FULLTEXT DEL 8 AV 9

10-K – 2026-03-02 – d17859d10k.htm

Föregående del · Dokumentindex · Nästa del

At December 31, 2025, other short-term borrowings  
consisted of $
650
 
million in FHLB Advances, compared to $
225
 
million in FHLB
Advances at December 31, 2024.

The following table presents additional information  
related to the Corporation’s other short-term
borrowings at December 31, 2025 and December 31,  
2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(Dollars in thousands)
2025
2024
Maximum aggregate balance outstanding at any month-end
$
650,000
$
225,000
Average monthly aggregate balance outstanding
$
374,728
$
8,402
Weighted average interest rate:
For the year
4.16
%
5.40
%
At December 31
3.98
%
4.67
%

 
 
199
Notes Payable

The following table presents the composition of notes  
payable at December 31, 2025 and December  
31, 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2025
December 31, 2024
Advances with the FHLB with maturities ranging from
2026
 
through
2029
 
paying interest at monthly
fixed rates ranging from
0.69
% to
4.17
%  
(2024 -
0.54
% to
5.26
%)
$
164,620
$
302,722
Unsecured senior debt securities maturing on
2028
 
paying interest
semiannually
 
at a fixed rate of
7.25
% (2024-
7.25
%), net of debt issuance costs of $
3,442
 
(2024 - $
4,082
)
[1]
396,558
395,198
Junior subordinated deferrable interest debentures (related to  
trust preferred securities) maturing on
2034
 
with fixed interest rates ranging from
6.125
% to
6.564
% (2024 -
6.125
% to
6.564
%), net of debt
issuance costs of $
234
 
(2024 - $
261
)
198,399
198,373
Total notes payable
$
759,577
$
896,293
[1] On March 13, 2023, the Corporation issued $
400
 
million aggregate principal amount of
7.25
% Senior Notes due
2028
 
(the “2028 Notes”) in an
underwritten public offering. The Corporation used a  
portion of the net proceeds of the 2028 Notes offering  
to redeem, on August 14, 2023, the
outstanding $
300
 
million aggregate principal amount of its
6.125
% Senior Notes which were due on September
2023
. The redemption price was
equal to
100
% of the principal amount plus accrued and unpaid  
interest through the redemption date.

A breakdown of borrowings by contractual maturities  
at December 31, 2025 is included in  
the table below.

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Assets sold under  

Short-term
(In thousands)
agreements to
repurchase
borrowings
Notes payable
Total
2026
$
39,001
650,000
74,500
763,501
2027
-
-
6,112
6,112
2028
-
-
440,908
440,908
2029
-
-
39,657
39,657
Later years
-
-
198,400
198,400
Total borrowings
$
39,001
$
650,000
$
759,577
$
1,448,578

At  
December  
31,  
2025  
and  
December  
31,  
2024,  
the  
Corporation had  
FHLB  
borrowing  
facilities  
whereby  
the  
Corporation could
borrow up to  
$
4.8
 
billion and $
4.7
 
billion, respectively,  
of which $
0.8
 
billion and $
0.5
 
billion, respectively,  
were used. In  
addition, at
December 31, 2024, the Corporation had  
placed $
0.3
 
billion of the available FHLB  
credit facility as collateral for municipal  
letters of
credit to secure deposits. The FHLB borrowing facilities are collateralized with securities and loans held-in-portfolio,  
and do not have
restrictive covenants or callable features.  

Also, at  
December 31, 2025,  
the Corporation had  
borrowing facilities at  
the discount window  
of the Federal  
Reserve Bank of  
New
York  
amounting to $
12.1
 
billion (December 31,  
2024 - $
7.0
 
billion), which remained  
unused at December  
31, 2025 and  
December
31, 2024.  
The facilities are a collateralized source of credit  
that is highly dependable even under difficult market  
conditions.

