# Tag: bank earnings

- [Itaú Profit Rises 7.8% as Credit Expands; Fee Outlook Cut](https://brazilstockguide.com/insights/itau-profit-rises-7-8-as-credit-expands-fee-outlook-cut/) (2026-08-04): Recurring income reaches R$ 12.4 billion and ROE stays above 24%; 90-day NPLs hold at 1.9%, though early arrears and problem-loan formation rise.
- [Banco do Brasil Profit Drops to R$3.1 Billion as Farm Credit Risk Bites](https://brazilstockguide.com/insights/banco-do-brasil-profit-drops-to-r3-1-billion-as-farm-credit-risk-bites/) (2026-05-13): Brazil’s state-controlled lender cut its 2026 profit guidance after rural delinquencies forced higher provisions, even as revenue and capital remained resilient.
- [Itaú posts record R$12.3 billion profit in 4Q25, steps up capital returns](https://brazilstockguide.com/insights/itau-itub4-record-profit-4q25-dividends/) (2026-02-04): Brazil’s largest private lender closes 2025 with the highest annual profit in its history, ROE above 24% and an explicit push for dividends.