Popular (NASDAQ:BPOP) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Popular (NASDAQ:BPOP) had its target price increased by equities research analysts at Keefe, Bruyette & Woods from $190.00 to $207.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the bank’s stock. Keefe, Bruyette & Woods’ price objective suggests a potential upside of 20.54% from the stock’s previous close.

BPOP has been the subject of a number of other reports. Piper Sandler reiterated an “overweight” rating and set a $198.00 price target (up from $190.00) on shares of Popular in a report on Friday. Citigroup raised their price objective on shares of Popular from $178.00 to $188.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Barclays boosted their target price on shares of Popular from $185.00 to $190.00 and gave the stock an “overweight” rating in a research report on Friday. Royal Bank Of Canada upped their target price on shares of Popular from $163.00 to $181.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Zacks Research downgraded shares of Popular from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $184.42.

Popular Stock Performance

NASDAQ BPOP opened at $171.73 on Friday. Popular has a twelve month low of $108.74 and a twelve month high of $175.12. The stock has a market capitalization of $11.08 billion, a PE ratio of 11.60, a P/E/G ratio of 0.93 and a beta of 0.61. The stock has a 50-day simple moving average of $160.90 and a 200 day simple moving average of $146.05.

Popular (NASDAQ:BPOP) last announced its earnings results on Thursday, July 23rd. The bank reported $4.35 earnings per share for the quarter, beating the consensus estimate of $3.72 by $0.63. The firm had revenue of $846.92 million during the quarter, compared to the consensus estimate of $878.41 million. Popular had a return on equity of 15.47% and a net margin of 21.37%.During the same quarter in the prior year, the company earned $3.09 EPS. As a group, equities research analysts forecast that Popular will post 15.2 EPS for the current fiscal year.

Insiders Place Their Bets

In other Popular news, Director Alejandro M. Ballester sold 23,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $150.00, for a total value of $3,450,000.00. Following the completion of the sale, the director owned 34,588 shares in the company, valued at approximately $5,188,200. This trade represents a 39.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Maria Cristin Gonzalez-Noguera sold 6,200 shares of Popular stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $148.51, for a total value of $920,762.00. Following the sale, the executive vice president directly owned 11,255 shares in the company, valued at $1,671,480.05. The trade was a 35.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 29,500 shares of company stock worth $4,415,870. 2.13% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Popular

A number of institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC increased its holdings in Popular by 56.2% in the 3rd quarter. AQR Capital Management LLC now owns 2,962,871 shares of the bank’s stock valued at $376,314,000 after buying an additional 1,065,452 shares during the period. Norges Bank bought a new stake in Popular in the fourth quarter valued at about $104,955,000. Panagora Asset Management Inc. increased its stake in Popular by 85.2% in the fourth quarter. Panagora Asset Management Inc. now owns 680,282 shares of the bank’s stock valued at $84,709,000 after acquiring an additional 312,984 shares during the period. Balyasny Asset Management L.P. increased its stake in Popular by 2,752.6% in the third quarter. Balyasny Asset Management L.P. now owns 312,447 shares of the bank’s stock valued at $39,684,000 after acquiring an additional 301,494 shares during the period. Finally, Arbejdsmarkedets Tillaegspension acquired a new position in Popular in the fourth quarter worth about $24,841,000. Institutional investors and hedge funds own 87.27% of the company’s stock.

Key Headlines Impacting Popular

Here are the key news stories impacting Popular this week:

• Positive Sentiment: Popular beat Q2 EPS estimates, with stronger net interest income, fee income, and loan/deposit growth, while lower expenses supported profitability; management also planned a 20% dividend increase. Popular Q2 Earnings Beat on NII & Fee Income, Dividend Hike Planned
• Positive Sentiment: Several brokerages raised price targets after the earnings release, including Benchmark to $214, KBW to $207, and Truist to $197, signaling upgraded confidence in the bank’s outlook.
• Positive Sentiment: Other post-earnings coverage highlighted robust operating momentum and strong financial performance, reinforcing the view that Popular’s core banking trends remain healthy. Popular Inc (BPOP) Q2 2026 Earnings Call Highlights
• Neutral Sentiment: One article noted the stock looks reasonable on earnings but stretched on returns, suggesting the valuation is not cheap despite the improved fundamentals. Popular (BPOP) Stock Looks Reasonable On Earnings But Stretched On Returns
• Neutral Sentiment: The company also announced capital actions and a leadership transition, including CEO retirement plans, which investors may view as a longer-term governance update rather than an immediate earnings driver. Popular unveils capital plan and leadership transition

Popular Company Profile

Popular, Inc, headquartered in San Juan, Puerto Rico, is a financial holding company and a leading provider of banking services in the United States mainland and Puerto Rico. Through its primary subsidiaries—Banco Popular de Puerto Rico and Popular Bank—the company delivers comprehensive commercial and consumer banking solutions. It offers deposit products, lending facilities, cash management services and payment-processing solutions designed for individuals, small businesses and large corporations.

The company’s product suite encompasses checking and savings accounts, certificates of deposit, residential and commercial mortgage loans, business lines of credit and credit cards.