent income to investors.
- Market Leadership: As the leading financial institution in Puerto Rico by both assets and deposits, Popular, Inc. demonstrates strong competitive positioning and stability in the local market, reinforcing investor confidence.
- Business Diversification: The company offers a range of services including retail and commercial banking, auto and equipment leasing, showcasing its ability to respond to diverse market demands and maintain a robust business model.
See More
Director of Popular (BPOP.US) Plans to Sell $3.4 Million in Common Stock via Form 144
Share Sale Announcement: Alejandra M. Ballester intends to sell 23,000 shares of Popular Capital Trust II, valued at approximately $3.4 million, on April 30.
Reduction in Holdings: Ballester has reduced her shareholding in Popular Capital Trust II by 2,360 shares since January 30, 2026, with a total value of around $312.7K.
See More
Popular Exceeds Q1 Revenue Expectations with Strong Earnings Growth
- Significant Revenue Growth: Popular reported Q1 2026 revenue of $835.8 million, reflecting a 10.1% year-on-year increase, aligning closely with Wall Street expectations and demonstrating strong performance amid a stable economic backdrop.
- Earnings Beat Expectations: The company’s adjusted EPS of $3.78 surpassed analyst estimates of $3.21 by 17.9%, indicating effective strategies in cost management and revenue enhancement by the management team.
- Deposit Growth Momentum: Deposit balances increased due to tax refund activity and customer acquisition, with management expecting this trend to persist, although typical seasonal declines may moderate future performance.
- Advancement in Digital Transformation: The launch of a new marketplace within the Mi Banco app has strengthened engagement with retail customers and merchants, further solidifying Popular's competitive edge in digital channels while maintaining a commitment to technology investments.
See More
Analysts Assign Buy Rating to BPOP
- Rating Analysis: Analysts have assigned an average buy rating to BPOP, indicating a positive outlook for its future performance and reflecting investor confidence in the company's growth potential.
- Price Target: The average price target for BPOP is set at $169, suggesting that analysts see significant upside potential in its stock price, which may attract more investor interest.
- Market Reaction: The release of this rating and price target could positively impact BPOP's stock price, enhancing market demand for its shares and potentially driving the stock price higher.
- Investment Strategy: The buy rating from analysts provides a clear investment signal for investors, likely prompting increased capital inflow into BPOP and further solidifying its position in the market.
See More
Popularpress Releases Q1 2026 Financial Results
- Earnings Beat: Popularpress reported a Q1 2026 GAAP EPS of $3.78, exceeding expectations by $0.44, indicating a sustained improvement in profitability despite revenue challenges.
- Revenue Miss: Revenue grew by 9.6% year-over-year to $759.9 million, yet fell short of the $817.1 million forecast, highlighting sales challenges in a competitive market environment.
- Conference Insights: During the RBC Capital Markets Global Financial Institutions Conference, Popular, Inc. showcased its financial performance, maintaining an optimistic outlook for the future despite revenue misses, underscoring its solid industry position.
- Future Prospects: Although Q1 revenue did not meet expectations, analysts remain positive about the company's growth potential, particularly looking forward to stronger performance in the upcoming Q4 2025 earnings report.
See More
Popular, Inc. Declares Quarterly Cash Dividend of $0.75
- Quarterly Cash Dividend: Popular, Inc.'s Board of Directors has approved a quarterly cash dividend of $0.75 per share, payable on July 1, 2026, reflecting the company's commitment to shareholder returns and enhancing investor confidence.
- Record Date for Shareholders: The dividend will be distributed to shareholders of record as of May 29, 2026, ensuring timely cash returns and strengthening the relationship between the company and its investors.
- Company Background: Popular, Inc. is the leading financial institution in Puerto Rico by both assets and deposits, founded in 1893, showcasing its long-standing history and market leadership in financial services.
- Diverse Services: In addition to retail and commercial banking, Popular offers auto and equipment leasing, broker-dealer, and insurance services, demonstrating its business diversity and adaptability in the Puerto Rican and U.S. Virgin Islands markets.
See More
Popular, Inc. Declares Monthly Cash Dividend
- Dividend Declaration: Popular, Inc. announced a monthly cash dividend of $0.132813 per share on its 6.375% Non-Cumulative Monthly Income Preferred Stock, payable on June 1, 2026, reflecting the company's commitment to shareholder returns and stable cash flow.
- Trust Preferred Securities Distribution: The company will also distribute $0.127604 per security on its 6.125% Cumulative Monthly Income Trust Preferred Securities, enhancing its attractiveness in the capital markets and providing consistent income to investors.
- Market Leadership: As the leading financial institution in Puerto Rico by both assets and deposits, Popular, Inc. demonstrates strong competitive positioning and stability in the local market, reinforcing investor confidence.
- Business Diversification: The company offers a range of services including retail and commercial banking, auto and equipment leasing, showcasing its ability to respond to diverse market demands and maintain a robust business model.
See More
Director of Popular (BPOP.US) Plans to Sell $3.4 Million in Common Stock via Form 144
Share Sale Announcement: Alejandra M. Ballester intends to sell 23,000 shares of Popular Capital Trust II, valued at approximately $3.4 million, on April 30.
Reduction in Holdings: Ballester has reduced her shareholding in Popular Capital Trust II by 2,360 shares since January 30, 2026, with a total value of around $312.7K.
See More
Popular Exceeds Q1 Revenue Expectations with Strong Earnings Growth
- Significant Revenue Growth: Popular reported Q1 2026 revenue of $835.8 million, reflecting a 10.1% year-on-year increase, aligning closely with Wall Street expectations and demonstrating strong performance amid a stable economic backdrop.
- Earnings Beat Expectations: The company’s adjusted EPS of $3.78 surpassed analyst estimates of $3.21 by 17.9%, indicating effective strategies in cost management and revenue enhancement by the management team.
- Deposit Growth Momentum: Deposit balances increased due to tax refund activity and customer acquisition, with management expecting this trend to persist, although typical seasonal declines may moderate future performance.
- Advancement in Digital Transformation: The launch of a new marketplace within the Mi Banco app has strengthened engagement with retail customers and merchants, further solidifying Popular's competitive edge in digital channels while maintaining a commitment to technology investments.
See More
Analysts Assign Buy Rating to BPOP
- Rating Analysis: Analysts have assigned an average buy rating to BPOP, indicating a positive outlook for its future performance and reflecting investor confidence in the company's growth potential.
- Price Target: The average price target for BPOP is set at $169, suggesting that analysts see significant upside potential in its stock price, which may attract more investor interest.
- Market Reaction: The release of this rating and price target could positively impact BPOP's stock price, enhancing market demand for its shares and potentially driving the stock price higher.
- Investment Strategy: The buy rating from analysts provides a clear investment signal for investors, likely prompting increased capital inflow into BPOP and further solidifying its position in the market.
See More
Popularpress Releases Q1 2026 Financial Results
- Earnings Beat: Popularpress reported a Q1 2026 GAAP EPS of $3.78, exceeding expectations by $0.44, indicating a sustained improvement in profitability despite revenue challenges.
- Revenue Miss: Revenue grew by 9.6% year-over-year to $759.9 million, yet fell short of the $817.1 million forecast, highlighting sales challenges in a competitive market environment.
- Conference Insights: During the RBC Capital Markets Global Financial Institutions Conference, Popular, Inc. showcased its financial performance, maintaining an optimistic outlook for the future despite revenue misses, underscoring its solid industry position.
- Future Prospects: Although Q1 revenue did not meet expectations, analysts remain positive about the company's growth potential, particularly looking forward to stronger performance in the upcoming Q4 2025 earnings report.
See More
