Itaú Unibanco vs Apollo
This page compares Itaú Unibanco Holding S.A. and Apollo Asset Management Inc, examining their business models, financial performance, and market context in a neutral, accessible manner. Educational content, not financial advice.
This page compares Itaú Unibanco Holding S.A. and Apollo Asset Management Inc, examining their business models, financial performance, and market context in a neutral, accessible manner. Educational c...
Why It's Moving
Itau Unibanco jumps as board approves large cash distributions and shares go ex‑dividend, fueling sector rotation
- Board approved BRL 23.4 billion in total cash distributions — including dividends and interest on capital — and a share cancellation, signaling management is returning capital and aiming to boost per‑share metrics ahead of year‑end.
- Shares began trading ex‑rights/ex‑dividend in mid‑December (ex‑date set for December 10–11), prompting short‑term buying from income‑seeking investors and mechanical flows from funds that track ex‑dividend calendars.
- The move coincides with heightened banking‑sector volatility linked to recent regulatory scrutiny in the U.S., which has amplified intraday swings and encouraged speculative positioning in options around ITUB’s breakout attempts.
Apollo's AUM hits $908B milestone amid booming private markets momentum.
- AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
- Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
- Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.
Itau Unibanco jumps as board approves large cash distributions and shares go ex‑dividend, fueling sector rotation
- Board approved BRL 23.4 billion in total cash distributions — including dividends and interest on capital — and a share cancellation, signaling management is returning capital and aiming to boost per‑share metrics ahead of year‑end.
- Shares began trading ex‑rights/ex‑dividend in mid‑December (ex‑date set for December 10–11), prompting short‑term buying from income‑seeking investors and mechanical flows from funds that track ex‑dividend calendars.
- The move coincides with heightened banking‑sector volatility linked to recent regulatory scrutiny in the U.S., which has amplified intraday swings and encouraged speculative positioning in options around ITUB’s breakout attempts.
Apollo's AUM hits $908B milestone amid booming private markets momentum.
- AUM surged to $908B, up from $840B in Q2 2025, signaling accelerated capital deployment and fee diversification through partnerships with JPMorgan and Goldman Sachs.
- Strategic infrastructure push, including the T.D. Williamson acquisition, positions Apollo to capture stable cash flows from energy transition trends.
- Q2 highlights included $61B quarterly inflows and 21% year-over-year growth in fee-generating AUM, reinforcing post-recessionary outperformance.
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Explore BasketInvestment Analysis
Itaú Unibanco
ITUB
Pros
- Itaú Unibanco reported a recurring managerial result of R$11.9 billion in Q3 2025, reflecting an 11.3% year-on-year increase in profitability.
- The bank's credit portfolio grew responsibly to R$1.4 trillion, maintaining historically low delinquency rates and supporting strong asset quality.
- Annualized recurring managerial return on average equity reached 23.3%, indicating robust capital efficiency and profitability.
Considerations
- Non-interest expenses rose 7.5% year-on-year in Q3 2025, mainly due to wage agreements, which could pressure margins if sustained.
- Cost of credit charges increased 40.7% year-on-year, reflecting higher provisions for expected losses despite low delinquency.
- The bank's international expansion and acquisitions, such as Avenue Holding Cayman Ltd, add complexity and execution risk to its strategy.
Apollo
APO
Pros
- Apollo Bancorp Inc offers a high trailing dividend yield of 5.63%, appealing to income-focused investors in the regional banking sector.
- The company maintains a low price-to-book ratio of 0.88, suggesting its shares may trade below underlying asset value.
- Apollo Bancorp derives stable income from diversified banking services, including residential and commercial lending, supporting consistent earnings.
Considerations
- The bank has a small market capitalisation of $20.8 million, indicating limited scale and potentially higher volatility.
- Trading volume is low, with average daily volume below 1,000 shares, which may affect liquidity for investors.
- Apollo Bancorp operates only in a limited geographic area with seven locations, restricting growth opportunities compared to larger peers.
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