Popular, Inc.

NasdaqGS:BPOP 株式レポート

時価総額:US$9.7b

Popular マネジメント

マネジメント 基準チェック /34

Popularの CEO はJavier Ferrer-Fernándezで、 Oct2014年に任命され、 の在任期間は 11.58年です。 の年間総報酬は$ 4.83Mで、 18.9%給与と81.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.18%を直接所有しており、その価値は$ 17.66M 。経営陣と取締役会の平均在任期間はそれぞれ9.2年と7.3年です。

主要情報

Javier Ferrer-Fernández

最高経営責任者

US$4.8m

報酬総額

CEO給与比率18.94%
CEO在任期間11.6yrs
CEOの所有権0.2%
経営陣の平均在職期間9.2yrs
取締役会の平均在任期間7.3yrs

経営陣の近況

Recent updates

ナラティブの更新 May 09

BPOP: Normalized Yield Curve And Higher Conviction Should Support Future Profitability

Analysts have raised the implied fair value for Popular by about $11 to $171.22, citing updated price targets across several firms and slightly higher assumptions for revenue growth and profitability. Analyst Commentary Bullish analysts have been lifting their price targets on Popular in recent weeks, with several firms adjusting their models and signaling stronger conviction in the stock's risk and reward profile.
Seeking Alpha Apr 30

Popular, Inc.: A Strong Bank, But Not A Cheap Stock Anymore

Summary Popular, Inc. delivered strong Q1 results, with net income up 48% and EPS at $3.78, surpassing forecasts. BPOP maintains market leadership in Puerto Rico, driving superior ROE (15.46%) and operational efficiency, justifying its valuation premium. Valuation is moderate at 11.1x P/E, but upside is limited as shares already reflect operational strength and dominant market position. Key risks include high Puerto Rico concentration, slowing loan growth, and sensitivity to interest rate changes, capping re-rating potential. Read the full article on Seeking Alpha
ナラティブの更新 Apr 23

BPOP: Normalized Yield Curve And Mixed Ratings Should Shape Future Profitability

Analysts now see Popular's fair value at about $160, trimming roughly $2 from prior estimates as they factor in a slightly lower future P/E multiple, despite generally supportive recent rating and price target updates across the Street. Analyst Commentary Recent research activity on Popular has centered on price target revisions, rating upgrades and updated views on profitability.
ナラティブの更新 Apr 07

BPOP: Normalized Yield Curve And Execution Should Support Future Profitability

Narrative Update on Popular The analyst fair value estimate for Popular has shifted from $157.00 to $161.60, as analysts factor in slightly higher modeled revenue growth and a modestly higher future P/E multiple, supported by a series of recent price target increases and upgrades across major firms, even as one house trimmed its target by $5. Analyst Commentary Recent Street research on Popular shows a cluster of target price increases, fresh coverage initiations, and a few rating upgrades, alongside one modest target reduction.
ナラティブの更新 Mar 22

BPOP: Normalized Yield Curve And Buybacks Will Support Future Profitability

Analysts have raised their average price target for Popular to $170 from $161, citing what they describe as a solid profitability outlook for regional banks, with a more normalized yield curve now in play. Analyst Commentary Recent Street research on Popular clusters around higher price targets and upgrades, with analysts pointing to profitability and the broader regional and mid cap bank setup as key inputs.
ナラティブの更新 Mar 05

BPOP: Normalized Yield Curve And Buybacks Will Support Profitability Outlook

The analyst price target for Popular in our model has increased from $156.10 to $157.00, reflecting a series of recent target hikes across the Street as analysts cite a solid profitability outlook for regional banks and a more normalized yield curve. Analyst Commentary Across recent research updates, analysts are broadly positive on Popular, with several higher price targets and rating changes pointing to improving confidence in the regional and mid cap bank group.
ナラティブの更新 Feb 19

BPOP: Steeper Yield Curve And Buybacks Are Expected To Support Balanced Prospects

The analyst price target for Popular has been raised by about $1 to $156.10, as analysts factor in slightly higher long run profit margins and a modestly higher future P/E multiple following a series of recent target increases and rating updates across the Street. Analyst Commentary Recent Street research around Popular has been active, with several firms updating their views and adjusting price targets.
ナラティブの更新 Feb 04

BPOP: Steeper Yield Curve And Buybacks Are Expected To Support Balanced Upside Risks

Analysts have lifted their fair value estimate for Popular by about $10, to $155.50 from $145.70, reflecting recent price target increases and supportive commentary from several research firms on the mid cap bank group. Analyst Commentary Recent Street research on Popular has been active, with several firms adjusting price targets and ratings across the mid cap bank group.
ナラティブの更新 Jan 21

