In brief

Itaúsa posted recurring profit of R$ 5.1 billion in 3Q26.

Non-financial holdings' result more than doubled.

What we know

04

  1. Verified fact · material

    Itaúsa posted recurring profit of R$ 5.1 billion in 3Q26, up 25% from 3Q25.

    Profit.

    Sources[01][02][03]

  2. Verified fact · material

    The non-financial sector result rose from R$ 267 million to R$ 593 million.

    Non-financial.

    Sources[01][03]

  3. Verified fact · material

    The holding company net debt was R$ 901 million.

    Debt.

    Sources[01][03]

  4. Verified fact

    According to Money Times, ROE was 20.7%.

    Profitability.

    Sources[03]

Transmission to assets

Market read-through

Profit reflects Itaú and better non-financial holdings.

Portfolio impact

01
ITSA4positive

Profit up.

High rates.

What would change the view: Firm Itaú.

direct10% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • Dividends
  • Dexco results

Limits of the reporting

What remains uncertain

  • Reported profit appears in only one source.

Full sources

03
01
InfoMoneyItaúsa (ITSA4): resultados do terceiro trimestre de 2026independent newsroom
02
CNN Brasil MoneyItaúsa tem alta de 25% no lucro do 3º trimestre, a R$ 5,1 bilhõesindependent newsroom
03
Money TimesItaúsa (ITSA4) tem alta de 25% no lucro recorrente para R$ 5,1 bi no 3T26independent newsroom
06