Itau Unibanco Banco Stock Analysis

ITUB Stock  USD 6.46  0.06  0.94%   
The main objective of Itau Unibanco stock analysis is to determine its intrinsic value, which is an estimate of what Itau Unibanco Banco is worth, separate from its market price. There are two main types of Itau Unibanco's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Itau Unibanco's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Itau Unibanco's stock to identify patterns and trends that may indicate its future price movements.
The Itau Unibanco stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Itau Unibanco is usually not traded on Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day. Itau Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Itau Unibanco's ongoing operational relationships across important fundamental and technical indicators.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Itau Unibanco Banco. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Itau Stock Analysis Notes

About 18.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.68. Some equities with similar Price to Book (P/B) outperform the market in the long run. Itau Unibanco Banco has Price/Earnings To Growth (PEG) ratio of 0.91. The entity last dividend was issued on the 7th of December 2023. The firm had 1213:1000 split on the 4th of October 2021. Ita Unibanco Holding S.A. offers a range of financial products and services to individuals and corporate customers in Brazil and internationally. Ita Unibanco Holding S.A. is a subsidiary of IUPAR - Ita Unibanco Participaes S.A. Itau Unibanco operates under BanksRegional classification in the United States and is traded on New York Stock Exchange. It employs 99600 people. To learn more about Itau Unibanco Banco call Milton Filho at 55 11 5019 1267 or check out

Itau Unibanco Quarterly Total Revenue

37.16 Billion

Itau Unibanco Banco Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Itau Unibanco's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Itau Unibanco Banco or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
On 13th of November 2023 Itau Unibanco paid $ 0.0035 per share dividend to its current shareholders
Latest headline from Pampa Energa Upgraded at JPMorgan Chase Co.

Itau Unibanco Banco Upcoming and Recent Events

Earnings reports are used by Itau Unibanco to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Itau Unibanco previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
6th of February 2024
Upcoming Quarterly Report
13th of May 2024
Next Financial Report
31st of December 2023
Next Fiscal Quarter End
6th of February 2024
Next Fiscal Year End
30th of September 2023
Last Quarter Report
31st of December 2022
Last Financial Announcement

Itau Largest EPS Surprises

Earnings surprises can significantly impact Itau Unibanco's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Fiscal Date
Estimated EPS
Reported EPS
View All Earnings Estimates

Itau Unibanco SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Itau Unibanco prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Itau Unibanco investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Itau Unibanco Banco specific information freely available to individual and institutional investors to make a timely investment decision.

Itau Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Itau Unibanco is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Itau Unibanco Banco backward and forwards among themselves. Itau Unibanco's institutional investor refers to the entity that pools money to purchase Itau Unibanco's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Bank Of America Corp2023-09-30
22 M
Antipodes Partners Limited2023-09-30
20.8 M
Dodge & Cox2023-09-30
18.2 M
Baillie Gifford & Co Limited.2023-09-30
14.6 M
Ameriprise Financial Inc2023-09-30
11.5 M
State Street Corporation2023-09-30
11 M
Ariel Investments, Llc2023-09-30
10.2 M
Macquarie Group Ltd2023-09-30
9.9 M
Seafarer Capital Partners, Llc2023-09-30
9.9 M
Schroder Investment Management Group2023-09-30
96 M
Goldman Sachs Group Inc2023-09-30
64.7 M
Note, although Itau Unibanco's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Itau Market Capitalization

The company currently falls under 'Large-Cap' category with a current market capitalization of 62.69 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Itau Unibanco's market, we take the total number of its shares issued and multiply it by Itau Unibanco's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Itau Profitablity

Itau Unibanco's profitability indicators refer to fundamental financial ratios that showcase Itau Unibanco's ability to generate income relative to its revenue or operating costs. If, let's say, Itau Unibanco is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Itau Unibanco's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Itau Unibanco's profitability requires more research than a typical breakdown of Itau Unibanco's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.26 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.34 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.34.
Last ReportedProjected for 2023
Return on Average Assets 0.014  0.0141 
Return on Average Equity 0.18  0.18 
Return on Invested Capital 0.02  0.0219 
Return on Sales 0.40  0.37 