200
Note 17 – Trust preferred securities
Statutory trusts established by the Corporation (Popular North America  
Capital Trust I and Popular  
Capital Trust II) had issued  
trust
preferred  
securities  
(also  
referred  
to  
as  
“capital  
securities”)  
to  
the  
public.  
The  
proceeds  
from  
such  
issuances,  
together  
with  
the
proceeds of the related issuances of common securities of the trusts (the “common securities”), were used by the trusts to purchase
junior subordinated deferrable interest debentures (the  
“junior subordinated debentures”) issued by the  
Corporation.  

The sole  
assets of  
the trusts  
consisted of  
the junior  
subordinated debentures  
of the  
Corporation and  
the related  
accrued interest
receivable. These trusts are not consolidated  
by the Corporation pursuant to accounting  
principles generally accepted in the United
States of America.
The junior subordinated  
debentures are included  
by the Corporation  
as notes payable  
in the Consolidated  
Statements of Financial
Condition, while  
the common  
securities issued  
by the  
issuer trusts  
are included  
as debt  
securities held-to-maturity.  
The common
securities of each trust are wholly-owned, or indirectly  
wholly-owned, by the Corporation.

The following table presents financial data pertaining  
to the different trusts at December 31, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(Dollars in thousands)
December 31, 2025 and 2024
Popular  

North America  

Popular  

Issuer
Capital Trust I
Capital Trust Il
Capital securities
$
91,651
$
101,023
Distribution rate
6.564
%
6.125
%
Common securities
$
2,835
$
3,125
Junior subordinated debentures aggregate liquidation amount
$
94,486
$
104,148
Stated maturity date
September 2034
December 2034
Reference notes
[1],[3],[5]
[2],[4],[5]

[1] Statutory business trust that is wholly-owned by  
PNA and indirectly wholly-owned by the Corporation.
[2] Statutory business trust that is wholly-owned by  
the Corporation.
[3] The obligation of PNA under the junior subordinated  
debenture and its guarantees of the capital securities under  
the trust is fully and unconditionally
guaranteed on a subordinated basis by the Corporation  
to the extent set forth in the guarantee agreement.
[4] These capital securities are fully and unconditionally guaranteed  
on a subordinated basis by the Corporation to the extent  
set forth in the guarantee
agreement.
[5] The Corporation has the right, subject to any required  
prior approval from the Federal Reserve, to redeem  
after certain dates or upon the
occurrence of certain events mentioned below,  
the junior subordinated debentures at a redemption  
price equal to 100% of the principal amount, plus
accrued and unpaid interest to the date of redemption. The  
maturity of the junior subordinated debentures may  
be shortened at the option of the
Corporation prior to their stated maturity dates (i) on or  
after the stated optional redemption dates stipulated in  
the agreements, in whole at any time or
in part from time to time, or (ii) in whole, but not in part,  
at any time within 90 days following the occurrence  
and during the continuation of a tax event,
an investment company event or a capital treatment event  
as set forth in the indentures relating to the capital securities,  
in each case subject to
regulatory approval.

 

At December  
31, 2025  
and 2024,  
the Corporation’s  
$
193
 
million in  
trust preferred  
securities outstanding  
do not  
qualify for  
Tier  
1
capital treatment but qualify for Tier 2 capital treatment.

 
201
Note 18 − Other liabilities

The caption of other liabilities in the Consolidated  
Statements of Financial Condition consists of the following  
major categories:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2025
December 31, 2024
Accrued expenses
$
321,203
$
334,145
Accrued interest payable
66,240
60,723
Accounts payable
78,998
91,218
Dividends payable
49,596
49,546
Trades payable
595,911
495,139
Liability for GNMA loans sold with an option to repurchase
8,734
9,108
Reserves for loan indemnifications
2,704
2,779
Reserve for operational losses
20,723
29,465
Operating lease liabilities

104,958
103,198
Finance lease liabilities

 

27,389
23,141
Pension benefit obligation
4,739
5,816
Postretirement benefit obligation
103,974
99,172
Others
75,348
68,396
Total other liabilities
$
1,460,517
$
1,371,846

202
Note 19 – Stockholders’ equity

 

