Hovde Group Increases Popular (NASDAQ:BPOP) Price Target to $176.00

Popular (NASDAQ:BPOP) had its target price lifted by analysts at Hovde Group from $153.00 to $176.00 in a report issued on Wednesday. The brokerage presently has an “outperform” rating on the bank’s stock. Hovde Group’s target price suggests a potential upside of 34.76% from the stock’s current price.

Several other equities analysts have also commented on the stock. UBS Group restated a “neutral” rating on shares of Popular in a research report on Tuesday, January 6th. Zacks Research cut Popular from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, December 10th. Wells Fargo & Company lowered their target price on shares of Popular from $150.00 to $135.00 and set an “overweight” rating on the stock in a research note on Friday, October 24th. Piper Sandler began coverage on shares of Popular in a report on Thursday, January 15th. They issued an “overweight” rating and a $152.00 price objective for the company. Finally, Barclays restated an “overweight” rating on shares of Popular in a report on Wednesday, October 8th. Nine investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $141.00.

Popular Price Performance

Popular stock opened at $130.60 on Wednesday. Popular has a 12 month low of $78.23 and a 12 month high of $133.10. The company has a fifty day moving average price of $122.49 and a two-hundred day moving average price of $120.32. The company has a market cap of $8.71 billion, a PE ratio of 11.56, a P/E/G ratio of 0.51 and a beta of 0.63.

Popular (NASDAQ:BPOP) last announced its quarterly earnings data on Tuesday, January 27th. The bank reported $3.38 earnings per share for the quarter, beating analysts’ consensus estimates of $3.02 by $0.36. Popular had a net margin of 17.63% and a return on equity of 13.27%. The business had revenue of $815.98 million during the quarter, compared to the consensus estimate of $811.55 million. During the same quarter in the prior year, the firm earned $2.51 EPS. Equities research analysts anticipate that Popular will post 10.06 earnings per share for the current year.

Insider Activity at Popular

In other Popular news, VP Adorno Denissa Rodriguez sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $114.84, for a total transaction of $114,840.00. Following the completion of the sale, the vice president owned 2,604 shares of the company’s stock, valued at $299,043.36. This represents a 27.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Richard L. Carrion sold 25,000 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $113.50, for a total transaction of $2,837,500.00. Following the sale, the director directly owned 193,020 shares of the company’s stock, valued at approximately $21,907,770. This represents a 11.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 2.23% of the company’s stock.

Hedge Funds Weigh In On Popular

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Ethic Inc. bought a new stake in Popular in the third quarter valued at about $653,000. Brendel Financial Advisors LLC acquired a new stake in shares of Popular in the 3rd quarter valued at approximately $2,660,000. Burney Co. grew its holdings in Popular by 134.3% during the third quarter. Burney Co. now owns 48,557 shares of the bank’s stock valued at $6,167,000 after purchasing an additional 27,837 shares during the period. Ritholtz Wealth Management increased its stake in Popular by 40.8% in the third quarter. Ritholtz Wealth Management now owns 41,270 shares of the bank’s stock valued at $5,242,000 after purchasing an additional 11,957 shares in the last quarter. Finally, Acadian Asset Management LLC raised its holdings in Popular by 47.3% in the second quarter. Acadian Asset Management LLC now owns 188,960 shares of the bank’s stock worth $20,818,000 after purchasing an additional 60,701 shares during the period. Institutional investors own 87.27% of the company’s stock.

Popular News Summary

Here are the key news stories impacting Popular this week:

• Positive Sentiment: Q4 EPS and revenue beat — Popular reported $3.38 EPS vs. $3.02 expected and revenue slightly above estimates; this is the primary catalyst lifting the stock. Popular tops Q4 EPS by 50c, shares edge higher
• Positive Sentiment: Conference-call takeaways — Management highlighted stronger net income, improved margins and return on equity, reinforcing the beat and supporting upside to near-term profitability. Popular Inc (BPOP) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Loan growth and efficiency initiatives — Analysts and coverage pieces point to tangible loan growth and ongoing cost/efficiency programs that should help sustain margins. BPOP Q4 Deep Dive
• Neutral Sentiment: Market reaction explained — Commentary pieces summarize why the stock is rallying (earnings beat + call commentary), useful for traders but largely reiterative of the release. Why is popular (BPOP) stock rocketing higher today
• Neutral Sentiment: Primary sources & transcript — Full earnings release, slide deck and call transcript available for deeper due diligence (useful if you model guidance or margins). Q4 2025 Earnings Call Transcript
• Negative Sentiment: Outlook tempered — Management tempered near-term outlook on the call; deposit trends and guidance caution could limit sustained upside and merit watching upcoming quarter guidance. Popular Inc Earnings Call: Profits Up, Outlook Tempered

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.