• Itaú Unibanco released a transcript of its 2Q26 earnings video conference attended by analysts and investors; the CEO led the presentation.
• Recurring net income reached BRL 12.4 billion; ROE was 24.3% consolidated, 25.7% in Brazil.
• Loan book rose to BRL 1.522 trillion, up 2.7% quarter-on-quarter; NII with clients climbed to BRL 32.6 billion, up 3.3%.
• Guidance held for loans, NII, credit costs, expenses; fee and insurance growth outlook cut to 2%-5% from 5%-9%.
• Management flagged SME delinquency as a grace-period mechanical effect, forecasting NPL over 90 days to rise about 10 bps next quarter to ~2.1%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Itaú Unibanco Holding SA published the original content used to generate this news brief on August 05, 2026, and is solely responsible for the information contained therein.