ITUB Itau Unibanco Holding S.A. American Depositary Shares
XNYS
7.53
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history 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.
ITUB
$7.53
—
What changed
Recent filings, trades and movesKey stats
$7.53
- 52-Week Range
- $6.82 – $10.20
- YTD
- +4.08%
- IV Rank (30D)
- 22.08
- Straddle Price
- $0.75
- P/C Vol Ratio
- 6.31
- Market Cap
- $81.5B
- Open
- $7.48
- Day Range
- $7.41 – $7.53
- Volume
- 13,102,066
- Prev Close
- $7.39
Fair Value
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 0.72 |
| Cost of Equity (CAPM) | 8.49% (VRP-adj) |
| WACC | 8.56% |
| Volatility Risk Premium | +58.4pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $8.48 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $8.50 |
| Bollinger Width / SMA20 | 55.2% (drives anchor stability) |
| Net Debt | $0.0B |
| Market Cap | $81B |
Peers used for multiples: BAP, BBD, CIB, HDB, IBN, NU, PBR, VALE
Blended Fair Value
—
Deviation
—
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $10.74 | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | n/a | 0% | |
| Peer P/S | n/a | 0% | |
| Market Anchor (SMA50) | $8.48 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $7.35 | 0% | 8 strikes · skew +0.25 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNYS
- Market Cap
- $81.5B
- Employees
- 92,470
- List Date
- 2001-07-02
- CIK
- 0001132597
- Homepage
- https://www.itau.com.br
Itaú Unibanco is the largest privately held bank in Brazil, the result of the 2008 merger between Banco Itaú and Unibanco. In addition to Brazil, the bank has significant operations in Chile, Colombia, Argentina, Uruguay, and Paraguay. Itaú's commercial and consumer loans account for 35% and 43% of the bank's total loans, respectively, while foreign loans account for 22% of its portfolio as of the end of 2025. The bank also operates the fifth-largest insurer in Brazil and is the second-largest asset manager in the country, giving it broad reach over the Brazilian financial system.
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 | -11.37% | 24.87% | 14.75% | -3.08% | 17.17% | 18.81% | 10.19% |
| Feb | -15.33% | 0.83% | -2.04% | 2.87% | -4.69% | 4.02% | -2.39% |
| Mar | 11.96% | 20.47% | -0.20% | 0.44% | 9.80% | -5.42% | 6.17% |
| Apr | 4.82% | -18.12% | 9.34% | -8.75% | 14.31% | 2.47% | 0.68% |
| May | 12.43% | 18.10% | 0.00% | -1.80% | 4.77% | -8.58% | 4.15% |
| Jun | 2.39% | -19.85% | 11.53% | -3.63% | 3.82% | 4.88% | -0.14% |
| Jul | -1.37% | 5.88% | 0.84% | 5.06% | -7.66% | 3.87% | 1.10% |
| Aug | 0.85% | 10.02% | -7.41% | 12.03% | 13.51% | -10.37% | 3.10% |
| Sep | -11.28% | 4.03% | -3.76% | 1.53% | 4.71% | 11.07% | 1.05% |
| Oct | -26.13% | 1.57% | 0.19% | -7.21% | 2.36% | -15.62% | -7.47% |
| Nov | -7.33% | -16.02% | 17.87% | -9.76% | 4.42% | 4.95%* | -0.98% |
| Dec | -2.35% | -5.23% | 8.09% | -6.59% | -4.10% | -- | -2.04% |
| Total | -40.19% | 15.16% | 56.92% | -19.17% | 71.52% | 5.16% | 14.90% |
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: $8.37
SMA 50: $8.49
SMA 200: $8.36
Current: $7.51
EMA 12: $7.69
EMA 26: $8.15
MACD: -0.4584 | Signal: -0.1259
BEARISH
ADX (14): 32.33
TREND
+DI: 22.51
−DI: 40.84
Momentum Oscillators
RSI (14): 38.02
NEUTRAL
Stoch %K: 16.07
Stoch %D: 12.85
Williams %R: -79.61
Volume & Volatility
BB Upper: $10.64
BB Lower: $6.11
NEUTRAL
OBV: 1,039,114,354
Vol SMA 20: 38,636,698
Vol ROC: -90.58%
ATR: $0.34
True Range: $0.14
HV 20: 85.1%
HV 30: 86.6%
HV 60: 64.5%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Here is the stock analysis report for ITUB:
Executive Summary
Overall assessment: NEUTRAL (confidence level 6/10)
Key drivers: Technical momentum, low volatility, and neutral news sentiment
Primary risks: Potential bearish MACD crossover, close to upper Bollinger Band resistance
Investment thesis: ITUB is trading near the upper end of its recent range, with a mix of positive and negative technical indicators. The stock's low volatility and neutral news sentiment suggest a relatively calm market, but the potential for a bearish MACD crossover and proximity to resistance levels may limit upside.
