<div id="readability-page-1"><div><ul> <li>Popular, Inc. recently announced executive leadership changes, appointing Israel Velasco as Executive Vice President and Head of U.S. Operations and moving long-time U.S. head Manuel A. Chinea into the new role of Chief Experience and Administration Services Officer, following the retirement of Chief Administration Officer Eduardo J. Negrón in June 2026.</li> <li>These shifts consolidate decades of institutional knowledge into new roles focused on U.S. growth, employee loyalty, and end-to-end customer experience at a time when Popular is executing a refreshed strategic framework.</li> <li>Next, we’ll examine how Velasco’s expanded U.S. remit and Chinea’s new customer-focused role could influence Popular’s existing investment narrative.</li> </ul><p>Invest in the nuclear renaissance through our list of 93 elite nuclear energy infrastructure plays powering the global AI revolution.</p><h2>Popular Investment Narrative Recap</h2><p>To own Popular, you need to be comfortable with its core Puerto Rico exposure while believing its U.S. operations and customer franchise can keep pulling more weight. The latest leadership reshuffle looks incremental for now, with Velasco and Chinea’s appointments unlikely to change the near term focus on executing the refreshed framework or to meaningfully reduce the key risk around geographic and balance sheet concentration.</p> <p>Among recent developments, the ongoing US$500,000,000 share repurchase program stands out alongside these leadership moves, as both relate to how Popular balances capital returns with reinvestment in growth and customer experience. Seeing how Velasco’s broader U.S. remit and Chinea’s end to end experience role intersect with that capital allocation story will be important for anyone tracking Popular’s catalysts.</p> <p>Yet beneath this progress, investors should still be aware of the concentration risk if...</p> <p>Read the full narrative on Popular (it's free!)</p><p>Popular’s narrative projects $3.7 billion revenue and $1.1 billion earnings by 2029. This requires 8.2% yearly revenue growth and a roughly $268 million earnings increase from $831.7 million today.</p><p>Uncover how Popular's forecasts yield a $161.60 fair value, a 10% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/1a61ef4f-ff2e-4f2b-8a57-dac9476483d6/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/1a61ef4f-ff2e-4f2b-8a57-dac9476483d6/chart/quote-price"/><figcaption>BPOP 1-Year Stock Price Chart</figcaption></figure> <p>Simply Wall St Community members see Popular’s fair value between US$161.60 and US$352.70, based on 2 independent views. Set this wide spread against Popular’s reliance on Puerto Rico and U.S. deposit markets, and you can see why it pays to compare several perspectives before forming your own view.</p><p>Explore 2 other fair value estimates on Popular - why the stock might be worth over 2x more than the current price!</p><h2>The Verdict Is Yours</h2><p>Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.</p><ul><li>A great starting point for your Popular research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Popular research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Popular's overall financial health at a glance.</li></ul><h2>Want Some Alternatives?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>Capitalize on the AI infrastructure supercycle with our selection of the 38 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.</li><li>Uncover the next big thing with 26 elite penny stocks that balance risk and reward.</li><li>AI is about to change healthcare. These 36 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><h3><strong>New: </strong>Manage All Your Stock Portfolios in One Place</h3><p>We've created the <strong>ultimate portfolio companion</strong> for stock investors, <strong>and it's free.</strong></p><p>• Connect an unlimited number of Portfolios and see your total in one currency<br/>• Be alerted to new Warning Signs or Risks via email or mobile<br/>• Track the Fair Value of your stocks<br/></p><p>Try a Demo Portfolio for Free</p></div></div></div>

BPOP

MORT

<p>Popular, Inc. has announced changes in its U.S. leadership, appointing Israel Velasco as Executive Vice President and Head of U.S. Operations, while Manuel A. Chinea takes on the role of Chief Experience and Administration Services Officer. These changes aim to enhance U.S. growth and customer experience amid a refreshed strategic framework. The company is also executing a $500 million share repurchase program, balancing capital returns with growth reinvestment. Popular projects $3.7 billion in revenue and $1.1 billion in earnings by 2029, with a fair value estimate of $161.60, indicating a potential 10% upside from its current price.</p>

Simplywall

iShares Barclays MBS Fixed Rate Bd

VanEck Mortgage REIT Income ETF

JPMorgan Mortgage-Backed Securities ETF

Financial Select Sector SPDR Fund

John Hancock Mortgage-Backed Securities ETF

Janus Henderson Mortgage Backed Securities

PIMCO Mortgage-Backed Securities Act ETF

Vanguard Mortgage Backed Sec

Schwab® Mortgage-Backed Securities ETF

SPDR Portfolio Mortgage Backed Bond ETF

VG Financial

iShares Mortgage Real Estate Capped

Is Popular’s New U.S. Leadership Structure Quietly Reframing Its Customer-Centric Strategy Narrative (BPOP)?