ITUB

In the past six months, Itaú Unibanco's stock has been impacted by several events. On August 4, 2026, the company announced strong Q2 2026 earnings, reporting BRL 12.4 billion in recurring net income and a 24.3% recurring return on equity, alongside 2.7% credit portfolio growth, while maintaining its 2026 guidance despite downward revisions for fee and insurance growth expectations. On September 10, 2026, the stock price increased by 3.1% due to strong Q2 profitability, steady credit growth, and a more positive outlook for Brazilian equities driven by expectations of lower interest rates. Insider sales by officers and mixed institutional investor activity were observed. The company also announced a corporate internal restructuring plan, including a merger proposal with its wholly-owned subsidiary, Hipercard Banco Múltiplo S.A., subject to regulatory approval. Additionally, Itaú Unibanco continued to pay monthly dividends, with recent ex-dividend dates in August and September 2026.