The Corporation’s common stock ranks junior to all series of  
preferred stock as to dividend rights and / or as  
to rights on liquidation,
dissolution  
or  
winding  
up  
of  
the  
Corporation.  
Dividends  
on  
preferred  
stock  
are  
payable  
if  
declared.  
The  
Corporation’s  
ability  
to
declare or  
pay dividends  
on, or  
purchase, redeem  
or otherwise  
acquire, its  
common stock  
is subject  
to certain  
restrictions in  
the
event that the  
Corporation fails to pay  
or set aside  
full dividends on the  
preferred stock for the  
latest dividend period. The  
ability of
the Corporation to  
pay dividends in  
the future is  
limited by regulatory  
requirements, legal availability of  
funds, recent and  
projected
financial results, capital levels and liquidity of the Corporation, general  
business conditions and other factors deemed relevant by the
Corporation’s Board of Directors.
The Corporation’s  
common stock  
trades on  
the Nasdaq  
Global Select  
Market (the  
“Nasdaq”) under  
the symbol  
BPOP.  
The 2003
Series A Preferred Stock are not listed on Nasdaq.  

Preferred stocks
The Corporation has
30,000,000
 
shares of authorized  
preferred stock that may  
be issued in  
one or more  
series, and the  
shares of
each series shall have such rights and preferences as shall be fixed by the Board of Directors when authorizing the issuance of that
particular series. The Corporation’s shares of preferred stock at  
December 31, 2025 consisted of:
●
6.375
% non-cumulative monthly income preferred stock, 2003 Series  
A,
no
 
par value, liquidation preference value of  
$
25
per share. Holders on record of the 2003 Series A Preferred Stock are entitled to  
receive, when, as and if declared by the
Board of  
Directors of  
the Corporation  
or an  
authorized committee thereof,  
out of  
funds legally  
available, non-cumulative
cash dividends at the  
annual rate per share  
of
6.375
% of their  
liquidation preference value, or  
$
0.1328125
 
per share per
month.  
These  
shares  
of  
preferred  
stock  
are  
perpetual,  
nonconvertible,  
have  
no  
preferential  
rights  
to  
purchase  
any
securities of the  
Corporation and are redeemable solely  
at the option of  
the Corporation with the  
consent of the Board  
of
Governors  
of  
the  
Federal  
Reserve  
System.  
The  
redemption  
price  
per  
share  
is  
$
25.00
.  
The  
shares  
of  
2003  
Series  
A
Preferred Stock have no voting  
rights, except for certain rights in  
instances when the Corporation does not  
pay dividends
for a defined period. These  
shares are not subject to  
any sinking fund requirement. Cash dividends declared and  
paid on
the 2003  
Series A  
Preferred Stock  
amounted to  
$
1.4
 
million for  
the years  
ended December  
31, 2025,  
2024 and  
2023.
Outstanding shares of 2003 Series A Preferred Stock amounted  
to
885,726
 
at December 31, 2025, 2024 and 2023.
Common stock
Dividends
During  
the  
year  
2025,  
cash  
dividends  
of  
$
2.90
 
(2024  
-  
$
2.56
;  
2023  
-  
$
2.27
)  
per  
common  
share  
outstanding  
were  
declared
amounting to $
196.2
 
million (2024 - $
183.9
 
million; 2023 -  
$
163.7
 
million) of which  
$
49.6
 
million were payable to  
stockholders of
common stock at December 31, 2025 (2024 -  
$
49.5
 
million; 2023 - $
44.7
 
million).
Common stock repurchases
During the year ended December 31, 2025, the Corporation repurchased
4,660,124
 
