Popular announces dividend increase and new $500 million buyback

Published 16/07/2025, 21:38
Popular announces dividend increase and new $500 million buyback

SAN JUAN - Popular, Inc. (NASDAQ:BPOP) announced Wednesday it will increase its quarterly common stock dividend from $0.70 to $0.75 per share, effective in the fourth quarter of 2025, subject to board approval. This continues the company’s strong dividend track record, with InvestingPro data showing six consecutive years of dividend increases and an attractive current yield of 2.52%.

The Puerto Rico-based financial institution also revealed a new $500 million common stock repurchase program, which comes in addition to its existing $500 million program announced in July 2024. Approximately $32.8 million remained available under the previous program as of July 15. The stock has shown strong momentum, trading near its 52-week high of $115.96 and delivering a impressive 20.07% return year-to-date, according to InvestingPro data.

Popular indicated the repurchases may be executed through various methods including open market transactions, privately negotiated deals, or block trades. The timing and volume of repurchases will depend on market conditions, capital position, and regulatory considerations.

"Our capital actions, which include both an increased dividend and a new share repurchase program, reflect the strength of our capital position," said Javier D. Ferrer, President and Chief Executive Officer of Popular.

Founded in 1893, Popular is the leading financial institution by both assets and deposits in Puerto Rico and ranks among the top 50 U.S. bank holding companies by assets. With a market capitalization of $7.67 billion and a P/E ratio of 11.59, the company maintains a solid financial position. Its principal subsidiary, Banco Popular de Puerto Rico, provides retail, mortgage, and commercial banking services in Puerto Rico and the Virgin Islands. The company also operates in the mainland United States through its New York-chartered subsidiary, Popular Bank. For detailed analysis and additional insights, access the comprehensive Pro Research Report available on InvestingPro.

The announcement was made in a company press release statement.

In other recent news, Popular Inc. reported its first-quarter 2025 earnings, with earnings per share (EPS) reaching $2.56, surpassing analysts’ expectations of $2.19. Although the company slightly missed revenue forecasts, reporting $757.66 million against the anticipated $765.38 million, it demonstrated robust operational performance with growth in net interest income and loan balances. Keefe, Bruyette & Woods raised Popular’s stock price target to $125, maintaining an Outperform rating, citing consistent profitability improvements and better-than-expected credit trends.

At its Annual Meeting of Shareholders, Popular Inc. announced the election of eleven directors for a one-year term and secured approval for its executive compensation package. Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as the company’s independent auditor for 2025. The company’s net interest income increased by $15 million, and deposit balances rose by $935 million, indicating strong financial health and investor confidence.

Additionally, Popular Inc. revised its loan growth guidance to the lower end of its previous range, reflecting cautious optimism amid economic uncertainties. The company remains focused on supporting clients and maintaining a strong balance sheet, as highlighted by executives during the earnings call. These developments underscore Popular Inc.’s strategic focus and operational resilience in the current economic environment.

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