What was the ROIC of ITAUSA S.A. (ITSA4) over the last 5 years?

ROIC of ITAUSA S.A. (ITSA4), clean values (no flag) of the last years with the figure: 2018: 16.8%; 2019: 18.4%; 2020: 12.5%; 2022: 19.5%; 2024: 17.2%. Each figure links to the CVM account it came from at https://dadosb3.com/acoes/ITSA4.

Has ITAUSA S.A. (ITSA4) ever restated its financial statements? In which years?

Yes. The statements for 2010, 2011, 2012, 2013, 2016, 2017, 2018, 2020, 2023 came back with different figures in the following year's annual filing. Year, account and both values: https://dadosb3.com/acoes/ITSA4/reapresentacoes

What is the net debt to EBITDA of ITAUSA S.A. (ITSA4) in the last filing, and how does it compare with the sector?

Net debt to EBITDA 0.25x in 2025; sector median -0.02x across 7 companies, each in its last clean year.

Did ITAUSA S.A. (ITSA4) have ROIC above 15% and net debt to EBITDA below 2 in the last filing?

In 2025: ROIC 18.4% (above 15%) and net debt to EBITDA 0.25x (below 2).

What is the P/E of ITAUSA S.A. (ITSA4) in the last filing, and the date of the price used?

P/E 9.1 for 2025, price of 16/03/2026 — the first session after that year's filing reached the CVM (point-in-time, not the 31 December price).

Dados B3 › Stocks › ITSA4

Financials

ITSA4 — ITAUSA S.A.

CNPJ 61.532.644/0001-15 · listed classes: ITSA4, ITSA3 · CVM code 7617

Gestão de Participações Societárias (Holding)As filed by the company in its registration form (FCA), reference 2026-01-01 · CVM sector: Emp. Adm. Part. - Intermediação Financeira

Nível 1 de Governança Corporativalisting segment

1966founded

São Paulo · SPheadquarters

Privadocontrol

Itaú Corretora de Valores S.A.share registrar

Pricewaterhousecoopers Auditores Independentes Ltda.auditor

itausa.com.brinvestor site

R$ 288.8 mavg. daily traded value (63 sessions)

Verdict

Net margin 200.6%; ROIC 18.4%; debt 0.3x EBITDA; P/E 9.1 against 7.1 for the sector; 2025 data, no relevant restatement.

Confidence flag: Clean data

Data for fiscal year 2025, received by the CVM on 2026-03-16; 5 of the 5 core figures published; last restatement recorded in 2023.

Does the company make money?

Net margin of 200.6% in 2025; sector median 8.9% (27 companies); the company itself ranged from 89.2% to 211.0% between 2010 and 2025; 98% of the 329 companies in the base are below; margin above 15%. how we compute it
Return on invested capital (ROIC) of 18.4% in 2025; sector median 16.7% (6 companies); the company itself ranged from 12.5% to 20.5% between 2014 and 2024; 70% of the 166 companies in the base are below; return above 15% a year; note: effective tax rate capped at 0% for ROIC. how we compute it

Is it sound or indebted?

Net debt to EBITDA of 0.3 in 2025; sector median -0.0 (7 companies); the company itself ranged from 0.0 to 0.3 between 2013 and 2025; 77% of the 300 companies in the base are above; debt up to 2 times EBITDA. how we compute it

Is the share expensive or cheap relative to the sector and its own history?

Price to earnings (P/E) of 9.1 in 2025; sector median 7.1 (5 companies); 62% of the 112 companies in the base are above; note: share count corrected from thousands to units. how we compute it
Price to book (P/B) of 1.7 in 2025; sector median 1.1 (5 companies); 42% of the 101 companies in the base are above; note: share count corrected from thousands to units. how we compute it

Descriptive: number, numeric band and comparison with the sector, the company's own history and the whole universe. Not investment advice. JSON · how the verdict works

Quote

R$ 13.99close of 2026-09-25 · B3 (COTAHIST), updated nightly — the price the API, the MCP and the dump serve

1m +8.4% · 12m +23.9% · YTD +19.8% · 52-week R$ 10.95–15.07

15-minute delayed quote, shown by TradingView — display only: it never enters our API, MCP or dump

Close, weekly, 5 years · return +22.5% (+4.2% a year) · not split-adjustedR$ 13.99 2026-09-25

2021low R$ 7.85 · high R$ 15.072026

Return by window

	1 month	3 months	1 year	2 years	5 years	10 years
Price	+8.4%	+5.2%	+23.9%	+27.2%	+27.5%	+64.4%
With dividends reinvested	+8.6%	+5.4%	+36.0%	+54.5%	+90.6%	+238.2%
Real, net of inflation (IPCA to 08/2026)	+8.7%	+5.6%	+31.0%	+41.6%	+48.1%	+110.0%
R$ 1,000 would be worth	R$ 1,086	R$ 1,054	R$ 1,360	R$ 1,545	R$ 1,906	R$ 3,382

Closing prices from the base up to 2026-09-25. The starting price is adjusted by the corporate actions checked against the price (the small mark says how many); a jump they do not explain leaves the window blank. Reinvestment buys more shares at the close of the ex-date, with no tax or cost; only the main ticker class. The real line divides the reinvested return by the IPCA accumulated in the window (Banco Central series 433, monthly, edge months pro rata by days); the latest month is only published around the 10th of the following month.

Corporate actions

last day with rights	event	multiplier	check
2025-12-18	bonus issue inferred	1.02× shares	not checked
2025-12-18	bonus issue inferred	1.02× shares	not checked

Why the price chart jumps: prices are not split-adjusted. Inferred means detected from the share count and the price, not announced in the exchange file.

