Itau Unibanco: Near Fair Value But Brazil Provides Solid Fair Equity Returns

Itau Unibanco (ITUB) is delivering solid results in credit thanks to continued high rates and credit access initiatives. Brazil is in a reasonable economic spot as well, though ITUB seems to be outperforming the general conditions in the market also in terms of credit cost. In terms of valuation, Brazilian cost of equity is quite high due to the higher baseline rates, and we think ITUB is valued to provide a fair Brazilian return.

Seeking Alpha • Nov 10, 2025

Itau Unibanco Q3 Earnings & Revenues Rise Y/Y, Expenses Up

ITUB reports 11% profit growth in third-quarter 2025 as higher revenues and financial margins offset rising expenses.

Zacks Investment Research • Nov 5, 2025

Brazil's Itau hikes net interest income outlook, posts in line recurring profit

Brazilian lender Itau Unibanco on Tuesday reported third-quarter net recurring profit in line with analysts' estimates and raised its projection for 2025 net interest income with the market.

Reuters • Nov 4, 2025

ITAÚ UNIBANCO - Announcement to the Market - Information on the 2025 3rd quarter result

SÃO PAULO, Nov. 4, 2025 /PRNewswire/ --Itaú Unibanco Holding S.A. announces to its shareholders and to the market that the Condensed Financial Statements for the fiscal year ended September 30, 2025 and the Management Discussion and Analysis for the 3rd quarter of 2025 are available on the Investor Relations website.

PRNewsWire • Nov 4, 2025

10 Ideal 'Safer' Dividend Buys From 38 Of 68 October Graham Value All-Stars (GVAS)

The article analyzes the top large-cap value (GASV) stocks using YCharts' Value Score and Ben Graham Formula to identify fair-priced, high-yield dividend opportunities. Ten of eighteen 'safer' lowest-priced GASV stocks, including ET, MPLX, YRD, VZ, BMY, TFC, T, SU, MFC, and BBVA, are considered buyable in October. Analyst projections suggest the top ten GASV stocks could deliver average net gains of 38.01% by October 2026, with Lexinfintech Holdings leading potential returns.

Seeking Alpha • Oct 30, 2025

NWG vs. ITUB: Which Stock Should Value Investors Buy Now?

Investors interested in stocks from the Banks - Foreign sector have probably already heard of NatWest Group (NWG) and Banco Itau (ITUB). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Oct 27, 2025

Banco Itau (ITUB) Moves to Strong Buy: Rationale Behind the Upgrade

Banco Itau (ITUB) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Oct 17, 2025

BCS or ITUB: Which Is the Better Value Stock Right Now?

Investors interested in Banks - Foreign stocks are likely familiar with Barclays (BCS) and Banco Itau (ITUB). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Oct 2, 2025

WF vs. ITUB: Which Stock Is the Better Value Option?

Investors with an interest in Banks - Foreign stocks have likely encountered both Woori Bank (WF) and Banco Itau (ITUB). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • Sep 11, 2025

Itaú Investor Day 2025: The Bank Will Start An Unimaginable Repositioning

I reiterate my buy rating on Itaú after Investor Day, citing strong execution, bold efficiency targets, and a clear digital strategy. Itaú's focus on technology and culture creates high barriers for fintechs, while efficiency improvements aim for world-class levels by 2030. The retail and agribusiness segments offer significant margin expansion potential, despite execution and competitive risks in retail.

Seeking Alpha • Sep 10, 2025