Should Recent Insider Sale and Dividend Raise Prompt a Closer Look at Popular's (BPOP) Capital Strategy?

• On November 24, 2025, Director Richard L. Carrion sold 25,000 shares of Popular Inc. for a total of US$2.8 million, shortly after the company reported third-quarter earnings per share of US$3.14 that surpassed analyst expectations, though revenue was just below forecasts.
• The Board of Directors approved a quarterly cash dividend of US$0.75 per share payable on January 2, 2026, highlighting Popular's ongoing return of capital to shareholders.
• We will explore how Popular's solid earnings performance and new dividend announcement shape the company's investment narrative going forward.

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Popular Investment Narrative Recap

To be a shareholder in Popular Inc., an investor needs confidence in the company’s ability to leverage its strong regional position and digital transformation to sustain earnings and margin growth despite geographic concentration risks. The recent insider share sale and dividend announcement do not materially affect the most critical short-term catalyst: further digital banking adoption, nor do they shift the biggest risk, which remains Popular's exposure to local economic volatility in Puerto Rico.

The announcement of a US$0.75 per share quarterly dividend, payable January 2, 2026, continues to highlight Popular’s approach to rewarding shareholders. This return of capital takes place as the company’s earnings performance remains strong, supporting its focus on stable and attractive shareholder returns as part of its overall investment case.

However, investors should also consider the heightened sensitivity to local disruptions in Puerto Rico, as...

Read the full narrative on Popular (it's free!)

Popular's outlook projects $3.8 billion in revenue and $930.2 million in earnings by 2028. This is based on an anticipated annual revenue growth rate of 10.5% and a $210.5 million increase in earnings from the current $719.7 million.

Uncover how Popular's forecasts yield a $143.11 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have submitted three fair value estimates for Popular Inc., ranging widely from US$127.15 to US$260.66 per share. While opinions differ, ongoing digital investments remain central to discussions about Popular’s growth capacity and exposure to new competition, explore how your viewpoint compares.

Explore 3 other fair value estimates on Popular - why the stock might be worth just $127.15!

Build Your Own Popular Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Popular research is our analysis highlighting 6 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Popular research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Popular's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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