Recent news sentiment impact: Neutral headline from Stock Traders Daily had little immediate effect on the stock price.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): UPTRENDING, with SMA 20 and EMA 12 above current price
- Long-term (3-12 months): BEARISH, with SMA 200 below current price
Support/Resistance Levels:
- Upper Bollinger Band: $8.04
- Middle Bollinger Band: $7.45
- Lower Bollinger Band: $6.86
Momentum Signals:
- RSI (14) is neutral at 47.67
- MACD is bearish, with a histogram value of -0.05
- Stochastic %K and %D are oversold, but Williams %R suggests some upward momentum
Volume Analysis:
- Volume SMA 20: 20872750.45
- On-Balance Volume (OBV) is rising, indicating accumulation
- Volume Rate of Change is negative at -60.72%, suggesting a decrease in trading activity
News & Sentiment Analysis
Recent Headlines Summary: Neutral headline from Stock Traders Daily had no significant impact on the stock price.
Sentiment Assessment: NEUTRAL
Catalyst Identification: No immediate earnings or regulatory catalysts are scheduled.
Market Narrative: The neutral news sentiment aligns with the technical indicators, which suggest a relatively calm market.
Risk & Volatility Assessment
Beta Interpretation: ITUB has a low beta of 0.53 compared to SPY, indicating lower volatility than the broader market.
Volatility Regime: ITUB's stock volatility is currently low at 0.28.
Options Market Signals:
- IV Rank is medium (48.4%) and suggests historically average volatility
- Current IV is high at 165.3%
- Expected Move is $0.53 by expiration, with a relatively even put/call ratio
Downside Protection: The stock's proximity to its upper Bollinger Band resistance and potential bearish MACD crossover suggest some risk of a pullback.
Market Context & Positioning
Sector Performance: ITUB is trading in line with its sector (Technology) and the broader market (S&P 500).
Institutional Activity: OBV suggests accumulation, but volume flow is relatively low.
Correlation Analysis: ITUB's correlation with SPY is moderate at 0.37.
Relative Valuation: ITUB is trading near its recent range highs, suggesting some relative value compared to the broader market.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band resistance: $8.04
- Middle Bollinger Band support: $7.45
Breakout/Breakdown Levels:
- Short-term breakout above $8.04 could trigger further upside
- Downtrend below $6.86 could lead to more significant price declines
Time-Sensitive Catalysts: No immediate earnings or regulatory catalysts are scheduled.
Risk Management: Consider stop-loss levels around $7.45 and position sizing considerations based on individual risk tolerance.
Generated
News
All ITUB news →
ITUB Options Activity & IV Rank
ITUB IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 39.5%
7-DTE IV: 49.9%
Expected Move: $0.75
7-DTE Move: $0.62
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 1,363
Put Volume: 8,605
P/C Volume: 6.313
BEARISH
Call OI: 70,482
Put OI: 78,510
P/C OI: 1.114
Total OI: 148,992
ATM Options Pricing
ATM Call: $0.20
ATM Put: $0.55
Call %: 2.7%
Put %: 7.3%
Chain Summary
Chain Volume: 9,968
Chain OI: 148,992
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
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 →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 17th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
17%
vs own history
GEX tilt
-0.39
OI-weighted, today
Vanna tilt
-0.33
δ-sensitivity to IV
Charm tilt
-0.05
δ-decay vs time
Vanna tilt -0.33: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 18 ATM contracts, 50k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
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
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
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
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)14.4LowNov 9
IV Rank (30 DTE)22.1LowNov 9
Straddle Price (30 DTE)$0.75Nov 9
Beta Analysis
Risk Metrics
Beta: 1.0156
Alpha: -1.31%
Correlation: 0.3328
R-Squared: 11.1%
Stock Volatility: 42.0%
Market Volatility: 13.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own ITUB
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Oaktree Capital Asset manager Howard Marks | $97.9M | #11 of 130 | -1.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $37.1M | #407 of 1945 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $23.3M | #1054 of 6285 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $292K | #2390 of 4729 | -25.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
ITUB Institutional Ownership (13F)
Filings for 2026-06-30 · 164 already for 2026-09-30Institutional 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.
