Popular, Inc.

NasdaqGS:BPOP 주식 리포트

시가총액: US$9.4b

Popular 경영진

경영진 기준 점검 3/4

Popular CEO는 Javier Ferrer-Fernández, Oct2014 에 임명되었습니다 의 임기는 11.58 년입니다. 총 연간 보상은 $4.83M, 18.9% 급여 및 81.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $17.11M 가치에 해당하는 회사 주식의 0.18% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.2 년과 7.3 년입니다.

핵심 정보

Javier Ferrer-Fernández

최고경영자

US$4.8m

총 보수

CEO 급여 비율18.94%
CEO 재임 기간11.6yrs
CEO 지분 보유율0.2%
경영진 평균 재임 기간9.2yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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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새로운 내러티브 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 보수 분석

Javier Ferrer-Fernández의 보수는 Popular의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Javier의 총 보수(USD4.83M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.38M)보다 낮습니다.

보상과 수익: Javier의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Javier Ferrer-Fernández (64 yo)

11.6yrs
재임 기간
US$4,825,287
보수

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...


리더십 팀

이름직위재임 기간보수지분
Javier Ferrer-Fernández
President11.6yrsUS$4.83m0.18%
$ 17.1m
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%
$ 4.6m
Lidio Soriano
Executive VP & Chief Risk Officer of Corporate Risk Management Group14.8yrsUS$1.95m0.17%
$ 15.9m
Manuel Chinea
Executive Vice President10.3yrsUS$1.77m0.054%
$ 5.1m
Denissa M. Adorno
Senior VP2.1yrs데이터 없음0.0048%
$ 452.9k
Eduardo Negron
Executive Vice President of Administration Group & Chief Administration Officer15.4yrsUS$401.13k0.064%
$ 6.0m
Paul Cardillo
Senior VP & Investor Relations Officer7.5yrs데이터 없음데이터 없음
Jose Coleman-Tio
Executive VP4.3yrs데이터 없음0.033%
$ 3.1m
Maria Gonzalez Noguera
Executive VP and Chief Communications & Public Affairs Officer5.1yrs데이터 없음0.027%
$ 2.5m
Eli Sepulveda
Executive Vice President of Commercial Credit & Services Group of Banco Popular de Puerto Rico16.4yrsUS$1.33m0.060%
$ 5.7m
Beatriz Armas
Executive VP and Chief Security Officer of Corporate Security & Operations Group8.1yrs데이터 없음0.049%
$ 4.6m
9.2yrs
평균 재임 기간
56.5yo
평균 나이

경험이 풍부한 관리: BPOP의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.2 년).


이사회 구성원

이름직위재임 기간보수지분
Javier Ferrer-Fernández
Presidentless than a yearUS$4.83m0.18%
$ 17.1m
Richard Carrion
Non-Executive Chairman of the Board35.3yrsUS$435.06k0.30%
$ 28.2m
Alejandro Sanchez
Independent Director3yrsUS$220.00k0.0053%
$ 498.1k
C. Goodwin
Independent Director15.1yrsUS$298.54k0.069%
$ 6.5m
Maria Luisa Rangel
Independent Director22.1yrsUS$324.01k0.058%
$ 5.4m
Betty DeVita
Independent Director4.9yrsUS$243.67k데이터 없음
Alejandro Ballester
Independent Director16.3yrsUS$288.54k0.054%
$ 5.0m
Carlos Unanue
Independent Director16.3yrsUS$289.08k0.21%
$ 19.6m
Robert Carrady
Independent Director7.3yrsUS$289.08k0.0093%
$ 878.5k
Jose Rodriguez
Independent Director4.9yrsUS$293.48k데이터 없음
Bertil Chappuis
Independent Director2.3yrsUS$252.85k데이터 없음
7.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: BPOP의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 22:02
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Popular, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jared David ShawBarclays
Brandon BermanBofA Global Research
Joseph GladueB. Riley Securities, Inc.