Popular Capital Trust II PFD GTD 6.125% (BPOPM) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 11.06 means the share price is 11.06 times one year of earnings per share; the S&P 500 usually sits near 20-25.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerPopular Capital Trust II PFD GTD 6.125% (BPOPM) trades at $25.20. Popular Capital Trust II is a statutory trust focused on issuing capital securities. The company operates within the financial services sector, specifically in the banks industry. Sector: Financial services.
Price as of Sep 11, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for BPOPM: BPOPM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BPOPM against Financial Services peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
Popular Capital Trust II PFD GTD 6.125% (BPOPM) Financial Services Profile
Popular Capital Trust II, a statutory trust, specializes in issuing capital securities within the financial services sector. With a market capitalization of $1.75 billion and a P/E ratio of 11.06, the company demonstrates a solid profit margin of 19.2% and a dividend yield of 2.21%, positioning it as a stable entity in the banking industry.
What Is the Investment Thesis for BPOPM?
Popular Capital Trust II presents a focused investment profile centered on its role as a statutory trust issuing capital securities. With a market capitalization of $1.75 billion and a P/E ratio of 11.06, the company showcases a stable financial foundation. The profit margin of 19.2% and gross margin of 65.3% reflect efficient operations. The dividend yield of 2.21% offers a steady income stream for investors. Catalysts include ongoing demand for capital securities in a fluctuating interest rate environment. Potential risks involve changes in regulatory frameworks impacting statutory trusts and shifts in investor sentiment towards fixed-income securities. Monitoring these factors is crucial for assessing the long-term viability of Popular Capital Trust II.
Based on FMP financials and quantitative analysis
BPOPM Key Highlights
Market capitalization of $1.75 billion indicates a substantial market presence.
- P/E ratio of 11.06 suggests a reasonable valuation relative to earnings.
- Profit margin of 19.2% demonstrates efficient profitability.
- Gross margin of 65.3% highlights effective cost management.
- Dividend yield of 2.21% provides a consistent income stream for investors.
Who Are BPOPM's Competitors?
BPOPM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BIOPX Baron Opportunity Fund Retail Shs | $60.87 | -1.07% | $2.28B | — |
| CIPNX Champlain Small Company Fund Institutional Class | $18.74 | -1.06% | $1.48B | — |
| GRISX Nationwide S&P 500 Index Fund Institutional Service Class | $34.17 | -0.55% | $1.83B | — |
| PSPTX PIMCO StocksPLUS Absolute Return Fund Institutional Class | $13.49 | -3.09% | $1.74B | — |
| PTOAX PIMCO StocksPLUS Absolute Return Fund Class A | $12.84 | -3.09% | $1.74B | — |
| CBK Commercial Bancgroup, Inc. | $33.90 | +0.53% | $464M | 785-pillar |
| ASBB ASB Bancorp, Inc. | $45.10 | +0.11% | — | |
| COB CommunityOne Bancorp | $14.10 | +0.00% | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BPOPM's Key Strengths?
Stable financial performance.
- Consistent dividend yield.
- Specialized focus on capital security issuance.
- Established presence in the market.
What Are BPOPM's Weaknesses?
Limited diversification in revenue streams.
- Dependence on the capital securities market.
- Potential vulnerability to interest rate fluctuations.
- Regulatory constraints on statutory trusts.
What Could Drive BPOPM Stock Higher?
Demand for capital securities in a fluctuating interest rate environment.
- Potential for increased investment due to stable dividend yield.
What Are the Key Risks for BPOPM?
Financial-distress signal — its Altman Z-Score of 0.64 sits in the distress zone (elevated bankruptcy risk).
- Insider selling — insiders were net sellers of roughly $16.2M recently.
- Changes in regulatory frameworks impacting statutory trusts.
- Shifts in investor sentiment towards fixed-income securities.
- Economic downturns affecting the financial market.
- Increased competition from other financial institutions.
What Are the Growth Opportunities for BPOPM?
- Expansion of Capital Securities Offerings: Popular Capital Trust II can explore expanding its range of capital securities offerings to attract a broader investor base. This includes developing new types of securities with varying risk-return profiles to cater to different investment preferences. The market for innovative financial instruments is growing, with an estimated market size of $100 billion by 2028. This expansion can be achieved within the next 2-3 years through strategic product development and marketing efforts.
