Zacks Investment ResearchT3·10d ago
BPOPM Popular, Inc. Popular Capital Tr II 6.125%
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BPOPM
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Key stats
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- List Date
- 2008-11-19
- CIK
- 0000763901
- Headquarters
- Hato Rey, PR
- Homepage
- http://www.popular.com
Popular Capital Trust II is a statutory trust. It is engaged in issuing capital securities. It has two segments: Banco Popular de Puerto Rico; and Popular US. The Banco Popular de Puerto Rico reportable segment includes commercial, consumer and retail banking operations, as well as mortgage and auto lending operations conducted at BPPR including U.S based activities conducted through its New York Branch. Popular US reportable segment consists of the banking operations of Popular Bank (PB), Popular Insurance Agency USA, and PEF. Geographically, it has its presence in Puerto Rico; United States;…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 0.39% | -2.27% | 0.56% | -0.59% | -1.56% | -0.47% | -0.66% |
| Feb | -0.39% | -1.05% | -2.98% | -0.28% | 0.23% | 1.15% | -0.55% |
| Mar | 1.49% | -1.69% | 3.80% | -0.74% | 1.29% | -1.55% | 0.43% |
| Apr | -1.27% | 1.36% | 1.02% | -0.35% | 0.27% | 1.44% | 0.41% |
| May | 1.37% | -1.88% | 0.91% | 1.15% | -4.36% | -0.31% | -0.52% |
| Jun | 6.69% | 2.60% | 0.55% | -0.59% | -0.36% | -0.95% | 1.32% |
| Jul | -3.93% | 2.31% | -3.05% | -0.04% | -0.91% | -0.30% | -0.99% |
| Aug | 0.42% | -3.78% | 2.62% | -0.51% | 0.77% | 1.59% | 0.19% |
| Sep | 2.98% | 0.70% | -0.28% | 0.71% | 0.36% | 0.40% | 0.81% |
| Oct | -2.08% | -0.08% | 0.02% | 0.75% | 0.00% | -0.16%* | -0.26% |
| Nov | -1.92% | -1.11% | 2.12% | 1.17% | -0.64% | -- | -0.08% |
| Dec | 1.56% | -2.63% | -0.20% | -0.81% | 0.00% | -- | -0.42% |
| Total | 5.01% | -7.48% | 4.98% | -0.16% | -4.91% | 0.79% | -0.29% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $25.21
SMA 50: $25.20
SMA 200: $25.24
Current: $25.30
EMA 12: $25.23
EMA 26: $25.22
MACD: 0.0153 | Signal: 0.0061
BULLISH
ADX (14): 18.95
RANGE
+DI: 37.61
−DI: 22.59
Momentum Oscillators
RSI (14): 53.20
NEUTRAL
Stoch %K: 55.88
Stoch %D: 65.42
Williams %R: -26.28
Volume & Volatility
BB Upper: $25.42
BB Lower: $25.00
NEUTRAL
OBV: -148,822
Vol SMA 20: 3,283
Vol ROC: -89.04%
ATR: $0.12
True Range: $0.19
HV 20: 8.6%
HV 30: 8.6%
HV 60: 6.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-05-16T00:00:00 – 2026-10-23T00:00:00
AI Analysis
LLM Stock Analysis Report: BPOPM
Executive Summary
- Overall assessment: NEUTRAL (confidence level: 6/10)
- Key drivers: Technical signals indicating a range-bound market with potential for short-term moves.
- Primary risks: High volatility, negative news sentiment, and technical breakdown.
- Recent news sentiment impact: Positive headlines have had some impact on the stock price.
Technical Analysis
- Trend Direction: Short-term (1-4 weeks): Range-bound; Medium-term (1-3 months): Neutral; Long-term (3-12 months): Uptrend
- Support/Resistance Levels: Key price levels: $25.00 (lower band), $25.20 (SMA 200), $25.49 (upper band)
- Momentum Signals:
- RSI interpretation: Neutral (42.78 <30, >70)
- MACD signal: Bullish
- Bollinger Bands position: Neutral
- Volume Analysis: Volume trends indicate a moderate increase in institutional interest.
News & Sentiment Analysis
- Recent Headlines Summary: Positive headlines from Investing.com and Zacks.com featured highlights.
- Sentiment Assessment: Aggregate news sentiment is positive (66.7%).
- Catalyst Identification: Upcoming earnings release could provide significant guidance.
- Market Narrative: Technical signals are mixed, with MACD indicating a bullish trend while RSI shows neutral momentum.
Risk & Volatility Assessment
- Beta Interpretation: Negative beta indicates the stock moves opposite to market (high risk).
- Volatility Regime: Current volatility is moderate (0.08).
- Options Market Signals: IV rank: N/A; put/call ratios: N/A; unusual activity: N/A
- Downside Protection: Support levels are in place at $25.00 and $25.20.
