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ITUB4: Future Profitability Will See Measured Improvement Amid Board Changes

Update shared on 07 Nov 2025

Fair value Increased 2.09%
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AnalystConsensusTarget's Fair Value
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1Y
38.5%
7D
-0.5%

Analysts have raised their price target for Itaú Unibanco Holding from R$41.59 to R$42.46. The adjustment reflects revised growth and profitability forecasts.

What's in the News

  • A board meeting is scheduled for November 4, 2025, to review financial statements for January through September 2025 and discuss other business matters (Board Meeting agenda).
  • A board meeting was held on October 30, 2025, focusing on officer removals and elections as well as other company business (Board Meeting agenda).
  • At the August 28, 2025, board meeting, Maria Elena Cardoso Figueira was elected to replace Ricardo Baldin on the Audit Committee as the designated financial expert, pending her investiture (Board Meeting agenda).

Valuation Changes

  • The Fair Value Estimate has risen slightly, moving from R$41.59 to R$42.46.
  • The Discount Rate increased marginally from 20.15% to 20.31%.
  • The Revenue Growth projection has declined noticeably, from 16.99% to 14.21%.
  • The Net Profit Margin forecast has slipped moderately, decreasing from 25.61% to 24.88%.
  • The Future P/E Ratio is now expected to be 14.82x, up from the earlier estimate of 14.12x.

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Disclaimer

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