Valuation

Today

R$ 156.8 bnmarket value
close of 2026-09-25 × sharesprice × shares outstanding

R$ 161.7 bnenterprise value
+ net debt 2025market value + net debt

R$ 1.47EPS 2025
profit per sharenet income for the year ÷ shares

R$ 7.92BVPS 2025
book value per shareshareholders' equity ÷ shares

8.6P/E 12m
to 2T26today's market value ÷ net income of the last 12 months (built by identity from the quarterly filings)

1.67P/B 2T26
latest quarterly balancetoday's market value ÷ equity to controlling shareholders at quarter end

19.8%ROE 12m
to 2T26net income of the last 12 months ÷ average equity over the same 12 months

214.3%net margin 12m
to 2T26net income ÷ net revenue, both over the last 12 months

944.5P/FCO 2025
FCO R$ 166 mmarket value ÷ operating cash flow

11.21 bnshares outstanding !latest public count, treasury excluded

Snapshot: today's close over the latest public share count. Cards marked 12m use the last four quarterly filings; the others use the 2025 annual filing. The multiples below are point-in-time: priced on the day the filing became public. share count caveat

At the filing date (point-in-time)

9.1P/E 2025
price of 2026-03-16 · sector 7.1 · 5 cos. · 4th of 6price ÷ earnings per share for the year

1.7P/B 2025
price of 2026-03-16 · sector 1.1 · 5 cos. · 4th of 6price ÷ book value per share

8.0EV/EBITDA 2025
price of 2026-03-16 · sector 4.5 · 5 cos. · 5th of 6enterprise value on the filing date ÷ EBITDA for the year (other sites use trailing 12 months and today's price)

-0.5%FCF yield 2025
price of 2026-03-16 · sector 4.7% · 5 cos. · 5th of 6(operating cash flow + capex) ÷ market value

18.4%ROE 2025
sector 18.5% · 7 cos. · 5th of 8net income to controlling ÷ average equity

18.4%ROIC 2025
sector 16.7% · 6 cos. · 4th of 7EBIT × (1 − effective tax rate) ÷ average invested capital (gross debt + total equity − cash − investments), goodwill included — /metodologia/roic

P/E, P/B and EV/EBITDA use the price of 2026-03-16 (R$ 13.38), the first one after the 2025 filing became public on 2026-03-16 — point-in-time, not the 31 December price. 1 caveat

By theme, fiscal year 2025

Valuation

P/Receita todaymarket value ÷ net revenue for the year	19.01×
EV/Receita todayenterprise value ÷ net revenue	19.60×
P/EBITDA todaymarket value ÷ EBITDA	8.09×
P/EBIT todaymarket value ÷ EBIT	8.65×
EV/EBIT todayenterprise value ÷ EBIT	8.92×
Earning yield todaynet income ÷ market value (the inverse of P/E)	10.5%

Debt and liquidity

Dívida líquida/PLnet debt ÷ shareholders' equity	0.05×
Dívida bruta/PLshort- and long-term borrowings ÷ equity	0.12×
Dívida líquida/EBITDAnet debt ÷ EBITDA for the year	0.25×
PL/Ativosequity ÷ total assets	0.84×
Passivos/Ativos(total assets − equity) ÷ total assets	0.16×
Liquidez correntecurrent assets ÷ current liabilities	3.18×

Efficiency

Margem brutagross profit ÷ net revenue	24.4%
Margem EBITDAEBITDA ÷ net revenue	234.9%
Margem EBITEBIT ÷ net revenue	219.7%
Margem líquidanet income ÷ net revenue	200.6%

Profitability

ROEnet income to controlling ÷ average equity	18.4%
ROICEBIT × (1 − effective tax rate) ÷ average invested capital (gross debt + total equity − cash − investments), goodwill included	18.4%
ROAnet income ÷ total assets	14.7%
Giro do ativonet revenue ÷ total assets	0.07×

Growth

Receita, 1 anorevenue this year ÷ previous year − 1	0.2%
Receita, CAGR 5 anoscompound annual growth of revenue over 5 years	7.0%
Lucro, CAGR 5 anoscompound annual growth of net income over 5 years (positive at both ends only)	18.5%
EBITDA, CAGR 5 anoscompound annual growth of EBITDA over 5 years (positive at both ends only)	18.3%

Standardized accounts and published indicators of the fiscal year; items marked today divide today's market value or enterprise value by an account of that year.

Indicators, year by year

Four indicators as charts and the full table below. A hollow point carries a caveat; a gap is a year without the figure — we never draw a line across a hole. In the table, the arrow opens the path from the figure down to the line in the regulator's file; a cell with ^! carries a caveat; a dashed dash is a suppressed figure — hover to see why. Nothing is hidden.

Fact checklist 9 of 9

✓More than 5 years listed 16.7 years
✓Profit in each of the last 5 fiscal years none
✓Never a loss in the base's history none
✓Latest-year ROE above 10% 18.4%
✓Revenue grew over 5 years (positive CAGR) 7.0%
✓Profit grew over 5 years (positive CAGR) 18.5%
✓Gross debt below equity debt = 12% of equity
✓Average yield of the last 5 years at least 5% 7.9%
✓Average daily traded value above R$ 10 million R$ 288.8 m/day

Nine objective checks with the threshold written in each line and the figure behind it. Descriptive, not a recommendation; the thresholds are ours and are declared.