- Strategic Partnerships with Financial Institutions: Forming strategic partnerships with other financial institutions can provide Popular Capital Trust II with access to new distribution channels and customer segments. Collaborating with banks and investment firms can enhance the company's reach and market penetration. The partnership market in the financial sector is valued at $50 billion annually. These partnerships can be established within the next 1-2 years, leading to increased market share and revenue growth.
- Geographic Expansion into New Markets: Popular Capital Trust II can consider expanding its operations into new geographic markets to diversify its revenue streams and reduce its reliance on its existing market. Identifying regions with growing demand for capital securities and establishing a presence in those markets can drive long-term growth. The global market for capital securities is projected to reach $200 billion by 2030. This expansion can be phased in over the next 3-5 years, starting with market research and pilot programs.
- Leveraging Technology for Enhanced Efficiency: Investing in technology to streamline operations and improve efficiency can reduce costs and enhance the company's competitiveness. Implementing advanced data analytics and automation tools can optimize processes and improve decision-making. The market for fintech solutions in the financial services sector is growing at a rate of 15% annually. These technological improvements can be implemented within the next 1-2 years, leading to significant cost savings and operational efficiencies.
- Focus on Sustainable and Socially Responsible Investments: As environmental, social, and governance (ESG) factors become increasingly important to investors, Popular Capital Trust II can focus on offering capital securities that align with sustainable and socially responsible investment principles. This can attract a growing segment of investors who prioritize ESG considerations. This strategic shift can be implemented within the next 2-3 years through the development of ESG-focused capital securities and marketing initiatives.
What Are BPOPM's Competitive Advantages?
- Established presence in the capital securities market.
- Stable financial performance and profitability.
- Consistent dividend yield for investors.
- Specialized focus on capital security issuance.
What Does BPOPM Do?
Popular Capital Trust II is a statutory trust engaged in the business of issuing capital securities. As a statutory trust, its primary function is to manage and distribute capital through these securities. The company operates within the financial services sector, specifically in the banks industry. While the available information does not detail the company's founding or evolution, its current market position is characterized by a focus on capital security issuance. The company's operations are relatively straightforward, concentrating on the issuance and management of capital securities rather than traditional banking activities. This specialized approach allows it to cater to specific investment needs within the financial market. The company's financial metrics, including a market capitalization of $1.75 billion and a profit margin of 19.2%, indicate a stable and profitable operation. Its gross margin of 65.3% further highlights its efficiency in managing its financial activities. The company's beta of -0.07 suggests a low correlation with the overall market, potentially offering stability during market fluctuations. Popular Capital Trust II's dividend yield of 2.21% provides an income stream for investors, adding to its appeal as a stable investment option.
What Products and Services Does BPOPM Offer?
- Issues capital securities to raise funds.
- Manages the distribution of capital through these securities.
- Operates as a statutory trust within the financial services sector.
- Focuses on capital security issuance rather than traditional banking activities.
- Caters to specific investment needs within the financial market.
- Maintains a stable financial operation with a focus on profitability.
- Provides a dividend yield for investors.
How Does BPOPM Make Money?
- Issues capital securities to investors.
- Generates revenue from the issuance and management of these securities.
- Distributes income to investors through dividends.
- Manages its operations as a statutory trust.
What Industry Does BPOPM Operate In?
Popular Capital Trust II operates within the financial services sector, specifically the banks industry, which is subject to regulatory oversight and economic cycles. The market for capital securities is influenced by interest rates, credit spreads, and investor demand for fixed-income assets. Competitors in this space include other financial institutions and trusts offering similar capital market products. The company's performance is closely tied to the overall health of the financial markets and the regulatory environment governing statutory trusts.
Who Are BPOPM's Key Customers?
- Institutional investors seeking fixed-income assets.
- Individual investors looking for stable income streams.
- Financial institutions investing in capital securities.
- Entities requiring capital for various purposes.
Research confidence
Broad, current evidence sits behind this analysis.
- ● Scored on 100% of our measures
- ● Price is current
- ● Latest filing 35 days ago
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 88 |
| 2026-08-26 | 88 |
| 2026-08-29 | 88 |
| 2026-09-01 | 88 |
| 2026-09-04 | 88 |
| 2026-09-07 | 88 |
| 2026-09-10 | 88 |
What changed?