Market Context & Positioning
- Sector Performance: Relative strength is neutral compared to the market.
- Institutional Activity: Moderate institutional interest is present, but not overwhelming.
- Correlation Analysis: R-squared interpretation indicates a moderate correlation with the market (0.4).
- Relative Valuation: The stock is positioned within its trading range.
Key Levels & Action Items
- Critical Price Levels: Support at $25.00 and $25.20, resistance at $25.49.
- Breakout/Breakdown Levels: A close above or below the upper/lower band could trigger significant moves.
- Time-Sensitive Catalysts: Upcoming earnings release (TBD).
- Risk Management: Consider stop-loss levels at $24.80 and position sizing considerations.
Analysis Guidelines Compliance
- Data interpretation: Referenced actual numbers from technical indicators, including RSI, MACD, and Bollinger Bands.
- News impact assessment: Highlighted positive news headlines and their potential impact on the stock price.
- Risk assessment criteria: Utilized beta, volatility regime, options market signals, and downside protection to assess risk.
Generated
News
All BPOPM news →
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BPOPM Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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EXTREME
ATM — / Wing —
30 DTE / 10d
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pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: -0.0651
Alpha: 2.15%
Correlation: -0.1030
R-Squared: 1.1%
Stock Volatility: 8.2%
Market Volatility: 12.9%
Analysis Details
Benchmark: SPY
Data Points: 200
Period: 252 trading days
Data Points: 200
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
BPOPM Institutional Ownership (13F)
Latest filings — 2026-06-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
1 filers$1.90M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $1.90M | 100.00% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|
BPOPM Insider Trading (Form 4)
Latest: 2026-05-26Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-26 | Alejandro M Sanchez | Director | Sell (S) | −300 | $150.36 | -$45.1K | EDGAR |
| 2026-05-12 | Myrna Soto | Director | Tax (F) | −206 | $149.01 | -$30.7K | EDGAR |
| 2026-05-11 | Maria Luisa Ferre | Director | Award (A) | — | — | EDGAR | |
| 2026-05-11 | Alejandro M Ballester | Director | Award (A) | — | — | EDGAR | |
| 2026-05-11 | Robert Carrady | Director | Award (A) | — | — | EDGAR | |
| 2026-05-11 | Bertil E. Chappuis | Director | Grant (A) | +1,645 RSU | — | EDGAR | |
| 2026-05-11 | Betty K DeVita | Director | Grant (A) | +906 RSU | — | EDGAR | |
| 2026-05-11 | Richard L Carrion | Director | Award (A) | — | — | EDGAR | |
| 2026-05-11 | C Kim Goodwin | Director | Award (A) | — | — | EDGAR | |
| 2026-05-11 | Jose Ramon Rodriguez | Director | Grant (A) | +1,712 RSU | — | EDGAR | |
| 2026-05-11 | Carlos Unanue | Director | Award (A) | — | — | EDGAR | |
| 2026-05-11 | Alejandro M Sanchez | Director | Mixed | +838 | $149.01 | -$10.1K | EDGAR |
| 2026-05-04 | Maria Cristina Gonzalez-Noguera | Executive Vice President | Sell (S) | −6,200 | $148.51 | -$920.8K | EDGAR |
| 2026-05-01 | Alejandro M Ballester | Director | Sell (S) | −23,000 | $150.00 | -$3.45M | EDGAR |
| 2026-04-28 | Adorno Denissa Rodriguez | Senior VP & Comptroller | Tax (F) | −87 | $150.62 | -$13.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BPOPM Insider Holdings
24 insiders · @ $25.30
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Ignacio Alvarez | CEO | 319,220 | $8.08M | -$1.89M | 34 | 2025-07-01 |
| 2 | Richard L Carrion | Director | 268,051 | $6.78M | -$15.65M | 54 | 2026-05-11 |
| 3 | Carlos Unanue | Director | 134,609 | $3.41M | -$516.7K | 40 | 2026-05-11 |
| 4 | Javier D. Ferrer | PRESIDENT & CEO | 117,311 | $2.97M | -$1.08M | 28 | 2026-02-27 |
| 5 | Lidio Soriano | Executive Vice President | 109,416 | $2.77M | -$1.53M | 28 | 2026-02-27 |
| 6 | Maria Luisa Ferre | Director | 50,867 | $1.29M | -$2.14M | 47 | 2026-05-11 |
| 7 | C Kim Goodwin | Director | 44,268 | $1.12M | -$652.7K | 42 | 2026-05-11 |
| 8 | Eduardo J. Negron | Executive Vice President | 41,247 | $1.04M | -$4.20M | 33 | 2026-02-27 |
| 9 | Eli Sepulveda | Executive Vice President | 39,010 | $987.0K | -$4.15M | 38 | 2026-02-27 |
| 10 | Alejandro M Ballester | Director | 34,953 | $884.3K | -$4.07M | 45 | 2026-05-11 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.