Mitsubishi UFJ Trust & Banking Corp Sells 13,489 Shares of Popular, Inc. $BPOP

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in shares of Popular, Inc. (NASDAQ:BPOP) by 18.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 58,205 shares of the bank’s stock after selling 13,489 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.09% of Popular worth $7,393,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Royal Bank of Canada boosted its position in shares of Popular by 23.1% during the first quarter. Royal Bank of Canada now owns 94,352 shares of the bank’s stock valued at $8,715,000 after buying an additional 17,729 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new position in Popular during the 1st quarter valued at about $257,000. Goldman Sachs Group Inc. lifted its stake in Popular by 60.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 223,530 shares of the bank’s stock valued at $20,647,000 after acquiring an additional 84,327 shares during the period. Focus Partners Wealth purchased a new stake in shares of Popular during the 1st quarter valued at about $207,000. Finally, Sivia Capital Partners LLC bought a new stake in shares of Popular in the second quarter worth approximately $252,000. Hedge funds and other institutional investors own 87.27% of the company’s stock.

Popular Price Performance

Shares of Popular stock opened at $131.54 on Thursday. Popular, Inc. has a 1-year low of $78.23 and a 1-year high of $133.30. The company’s fifty day simple moving average is $122.85 and its 200-day simple moving average is $120.40. The stock has a market capitalization of $8.77 billion, a PE ratio of 11.64, a P/E/G ratio of 0.55 and a beta of 0.63.

Popular (NASDAQ:BPOP) last posted its quarterly earnings data on Tuesday, January 27th. The bank reported $3.38 EPS for the quarter, topping the consensus estimate of $3.02 by $0.36. The firm had revenue of $815.98 million during the quarter, compared to analyst estimates of $811.55 million. Popular had a return on equity of 13.87% and a net margin of 18.75%.During the same period in the prior year, the business posted $2.51 EPS. As a group, research analysts anticipate that Popular, Inc. will post 10.06 EPS for the current year.

Popular Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Friday, December 5th were paid a $0.75 dividend. The ex-dividend date of this dividend was Friday, December 5th. This represents a $3.00 annualized dividend and a dividend yield of 2.3%. Popular’s dividend payout ratio (DPR) is 26.55%.

Insider Transactions at Popular

In other news, Director Richard L. Carrion sold 25,000 shares of Popular stock in a transaction dated 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 transaction, the director directly owned 193,020 shares of the company’s stock, valued at $21,907,770. The trade was a 11.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Adorno Denissa Rodriguez sold 1,000 shares of the 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 directly 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. Additional details regarding this sale are available in the official SEC disclosure. 2.23% of the stock is owned by insiders.

Trending Headlines about Popular

Here are the key news stories impacting Popular this week:

• Positive Sentiment: Q4 earnings beat: Popular reported $3.38 EPS vs. consensus ~$3.02 and slightly beat revenue estimates, driven by stronger net income and margin improvement — a clear catalyst for buying interest. Earnings Beat Article
• Positive Sentiment: Net interest income, fee growth and loan balances strengthened in the quarter (NII expansion is the primary driver cited by analysts), supporting higher profitability and giving investors confidence in core earnings power. Loan Growth Deep Dive
• Positive Sentiment: Analyst bullishness: Hovde raised its price target from $153 to $176 and kept an “outperform” rating, signaling substantial upside vs. the current level and likely supporting upward momentum. (Broker note released 1/28/2026)
• Neutral Sentiment: Management detail and disclosure: The company released its earnings presentation and full call transcript showing strategic initiatives (efficiency programs, portfolio mix) that underpin the quarter but may take time to fully translate into higher returns. Earnings Presentation Earnings Call Transcript
• Neutral Sentiment: Valuation context: Analysts and writeups highlight that results leave Popular trading at an undemanding valuation relative to earnings power, which supports a constructive medium‑term case but is not an immediate guarantee of further near‑term gains. Valuation Article
• Negative Sentiment: Management tempered outlook: during the call management offered cautious forward commentary (tempered outlook), which injects some near‑term uncertainty — watch guidance, deposit trends and credit metrics in coming quarters. Earnings Call Takeaways

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on BPOP shares. Royal Bank Of Canada boosted their price objective on shares of Popular from $137.00 to $141.00 and gave the company an “outperform” rating in a report on Wednesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Popular in a research note on Wednesday, January 21st. Truist Financial started coverage on Popular in a report on Thursday, October 9th. They set a “buy” rating and a $153.00 price target on the stock. Zacks Research lowered Popular from a “strong-buy” rating to a “hold” rating in a report on Wednesday, December 10th. Finally, Wells Fargo & Company reduced their price objective on Popular from $150.00 to $135.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. 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.com, Popular currently has an average rating of “Moderate Buy” and an average price target of $150.89.

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.