Stock Fundamentals

Company Information

Company Name
Itau Unibanco Banco Holding SA
Sector
Financial Services
Industry
Banks - Regional
Exchange
NYSE
ISIN: US4655621062
CIK: 0001132597
CUSIP: 465562106
Currency: USD
Full Time Employees: 93,554
Phone: 55 11 2794 3547
Fiscal Year End: December
IPO Date: Feb 25, 2002
Description:

Itaú Unibanco Holding S.A. provides various financial products and services to personal and corporate customers in Brazil and internationally. It operates through three segments: Retail Business, Wholesale Business and Activities with the Market + Corporation. The company offers current accounts; funds management; payments and collections; loans; credit and debit cards; investment and commercial banking services; real estate lending and financing services; economic, financial and brokerage advisory; and leasing and foreign exchange services. The company also provides non-life insurance products covering loss, damage, or liability for objects or people, as well as life insurance products covering death and personal accidents. It serves retail customers, account and non-account holders, individuals and legal entities, high income clients, microenterprises, and small companies, as well as middle-market companies and high net worth institutional clients. The company was formerly known as Itaú Unibanco Banco Múltiplo S.A. and changed its name to Itaú Unibanco Holding S.A. in April 2009. The company was incorporated in 1924 and is headquartered in São Paulo, Brazil. Itaú Unibanco Holding S.A. is a subsidiary of IUPAR - Itaú Unibanco Participações S.A.

Address:

PraCa Alfredo Egydio de Souza Aranha, São Paulo, SP, Brazil, 04344-902

Directors & Officers

Name Title Year Born
Mr. Milton Maluhy Filho CEO & Member of Executive Board 1976
Mr. Gabriel Amado de Moura CFO & Member of Executive Board 1975
Mr. Matias Granata Chief Risk Officer & Member of Executive Board 1974
Mr. Jose Virgilio Vita Neto Member of Executive Board 1978
Mr. Carlos Fernando Rossi Constantini Member of Executive Board 1974
Mr. Pedro Paulo Giubbina Lorenzini Head of Macroeconomics, Global Markets, Treasury & Latam and Member of Executive Board 1968
Mr. André Luís Teixeira Rodrigues Member of Executive Board 1973
Mr. Flavio Augusto Aguiar de Souza Member of Executive Board 1970
Mr. Ricardo Ribeiro Mandacaru Guerra Member of Executive Board & CIO 1970
Mr. Sergio Guillinet Fajerman Member of Executive Board 1972

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 17, 2026 Fajerman Sergio Guillinet N/A Sale 39.48K $9.53 $376.22K
Apr 15, 2026 Fajerman Sergio Guillinet N/A Sale 20.00K $9.45 $189.00K
Apr 14, 2026 Fajerman Sergio Guillinet N/A Sale 50.00K $9.38 $469.00K
Apr 08, 2026 Rodrigues Andre Luis Teixeira N/A Sale 182.80K $8.82 $1.61M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Capital Research Global Investors 84.61M Mar 31, 2026 0.77% $0.11 178.70%
GQG Partners LLC 81.65M Mar 31, 2026 0.74% $1.08 -15.79%
Orbis Allan Gray Ltd 69.27M Mar 31, 2026 0.63% $2.45 -15.20%
Schroder Investment Management Group 64.69M Mar 31, 2026 0.59% $0.42 -11.17%
Westwood Global Investments LLC 60.73M Mar 31, 2026 0.55% $18.97 -0.98%
Arrowstreet Capital Limited Partnership 55.48M Mar 31, 2026 0.50% $0.25 -12.66%
BlackRock Inc 55.20M Mar 31, 2026 0.50% $0.01 44.97%
Robeco Institutional Asset Management BV 54.69M Mar 31, 2026 0.50% $0.65 -6.64%
FMR Inc 46.16M Mar 31, 2026 0.42% $0.02 -16.75%
JPMorgan Chase & Co 42.25M Mar 31, 2026 0.38% $0.02 -2.96%
Franklin Resources Inc 33.99M Mar 31, 2026 0.31% $0.07 4.69%
William Blair Investment Management, LLC 31.68M Mar 31, 2026 0.29% $0.88 -13.32%
Fisher Asset Management, LLC 28.61M Mar 31, 2026 0.26% $0.08 0.26%
Vanguard Group Inc 24.16M Dec 31, 2025 0.22% $0.00 -0.25%
T. Rowe Price Associates, Inc. 20.74M Mar 31, 2026 0.19% $0.02 -6.04%
Carrhae Capital LLP 20.44M Mar 31, 2026 0.19% $5.13 0.00%
Two Sigma Investments LLC 20.09M Mar 31, 2026 0.18% $0.14 143.49%
Itau Unibanco Holding SA 20.01M Mar 31, 2026 0.18% $3.85 -5.18%
Dodge & Cox 19.17M Mar 31, 2026 0.17% $0.09 0.26%
Wellington Management Company LLP 15.43M Mar 31, 2026 0.14% $0.02 -63.97%