Management Efficiency

Itau Unibanco Banco has return on total asset (ROA) of 0.0138 % which means that it generated a profit of $0.0138 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1801 %, meaning that it created $0.1801 on every $100 dollars invested by stockholders. Itau Unibanco's management efficiency ratios could be used to measure how well Itau Unibanco manages its routine affairs as well as how well it operates its assets and liabilities. At present, Itau Unibanco's Return on Average Assets are projected to slightly decrease based on the last few years of reporting. The current year's Return on Invested Capital is expected to grow to 0.0219, whereas Return on Average Equity is forecasted to decline to 0.18. At present, Itau Unibanco's Asset Turnover is projected to slightly decrease based on the last few years of reporting. The current year's Return on Average Assets is expected to grow to 0.0141, whereas Total Assets are forecasted to decline to about 2.1 T.
Last ReportedProjected for 2023
Book Value per Share 33.87  32.17 
Enterprise Value over EBIT 8.00  8.21 
Enterprise Value over EBITDA 6.85  7.03 
Price to Book Value 1.45  1.58 
Tangible Assets Book Value per Share 463.94  419.49 
Enterprise Value65.9 B67.6 B
Tangible Asset Value2.3 T2.1 T
The analysis of Itau Unibanco's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Itau Unibanco's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Itau Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
Forward Dividend Yield
Forward Dividend Rate

Technical Drivers

As of the 7th of December, Itau Unibanco retains the Market Risk Adjusted Performance of 0.2785, downside deviation of 1.53, and Risk Adjusted Performance of 0.1447. Itau Unibanco technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices. Simply put, you can use this information to find out if the firm will indeed mirror its model of historical price patterns, or the prices will eventually revert. We are able to break down and analyze data for nineteen technical drivers for Itau Unibanco Banco, which can be compared to its competitors. Please check out Itau Unibanco Banco jensen alpha, and the relationship between the coefficient of variation and potential upside to decide if Itau Unibanco is priced fairly, providing market reflects its last-minute price of 6.46 per share. Given that Itau Unibanco Banco has jensen alpha of 0.2727, we strongly advise you to confirm Itau Unibanco Banco's regular market performance to make sure the company can sustain itself at a future point.

Itau Unibanco Banco Price Movement Analysis

Execute Study
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Itau Unibanco middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Itau Unibanco Banco. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Itau Unibanco Predictive Daily Indicators

Itau Unibanco intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Itau Unibanco stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Itau Unibanco Forecast Models

Itau Unibanco's time-series forecasting models are one of many Itau Unibanco's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Itau Unibanco's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Itau Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Itau Unibanco prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Itau shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Itau Unibanco. By using and applying Itau Stock analysis, traders can create a robust methodology for identifying Itau entry and exit points for their positions.
Last ReportedProjected for 2023
EBITDA Margin 0.44  0.41 
Gross Margin 0.90  0.89 
Profit Margin 0.26  0.25 

Current Itau Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Itau analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Itau analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
Itau Unibanco Banco current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Itau analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Itau stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Itau Unibanco Banco, talking to its executives and customers, or listening to Itau conference calls.
Itau Analyst Advice Details

Itau Stock Analysis Indicators

Itau Unibanco Banco stock analysis indicators help investors evaluate how Itau Unibanco stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Itau Unibanco shares will generate the highest return on investment. By understating and applying Itau Unibanco stock analysis, traders can identify Itau Unibanco position entry and exit signals to maximize returns.
Begin Period Cash Flow103.9 B
Long Term Debt275.7 B
Common Stock Shares Outstanding9.9 B
Total Stockholder Equity168 B
Total Cashflows From Investing Activities-73.6 B
Tax Provision6.8 B
Quarterly Earnings Growth Y O Y0.051
Property Plant And Equipment Net11.6 B
Cash And Short Term Investments331.8 B
Cash210.7 B
Accounts Payable871.4 B
Net Debt217.2 B
50 Day M A5.7202
Total Current Liabilities148.3 B
Other Operating Expenses84.8 B
Non Current Assets Total22.4 B
Forward Price Earnings8
Non Currrent Assets Other-721.8 B
Stock Based Compensation234 M
When determining whether Itau Unibanco Banco offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Itau Unibanco's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Itau Unibanco Banco Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Itau Unibanco Banco Stock:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Itau Unibanco Banco. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.

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When running Itau Unibanco's price analysis, check to measure Itau Unibanco's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Itau Unibanco is operating at the current time. Most of Itau Unibanco's value examination focuses on studying past and present price action to predict the probability of Itau Unibanco's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Itau Unibanco's price. Additionally, you may evaluate how the addition of Itau Unibanco to your portfolios can decrease your overall portfolio volatility.
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Is Itau Unibanco's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Itau Unibanco. If investors know Itau will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Itau Unibanco listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
Dividend Share
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
The market value of Itau Unibanco Banco is measured differently than its book value, which is the value of Itau that is recorded on the company's balance sheet. Investors also form their own opinion of Itau Unibanco's value that differs from its market value or its book value, called intrinsic value, which is Itau Unibanco's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Itau Unibanco's market value can be influenced by many factors that don't directly affect Itau Unibanco's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Itau Unibanco's value and its price as these two are different measures arrived at by different means. Investors typically determine if Itau Unibanco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Itau Unibanco's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.