Why Is Popular (BPOP) Stock Soaring Today

Popular Surges After Impressive Quarterly Results

Shares of Popular (NASDAQ:BPOP), a leading Puerto Rican bank, climbed 5.8% during afternoon trading following the release of its robust fourth-quarter 2025 earnings. The company exceeded profit expectations and matched revenue projections, sparking investor enthusiasm.

Popular reported earnings of $3.53 per share for the quarter, outpacing analyst forecasts by 16.2%. Revenue reached $823.8 million, reflecting a 9% increase compared to the same period last year. A significant contributor to these strong results was net interest income, which totaled $657.6 million and surpassed Wall Street’s predictions. Additionally, the bank’s tangible book value per share—a key indicator of financial strength—rose 24.8% year-over-year to $82.65. These positive figures reassured investors about Popular’s financial stability and growth prospects.

Market Reaction and Recent Stock Movements

Popular’s stock has generally shown low volatility, recording only seven moves greater than 5% over the past year. Today’s notable increase suggests that investors see the latest earnings as significant, though it may not fundamentally alter their view of the company.

One of the most substantial declines in the past year occurred three months ago, when Popular’s shares dropped 5.4%. This was triggered by industry-wide concerns after two lenders disclosed issues with loan quality. Zions Bancorp reported a $50 million charge-off on a single loan, while Western Alliance Bancorp faced challenges with a borrower failing to provide adequate collateral. These incidents intensified worries about the regional banking sector, which is already grappling with high interest rates and falling commercial real estate values. As a result, investors grew more cautious about the potential for rising loan losses and shrinking profits among regional banks.

Since the start of the year, Popular’s stock has gained 3.3%. Currently trading at $130.11 per share, it is near its 52-week high of $130.18, set in January 2026. An investor who purchased $1,000 worth of Popular shares five years ago would now see that investment grow to $2,359.

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