Shares Statistics

Shares Outstanding: 5.40B
Shares Float: 5.85B
% Insiders: 0.20%
% Institutions: 3,280.50%
Short % Float: 0.64%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Latin America 40 ETF 40.40M 0.37% ▲ 0.00% Apr 30, 2026
2 American Funds New World A 36.83M 0.33% ▲ 48.77% Mar 31, 2026
3 Capital Group New Geography Equity Comp 36.83M 0.33% ▲ 48.77% Mar 31, 2026
4 Orbis Global Equity Investor 23.14M 0.21% ▼ 5.00% Dec 31, 2025
5 American Funds Capital Income Bldr A 21.16M 0.19% ▲ 0.00% Mar 31, 2026
6 Fidelity Series Emerging Markets Opps 21.15M 0.19% ▲ 3.00% Mar 31, 2026
7 Robeco Emerging Stars Equities D € 19.28M 0.18% ▲ 9.36% Apr 30, 2026
8 R-co Valor C EUR 18.59M 0.17% ▲ 0.03% Apr 30, 2026
9 Capital Group World Growth & Inc Cmp 14.95M 0.14% ▲ 0.00% Mar 31, 2026
10 American Funds Capital World Gr&Inc A 14.95M 0.14% ▲ 0.00% Mar 31, 2026

Valuation Metrics

Enterprise Value: $715.83B
Trailing P/E: 9.26
Forward P/E: 9.33

Financial Highlights

Market Cap: $83.65B
P/E Ratio: $9.26
PEG Ratio: $1.33
Book Value: $3.77
Dividend/Share: $3.36
Dividend Yield: 42.74%
Earnings/Share: $0.82
Profit Margin: 33.28%
Operating Margin: 33.08%
ROA (TTM): 1.57%
ROE (TTM): 21.82%
Revenue (TTM): $138.19B
Revenue/Share (TTM): $12.49
Earnings Growth (YOY): 11.40%
Revenue Growth (YOY): -2.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.35x 4.57x 0.93x 0.23x 16.22x
2024-12-31 0.44x 4.27x 0.92x 0.28x 16.70x
2023-12-31 0.47x 4.27x 0.92x 0.25x 17.89x
2022-12-31 0.49x 4.34x 0.92x 0.31x 17.53x
2021-12-31 0.47x 3.86x 0.92x 0.61x 12.70x
2020-12-31 0.52x 4.09x 0.92x 0.07x 65.30x
2019-12-31 0.57x 3.91x 0.91x 0.41x 15.37x
2018-12-31 0.61x 4.09x 0.90x 0.43x 16.35x
2017-12-31 0.89x 4.12x 0.90x 0.39x 16.02x
2016-12-31 9.70x 1.72x 0.90x 0.38x 5.95x
2015-12-31 9.24x 2.20x 0.91x 0.24x 11.89x
2014-12-31 0.80x 4.42x 0.91x 0.39x 13.98x
2013-12-31 0.84x 5.18x 0.92x 0.45x 18.58x
2012-12-31 0.88x 5.76x 0.92x 0.36x 22.30x
2011-12-31 0.81x 4.76x 0.91x 0.33x 17.23x
2010-12-31 0.72x 4.92x 0.91x 0.49x 16.08x
2009-12-31 0.70x 2.89x 0.86x 0.74x 7.05x
2008-12-31 0.63x 3.72x 0.91x 0.13x 23.27x
2007-12-31 0.70x 2.70x 0.87x 0.89x 7.30x
2006-12-31 0.63x 2.13x 0.85x 0.76x 6.15x
2005-12-31 0.62x 1.83x 0.86x 0.85x 3.97x
2004-12-31 0.60x 1.53x 0.85x 0.96x 3.57x
2003-12-31 0.63x 2.00x 0.86x 0.72x 4.74x
2002-12-31 0.46x 1.46x 0.86x 0.40x 4.67x
2001-12-31 0.53x 2.36x 0.88x 0.45x 7.35x
2000-12-31 0.78x 1.31x 0.90x 1.60x 1.43x

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