BPOP: Higher Margins And Share Buybacks Will Drive Earnings Potential

Narrative Update on Popular Analysts have increased their price target for Popular by $12 to $152, citing improved outlooks for profit margins and future earnings performance. Analyst Commentary Following the recent price target increase, analysts have shared both optimistic and cautious assessments regarding Popular’s path forward.

Shared on 23 Oct 25

Fair value Increased 2.68%

Narrative Update on Popular Analysts have raised their price target for Popular from $141.75 to $145.56, citing improved forecasts for revenue growth and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets, which reflects heightened confidence in Popular's valuation and growth prospects.

Shared on 08 Oct 25

Fair value Increased 2.62%

Analysts have raised Popular's fair value estimate from $138.13 to $141.75, citing a strong capital position, improving growth forecasts, and beneficial economic conditions as key factors. Analyst Commentary Recent price target increases and ratings upgrades reflect ongoing optimism from the analyst community regarding Popular's financial strength and growth prospects.

Shared on 23 Sep 25

Fair value Increased 0.91%

Analysts have raised Popular’s price target to $138.12, citing strong capital ratios, improved economic conditions in Puerto Rico, and resilient profitability, while still viewing the bank’s valuation as underappreciated. Analyst Commentary Bullish analysts cite Popular's strong capital position, particularly a 16.1% common equity tier 1 ratio, providing flexibility for growth and strategic opportunities.

Shared on 31 Jul 25

Fair value Increased 2.53%

With no significant changes to Popular’s revenue growth forecast (10.3% per annum) or future P/E (10.0x), the consensus analyst price target remains unchanged at $133.50. What's in the News Repurchased 1,265,660 shares for $127.57 million, completing a 4,792,649 share buyback totaling $467.2 million under the July 2024 authorization.