Popular Inc Reports Strong Q4 Earnings Beat
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 27 Jan 26
Source: seekingalpha
Popular Inc (BPOP) saw its stock rise by 5.75% as it crossed above the 5-day SMA, reflecting positive market conditions. The company reported a Q4 2025 GAAP EPS of $3.53, exceeding expectations by $0.49, showcasing strong profitability despite revenue shortfalls. Additionally, the total revenue reached $823.84 million, a 9.1% year-over-year increase, although it fell short of expectations, indicating challenges from increased market competition and changing customer demands.
Analyst Views on BPOP
Wall Street analysts forecast BPOP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BPOP is 143.00 USD with a low forecast of 135.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
6 Buy
2 Hold
0 Sell
Strong Buy
Current: 133.250
Low
135.00
Averages
143.00
High
160.00
Current: 133.250
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.