(2024 –
2,256,420
) shares of common stock for
$
501.5
 
million (2024 -  
$
217.3
 
million), at an  
average price of  
$
107.61
 
(2024 - $
96.32
) per common  
share. At December  
31, 2025,
$
281.2
 
million  
remained  
on  
the  
Corporation’s  
common  
stock  
repurchase  
authorization.  
The  
common  
stock  
repurchase  
program
does  
not  
require  
the  
Corporation to  
acquire  
a  
specific  
dollar  
amount  
or  
number  
of  
shares  
and  
may  
be  
modified,  
suspended  
or
terminated at any time without prior notice.
Statutory reserve
The Banking Act  
of the Commonwealth of  
Puerto Rico (the  
“Act”) requires that
a minimum of 10% of BPPR’s
 
retained earnings for
the year be transferred to a statutory  
reserve account until such statutory reserve equals the total  
of paid-in capital on common and
preferred stock.  
Any losses  
incurred by  
a bank  
must first  
be charged  
to retained  
earnings and  
then to  
the reserve  
fund. Amounts
transferred to  
the reserve  
fund may  
not be  
used to  
pay dividends  
without the  
prior consent  
of the  
Puerto Rico  
Commissioner of
Financial Institutions. The failure to maintain sufficient statutory reserves would preclude BPPR from paying dividends.  
BPPR was in
compliance with the statutory reserve requirement in 2025, 2024 and 2023. BPPR’s statutory reserve fund amounted to $
961
 
million
at December 31, 2025 (2024 -  
$
961
 
million; 2023 - $
908
 
million). Banks that are well capitalized, have obtained  
a rating of 1 or 2  
in
the last examination performed by the Office of the Commissioner  
or an applicable regulatory agency and have  
accumulated at least
50% of  
the paid  
in capital  
for their  
common and  
preferred stock  
in their  
reserve fund  
may be  
exempted from  
the requirement  
to
transfer such funds to  
the statutory reserve fund.  
During 2024, $
53
 
million was transferred to  
the statutory reserve account  
(2023 -
$
45
 
million).

203
Note 20 – Regulatory capital requirements
The Corporation,  
BPPR and  
PB are  
subject to  
various regulatory  
capital requirements  
imposed by  
the federal  
banking agencies.
Failure to meet minimum capital requirements can  
lead to certain mandatory and additional  
discretionary actions by regulators that,
if undertaken,  
could have  
a direct  
material effect  
on the  
Corporation’s consolidated financial  
statements. Popular,  
Inc., BPPR  
and
PB are  
subject to  
Basel III  
capital requirements,  
including minimum  
and well  
capitalized regulatory  
capital ratios  
and compliance
with the standardized approach for determining  
risk-weighted assets.  

The Basel III Capital  
Rules established a Common Equity  
Tier I (“CET1”) capital  
measure and related regulatory capital ratio  
CET1
to risk-weighted assets.  

The Basel III Capital Rules provide that a  
depository institution will be deemed to be well capitalized if  
it maintained a leverage ratio
of at  
least
5
%, a  
CET1 ratio of  
at least
6.5
%, a Tier  
1 risk-based capital  
ratio of at  
least
8
% and  
a total risk-based  
ratio of  
at least
10
%.  
Management  
has  
determined  
that  
at  
December  
31,  
2025  
and  
2024,  
the  
Corporation  
exceeded  
all  
capital  
adequacy
requirements to which it is subject.
The Corporation  
has  
been designated  
by the  
Federal Reserve  
Board as  
a Financial  
Holding Company  
(“FHC”) and  
is eligible  
to
engage in certain financial activities permitted under  
the Gramm-Leach-Bliley Act of 1999.
Pursuant to the adoption of the CECL accounting standard on  
January 1, 2020, the Corporation elected to use a five-year  
transition
period  
option  
as  
permitted  
in  
the  
final  
interim  
regulatory  
capital  
rules  
effective  
March  
31,  
2020.  
The  
five-year  
transition  
period
provision delays for two years the estimated impact of the adoption of the CECL accounting standard on regulatory capital, followed
by a three-year transition period  
to phase out the  
aggregate amount of the capital  
benefit provided during the initial  
two-year delay.
This period ended in 2025.
At December 31, 2025 and 2024, BPPR and  
PB were well-capitalized under the regulatory  
framework for prompt corrective action.  

