Itau Unibanco SEC Filings

Itau Unibanco Holding S.A. director Bracher Candido filed an initial ownership report detailing his stake in the company. He directly holds 6,986,493 preferred shares (ITUB4). In addition, his spouse holds 7,212 preferred shares (ITUB4) and 14,180 common shares (ITUB3), reported as indirect ownership.

Itau Unibanco Holding S.A. director Egydio Setubal Alfredo filed an initial statement of holdings in the company’s shares. He reports direct ownership of 1,489,090 preferred shares (ITUB4), plus additional preferred shares held indirectly through his spouse and a corporation, and a very large block of common shares (ITUB3) held indirectly through a corporation associated with him. The filing notes that he disclaims beneficial ownership of the indirectly held shares beyond his economic interest.

Itau Unibanco Holding S.A. director Ricardo Villela Marino filed an initial ownership report detailing his shareholdings. He reports direct ownership of 200,298 preferred shares (ITUB4) and 93,710 common shares (ITUB3) as of the filing date.

He also reports indirect ownership, held through a corporation that is an indirect controlling shareholder of Itau Unibanco. These indirect positions include 5,107,553,780 common shares (ITUB3) and 191,842 preferred shares (ITUB4). He disclaims beneficial ownership of these indirect shares except to the extent of his pecuniary interest.

Itau Unibanco Holding S.A. director Gon Cesar Nivaldo filed an initial ownership report showing a direct holding of 141,108 preferred shares (ITUB4). This Form 3 does not indicate any recent buy or sell activity; it simply establishes his equity position in the company’s preferred shares.

Itaú Unibanco Holding S.A. filed a Form 6-K describing a related-party services arrangement with Instituto Itaú de Ciência, Tecnologia e Inovação (ICTi), a private association founded by Itaú Unibanco entities. ICTi conducts research, innovation and technology development projects for Itaú Unibanco under a master agreement signed on July 19, 2023.

On February 27, 2026, the cumulative amount invoiced for these services exceeded R$50 million, triggering disclosure requirements under CVM Resolution No. 80/22. The company states that project prices are based on the costs of involved professionals and project complexity, and that the engagement followed its Transactions with Related Parties Policy, including approval by a Related Parties Committee composed entirely of independent board members.

Itaú Unibanco Holding S.A. explains how it is handling fractional shares created by a previous share bonus. These fractions were grouped and sold on B3 at an auction on February 24, 2026, totaling 198,581 book-entry shares, including 55,921 common shares and 142,660 preferred shares. The net proceeds were BRL 44.8730180388 per common share and BRL 48.1301186067 per preferred share. The funds will be made available on March 10, 2026 to eligible stockholders. Holders with updated registration details at the Company will receive deposits via Itaú Corretora de Valores S.A., while others will receive payment through B3 and their custody agents. Amounts for stockholders without up-to-date registration will remain available for 10 years.

Itaú Unibanco Holding S.A. will pay interest on capital totaling BRL 3.85 billion to its stockholders. This corresponds to BRL 0.34888 per share, with income tax withholding at 17.5%, resulting in net interest of BRL 0.287826 per share for eligible investors.

The benefit applies equally to common (ITUB3) and preferred (ITUB4) shares. The calculation is based on stockholders’ final position on March 19, 2026, and shares will trade ex-rights from March 20, 2026. Payment will be made by August 31, 2026.

Itaú Unibanco Holding S.A. reported that its Board of Directors approved the payment of interest on capital to stockholders, subject to confirmation by the General Stockholders’ Meeting. The approved gross amount is R$ 0.34888 per share, with a 17.5% income tax withholding, resulting in net interest of R$ 0.287826 per share for eligible holders.

The interest will be credited on March 27, 2026, to stockholders of record on March 19, 2026, and shares will trade ex-rights starting March 20, 2025. Payment is expected to be made by August 31, 2026, following the company’s bylaws and remuneration policy.

Itaú Unibanco Holding S.A. reports solid 2025 results in this Form 6-K, with net income attributable to shareholders of R$44,857 million, up 9.2% from 2024. Operating revenues were broadly stable at R$167,780 million, while recurring consolidated return on equity reached 21.8% and reported ROE 21.6%.

Total assets grew 7.4% to R$3,066,169 million, and the loan and lease portfolio rose 5.7% to R$1,083,798 million. Asset quality improved, with the 90-day non-performing loan ratio at 2.3%, 30 basis points lower than a year earlier. The Common Equity Tier I ratio was 12.3%, down from 13.7%, and the total capital ratio was 15.2%.

The retail segment’s net income increased 26.5% to R$19,130 million, helped by higher credit volumes and fee income, while wholesale net income rose 10.0% to R$23,006 million. Liquidity remained strong, with an average Liquidity Coverage Ratio of 215.0% and a Net Stable Funding Ratio of 124.8%. PwC issued an unqualified opinion on the IFRS consolidated financial statements.