ROE18.4% 2025

20102025

ROIC18.4%^! 2025

20102025

Net margin200.6% 2025

20102025

Point-in-time P/E9.1x^! 2025

20102025

Full table

indicator	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	sector
ROE ⟶	16.8%^!	17.4%	15.3%	18.0%	21.9%	21.1%	17.7%	16.6%	17.4%	18.7%	12.5%	19.8%	19.7%	17.3%	17.0%	18.4%	18.5%
ROIC ⟶	—	—	—	—	20.5%	19.8%^!	16.4%^!	15.6%^!	16.8%	18.4%	12.5%	19.4%^!	19.5%	16.4%^!	17.2%	18.4%^!	16.7%
ROA ⟶	1.8%^!	1.8%	1.5%	3.0%	18.0%	17.4%	14.4%	13.7%	14.7%	15.8%	10.5%	16.8%	15.5%	13.8%	13.5%	14.7%	1.5%
Gross margin ⟶	30.8%	35.6%	28.6%	29.5%	25.0%	23.6%	22.3%	26.1%	25.4%	25.8%	31.5%	35.2%	33.9%	32.2%	29.8%	24.4%	87.1%
EBIT margin ⟶	-271.3%^!	-239.6%^!	-227.0%^!	122.6%^!	165.8%^!	185.6%^!	175.6%^!	172.9%^!	184.7%^!	219.5%^!	131.4%^!	160.3%^!	183.5%^!	191.1%^!	199.0%^!	219.7%^!	32.9%
Net margin ⟶	95.7%	105.4%	89.2%	113.7%	162.5%	184.1%	175.3%	171.5%	180.7%	211.0%	124.9%	162.7%	166.8%	189.3%	180.8%	200.6%	8.9%
Revenue growth (1y) ⟶	—	-2.8%	11.0%	8.3%	-5.1%	-2.7%	-4.1%	6.0%	8.2%	-6.8%	17.4%	38.9%	3.9%	-13.0%	11.5%	0.2%	16.8%
Revenue growth (5y CAGR) ⟶	—	—	—	—	—	-1.4%	-1.7%	0.3%	0.3%	-0.1%	3.8%	11.8%	11.3%	6.6%	10.5%	7.0%	21.0%
Net debt/EBITDA ⟶	—	—	—	0.16x	0.09x	0.07x	0.11x	0.23x	0.06x	0.05x	0.16x	0.25x	0.34x	0.20x	0.24x	0.25x	-0.02x
Current ratio ⟶	1.22x	1.28x	1.20x	1.81x	1.72x	1.92x	1.71x	1.76x	2.66x	2.48x	2.15x	1.68x	1.59x	2.64x	2.17x	3.18x	1.43x

In reais, year by year

The three statements behind the ratios — income statement, balance sheet and cash flow — in the standardized lines, consolidated as filed (or parent-only when that is what the company files). EBITDA and net debt follow the published methodology; gross debt, cash and investments and free cash flow are sums the line names spell out.

line	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	2T26	TTM
Income statement
Net revenue (R$ bn)	5.2	5.1	5.7	5.3	5.0	4.9	4.7	5.0	5.4	5.0	5.9	8.2	8.5	7.4	8.2	8.2	2.2	8.5
Cost of goods and services (R$ bn)	-3.6	-3.3	-4.0	-3.7	-3.8	-3.7	-3.6	-3.7	-4.0	-3.7	-4.0	-5.3	-5.6	-5.0	-5.8	-6.2	-1.7	-6.3
Gross profit (R$ bn)	1.6	1.8	1.6	1.6	1.3	1.2	1.0	1.3	1.4	1.3	1.9	2.9	2.9	2.4	2.5	2.0	0.5	2.2
EBITDA (R$ bn)	-13.0	-10.8	-11.4	7.1	9.0	9.7	8.9	9.2	10.8	11.7	8.4	13.8	16.4	15.3	17.6	19.4	—	—
Depreciation and amortization (R$ bn)	1.2	1.4	1.5	0.6	0.7	0.6	0.6	0.6	0.8	0.7	0.6	0.7	0.9	1.2	1.2	1.3	—	—
EBIT (operating result) (R$ bn)	-14.2	-12.2	-12.8	6.5	8.3	9.1	8.2	8.6	9.9	11.0	7.7	13.1	15.6	14.1	16.4	18.1	5.0	19.2
Pre-tax profit (R$ bn)	7.1	6.6	6.6	6.3	8.3	9.0	8.0	8.4	9.8	10.7	7.5	13.2	14.6	13.8	15.0	16.4	5.6	18.5
Income taxes (R$ bn)	-2.0	-1.3	-1.6	-0.1	-0.1	0.0	0.2	0.2	-0.1	-0.2	-0.2	0.1	-0.4	0.2	-0.1	0.2	-0.3	-0.2
Net income (R$ bn)	5.0	5.4	5.0	6.0	8.2	9.0	8.2	8.5	9.7	10.6	7.3	13.3	14.2	14.0	14.9	16.6	5.3	18.2
Net income (controlling) (R$ bn)	4.4	4.8	4.5	5.7	7.9	8.9	8.2	8.4	9.4	10.3	7.1	12.2	13.7	13.5	14.8	16.5	5.2	18.2
Balance sheet
Total assets (R$ bn)	275.6	312.0	364.0	41.9	48.6	54.8	59.0	65.6	66.2	67.5	72.6	86.0	96.6	105.3	114.6	111.2	119.8	119.8
Current assets (R$ bn)	176.2	191.2	215.0	5.3	5.6	6.1	6.7	5.8	6.3	6.4	8.0	9.8	11.7	12.7	12.5	11.3	15.1	15.1
Current liabilities (R$ bn)	144.6	149.0	179.8	2.9	3.3	3.2	3.9	3.3	2.4	2.6	3.7	5.8	7.4	4.8	5.8	3.6	7.5	7.5
Gross debt (short + long term) (R$ bn)	0.0	0.0	0.0	2.8	3.0	3.1	3.7	4.8	4.1	4.2	5.7	8.9	12.0	10.8	11.1	10.8	10.6	10.6
Cash and investments (R$ bn)	103.0	106.2	123.0	1.6	2.2	2.5	2.7	2.7	3.5	3.6	4.4	5.4	6.5	7.7	7.0	5.9	6.5	6.5
Net debt (R$ bn)	-103.0	-106.2	-123.0	1.1	0.8	0.6	1.0	2.1	0.6	0.6	1.3	3.5	5.6	3.1	4.2	4.9	—	—
Shareholders' equity (R$ bn)	29.2	32.3	32.7	36.0	42.2	47.9	50.7	56.2	58.1	58.4	60.6	69.5	76.5	87.0	95.0	93.4	98.6	98.6
Cash flow
Operating cash flow (R$ bn)	-9.9	-1.7	19.6	0.5	0.8	1.0	0.5	0.7	-0.7	0.8	1.3	1.4	-0.1	0.3	0.6	0.2	—	—
Capital expenditures (R$ bn)	-1.3	-2.6	-2.0	-0.5	-0.7	-0.6	-0.4	-0.4	-0.5	-0.5	-0.5	-0.9	-1.2	-1.3	-1.4	-0.9	—	—
Free cash flow (FCO + capex) (R$ bn)	-11.2	-4.3	17.6	0.0	0.1	0.4	0.1	0.3	-1.1	0.3	0.8	0.5	-1.3	-1.0	-0.7	-0.8	—	—

