8-K ·Filed Apr 23, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
Monitor the sustainability of net interest margin expansion and the impact of the single $11.1 million commercial loan charge-off on future credit quality metrics.
Final — all horizons settled through T+60d
BPOPM ▼ -0.29% at T+60d
LONG call ✗ call lost -0.29% · α vs SPY -5.31% · entry $25.26 → $25.19
T+1d
-0.24%
call -0.24% · α -1.02%
$25.20
settled 5mo ago
T+5d
-0.04%
call -0.04% · α -1.52%
$25.25
settled 5mo ago
T+20d
-0.24%
call -0.24% · α -4.87%
$25.20
settled 4mo ago
T+60d
-0.29%
call -0.29% · α -5.31%
$25.19
settled 2mo ago
Price Chart
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Executive Summary
Popular, Inc. reported strong Q1 2026 earnings with net income of $245.7 million and EPS of $3.78, driven by higher net interest income, an expanding net interest margin, and lower operating expenses. The bank also reported improved credit quality with non-performing loans decreasing by $40.2 million.
Key Financial Metrics
EPS
$3.78
Revenue
$670.2M
+10.8% YoY
Rating
beat
Key Facts
- Net income of $245.7 million in Q1 2026, up from $233.9 million in Q4 2025
- EPS of $3.78 in Q1 2026, up from $3.53 in Q4 2025
- Net interest income increased to $670.2 million from $657.6 million in Q4 2025
- Net interest margin increased to 3.66% from 3.61% in Q4 2025
- Non-performing loans decreased by $40.2 million to $458.1 million
Financial Impact
Net income increased by $11.8 million quarter-over-quarter
revenueepsnet interest margincredit quality
Risk Factors
- Potential impact of the $11.1 million commercial loan charge-off on future credit quality
- Dependence on continued margin expansion in a potentially changing interest rate environment
Market Snapshot
Exchange
Nasdaq
Sector
State Commercial Banks
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-171797 |
| Document: d96899dex992.htm | 0001193125-26-171797 |
| Document: d96899d8k.htm | 0001193125-26-171797 |
| Document: 0001193125-26-171797-index-headers.html | 0001193125-26-171797 |
| Document: 0001193125-26-171797-index.html | 0001193125-26-171797 |
| Document: 0001193125-26-171797.txt | 0001193125-26-171797 |
| 8-K Data (Synthetic) | 0001193125-26-171797 |
4 reports for BPOPM
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 9, 2026 16w ago | 8-K | $25.30 $25.19 | ▼ −0.43% | ▼ −4.25% | $25.34 (+0.16%) |
May 8, 2026 21w ago | 8-K | $25.33 $25.17 | ▼ −0.65% | ▼ −5.49% | $25.34 (+0.04%) |
Apr 23, 2026 23w ago | 8-K | $25.26 $25.19 | ▼ −0.29% | ▼ −5.31% | $25.34 (+0.32%) |
Apr 8, 2026 25w ago | 8-K | $25.11 $25.15 | ▲ +0.14% | ▼ −10.31% | $25.34 (+0.90%) |
Showing 4 of 4
US Market Status
Market Open — Closes in 41m
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