BPOP: Steeper Yield Curve And Buybacks Are Expected To Support Margins

Analysts have nudged their fair value estimate for Popular higher to about $145.70 from roughly $143.33, reflecting updated views on revenue growth, profit margins and forward P/E after recent price target increases and fresh coverage from the Street. Analyst Commentary Recent Street commentary around Popular focuses on how the bank could perform relative to other mid cap peers as sector conditions evolve, as well as what that might mean for valuation and execution risk.
ナラティブの更新 Jan 07

BPOP: Future Buybacks And Steeper Yield Curve Will Support Margin Resilience

Analysts have inched their fair value estimate for Popular higher to about $143.33 from roughly $143.11, pointing to slightly stronger long term revenue growth, a modestly higher profit margin outlook, and a marginally lower future P/E, supported by recent Street commentary that highlights improving loan growth, a steeper yield curve, and solid credit conditions for mid cap banks. Analyst Commentary Recent Street research on Popular gives you a mixed but useful read on how the mid cap bank setup could influence the stock’s valuation and execution risk over the next couple of years.
ナラティブの更新 Dec 21

BPOP: Future Buybacks Will Support Earnings And Margin Resilience

Analysts have modestly raised their price target on Popular, citing fine tuned assumptions for the discount rate, long term margin profile, and future earnings multiples that support a slightly higher valuation despite largely unchanged fair value estimates. What's in the News Popular, Inc.
ナラティブの更新 Dec 06

BPOP: Share Repurchases Will Support Future Earnings Momentum

Analysts have modestly raised their average 12 month price target for Popular, Inc., citing a steady fair value estimate of $143.11, along with unchanged assumptions for growth, profitability, and valuation multiples that reinforce confidence in the bank's long term earnings power. What's in the News Popular reported unaudited net charge offs of approximately $57.8 million for the third quarter of 2025, slightly lower than the roughly $58.5 million recorded in the same quarter a year earlier (Key Developments).
ナラティブの更新 Nov 22

BPOP: Strong Performance Outlook And Buybacks Will Support Earnings Momentum

Analysts have increased their price target for Popular from $140 to $152. They cite continued confidence in the company's strong performance outlook.
ナラティブの更新 Nov 06

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.
ナラティブの更新 Oct 23

Analysts Boost Price Target for Popular Amid Improved Growth and Profit Margin Forecasts

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.
ナラティブの更新 Oct 08

Digital Infrastructure And Puerto Rico Projects Will Improve Efficiency

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.
ナラティブの更新 Sep 23

Digital Infrastructure And Puerto Rico Projects Will Improve Efficiency

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.
分析記事 Aug 28

Popular's (NASDAQ:BPOP) Upcoming Dividend Will Be Larger Than Last Year's

Popular, Inc.'s ( NASDAQ:BPOP ) dividend will be increasing from last year's payment of the same period to $0.75 on 1st...
Seeking Alpha Feb 14

Series A Preferred Shares Of Popular, Inc. Offer Stable Monthly Income

Summary Popular, Inc.'s Series A Preferred Shares offer a yield near 6.5% with monthly dividends that have been paid without interruption for more than 20 years. Puerto Rican banks, including Popular, Inc., benefit from an oligopolistic market. Popular, Inc. has improved several financial metrics since I last covered its Series A Preferred Shares in 2020. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Popular Isn't Worthy Of An Upgrade Just Yet

Summary Popular's shares remain expensive despite rising revenue and profits, leading me to maintain a 'hold' rating. Recent declines in deposits, particularly from the Puerto Rican government, are concerning but not yet alarming. The company's strategy to reprice loans and securities is boosting net interest income and margins. Despite some financial improvements, Popular's asset quality and valuation metrics do not justify a higher rating. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

Popular: Maintaining A Cautious Stance

Summary Popular has shown impressive growth, with shares up 42.4% since November 2023, outperforming the S&P 500's 27.2% increase. Despite strong financial performance, including a 5.5% rise in net interest income, Popular's shares appear fairly valued compared to similar banks. The bank's asset quality is decent but not exceptional, and its price-to-earnings multiple of 14.9 is higher than preferred. Management's capital return initiatives, including a $500 million share buyback and increased dividends, are positive but don't justify a 'buy' rating. Read the full article on Seeking Alpha
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新しいナラティブ Aug 27

Expanding Loan Portfolio And Decisive Dividend Growth Signal Bright Future Amid Analytical Optimism

Strengthening capital position and shareholder value through increased dividends and a stock repurchase program may boost investor confidence and share price.
Seeking Alpha May 28

Popular Is At Risk Of Becoming Too Popular

Summary Popular's stock has spiked 26.9% since my last analysis, outperforming the broader market. Recent financial performance shows a decline in net interest income and non-interest income, leading to lower net profits. Deposits, loans, and securities have increased, but the overall asset quality and valuation of Popular are concerning. Read the full article on Seeking Alpha
Seeking Alpha Feb 28