8 filers$9.60M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Optiver Holding B.V. | $3.23M | 33.67% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $2.55M | 26.60% | 2026-06-30 |
| 3 | Belvedere Trading LLC | $1.21M | 12.58% | 2026-09-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $773.70K | 8.06% | 2026-06-30 |
| 5 | Citadel Advisors LLC Custodian | $632.57K | 6.59% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $445.26K | 4.64% | 2026-09-30 |
| 7 | UBS Group AG Custodian | $392.16K | 4.08% | 2026-06-30 |
| 8 | Jane Street Group, LLC Custodian | $362.47K | 3.78% | 2026-06-30 |
8 filers$17.37M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Optiver Holding B.V. | $8.49M | 48.88% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $3.53M | 20.30% | 2026-06-30 |
| 3 | Citigroup Inc. Custodian | $3.41M | 19.64% | 2026-09-30 |
| 4 | Simplex Trading, LLC Custodian | $626.10K | 3.60% | 2026-09-30 |
| 5 | Jane Street Group, LLC Custodian | $472.23K | 2.72% | 2026-06-30 |
| 6 | Citadel Advisors LLC Custodian | $347.14K | 2.00% | 2026-06-30 |
| 7 | Capital Markets Trading UK LLP | $310.00K | 1.78% | 2026-06-30 |
| 8 | GROUP ONE TRADING LLC Custodian | $187.91K | 1.08% | 2026-06-30 |
ITUB Insider Trading (Form 4)
Latest: 2026-09-09Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | Vanzo Carlos Orestes | SMEs Officer (retail segment) | Sell (S) | −74,643 | $8.38 | -$625.5K | EDGAR |
| 2026-07-08 | Vanzo Carlos Orestes | SMEs Officer (retail segment) | Sell (S) | −60,000 | $8.24 | -$494.4K | EDGAR |
| 2026-05-11 | Veras Paulo Antunes | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | de Moraes Pedro Luiz Bodin | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Maria Helena dos Santos Fernandes de Santana | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Cesar Nivaldo Gon | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Marcos M Lutz | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Setubal Roberto Egydio | Director | Award (A) | +75,923 | — | EDGAR | |
| 2026-05-11 | Marino Ricardo Villela | Director | Award (A) | +48,460 | — | EDGAR | |
| 2026-05-11 | Salles Pedro Moreira | Director | Award (A) | +75,923 | — | EDGAR | |
| 2026-05-11 | Rocha Fabricio Bloisi | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Candido Bracher | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Barretto Villela Ana Lucia de Mattos | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Salles Joao Moreira | Director | Award (A) | +20,998 | — | EDGAR | |
| 2026-05-11 | Setubal Alfredo Egydio | Director | Award (A) | +20,998 | — | 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.
ITUB Insider Holdings
16 insiders · @ $7.51
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 | Barretto Villela Ana Lucia de Mattos | Director | 5,107,831,589 | $38.39B | $0 | 1 | 2026-05-11 |
| 2 | Salles Joao Moreira | Director | 2,905,427,388 | $21.83B | $0 | 1 | 2026-05-11 |
| 3 | Salles Pedro Moreira | Director | 13,499,264 | $101.45M | $0 | 1 | 2026-05-11 |
| 4 | Candido Bracher | Director | 7,021,671 | $52.77M | $0 | 1 | 2026-05-11 |
| 5 | Setubal Alfredo Egydio | Director | 1,701,930 | $12.79M | $0 | 1 | 2026-05-11 |
| 6 | Rodrigues Andre Luis Teixeira | Retail business Officer | 1,637,511 | $12.31M | -$1.61M | 1 | 2026-04-10 |
| 7 | Setubal Roberto Egydio | Director | 1,372,846 | $10.32M | $0 | 1 | 2026-05-11 |
| 8 | Fajerman Sergio Guillinet | Chief People and MKT Officer | 1,205,642 | $9.06M | -$1.03M | 3 | 2026-04-20 |
| 9 | Vanzo Carlos Orestes | SMEs Officer (retail segment) | 933,371 | $7.01M | -$1.12M | 2 | 2026-09-09 |
| 10 | de Moraes Pedro Luiz Bodin | Director | 724,792 | $5.45M | $0 | 1 | 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