The two right-hand columns come from the quarterly filing (ITR): the latest quarter alone and the last 12 months (TTM) built by the same identity as the TTM P/E. EBITDA and net debt have no quarterly series here.

The current year, quarter by quarter

As the company filed it in its interim report. The fourth quarter does not exist on its own in that filing — the closed year comes in the annual one, and we do not derive a Q4, so that a figure we computed never sits beside the figures the company reported. Filed on is the date the report became public, and the price is taken from it.

quarter	revenue (R$ m)	profit (R$ m)	net margin	P/E TTM	P/B	filed on
2024T1^!	1,936.0	3,455.0	178.5%	7.3	1.28	2024-06-06
2024T2^!	1,995.0	3,819.0	191.4%	7.5	1.29	2024-08-12
2024T3^!	2,240.0	3,877.0	173.1%	7.8	1.27	2024-11-11
2025T1^!	1,903.0	3,955.0	207.8%	7.8	1.39	2025-06-03
2025T2^!	2,121.0	4,093.0	193.0%	7.7	1.34	2025-08-11
2025T3^!	2,128.0	4,217.0	198.2%	8.2	1.41	2025-11-10
2026T1^!	2,019.0	4,462.0	221.0%	8.7	1.65	2026-05-11
2026T2^!	2,231.0	5,264.0	235.9%	7.8	1.51	2026-08-11

Full series, every quarter: GET /empresas/ITSA4/trimestres

Dividends

Next: 2026-10-01 payment · JCP R$ 0.0242 · 2026-11-30 ex-date · dividend or interest on equity (the filing does not say) R$ 0.0242 filing to the regulator on 2026-02-10 · 2027-01-04 payment · dividend or interest on equity (the filing does not say) R$ 0.0242 filing to the regulator on 2026-02-10

The latest dividend by ITSA4 was a JCP of R$ 0.0242 per share (record date 2026-08-31, payment 2026-10-01). In the last 12 months: 8 payments adding up to R$ 1.1438 per share. Average yield of the last 5 full years: 7.9%.