Popular: Downgrading To Hold, Top-Line Growth To Boost Earnings

Summary The unusually high level of provisions expense reported for the last quarter is unlikely to be maintained. The top line will likely trend upward this year, thanks to the strong Puerto Rican economy and interest rate cuts. The December 2024 target price suggests a small downside from the current market price. BPOP is offering a moderate dividend yield of around 3%. Read the full article on Seeking Alpha

CEO報酬分析

Popular の収益と比較して、Javier Ferrer-Fernández の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$900m

Dec 31 2025US$5mUS$914k

US$832m

Sep 30 2025n/an/a

US$776m

Jun 30 2025n/an/a

US$720m

Mar 31 2025n/an/a

US$687m

Dec 31 2024US$3mUS$790k

US$613m

Sep 30 2024n/an/a

US$530m

Jun 30 2024n/an/a

US$511m

Mar 31 2024n/an/a

US$484m

Dec 31 2023US$3mUS$782k

US$540m

Sep 30 2023n/an/a

US$702m

Jun 30 2023n/an/a

US$988m

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$3mUS$750k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$876m

Mar 31 2022n/an/a

US$883m

Dec 31 2021US$2mUS$635k

US$933m

Sep 30 2021n/an/a

US$904m

Jun 30 2021n/an/a

US$824m

Mar 31 2021n/an/a

US$734m

Dec 31 2020US$2mUS$605k

US$505m

Sep 30 2020n/an/a

US$495m

Jun 30 2020n/an/a

US$491m

Mar 31 2020n/an/a

US$534m

Dec 31 2019US$2mUS$597k

US$667m

報酬と市場: Javierの 総報酬 ($USD 4.83M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Javierの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Javier Ferrer-Fernández (64 yo)

11.6yrs
在職期間
US$4,825,287
報酬

Mr. Javier D. Ferrer-Fernandez, J.D., was Chief Operating Officer at Popular, Inc since October 21, 2021 until 2025 and serves as its President since May 9, 2024 and Corporate Secretary since October 1, 20...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Javier Ferrer-Fernández
President11.6yrsUS$4.83m0.18%
$ 17.7m
Jorge García
Executive VP2.1yrsUS$1.99m0.030%
$ 2.9m
Camille Burckhart
EVP and Chief Information & Digital Strategy Officer of Digital10.8yrsUS$1.73m0.049%
$ 4.8m
Lidio Soriano
Executive VP & Chief Risk Officer of Corporate Risk Management Group14.8yrsUS$1.95m0.17%
$ 16.5m
Manuel Chinea
Executive Vice President10.3yrsUS$1.77m0.054%
$ 5.2m
Denissa M. Adorno
Senior VP2.1yrsデータなし0.0047%
$ 457.5k
Eduardo Negron
Executive Vice President of Administration Group & Chief Administration Officer15.4yrsUS$401.13k0.064%
$ 6.2m
Paul Cardillo
Senior VP & Investor Relations Officer7.5yrsデータなしデータなし
Jose Coleman-Tio
Executive VP4.3yrsデータなし0.033%
$ 3.2m
Maria Gonzalez Noguera
Executive VP and Chief Communications & Public Affairs Officer5.1yrsデータなし0.017%
$ 1.7m
Eli Sepulveda
Executive Vice President of Commercial Credit & Services Group of Banco Popular de Puerto Rico16.4yrsUS$1.33m0.060%
$ 5.9m
Beatriz Armas
Executive VP and Chief Security Officer of Corporate Security & Operations Group8.1yrsデータなし0.049%
$ 4.8m
9.2yrs
平均在職期間
56.5yo
平均年齢

経験豊富な経営陣: BPOPの経営陣は経験豊富で経験豊富です(平均在職期間は9.2年)。


取締役

名称ポジション在職期間報酬所有権
Javier Ferrer-Fernández
Presidentless than a yearUS$4.83m0.18%
$ 17.7m
Richard Carrion
Non-Executive Chairman of the Board35.3yrsUS$435.06k0.30%
$ 29.0m
Alejandro Sanchez
Independent Director3yrsUS$220.00k0.0066%
$ 641.1k
C. Goodwin
Independent Director15.1yrsUS$298.54k0.069%
$ 6.7m
Maria Luisa Rangel
Independent Director22.1yrsUS$324.01k0.058%
$ 5.6m
Betty DeVita
Independent Director4.9yrsUS$243.67kデータなし
Alejandro Ballester
Independent Director16.3yrsUS$288.54k0.054%
$ 5.2m
Carlos Unanue
Independent Director16.3yrsUS$289.08k0.21%
$ 20.3m
Robert Carrady
Independent Director7.3yrsUS$289.08k0.0093%
$ 906.2k
Jose Rodriguez
Independent Director4.9yrsUS$293.48kデータなし
Bertil Chappuis
Independent Director2.3yrsUS$252.85kデータなし
7.3yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: BPOPの 取締役会経験豊富 であると考えられます ( 7.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 15:55
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Popular, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Jared David ShawBarclays
Brandon BermanBofA Global Research
Joseph GladueB. Riley Securities, Inc.