Director Alejandro M. Sanchez executed a sale of 1,451 shares of Popular, Inc. (NASDAQ:BPOP) common stock on February 26, 2026, generating proceeds of roughly $204,373. The shares were sold across multiple trades at prices in the $140.80 to $140.97 range.
Following the disposition, Sanchez retains direct ownership of 3,414.816 shares in Popular. The insider sale occurred against a backdrop of notable recent performance for the stock, which has returned 38% over the prior 12 months and currently trades at a price-to-earnings ratio of 10.91 for the $8.92 billion market capitalization financial institution.
Subscribers to InvestingPro have access to 11 further tips on BPOP, including material on the company’s streak of dividend increases and revisions to analysts’ earnings estimates.
Earnings and 2026 outlook
Popular reported fourth-quarter 2025 diluted earnings per share of $3.53, surpassing analyst expectations of $3.03 by 16.5%. Revenue for the quarter came in slightly below expectations, characterized in the company’s disclosure as a minor shortfall. Management provided guidance for 2026 that assumes growth in loan balances and net interest income.
In conjunction with earnings, Popular declared a quarterly cash dividend of $0.75 per share, payable on April 1, 2026, to shareholders of record as of March 18, 2026.
Analyst action and governance change
Reflecting its assessment of the bank’s return profile, BofA Securities upgraded Popular’s rating from Neutral to Buy, citing a sustainable mid-teens return on tangible common equity. BofA projects returns of approximately 14% for both 2026 and 2027.
On the governance front, the board announced that director Myrna M. Soto will retire following the 2026 Annual Meeting, a change that will reduce the board’s size from twelve members to eleven.
Taken together, the insider transaction, the company’s quarterly results and guidance, the dividend declaration, the analyst upgrade, and the board change provide a set of developments that relate to Popular’s operational performance and strategic direction. Each item contributes discrete data points for market participants evaluating the bank’s near-term prospects and governance composition.