ITUB:NYE-Itau Unibanco Banco Holding SA (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 5.98

Change

+0.13 (+2.22)%

Market Cap

USD 56.39B

Volume

0.03B

Analyst Target

USD 6.48
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Itaú Unibanco Holding S.A. provides various financial products and services to personal and corporate customers in Brazil and internationally. It operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market + Corporation. The company offers current account; loans; credit and debit cards; investment and commercial banking services; real estate lending and financing services; economic, financial and brokerage advisory; and leasing and foreign exchange services. The company also provides non-life insurance products covering loss, damage, or liability for objects or people, as well as life insurance products covering death and personal accidents. It serves retail customers, account and non-account holders, individuals and legal entities, high income clients, microenterprises, and small companies, as well as middle-market companies and high net worth institutional clients. The company was formerly known as Itaú Unibanco Banco Múltiplo S.A. and changed its name to Itaú Unibanco Holding S.A. in April 2009. The company was incorporated in 1924 and is headquartered in São Paulo, Brazil. Itaú Unibanco Holding S.A. is a subsidiary of IUPAR - Itaú Unibanco Participações S.A.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-23 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
USB-PH U.S. Bancorp

-0.14 (-0.66%)

USD 86.49B
UNCRY UniCredit SpA ADR

-0.59 (-2.05%)

USD 84.49B
UNCFF UniCredit SpA

+1.04 (+1.85%)

USD 75.17B
USB-PP U.S. Bancorp

+0.28 (+1.27%)

USD 69.68B
PNC PNC Financial Services Group I..

+2.96 (+1.92%)

USD 60.15B
USB U.S. Bancorp

+0.51 (+1.31%)

USD 58.99B
NWG Natwest Group PLC

+0.19 (+1.51%)

USD 47.62B
NU Nu Holdings Ltd

+0.30 (+2.68%)

USD 46.14B
TFC Truist Financial Corp

+0.80 (+2.20%)

USD 45.41B
BSBR Banco Santander Brasil SA ADR

N/A

USD 35.06B

ETFs Containing ITUB

BRAZ Global X Funds 10.53 % 0.69 %

+0.39 (+0%)

USD 4.25M
BRAZ_old 8.45 % 0.00 %

N/A

N/A
FVUB:LSE Franklin FTSE Brazil UCIT.. 7.48 % 0.00 %

+0.52 (+0%)

USD 0.03B
FLXB:LSE Franklin FTSE Brazil UCIT.. 7.13 % 0.00 %

+0.56 (+0%)

N/A
FLXB:SW Franklin FTSE Brazil UCIT.. 7.09 % 0.00 %

+1.34 (+0%)

N/A
FLXB:F Franklin Libertyshares IC.. 7.09 % 0.00 %

+0.64 (+0%)

N/A
MEM MAYBANK EMERGING ETF 2.09 % 0.00 %

+0.26 (+0%)

USD 0.03B
BZQ ProShares UltraShort MSCI.. 0.00 % 0.95 %

-0.45 (0%)

USD 7.37M
CBQ.A:CA 0.00 % 1.50 %

N/A

N/A
CBQ:CA 0.00 % 0.67 %

N/A

N/A
ILF iShares Latin America 40 .. 0.00 % 0.48 %

+0.27 (+0%)

N/A
UBR ProShares Ultra MSCI Braz.. 0.00 % 0.95 %

+0.54 (+0%)

N/A
DLTM:LSE iShares II Public Limited.. 0.00 % 0.00 %

+0.34 (+0%)

N/A
HBRL:LSE 0.00 % 0.00 %

N/A

N/A
IBZL:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+57.75 (+0%)

N/A
IDBZ:LSE iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.58 (+0%)

N/A
LTAM:LSE iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

+34.00 (+0%)

N/A
XMBD:LSE Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

+1.35 (+0%)

N/A
XMBR:LSE Xtrackers MSCI Brazil UCI.. 0.00 % 0.00 %

+112.50 (+0%)

N/A
HBZ:PA 0.00 % 0.00 %

N/A

N/A
HMLA:PA 0.00 % 0.00 %

N/A

N/A
DBX6:F Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

+1.17 (+0%)

N/A
H4ZG:F 0.00 % 0.00 %

N/A

N/A
H4ZW:F 0.00 % 0.00 %

N/A

N/A
IQQB:F iShares Public Limited Co.. 0.00 % 0.00 %

+0.57 (+0%)

N/A
IUSC:F iShares II Public Limited.. 0.00 % 0.00 %

+0.50 (+0%)

N/A
6PSK:XETRA Invesco FTSE RAFI Emergin.. 0.00 % 0.00 %

+0.23 (+0%)

USD 0.03B
DBX6:XETRA Xtrackers - MSCI Brazil U.. 0.00 % 0.00 %

+1.35 (+0%)

USD 0.07B
H4ZG:XETRA 0.00 % 0.00 %

N/A

N/A
H4ZW:XETRA 0.00 % 0.00 %

N/A

N/A
IQQB:XETRA iShares MSCI Brazil UCITS.. 0.00 % 0.00 %

+0.63 (+0%)

N/A
IUSC:XETRA iShares MSCI EM Latin Ame.. 0.00 % 0.00 %

+0.46 (+0%)

N/A
1325:TSE NEXT FUNDS Ibovespa Linke.. 0.00 % 0.00 %

+2.20 (+0%)

USD 2.41B
FLXB:XETRA Franklin Libertyshares IC.. 0.00 % 0.00 %

+0.68 (+0%)

N/A
HSEM:LSE HSBC Emerging Market Sust.. 0.00 % 0.00 %

+0.29 (+0%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.56% 89% A- 96% N/A
Dividend Return 0.23% 1% F 7% C-
Total Return 20.80% 89% A- 96% N/A
Trailing 12 Months  
Capital Gain -3.70% 16% F 38% F
Dividend Return 2.15% 19% F 40% F
Total Return -1.55% 11% F 35% F
Trailing 5 Years  
Capital Gain 98.19% 68% D+ 76% C+
Dividend Return 34.95% 65% D 76% C+
Total Return 133.14% 69% C- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 5.44% 44% F 55% F
Dividend Return 9.70% 45% F 61% D-
Total Return 4.26% 62% D 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 24.81% 57% F 40% F
Risk Adjusted Return 39.10% 48% F 55% F
Market Capitalization 56.39B 92% A 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector