Truist Securities initiates Popular stock with Buy rating, $153 price target

Published 09/10/2025, 12:12
Truist Securities initiates Popular stock with Buy rating, $153 price target

Investing.com - Truist Securities initiated coverage on Popular, Inc. (NASDAQ:BPOP) with a Buy rating and a price target of $153.00 on Thursday. The stock, currently trading at $125.82, has shown remarkable momentum with a 46.64% gain over the past six months and trades near its 52-week high of $129.32.

The financial services firm cited Popular’s dominant market share position, describing it as "the safest way to play the structural benefit and excess capital themes" in its region. With a market capitalization of $8.5 billion and a P/E ratio of 12.19, the bank has demonstrated strong financial health, earning a "GOOD" rating from InvestingPro’s comprehensive analysis system.

Truist highlighted the bank’s position as the "first look" institution in its region, suggesting this status will provide numerous growth opportunities for Popular moving forward.

The research note pointed to Popular’s potential to improve expense efficiency, particularly as it enters the second phase of its multi-year transformation program that was announced in 2022.

Truist also expressed confidence in the bank’s leadership, noting that the recently promoted CEO and relatively new CFO will "bring a renewed positive energy" and help accelerate Popular’s technology overhaul.

In other recent news, Popular, Inc. has declared a series of dividends on its preferred stock and securities. The company announced a monthly cash dividend of $0.132813 per share on its 6.375% Non-Cumulative Monthly Income Preferred Stock, 2003 Series A, with payments scheduled for both September 30 and October 31, 2025. Additionally, a monthly distribution of $0.127604 per security will be made on its 6.125% Cumulative Monthly Income Trust Preferred Securities, payable on October 1 and November 3, 2025. Popular also declared a quarterly cash dividend of $0.75 per share on its common stock, payable on October 1, 2025.

In analyst updates, Keefe, Bruyette & Woods raised its price target for Popular to $132 from $125, maintaining an Outperform rating, following a strong earnings report. Citi also increased its price target to $142 from $133, citing robust core net interest income results and a significant guidance increase for the full year 2025. These developments reflect positively on Popular’s financial performance and future outlook as assessed by financial analysts.

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