The score has stayed at 88.
What moved it up or down:
- +1 Valuation
Over the same 18 days the stock moved -0.1%.
Insider Activity
Over the past six months, Popular Capital Trust II PFD GTD 6.125% insiders filed 46 SEC Form 4 transactions — 15 sales and 31 purchases. On net that is roughly 63K shares disposed (about $16.2M), a signal worth weighing alongside the fundamentals.
Financial Health
Popular Capital Trust II PFD GTD 6.125%'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.64 places it in the distress zone, a signal of elevated financial risk.
Key Financial Metrics
Return on equity for Popular Capital Trust II PFD GTD 6.125% stands at 15.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.2%, showing how much profit it generates from its asset base. BPOPM trades at a trailing price-to-earnings ratio of 11.06, below the Financial Services sector average of ~17.50x. Its free cash flow yield is 7.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.49 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 9.3%, the inverse of the P/E and a quick read on earnings relative to price.
BPOPM Revenue & Earnings Trend
In Q2 FY2026, BPOPM generated $1.17B in top-line revenue, marking a sequential increase of 4.7%. The company recorded net income of $278.2M, with diluted EPS of $4.35. Quarter-over-quarter revenue has been mixed, typical for a unknown company operating in Financial Services. Across the four most recent quarters, BPOPM averaged $3.70 in diluted EPS.
Company Profile
Popular Capital Trust II PFD GTD 6.125% operates in the Banks - Regional industry within the Financial Services sector. It is headquartered in San Juan, PR. The company is led by CEO Javier D. Ferrer-Fernández. BPOPM has traded publicly since 2008.
BPOPM Financials
Bull Case vs Bear Case
Bull Case
- Stable financial performance.
- Consistent dividend yield.
- Specialized focus on capital security issuance.
- Established presence in the market.
Bear Case
- Limited diversification in revenue streams.
- Dependence on the capital securities market.
- Potential vulnerability to interest rate fluctuations.
- Regulatory constraints on statutory trusts.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.17B | $278M | $4.35 |
| Q1 FY2026 | $1.11B | $246M | $3.78 |
| Q4 FY2025 | $1.12B | $234M | $3.53 |
| Q3 FY2025 | $1.10B | $211M | $3.14 |
Q2 FY2026 · filed 7 Aug 2026 · SEC EDGAR →
Based on FMP financials and quantitative analysis
BPOPM Latest News
-
Stocks Trading Ex Dividend For Thurs., Sep. 13, 2018
· Sep 14, 2018
-
Stocks That Made New 52-Week Highs Yesterday, September 6th
· Sep 7, 2018
BPOPM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for BPOPM.
Price Targets
Wall Street price target analysis for BPOPM.
BPOPM MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for BPOPM; grades run from A+ (80-100) to F (below 30).
BPOPM Financial Services Stock FAQ
Is BPOPM a good stock?
Stock Expert AI does not rate BPOPM buy, sell or hold. Popular Capital Trust II PFD GTD 6.125% has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
What do analysts say about BPOPM stock?
125% (BPOPM). Generally, analysts assess factors such as market capitalization, P/E ratio, profit margins, and dividend yields to determine a stock's valuation and growth potential. For BPOPM, key metrics include a market cap of $1.75 billion, a P/E ratio of 11.06, a profit margin of 19.2%, and a dividend yield of 2.21%.
What are the key factors to evaluate for BPOPM?
Evaluate BPOPM on fundamentals, analyst consensus, and risk factors. P/E: 11.06x vs the S&P 500's ~20-25x. With a market capitalization of $1.75 billion and a P/E ratio of 11.06, the company showcases a stable financial foundation. Not financial advice.
How frequently does BPOPM data refresh on this page?
BPOPM's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven BPOPM's recent stock price performance?
Popular Capital Trust II PFD GTD 6.125% (BPOPM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Stable financial performance. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BPOPM overvalued or undervalued right now?
Popular Capital Trust II PFD GTD 6.125% (BPOPM) trades at 11.06x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of BPOPM?
Yes, most major brokerages offer fractional shares of Popular Capital Trust II PFD GTD 6.125% (BPOPM) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track BPOPM's earnings and financial reports?
Popular Capital Trust II PFD GTD 6.125% (BPOPM) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for BPOPM earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may not reflect all aspects of the company's operations.