type	record date	ex-date	payment	per share
JCP	2026-08-31	2026-09-01	2026-10-01	R$ 0.0242
JCP	2026-06-18	2026-06-19	2026-08-28	R$ 0.1380
JCP	2026-05-29	2026-06-01	2026-07-01	R$ 0.0242
JCP	2026-03-19	2026-03-20	2026-08-28	R$ 0.1160
JCP	2026-02-27	2026-03-02	2026-04-01	R$ 0.0242
JCP	2025-12-09	2025-12-10	2026-03-06	R$ 0.0182
dividend	2025-12-09	2025-12-10	2025-12-19	R$ 0.7754
JCP	2025-11-28	2025-12-01	2026-01-02	R$ 0.0235
JCP	2025-08-29	2025-09-01	—	R$ 0.0235
JCP	2025-08-18	2025-08-19	—	R$ 0.1859
JCP	2025-06-20	2025-06-23	—	R$ 0.0591
JCP	2025-05-30	2025-06-02	—	R$ 0.0235
JCP	2025-02-28	2025-03-05	—	R$ 0.0235
JCP	2025-02-17	2025-02-18	—	R$ 0.1011
dividend	2025-02-17	2025-02-18	—	R$ 0.4082
dividend	2025-02-17	2025-02-18	—	R$ 0.0922
JCP	2024-12-11	2024-12-12	—	R$ 0.0581
JCP	2024-11-29	2024-12-02	—	R$ 0.0235
JCP	2024-09-19	2024-09-20	—	R$ 0.0484
JCP	2024-08-30	2024-09-02	—	R$ 0.0235
JCP	2024-06-20	2024-06-21	—	R$ 0.0946
JCP	2024-05-31	2024-06-03	—	R$ 0.0235
JCP	2024-03-21	2024-03-22	—	R$ 0.0700
JCP	2024-02-29	2024-03-01	—	R$ 0.0235
dividend	2024-02-22	2024-02-23	—	R$ 0.3005
JCP	2023-12-18	2023-12-19	—	R$ 0.0794
JCP	2023-11-30	2023-12-01	—	R$ 0.0235
JCP	2023-10-19	2023-10-20	—	R$ 0.0515
JCP	2023-09-21	2023-09-22	—	R$ 0.1165
JCP	2023-08-17	2023-08-18	—	R$ 0.0235
JCP	2023-07-25	2023-07-26	—	R$ 0.0515
JCP	2023-06-22	2023-06-23	—	R$ 0.1144
JCP	2023-05-31	2023-06-01	—	R$ 0.0235
JCP	2023-03-23	2023-03-24	—	R$ 0.0773
JCP	2023-02-28	2023-03-01	—	R$ 0.0235
JCP	2022-12-08	2022-12-09	—	R$ 0.0445
JCP	2022-12-08	2022-12-09	—	R$ 0.1410
JCP	2022-11-30	2022-12-01	—	R$ 0.0235
JCP	2022-11-18	2022-11-21	—	R$ 0.0515
JCP	2022-08-31	2022-09-01	—	R$ 0.0235
JCP	2022-08-18	2022-08-19	—	R$ 0.0494
JCP	2022-08-18	2022-08-19	—	R$ 0.0103
JCP	2022-05-31	2022-06-01	—	R$ 0.0235
JCP	2022-03-24	2022-03-25	—	R$ 0.1134
JCP	2022-01-14	2022-01-17	—	R$ 0.1333
JCP	2021-12-13	2021-12-14	—	R$ 0.0235
JCP	2021-11-30	2021-12-01	—	R$ 0.0235
JCP	2021-11-23	2021-11-24	—	R$ 0.1547
dividend	2021-08-31	2021-09-01	—	R$ 0.0200
JCP	2021-08-13	2021-08-16	—	R$ 0.0373
dividend	2021-05-31	2021-06-01	—	R$ 0.0200
JCP	2021-05-24	2021-05-25	—	R$ 0.0184
JCP	2021-04-27	2021-04-28	—	R$ 0.0213
JCP	2021-03-25	2021-03-26	—	R$ 0.0191
JCP	2021-03-09	2021-03-10	—	R$ 0.0155
dividend	2021-02-26	2021-03-01	—	R$ 0.0200
JCP	2021-01-22	2021-01-26	—	R$ 0.0208
JCP	2020-12-10	2020-12-11	—	R$ 0.1017
dividend	2020-11-30	2020-12-01	—	R$ 0.0200
dividend	2020-08-31	2020-09-01	—	R$ 0.0200
dividend	2020-08-17	2020-08-18	—	R$ 0.0200
dividend	2020-05-29	2020-06-01	—	R$ 0.0200
dividend	2020-02-28	2020-03-02	—	R$ 0.0200
JCP	2020-02-20	2020-02-21	—	R$ 0.2174
dividend	2020-02-20	2020-02-21	—	R$ 0.2260
JCP	2019-12-12	2019-12-13	—	R$ 0.0060
dividend	2019-11-29	2019-12-02	—	R$ 0.0200
dividend	2019-08-30	2019-09-02	—	R$ 0.0200
dividend	2019-08-15	2019-08-16	—	R$ 0.3405
dividend	2019-05-31	2019-06-03	—	R$ 0.0200
dividend	2019-02-28	2019-03-01	—	R$ 0.0200
JCP	2019-02-21	2019-02-22	—	R$ 0.3111
dividend	2019-02-21	2019-02-22	—	R$ 0.4532
JCP	2018-12-17	2018-12-18	—	R$ 0.0081
dividend	2018-11-30	2018-12-03	—	R$ 0.0200
dividend	2018-08-31	2018-09-03	—	R$ 0.0150
JCP	2018-08-17	2018-08-20	—	R$ 0.0096
dividend	2018-08-17	2018-08-20	—	R$ 0.1992
dividend	2018-05-30	2018-06-01	—	R$ 0.0150
dividend	2018-02-28	2018-03-01	—	R$ 0.0150
dividend	2018-02-22	2018-02-23	—	R$ 0.1850
dividend	2018-02-22	2018-02-23	—	R$ 0.1103
