ITUB Earnings
Tuesday, May 05 2026
EPS Estimate
$0.21
$0.20 – $0.22
Revenue Estimate
$47.4B
Current Price
$9.38
Our Position
bullishRecord 23.4% ROE on digital transformation gains
est. revisions stable
(+0.8pp / 30d)
This is a critical inflection — Itaú's earnings demonstrate that digital transformation can unlock shareholder value without relying on NIM expansion. A 23.4% ROE on improved efficiency suggests the business model is shifting toward higher returns on capital despite margin headwinds, a structural advantage over peers still fighting legacy cost bases.
Watch: Watch whether net interest margin stabilizes or continues to compress in 2026. If loan growth sustains at elevated rates while NIM floors out, the ROE story remains intact; if both deteriorate together, the gains become cyclical rather than structural.
Data Signal Summary
0 bullish
1 bearish
Price downtrend
Key Context
Price Trend
downtrend
From 52w High
-0.1%
P/E Ratio
11.6
Est. Revisions (30d)
+1.6% 1up/1dn
Analyst Target (mean)
$8 $6–$10 -11%
Options P/C Ratio
1.12
Est. Dispersion
4% 3 analysts
Fund Convergence
strong D.E. Shaw, Elliott, Renaissance, Citadel, Two Sigma
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