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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Itaúsa
Itaúsa (ITSA4) investor relations material
Itaúsa Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
3Q26 recurring net income reached R$5.062bn, up 25% YoY; recurring ROE was 21.1%, up 3.3 p.p., reflecting Itaú Unibanco and stronger non-financial investee contributions.
9M26 recurring net income rose 16% to R$13.859bn; reported net income was R$14.609bn, up 21%.
Portfolio market value was R$199.2bn and market value was R$163.6bn at Sep. 30; holding discount was 17.9%.
Financial highlights
3Q26 reported net income was R$4.955bn, up 20% YoY; recurring investee results totaled R$5.241bn, up 21.7%.
3Q26 financial result improved to negative R$57m from negative R$110m, mainly on lower debt costs; 9M26 was negative R$196m, improving 15% YoY.
3Q26 non-recurring items reduced net income by R$107m; 9M26 non-recurring items added R$750m, primarily from Itautec proceedings and Motiva gains.
Cash was R$2.178bn at quarter-end; investee earnings received contributed R$5.564bn to 9M cash flow.
Outlook and guidance
Management emphasized financial discipline, operational excellence and strategic capital allocation amid restrictive Brazilian financial conditions and uncertainty around 2027 and global growth.
Tax reform is expected to eliminate PIS/COFINS on interest on capital received from Jan. 2027, ending a structural tax inefficiency that totaled R$530m in 9M26.
Aegea targets R$580m of cost reductions in 2026 and R$500m of annual investment reductions in 2026–27 while preserving service-expansion projects.
NTS suspended new investments and is reviewing approved, unimplemented projects, except those needed for asset safety and integrity, pending regulatory uncertainty.
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Latest events from Itaúsa
- Disciplined portfolio management pairs strong returns with business transformation and growth.ITSA4
Investor update - Active portfolio management combines growth, disciplined allocation and strong shareholder returns.ITSA4Itaúsa Day presentation
- Record net income, strong ROE, and 9.8% dividend yield with portfolio outperforming benchmarks.ITSA4Q2 2026
- Net income rose 11% to R$16.5B, with a 76% payout and 14.7% dividend yield in 2025.ITSA4Q4 2025
- Record net income, strong portfolio, reduced debt, and high dividends mark 1H25 results.ITSA4Q2 2025
- Recurring net income up 13% to R$3.9B in 3Q24, net debt down 45.6%, 5% stock bonus approved.ITSA4Q3 2024
- Recurring net income up 29.7% YoY, net debt down 70%, and dividend yield at 8.6%.ITSA4Q2 2024
- Recurring net income grew 8% to R$3.9B, with ROE at 17.6% and net debt down 62%.ITSA4Q1 2025
- Recurring net income up 22% to R$14.8B, 10.8% dividend yield, and R$1B capital increase announced.ITSA4Q4 2024
Next Itaúsa earnings date
Q4 202615 Mar, 2027
Itaúsa
Next Itaúsa earnings date
Q4 202615 Mar, 2027
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Frequently asked questions
Itau Unibanco Holding SA provides various financial products and services to individuals and corporate clients in Brazil and internationally. The company operates through three segments: Retail Banking, Wholesale Banking, and Activities with the Market + Corporation. The Retail Banking segment offers various banking products and services to a diversified client base of accounts, including payroll loans, personal loans, vehicle loans, credit cards, asset management products, insurance plans, capitalization bonds and internet banking solutions. The company was founded in 1966 and is headquartered in SÃO Paulo, Brazil.