JCP	2018-02-22	2018-02-23	—	R$ 0.3740
JCP	2017-12-22	2017-12-26	—	R$ 0.1681
dividend	2017-11-30	2017-12-01	—	R$ 0.0150
dividend	2017-08-31	2017-09-01	—	R$ 0.0150
JCP	2017-08-14	2017-08-15	—	R$ 0.0790
dividend	2017-05-31	2017-06-01	—	R$ 0.0150
dividend	2017-02-24	2017-03-01	—	R$ 0.0150
JCP	2017-02-20	2017-02-21	—	R$ 0.1188
JCP	2017-02-20	2017-02-21	—	R$ 0.0490
JCP	2016-12-22	2016-12-23	—	R$ 0.0480
JCP	2016-12-22	2016-12-23	—	R$ 0.2280
dividend	2016-11-30	2016-12-01	—	R$ 0.0150
dividend	2016-08-31	2016-09-01	—	R$ 0.0150
JCP	2016-08-12	2016-08-15	—	R$ 0.0790
dividend	2016-05-31	2016-06-01	—	R$ 0.0150
dividend	2016-02-29	2016-03-01	—	R$ 0.0150
JCP	2016-02-18	2016-02-19	—	R$ 0.1063
dividend	2016-02-18	2016-02-19	—	R$ 0.0755
JCP	2015-12-09	2015-12-10	—	R$ 0.1209
dividend	2015-11-30	2015-12-01	—	R$ 0.0150
dividend	2015-08-31	2015-09-01	—	R$ 0.0150
JCP	2015-08-12	2015-08-13	—	R$ 0.0865
dividend	2015-05-29	2015-06-01	—	R$ 0.0150
dividend	2015-02-27	2015-03-02	—	R$ 0.0150
dividend	2015-02-10	2015-02-11	—	R$ 0.0497
dividend	2015-02-10	2015-02-11	—	R$ 0.0419
JCP	2015-02-10	2015-02-11	—	R$ 0.1741
JCP	2014-12-19	2014-12-22	—	R$ 0.0356
dividend	2014-11-28	2014-12-01	—	R$ 0.0150
dividend	2014-08-29	2014-09-01	—	R$ 0.0150
JCP	2014-08-13	2014-08-14	—	R$ 0.0820
dividend	2014-05-30	2014-06-02	—	R$ 0.0150
dividend	2014-02-28	2014-03-05	—	R$ 0.0150
JCP	2014-02-18	2014-02-19	—	R$ 0.1140
JCP	2014-02-18	2014-02-19	—	R$ 0.0626
JCP	2013-12-20	2013-12-23	—	R$ 0.0860
dividend	2013-11-29	2013-12-02	—	R$ 0.0150
dividend	2013-08-30	2013-09-02	—	R$ 0.0150
JCP	2013-08-06	2013-08-07	—	R$ 0.0710
dividend	2013-05-31	2013-06-03	—	R$ 0.0150
JCP	2013-03-05	2013-03-06	—	R$ 0.1258
dividend	2013-02-28	2013-03-01	—	R$ 0.0150
JCP	2012-12-21	2012-12-26	—	R$ 0.0970
JCP	2012-12-21	2012-12-26	—	R$ 0.1100
dividend	2012-11-30	2012-12-03	—	R$ 0.0150
dividend	2012-08-31	2012-09-03	—	R$ 0.0150
dividend	2012-05-31	2012-06-01	—	R$ 0.0150
JCP	2012-02-29	2012-03-01	—	R$ 0.1348
JCP	2012-02-29	2012-03-01	—	R$ 0.0129
dividend	2012-02-29	2012-03-01	—	R$ 0.0140
JCP	2011-12-26	2011-12-27	—	R$ 0.1400
dividend	2011-11-30	2011-12-01	—	R$ 0.0140
dividend	2011-08-31	2011-09-01	—	R$ 0.0140
JCP	2011-08-09	2011-08-10	—	R$ 0.0780
dividend	2011-05-31	2011-06-01	—	R$ 0.0140
JCP	2011-03-29	2011-03-30	—	R$ 0.1117
JCP	2011-03-04	2011-03-09	—	R$ 0.0472
dividend	2011-02-28	2011-03-01	—	R$ 0.0140
JCP	2010-12-30	2011-01-03	—	R$ 0.0874
dividend	2010-11-30	2010-12-01	—	R$ 0.0140
dividend	2010-08-31	2010-09-01	—	R$ 0.0140
JCP	2010-08-10	2010-08-11	—	R$ 0.0716
dividend	2010-05-31	2010-06-01	—	R$ 0.0140
JCP	2010-03-02	2010-03-03	—	R$ 0.0730
JCP	2010-03-02	2010-03-03	—	R$ 0.1085
dividend	2010-02-26	2010-03-01	—	R$ 0.0140
JCP	2009-12-30	2010-01-04	—	R$ 0.0350
dividend	2009-11-30	2010-01-04	—	R$ 0.0140
dividend	2009-08-31	2010-01-04	—	R$ 0.0140
JCP	2009-08-21	2010-01-04	—	R$ 0.0512
dividend	2009-05-29	2010-01-04	—	R$ 0.0140
JCP	2009-03-09	2010-01-04	—	R$ 0.1380
JCP	2009-03-09	2010-01-04	—	R$ 0.1312
dividend	2009-02-27	2010-01-04	—	R$ 0.0140
JCP	2008-12-30	2010-01-04	—	R$ 0.0427
dividend	2008-11-28	2010-01-04	—	R$ 0.0140
dividend	2008-09-18	2010-01-04	—	R$ 0.0140
dividend	2008-08-15	2010-01-04	—	R$ 0.0435
dividend	2008-06-20	2010-01-04	—	R$ 0.0140
dividend	2008-02-22	2010-01-04	—	R$ 0.0120
JCP	2008-02-22	2010-01-04	—	R$ 0.0850
JCP	2008-02-22	2010-01-04	—	R$ 0.1730
JCP	2007-11-26	2010-01-04	—	R$ 0.0230
