Popular (NASDAQ:BPOP) Stock Rating Upgraded by Zacks Research

Popular (NASDAQ:BPOP) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Tuesday,Zacks.com reports.

Several other research analysts have also commented on the company. Keefe, Bruyette & Woods raised their price objective on Popular from $146.00 to $155.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Truist Financial raised their target price on Popular from $153.00 to $164.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Hovde Group boosted their price target on Popular from $153.00 to $176.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Popular in a research report on Wednesday, January 21st. Finally, UBS Group reiterated a “neutral” rating and set a $142.00 price objective on shares of Popular in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, Popular has an average rating of “Buy” and an average target price of $155.73.

Popular Stock Performance

BPOP opened at $141.42 on Tuesday. The company has a market cap of $9.43 billion, a PE ratio of 11.48, a price-to-earnings-growth ratio of 0.56 and a beta of 0.63. Popular has a 1 year low of $78.23 and a 1 year high of $145.34. The firm has a 50 day moving average price of $125.21 and a 200 day moving average price of $121.22.

Popular (NASDAQ:BPOP) last issued its earnings results on Tuesday, January 27th. The bank reported $3.38 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.36. The business had revenue of $815.98 million for the quarter, compared to the consensus estimate of $811.55 million. Popular had a net margin of 18.75% and a return on equity of 13.87%. During the same quarter last year, the firm posted $2.51 EPS. On average, sell-side analysts predict that Popular will post 10.06 earnings per share for the current year.

Insider Activity

In other news, Director Alejandro M. Ballester sold 2,360 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $132.50, for a total transaction of $312,700.00. Following the completion of the sale, the director owned 57,449 shares of the company’s stock, valued at approximately $7,611,992.50. This trade represents a 3.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Adorno Denissa Rodriguez sold 1,000 shares of Popular stock in a transaction 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 approximately $299,043.36. This trade represents a 27.75% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 28,360 shares of company stock worth $3,265,040. 2.09% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Popular

Several large investors have recently modified their holdings of the stock. Baron Wealth Management LLC increased its holdings in shares of Popular by 2.5% during the 3rd quarter. Baron Wealth Management LLC now owns 3,597 shares of the bank’s stock valued at $457,000 after acquiring an additional 87 shares during the last quarter. KLP Kapitalforvaltning AS lifted its holdings in shares of Popular by 0.6% during the third quarter. KLP Kapitalforvaltning AS now owns 17,000 shares of the bank’s stock worth $2,171,000 after buying an additional 100 shares during the last quarter. Nebula Research & Development LLC grew its stake in shares of Popular by 1.3% in the second quarter. Nebula Research & Development LLC now owns 9,579 shares of the bank’s stock worth $1,056,000 after acquiring an additional 119 shares during the last quarter. Greenwich Wealth Management LLC increased its position in Popular by 0.5% during the second quarter. Greenwich Wealth Management LLC now owns 28,267 shares of the bank’s stock worth $3,115,000 after acquiring an additional 130 shares during the period. Finally, Forum Financial Management LP boosted its holdings in Popular by 6.2% in the 2nd quarter. Forum Financial Management LP now owns 2,671 shares of the bank’s stock valued at $294,000 after purchasing an additional 157 shares during the period. Institutional investors own 87.27% of the company’s stock.

Key Stories Impacting Popular

Here are the key news stories impacting Popular this week:

• Positive Sentiment: Q4 results showed strength — Popular reported $3.38 EPS vs. $3.02 expected and revenue roughly in line with estimates; the beat and healthy margins support higher earnings expectations and valuation for BPOP. InsiderTrades: Insider Buying and Selling — Popular
• Positive Sentiment: Zacks upgraded Popular to a Zacks Rank #1 (Strong Buy), signaling growing optimism on near-term earnings momentum — this type of rank change often attracts buy-side interest and retail flows. What Makes Popular (BPOP) a New Strong Buy Stock
• Positive Sentiment: Multiple Zacks pieces also added BPOP to their Strong Buy/value/income lists for Feb. 4, highlighting the stock to different investor segments (value and income seekers). That coordinated coverage can boost demand. New Strong Buy Stocks for February 4th
• Positive Sentiment: Bank of America upgraded Popular from Neutral to Buy and set a $156 price target ( ~10% upside from recent levels), a notable institutional endorsement that could support the stock. Finviz: analyst coverage summary
• Neutral Sentiment: Zacks published thematic pieces on Popular as a dividend/income candidate and a value pick — useful context for income-focused investors but not immediate drivers by themselves. Why Popular (BPOP) is a Great Dividend Stock Right Now
• Neutral Sentiment: A recent personal-finance/Fool headline in the feed appears to cover a different “once-popular growth” stock (not BPOP) and is not directly relevant to Popular investors. Is This Once-Popular Growth Stock Finally Worth a Second Look in 2026?
• Negative Sentiment: Insider selling: Director Alejandro Ballester sold 2,360 shares (~$312.7k) late January; several outlets flagged the trade. While the sale is small relative to his remaining stake, markets often react negatively to notable insider disposals. Alejandro Ballester Sells 2,360 Shares of Popular (NASDAQ:BPOP) Stock
• Negative Sentiment: Coverage of the insider unload was amplified by sites like TipRanks, which may increase short-term selling pressure from sentiment-sensitive traders. Top Popular Insider Quietly Unloads a Chunk of Shares

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.