Capital Research Global Investors Raises Stock Holdings in Itau Unibanco Holding S.A. $ITUB

Posted by Brian Himes on Jun 8th, 2026

Capital Research Global Investors lifted its stake in shares of Itau Unibanco Holding S.A. (NYSE:ITUB – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,359,075 shares of the bank’s stock after purchasing an additional 1,143,867 shares during the quarter. Capital Research Global Investors’ holdings in Itau Unibanco were worth $217,383,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. EverSource Wealth Advisors LLC raised its stake in shares of Itau Unibanco by 332.4% during the second quarter. EverSource Wealth Advisors LLC now owns 6,966 shares of the bank’s stock worth $47,000 after purchasing an additional 5,355 shares during the last quarter. Farther Finance Advisors LLC raised its stake in shares of Itau Unibanco by 40.1% during the fourth quarter. Farther Finance Advisors LLC now owns 6,642 shares of the bank’s stock worth $48,000 after purchasing an additional 1,901 shares during the last quarter. Community Bank N.A. purchased a new stake in shares of Itau Unibanco during the third quarter worth approximately $57,000. Caitong International Asset Management Co. Ltd raised its stake in shares of Itau Unibanco by 486.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 8,966 shares of the bank’s stock worth $66,000 after purchasing an additional 7,436 shares during the last quarter. Finally, FNY Investment Advisers LLC purchased a new stake in shares of Itau Unibanco during the fourth quarter worth approximately $70,000.

Itau Unibanco Trading Up 0.1%

Shares of ITUB stock opened at $7.55 on Monday. The business’s fifty day moving average price is $8.37 and its 200 day moving average price is $8.11. Itau Unibanco Holding S.A. has a 1-year low of $5.93 and a 1-year high of $9.60. The firm has a market capitalization of $83.57 billion, a PE ratio of 10.35, a P/E/G ratio of 0.81 and a beta of 0.59. The company has a debt-to-equity ratio of 2.53, a current ratio of 1.79 and a quick ratio of 1.79.

Itau Unibanco (NYSE:ITUB – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The bank reported $0.20 earnings per share for the quarter, missing analysts’ consensus estimates of $0.22 by ($0.02). Itau Unibanco had a return on equity of 21.27% and a net margin of 27.27%.The business had revenue of $9.01 billion for the quarter, compared to analyst estimates of $9.41 billion. As a group, sell-side analysts forecast that Itau Unibanco Holding S.A. will post 0.89 EPS for the current fiscal year.

Itau Unibanco Dividend Announcement

The firm also recently disclosed a special dividend, which will be paid on Tuesday, September 8th. Investors of record on Monday, June 22nd will be issued a dividend of $0.068 per share. The ex-dividend date of this dividend is Monday, June 22nd. Itau Unibanco’s dividend payout ratio is currently 4.11%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ITUB. JPMorgan Chase & Co. upped their price target on Itau Unibanco from $8.00 to $9.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 18th. Zacks Research cut Itau Unibanco from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 13th. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $9.00.

Get Our Latest Report on Itau Unibanco

Insiders Place Their Bets

In other Itau Unibanco news, insider Fajerman Sergio Guillinet sold 50,000 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $9.38, for a total value of $469,000.00. Following the sale, the insider owned 1,265,119 shares of the company’s stock, valued at approximately $11,866,816.22. This represents a 3.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Rodrigues Andre Luis Teixeira sold 182,800 shares of the company’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $8.82, for a total value of $1,612,296.00. Following the completion of the sale, the insider directly owned 1,637,511 shares in the company, valued at $14,442,847.02. This trade represents a 10.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 292,277 shares of company stock worth $2,646,512 in the last ninety days. 0.61% of the stock is currently owned by corporate insiders.

Itau Unibanco Company Profile

(Free Report)

Itaú Unibanco SA (NYSE: ITUB) is a Brazilian banking and financial services conglomerate headquartered in São Paulo. The company was formed by the merger of Banco Itaú and Unibanco in 2008 and is one of the largest private-sector banks in Brazil and among the leading banks in Latin America. Itaú Unibanco is publicly listed in Brazil and maintains an international listing on the New York Stock Exchange.

The bank offers a full range of financial products and services across retail, commercial and wholesale banking.