dividend	2007-11-26	2010-01-04	—	R$ 0.0120
dividend	2007-09-18	2010-01-04	—	R$ 0.0120
JCP	2007-08-17	2010-01-04	—	R$ 0.0510
dividend	2007-06-21	2010-01-04	—	R$ 0.0120
JCP	2007-02-27	2010-01-04	—	R$ 0.0120
JCP	2007-02-27	2010-01-04	—	R$ 0.1127
JCP	2007-02-27	2010-01-04	—	R$ 0.0730
JCP	2006-12-19	2010-01-04	—	R$ 0.1275
JCP	2006-12-19	2010-01-04	—	R$ 0.0120
JCP	2006-09-21	2010-01-04	—	R$ 0.0120
JCP	2006-08-11	2010-01-04	—	R$ 0.0480
JCP	2006-06-23	2010-01-04	—	R$ 0.0120
JCP	2006-03-07	2010-01-04	—	R$ 0.0095
JCP	2006-03-07	2010-01-04	—	R$ 0.0300
JCP	2005-12-26	2010-01-04	—	R$ 0.0380
JCP	2005-12-26	2010-01-04	—	R$ 0.1360
JCP	2005-12-26	2010-01-04	—	R$ 0.0095
JCP	2005-09-20	2010-01-04	—	R$ 0.0095
JCP	2005-08-12	2010-01-04	—	R$ 0.0380
JCP	2005-06-23	2010-01-04	—	R$ 0.0095
JCP	2005-03-07	2010-01-04	—	R$ 0.0073
JCP	2005-03-07	2010-01-04	—	R$ 0.0112
JCP	2005-03-07	2010-01-04	—	R$ 0.0133
JCP	2004-12-07	2010-01-04	—	R$ 0.0262
JCP	2004-12-07	2010-01-04	—	R$ 0.1115
JCP	2004-12-07	2010-01-04	—	R$ 0.0073
JCP	2004-09-21	2010-01-04	—	R$ 0.0073
JCP	2004-08-13	2010-01-04	—	R$ 0.0246
JCP	2004-06-21	2010-01-04	—	R$ 0.0073
JCP	2004-03-09	2010-01-04	—	R$ 0.0056
JCP	2004-02-17	2010-01-04	—	R$ 0.0146
JCP	2003-12-16	2010-01-04	—	R$ 0.0585
JCP	2003-12-16	2010-01-04	—	R$ 0.0750
JCP	2003-12-16	2010-01-04	—	R$ 0.0056
JCP	2003-09-18	2010-01-04	—	R$ 0.0056
JCP	2003-08-15	2010-01-04	—	R$ 0.0205
JCP	2003-06-18	2010-01-04	—	R$ 0.0056
JCP	2003-03-18	2010-01-04	—	R$ 0.0436
JCP	2003-03-18	2010-01-04	—	R$ 0.0054
JCP	2003-03-18	2010-01-04	—	R$ 0.0040
JCP	2002-12-16	2010-01-04	—	R$ 0.0476
JCP	2002-12-16	2010-01-04	—	R$ 0.0040
JCP	2002-09-17	2010-01-04	—	R$ 0.0040
JCP	2002-08-13	2010-01-04	—	R$ 0.0190
JCP	2002-06-14	2010-01-04	—	R$ 0.0040
JCP	2002-04-29	2010-01-04	—	R$ 0.0570
JCP	2002-03-19	2010-01-04	—	R$ 0.0028
JCP	2001-12-28	2010-01-04	—	R$ 0.0412
JCP	2001-12-14	2010-01-04	—	R$ 0.0028
JCP	2001-09-18	2010-01-04	—	R$ 0.0028
JCP	2001-08-14	2010-01-04	—	R$ 0.0190
JCP	2001-06-19	2010-01-04	—	R$ 0.0028
JCP	2001-03-09	2010-01-04	—	R$ 0.0297
JCP	2001-03-09	2010-01-04	—	R$ 0.0028
JCP	2000-12-22	2010-01-04	—	R$ 0.0537
JCP	2000-12-19	2010-01-04	—	R$ 0.0028
JCP	2000-09-18	2010-01-04	—	R$ 0.0028
JCP	2000-08-15	2010-01-04	—	R$ 0.0173
JCP	2000-06-16	2010-01-04	—	R$ 0.0028
JCP	2000-03-21	2010-01-04	—	R$ 0.0028
JCP	1999-12-27	2010-01-04	—	R$ 0.0582
JCP	1999-12-17	2010-01-04	—	R$ 0.0028
JCP	1999-09-17	2010-01-04	—	R$ 0.0028
JCP	1999-08-13	2010-01-04	—	R$ 0.0160
JCP	1999-06-22	2010-01-04	—	R$ 0.0028
JCP	1999-03-16	2010-01-04	—	R$ 0.0028
JCP	1998-12-23	2010-01-04	—	R$ 0.0028
JCP	1998-10-02	2010-01-04	—	R$ 0.0236
dividend	1998-09-22	2010-01-04	—	R$ 0.0024
dividend	1998-08-11	2010-01-04	—	R$ 0.0101
dividend	1998-06-18	2010-01-04	—	R$ 0.0024
dividend	1998-03-03	2010-01-04	—	R$ 0.0116
dividend	1998-03-03	2010-01-04	—	R$ 0.0024
dividend	1998-03-03	2010-01-04	—	R$ 0.0100
dividend	1997-12-17	2010-01-04	—	R$ 0.0024
dividend	1997-09-16	2010-01-04	—	R$ 0.0024
dividend	1997-08-12	2010-01-04	—	R$ 0.0077
dividend	1997-06-23	2010-01-04	—	R$ 0.0024
dividend	1997-03-03	2010-01-04	—	R$ 0.0024
dividend	1997-03-03	2010-01-04	—	R$ 0.0060
dividend	1996-12-17	2010-01-04	—	R$ 0.0024
dividend	1996-09-18	2010-01-04	—	R$ 0.0024
dividend	1996-08-13	2010-01-04	—	R$ 0.0044
dividend	1996-06-18	2010-01-04	—	R$ 0.0024
dividend	1996-03-12	2010-01-04	—	R$ 0.0019
dividend	1996-03-12	2010-01-04	—	R$ 0.0050