The following  
tables present  
the Corporation’s  
risk-based capital  
and leverage  
ratios at  
December 31,  
2025 and  
2024 under  
the
Basel III regulatory guidance.

204
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Actual  

Capital adequacy minimum
requirement (including
conservation capital buffer) [1]
(Dollars in thousands)
Amount  

Ratio
Amount
Ratio
2025
Total Capital (to Risk-Weighted  
Assets):
Corporation
$
7,196,067
17.50
%
$
4,317,994
10.50
%
BPPR
4,847,767
16.85
3,020,156
10.50
PB
1,727,818
14.60
1,242,517
10.50
Common Equity Tier I Capital (to Risk-Weighted  
Assets):
Corporation
$
6,463,527
15.72
%
$
2,878,663
7.00
%
BPPR
4,483,826
15.59
2,013,437
7.00
PB
1,631,808
13.79
828,345
7.00
Tier I Capital (to Risk-Weighted Assets):
Corporation
$
6,485,670
15.77
%
$
3,495,519
8.50
%
BPPR
4,483,826
15.59
2,444,888
8.50
PB
1,631,808
13.79
1,005,847
8.50
Tier I Capital (to Average Assets):
Corporation  

$
6,485,670
8.69
%
$
2,986,476
4.00
%  

BPPR
4,483,826
7.52
2,385,171
4.00
PB
1,631,808
11.26
579,937
4.00
[1] The conservation capital buffer included for these  
ratios is
2.5
%, except for the Tier I to Average  
Asset ratio for which the buffer is not applicable
and therefore the capital adequacy minimum of
4
% is presented.

 
 
205
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Actual  

Capital adequacy minimum
requirement (including
conservation capital buffer)
(Dollars in thousands)
Amount  

Ratio
Amount
Ratio
2024
Total Capital (to Risk-Weighted  
Assets):
Corporation
$
6,968,203
17.83
%
$
4,102,713
10.50
%
BPPR
4,734,198
17.04
2,917,399
10.50
PB
1,524,930
13.93
1,149,278
10.50
Common Equity Tier I Capital (to Risk-Weighted  
Assets):
Corporation
$
6,262,792
16.03
%
$
2,735,142
7.00
%
BPPR
4,383,759
15.78
1,944,932
7.00
PB
1,461,436
13.35
766,186
7.00
Tier I Capital (to Risk-Weighted Assets):
Corporation
$
6,284,935
16.08
%
$
3,321,244
8.50
%
BPPR
4,383,759
15.78
2,361,704
8.50
PB
1,461,436
13.35
930,368
8.50
Tier I Capital (to Average Assets):
Corporation  

$
6,284,935
8.66
%
$
2,903,739
4.00
%
BPPR
4,383,759
7.48
2,343,289
4.00
PB
1,461,436
10.64
549,618
4.00

The following table presents the minimum amounts  
and ratios for the Corporation’s banks to be  
categorized as well-capitalized.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2025
2024
(Dollars in thousands)
Amount  

Ratio  

Amount  

Ratio
Total Capital (to Risk-Weighted  
Assets):
BPPR
$
2,876,339
10.00
%
$
2,778,475
10.00
%
PB
1,183,349
10.00
1,094,551
10.00
Common Equity Tier I Capital (to Risk-Weighted  
Assets):
BPPR
$
1,869,620
6.50
%
$
1,806,009
6.50
%
PB
769,177
6.50
711,458
6.50
Tier I Capital (to Risk-Weighted Assets):
BPPR
$
2,301,071
8.00
%
$
2,222,780
8.00
%
PB
946,679
8.00
875,641
8.00
Tier I Capital (to Average Assets):
BPPR
$
2,981,464
5.00
%
$
2,929,111
5.00
%
PB
724,922
5.00
687,022
5.00

206
Note 21 – Other comprehensive income (loss)

The  
following  
table  
presents  
changes  
in  
accumulated  
other  
comprehensive  
income  
(loss)  
by  
component  
for  
the  
years  
ended
December 31, 2025, 2024 and 2023.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Changes in Accumulated Other Comprehensive (Loss) Income  
by Component [1]
Years ended December  
31,
(In thousands)
2025
2024
2023
Foreign currency translation
Beginning Balance
$
( 71,365 )
$
( 64,528 )
$
( 56,735 )
Other comprehensive (loss)  

