Popular (NASDAQ:BPOP) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Popular (NASDAQ:BPOP) had its price objective hoisted by investment analysts at Keefe, Bruyette & Woods from $155.00 to $177.00 in a report released on Friday,Benzinga reports. The firm currently has an “outperform” rating on the bank’s stock. Keefe, Bruyette & Woods’ price objective indicates a potential upside of 20.38% from the stock’s previous close.

BPOP has been the subject of several other research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Popular in a report on Wednesday, January 21st. Bank of America upgraded shares of Popular from a “neutral” rating to a “buy” rating and set a $156.00 price target for the company in a report on Tuesday, February 3rd. Citigroup boosted their price target on shares of Popular from $161.00 to $170.00 and gave the stock a “buy” rating in a report on Tuesday, February 24th. Piper Sandler boosted their price target on shares of Popular from $156.00 to $173.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Barclays boosted their price target on shares of Popular from $175.00 to $180.00 and gave the stock an “overweight” rating in a report on Tuesday, April 7th. Eleven equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $168.00.

Popular Stock Performance

Shares of BPOP stock opened at $147.04 on Friday. The stock has a market capitalization of $9.56 billion, a P/E ratio of 10.86, a price-to-earnings-growth ratio of 0.78 and a beta of 0.59. The company has a 50 day moving average price of $138.53 and a 200 day moving average price of $128.30. Popular has a fifty-two week low of $92.93 and a fifty-two week high of $151.99.

Popular (NASDAQ:BPOP) last announced its quarterly earnings data on Thursday, April 23rd. The bank reported $3.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.30 by $0.48. Popular had a net margin of 20.10% and a return on equity of 14.65%. The firm had revenue of $822.63 million during the quarter, compared to analysts’ expectations of $866.54 million. During the same quarter in the previous year, the business posted $2.56 earnings per share. On average, research analysts forecast that Popular will post 14.32 EPS for the current fiscal year.

Insider Buying and Selling at Popular

In other news, Director Alejandro M. Ballester sold 2,360 shares of the company’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $132.50, for a total value of $312,700.00. Following the completion of the transaction, the director owned 57,449 shares in the company, valued at approximately $7,611,992.50. This represents a 3.95% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Alejandro M. Sanchez sold 1,451 shares of the company’s stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $140.85, for a total transaction of $204,373.35. Following the completion of the transaction, the director owned 3,415 shares of the company’s stock, valued at approximately $481,002.75. The trade was a 29.82% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 2.13% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of BPOP. Royal Bank of Canada boosted its holdings in shares of Popular by 23.1% in the 1st quarter. Royal Bank of Canada now owns 94,352 shares of the bank’s stock valued at $8,715,000 after buying an additional 17,729 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of Popular in the 1st quarter valued at $257,000. Goldman Sachs Group Inc. boosted its holdings in shares of Popular by 60.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 223,530 shares of the bank’s stock valued at $20,647,000 after buying an additional 84,327 shares in the last quarter. Focus Partners Wealth acquired a new position in shares of Popular in the 1st quarter valued at $207,000. Finally, Sivia Capital Partners LLC acquired a new position in shares of Popular in the 2nd quarter valued at $252,000. Institutional investors and hedge funds own 87.27% of the company’s stock.

Popular News Roundup

Here are the key news stories impacting Popular this week:

• Positive Sentiment: Q1 EPS and profitability surprise — Popular reported $3.78 EPS (well above the $3.30 consensus) and net income jumped ~38%, driven by higher net interest and fee income and cost control, which supports near-term earnings power. Popular Inc (BPOP) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Analyst upgrade and price-target lift — Keefe, Bruyette & Woods raised its target from $155 to $177 and kept an “outperform” rating, implying meaningful upside if execution continues. That upgrade adds buy-side support. KBW raises Popular price target to $177
• Positive Sentiment: Dividend investor interest — Recent coverage highlights Popular as an attractive dividend stock, which can sustain investor demand and reduce volatility versus pure growth names. Why Popular (BPOP) is a Top Dividend Stock for Your Portfolio
• Neutral Sentiment: Earnings-call tone: cautious growth — Management emphasized profitable, cautious growth and strategic investments; investors will be watching guidance and capital deployment rather than one-time items. Popular Inc. Earnings Call Signals Profitable, Cautious Growth
• Negative Sentiment: Revenue miss, loan declines and higher provisions — Revenue came in below some forecasts, loans declined year-over-year, and credit provisions were elevated, creating near-term balance-sheet and growth concerns that likely pressured the stock. Popular Q1 Earnings Top Estimates on Higher NII, Expenses Decline Y/Y
• Negative Sentiment: Mixed metrics leave room for short-term volatility — Despite the EPS beat, the combination of a revenue shortfall and cautious commentary means investors may de-risk until loan trends and provisions stabilize. Popular (BPOP) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

About Popular

Popular, Inc, headquartered in San Juan, Puerto Rico, is a financial holding company and a leading provider of banking services in the United States mainland and Puerto Rico. Through its primary subsidiaries—Banco Popular de Puerto Rico and Popular Bank—the company delivers comprehensive commercial and consumer banking solutions. It offers deposit products, lending facilities, cash management services and payment-processing solutions designed for individuals, small businesses and large corporations.

The company’s product suite encompasses checking and savings accounts, certificates of deposit, residential and commercial mortgage loans, business lines of credit and credit cards.