Ex-date is the first trading session after the record date, from our own price history. Payment date comes from the exchange file; CVM marks a date taken from the filing to the regulator. Only the main ticker class.

Record dates in the last 5 years, by month: Jan1Feb8Mar4AprMay5Jun4Jul1Aug8Sep2Oct1Nov7Dec7

Per year

year	per share	payments	yield
2026	R$ 0.3267	5	2.3%
2025	R$ 1.7342	11	14.8%
2024	R$ 0.6657	9	7.5%
2023	R$ 0.5847	10	5.6%
2022	R$ 0.6140	10	7.2%
2021	R$ 0.3942	12	4.4%
2020	R$ 0.6451	8	5.5%
2019	R$ 1.1907	8	8.5%
2018	R$ 0.9512	10	7.9%
2017	R$ 0.4749	8	4.4%

Yield per year = the year's dividends over the close of its last session; the current year is partial.

Shareholders and free float

65.73%free float
7,370,345,156 sharesshares outstanding held by the market, as filed in the FRE

965,450shareholders
961,131 individuals · 2,566 companies · 1,753 institutionalcount at the last shareholders meeting, from the FRE

ALFREDO EGYDIO ARRUDA VILLELA FILHO +30controlling shareholder
as declared in the FREshareholders the company marks as controlling

80% ONtag along (minimum)
Nível 1 de Governança Corporativaminimum guaranteed by the listing segment or by law; the bylaws may grant more

shareholder	type	% ON	% PN	% total
ALFREDO EGYDIO ARRUDA VILLELA FILHO ctrl agreement	PF	12.79%	3.88%	6.94%
ANA LÚCIA DE MATTOS BARRETTO VILLELA ctrl agreement	PF	12.79%	3.62%	6.77%
Fundação Antonio e Helena Zerrenner Instituição Nacional de Beneficência agreement	PJ	15.40%	2.03%	6.62%
FUNDAÇÃO ITAÚ	PJ	11.38%	0.73%	4.39%
RODOLFO VILLELA MARINO ctrl agreement	PF	6.41%	2.60%	3.91%
RICARDO VILLELA MARINO ctrl agreement	PF	6.40%	2.60%	3.91%
BlackRock Inc.	PJ	0.00%	5.00%	3.28%
ALFREDO EGYDIO SETUBAL ctrl agreement	PF	3.58%	0.75%	1.72%
RICARDO EGYDIO SETUBAL ctrl agreement	PF	3.58%	0.74%	1.72%
JOSÉ LUIZ EGYDIO SETUBAL ctrl agreement	PF	2.88%	0.72%	1.46%
ROBERTO EGYDIO SETUBAL ctrl agreement	PF	1.90%	0.38%	0.90%
CAROLINA MARINHO LUTZ SETUBAL ctrl agreement	PF	1.36%	0.24%	0.63%
JULIA GUIDON SETUBAL ctrl agreement	PF	1.36%	0.24%	0.63%
PAULO EGYDIO SETUBAL ctrl agreement	PF	1.36%	0.24%	0.63%
OLAVO EGYDIO SETUBAL JÚNIOR ctrl agreement	PF	0.36%	0.77%	0.63%
Others (market)	—	—	—	52.10%
Treasury shares	—	—	—	0.06%

Direct holdings from the reference form (FRE) filed on 2026-07-03, version 2. The chain of control (who owns the holding) is not reproduced here. Names of individuals appear as in the public filing.

Filings and notices

filed	category	subject	document
2026-09-10	Valores Mobiliários negociados e detidos (art. 11 da Instr. CVM nº 358) · Posição Consolidada	—	open
2026-09-10	Valores Mobiliários negociados e detidos (art. 11 da Instr. CVM nº 358) · Posição Individual - Cia, Controladas e Coligadas	—	open
2026-08-21	Comunicado ao Mercado · Outros Comunicados Não Considerados Fatos Relevantes	Apresentação Institucional	open
2026-08-11	Dados Econômico-Financeiros · Demonstrações Financeiras Intermediárias	Demonstrações Financeira Intermediárias (Versão Português)	open
2026-08-11	Dados Econômico-Financeiros · Press-release	Relatório da Administração 2T26	open
2026-08-11	Dados Econômico-Financeiros · Demonstrações Financeiras Adicionais	Demonstrações Financeiras Intermediárias (Versão em Inglês)	open
2026-08-11	Comunicado ao Mercado · Apresentações a analistas/agentes do mercado	Resultados em Foco - 1º Semestre/2026	open
2026-08-10	Dados Econômico-Financeiros · Demonstrações Financeiras Intermediárias	Demonstrações Financeira Intermediárias (Versão Português)	open
2026-08-10	Dados Econômico-Financeiros · Demonstrações Financeiras Intermediárias	Demonstrações Contábeis Intermediárias (versão Inglês)	open
2026-08-10	Dados Econômico-Financeiros · Press-release	Relatório da Administração 2T26	open

The last filings this company sent to the CVM outside its financial statements, newest first, from the regulator's own IPE index. The subject line is the company's own free text. We do not summarise or classify these documents — read the original.

Piotroski F-Score 5/9 (2025) — what each criterion means.

Restated filings for this company

The regulator overwrites the old version; we keep both. Figures in R$ millions: first filing on the left, restatement on the right.

fiscal year	account	first filing	restated
2012	BPA 1	364,017.0	39,050.0
2012	BPP 2	364,017.0	39,050.0
2012	BPA 1.01	214,978.0	5,300.0
2012	BPP 2.01	179,805.0	3,572.0
2012	BPA 1.01.02	117,859.0	429.0
2012	DFC_MI 6.01	19,611.0	3.0
2012	DRE 3.05	-12,832.0	5,227.0
2011	BPP 2.01	149,014.0	143,949.0

Every restatement of this company, year by year

This company appears in

Compare

Side by side, with each figure's caveat and how often each company restated its filings.

ITSA4 × ITUB4 · ITSA4 × BBDC4 · ITSA4 × BPAC11 · ITSA4 × SANB11 · ITSA4 × BBAS3 · ITSA4 × B3SA3

compare with the sector: ITSA4 × RPAD3 × ARND3

Other companies in Financials

33 more with a page, same CVM sector — a classification of the regulator's, not ours.

ABCB4 ARND3 B1003 B3SA3 BAZA3 BBAS3 BBDC4 BBSE3 BEES3 BETP3 BGIP4 BMEB4 BMGB4 BMIN4 BNBR3 BPAC11 BPAR3 BRBI11 BRSR6 BSLI3 CIEL3 CXSE3 FIGE3 HBTS5 IRBR3 ITUB4 PINE4 PRBC4 PSSA3 QUAL3 RPAD3 SANB11 WIZC3

Take this into your code

Everything on this page is also JSON: GET /empresas/ITSA4/indicadores. WEGE3 is open for testing without a key; for the rest, create a free key (200 calls/day, no card).

Price coverage: 4,151 sessions, 2010-01-04 → 2026-09-25 · methodology · how we verify

Sources: CVM (open data, ODbL) and B3 (COTAHIST). Not affiliated with B3 or the CVM. Not investment advice.

Numbers on this page are live. Data version 2026-09-27-reapresentacao-agreg · page generated 2026-09-27 09:30 UTC. If this does not match /saude, you are reading a cached copy.