49 ETFs hold ITUB
25 shown · $629.31M total exposure · 0.51% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | ILF iShares Latin America 40 ETF | iShares (BlackRock) | 6.65% | $223.4M | $3.4B | 2026-11-06 |
| 2 | VWO Vanguard FTSE Emerging Markets ETF | Vanguard | 0.05% | $83.0M | — | 2026-09-30 |
| 3 | VEU Vanguard FTSE All-World Ex-US ETF | Vanguard | 0.06% | $61.4M | — | 2026-09-30 |
| 4 | SPEM State Street® SPDR® Portfolio Emerging Markets ETF | SPDR (State Street) | 0.35% | $57.2M | $16.2B | 2026-11-05 |
| 5 | AVEM Avantis Emerging Markets Equity ETF | Avantis | 0.19% | $50.0M | $26.2B | 2026-11-05 |
| 6 | EMOP AB Emerging Markets Opportunities ETF | Nport | 2.26% | $47.9M | — | 2026-06-30 |
| 7 | PID Invesco International Dividend Achievers ETF | Invesco | 3.87% | $34.2M | — | 2026-11-05 |
| 8 | IDVO Amplify CWP International Enhanced Dividend Income ETF | Amplify | 1.56% | $21.0M | $1.3B | 2026-11-06 |
| 9 | CGNG Capital Group New Geography Equity ETF | Capitalgroup | 0.30% | $8.7M | $2.9B | 2026-11-05 |
| 10 | EMEQ Nomura Focused Emerging Markets Equity ETF | Nport | 0.87% | $5.8M | — | 2026-06-30 |
| 11 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $5.8M | — | 2026-09-30 |
| 12 | VT Vanguard Total World Stock ETF | Vanguard | 0.01% | $5.8M | — | 2026-09-30 |
| 13 | DFAE Dimensional Emerging Core Equity Market ETF | Dimensional | 0.05% | $4.3M | $8.9B | 2026-11-05 |
| 14 | CWI State Street® SPDR® MSCI ACWI ex-US ETF | SPDR (State Street) | 0.15% | $4.2M | $2.8B | 2026-11-05 |
| 15 | APIE ActivePassive International Equity ETF | Nport | 0.33% | $3.8M | — | 2026-08-31 |
| 16 | EMKT Lazard Emerging Markets Opportunities ETF | Nport | 1.16% | $2.1M | — | 2026-06-30 |
| 17 | IXG iShares Global Financials ETF | iShares (BlackRock) | 0.26% | $1.8M | $702.8M | 2026-11-06 |
| 18 | DFEM Dimensional Emerging Markets Core Equity 2 ETF | Dimensional | 0.02% | $1.6M | $8.6B | 2026-11-05 |
| 19 | MEM Matthews Emerging Markets Equity Active ETF | Nport | 2.33% | $1.3M | — | 2026-06-30 |
| 20 | EMC Global X Emerging Markets Great Consumer ETF | Global X | 2.25% | $1.1M | — | 2026-11-06 |
| 21 | AVXC Avantis Emerging Markets ex-China Equity ETF | Avantis | 0.28% | $1.1M | $416.0M | 2026-11-05 |
| 22 | BRAZ Global X Brazil Active ETF | Global X | 10.81% | $975,436 | — | 2026-11-06 |
| 23 | SPGM State Street® SPDR® Portfolio MSCI Global Stock Market ETF | SPDR (State Street) | 0.05% | $901,898 | $1.7B | 2026-11-05 |
| 24 | VYMI Vanguard International High Dividend Yield ETF | Vanguard | 0.00% | $895,471 | — | 2026-09-30 |
| 25 | EMEM Sophus Capital Emerging Market ETF | Nport | 1.42% | $866,265 | — | 2026-06-30 |
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.
Trailing P/E
—
TTM Diluted EPS
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
ITUB vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| HDB HDFC Bank Limited | $129.3B | — | — | −28.9% | 13 |
| IBN ICICI Bank Limited | $121.7B | — | — | +15.3% | 29 |
| PBR PETROLEO BRASILEIRO S.A.-PETROBRAS ADS ( | $119.4B | — | — | +54.3% | 65 |
| ITUB Itau Unibanco Holding S.A. American Depo | $81.5B | — | — | +3.9% | 22 |
| NU Nu Holdings Ltd. | $58.1B | — | — | −27.7% | 49 |
| VALE VALE S.A. | $49.3B | — | — | −9.7% | 23 |
| BBD Banco Bradesco S.A. American Depositary | $28.4B | — | — | −21.7% | 48 |
| BAP Credicorp LTD | $27.6B | — | — | +24.0% | 91 |
| CIB Grupo Cibest S.A. American Depositary Sh | $21.8B | — | — | +48.3% | 59 |
| Peer median | $53.7B | — | — | +2.8% | 48 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
30.22M
SI % of Float
0.56%
Days to Cover
1.00
Short Vol Ratio
59.8%
Free Float
—
Float %
—
Short interest 2026-10-15 • Short volume 2026-11-06