Itaú Unibanco

ITUB

Market cap $73.6B

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?

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?

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.

Itaú Unibanco Holding S.A. (NYSE:ITUB ) Analyst/Investor Day September 2, 2025 8:00 AM EDT Company Participants Gustavo Rodrigues - Director of Investor Relations Pamela Vaiano Pedro Moreira Salles Roberto Setubal Milton Maluhy Filho - CEO & Member of Executive Board Renato Lulia Jacob Sergio Fajerman - Member of Executive Board Matias Granata - Chief Risk Officer & Member of Executive Board Gabriel de Moura - CFO & Member of Executive Board José Vita Carlos Vanzo - Member of Executive Board André Luís Rodrigues - Member of Executive Board Ricardo Ribeiro Guerra - Member of Executive Board & CIO Flavio Augusto de Souza - Member of Executive Board Carlos Fernando Constantini - Member of Executive Board Pedro Paulo Lorenzini - Head of Macroeconomics, Global Markets, Treasury & Latam and Member of Executive Board Conference Call Participants Unknown Attendee Ricardo Martins - Planner Corretora de Valores S.A.

I use YCharts' Value Score and Ben Graham Formula to identify large-cap value stocks offering strong intrinsic value and stable dividends. Analyst forecasts suggest top-ten GASV 'Dogs' could deliver 17.9% to 36.88% net gains by August 2026, with average gains near 23.6%. Eight of fourteen 'safer' lowest-priced GASV stocks are currently fair-priced and buyable, combining positive free cash flow and attractive yields.

Investors interested in Banks - Foreign stocks are likely familiar with Bancolombia (CIB) and Banco Itau (ITUB). But which of these two stocks presents investors with the better value opportunity right now?

Itaú reported a healthy credit portfolio, focusing on high-income, low-risk customers. The company reported controlled NPLs, with the lowest historical default rate for individuals. Net interest income guidance was revised upwards. Technology-driven expense efficiency stands out.

Itaú Unibanco Holding S.A. (NYSE:ITUB ) Q2 2025 Earnings Conference Call August 6, 2025 9:00 AM ET Company Participants Gustavo Lopes Rodrigues - Director of Investor Relations Milton Maluhy Filho - CEO & Member of Executive Board Conference Call Participants Bernardo Guttmann - XP Investimentos Corretora de Câmbio, Títulos e Valores Mobiliários S.A.

ITUB posts 8% rise in H1 recurring results on stronger margins, though rising expenses and lower fees weigh on gains.

SÃO PAULO, Aug. 5, 2025 /PRNewswire/ -- Itaú Unibanco Holding S.A. informs its stockholders that its Board of Directors has approved, at the meeting held on this date, the payment of interest on capital to stockholders ("IOC") to be made on August 29, 2025: R$0.3634 per share, with income tax withholding at a rate of 15%[1], resulting in net interest of R$0.30889 per share.