In brief
Itaú earned R$ 12.6 billion in 3Q26.
ROE was 23.6% and delinquencyCredit StressThemeBrazil's corporate and consumer credit deterioration cycle, measured by delinquency, reorganization filings and lending conditions.Open in the Market Map ↗ rose to 2.0%.
What we know
04Verified fact · material
Consolidated 90-day delinquencyCredit StressThemeBrazil's corporate and consumer credit deterioration cycle, measured by delinquency, reorganization filings and lending conditions.Open in the Market Map ↗ was 2.0% in 3Q26.
Credit.
Verified fact
According to NeoFeed, recurring managerial profit rose 2.5% from the prior quarter.
Quarter.
Sources[03]
Transmission to assets
Market read-through
The result was in line, but rising delinquencyCredit StressThemeBrazil's corporate and consumer credit deterioration cycle, measured by delinquency, reorganization filings and lending conditions.Open in the Market Map ↗ is the sector watch point.
Portfolio impact
01In-line result.
DelinquencyCredit StressThemeBrazil's corporate and consumer credit deterioration cycle, measured by delinquency, reorganization filings and lending conditions.Open in the Market Map ↗ rises.
What would change the view: Stable credit.
Direction is an explanatory hypothesis, not a forecast or recommendation.
Next signals
What to watch
- Small-business delinquencyCredit StressThemeBrazil's corporate and consumer credit deterioration cycle, measured by delinquency, reorganization filings and lending conditions.Open in the Market Map ↗
- Bradesco and Santander results
Limits of the reporting
What remains uncertain
- Quarterly changes differ by profit measure.