POPULAR, INC. — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Popular reported Q3 2026 net income of $266M ($4.21 diluted EPS), down $12M QoQ but up $55M YoY. The company repurchased $179M in common stock at $168.40/share average and declared a 20% dividend increase from $0.75 to $0.90 per share. Loans grew $293M to $40.0B; deposits declined $1.5B to $68.7B (excluding Puerto Rico public deposits, customer deposits down $289M). Non-performing loans increased $53M to $466M (1.16% ratio); net charge-offs improved to 0.73% from 1.05% QoQ. ROTCE decreased to 15.80% from 17.02%.
Why this rating
Earnings down QoQ but solid YoY; modest loan growth, deposit pressure, rising NPLs offset by strong capital actions and improved NCO ratio. Ordinary quarterly results with no material strategic changes relative to ~$7.5B market cap.
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