Latest Earnings Results: Q3 '26
Estimated EPS
$4.11
Reported EPS
$4.21
Surprise
+2.44%
Estimated Rev
$910.51M
Reported Rev
$874.59M
Surprise
-3.95%
• Reported GAAP EPS of $4.21 up 33.65% YoY • Reported revenue of $851.47M up 18.13% YoY • Popular, Inc. updated FY 2026 guidance to ~8.5% net interest income increase, $170M non-interest income in Q4, 2% operating expense increase, and 14% effective tax rate.
Bullish Takeaway
Popular, Inc. reported higher year-over-year net interest income, stable overall credit quality with lower quarter-over-quarter net charge-offs, and returned $236M to shareholders while increasing its quarterly dividend.
Bearish Takeaway
Popular, Inc. reported higher operating expenses and lower non-interest income, increased nonperforming loans and raised FY 2026 charge-off guidance; 71% of loans were in Puerto Rico and 56% were real-estate-related.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $3.87 | -- | -- | N/A |
Q3 '26 | $4.11 | $4.21 | 2.44% | BEAT |
Q2 '26 | $4.00 | $4.35 | 8.62% | BEAT |
Q1 '26 | $3.45 | $3.63 | 5.36% | BEAT |
Q4 '25 | $3.04 | $3.38 | 11.25% | BEAT |