( 13,917 )
( 6,837 )
( 7,793 )
Net change
( 13,917 )
( 6,837 )
( 7,793 )
Ending balance
$
( 85,282 )
$
( 71,365 )
$
( 64,528 )
Adjustment of pension and
postretirement benefit plans
Beginning Balance
$
( 94,692 )
$
( 117,893 )
$
( 144,335 )
Other comprehensive (loss) income before reclassifications
( 2,144 )
14,157
14,408
Amounts reclassified from accumulated other comprehensive loss  
for
amortization of net losses
5,681
9,044
12,034
Net change
3,537
23,201
26,442
Ending balance
$
( 91,155 )
$
( 94,692 )
$
( 117,893 )
Unrealized net holding
(losses) gains on debt
securities
Beginning Balance
$
( 1,495,183 )
$
( 1,713,110 )
$
( 2,323,903 )
Other comprehensive income before reclassifications
340,427
74,277
472,487
Amounts reclassified from accumulated other comprehensive  
(loss)
income for gains on securities
-
-
-
Amounts reclassified from accumulated other comprehensive income
for amortization of net unrealized losses of debt securities  
transferred
from available-for-sale to held-to-maturity
149,106
143,650
138,306
Net change
489,533
217,927
610,793
Ending balance
$
( 1,005,650 )
$
( 1,495,183 )
$
( 1,713,110 )
Unrealized net gains (losses)
on cash flow hedges
Beginning Balance
$
-
$
-
$
45
Other comprehensive (loss) income before reclassifications
-
-
( 19 )
Amounts reclassified from accumulated other comprehensive  
(loss)
income for gains on securities
-
-
( 26 )
Net change
-
-
( 45 )
Ending balance
$
-
$
-
$
-
Total  

$
( 1,182,087 )
$
( 1,661,240 )
$
( 1,895,531 )
[1] All amounts presented are net of tax.

 
207
The following table presents the amounts reclassified out of each component of accumulated other comprehensive (loss) income for
the years ended December 31, 2025, 2024, and  
2023.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Reclassifications Out of Accumulated Other Comprehensive  
(Loss) Income
Affected Line Item in the  

Years ended December  
31,
(In thousands)
Consolidated Statements of Operations
2025
2024
2023
Adjustment of pension and postretirement benefit plans
Amortization of net losses
Other operating expenses
$
( 9,090 )
$
( 14,471 )
$
( 19,253 )
Total before tax
( 9,090 )
( 14,471 )
( 19,253 )
Income tax benefit
3,409
5,427
7,219
Total net of tax
$
( 5,681 )
$
( 9,044 )
$
( 12,034 )
Unrealized net holding (losses) gains on debt securities
Amortization of unrealized net losses of debt
securities transferred to held-to-maturity
Investment securities  

( 186,381 )
( 179,563 )
( 172,883 )
Total before tax
( 186,381 )
( 179,563 )
( 172,883 )
Income tax benefit  

37,275
35,913
34,577
Total net of tax
$
( 149,106 )
$
( 143,650 )
$
( 138,306 )
Unrealized net gains (losses) on cash flow hedges
Forward contracts
Mortgage banking activities
$
-
$
-
$
41
Total before tax
-
-
41
Income tax expense
-
-
( 15 )
Total net of tax
$
-
$
-
$
26
Total reclassification  
adjustments, net of tax
$
( 154,787 )
$
( 152,694 )
$
( 150,314 )

208
Note 22 – Guarantees

The Corporation  
has obligations  
upon the  
occurrence of  
certain events  
under financial  
guarantees provided  
in certain  
contractual
agreements.  
Also,  
from  
time  
to  
time,  
the  
Corporation  
securitized  
mortgage  
loans  
into  
guaranteed  
mortgage-backed  
securities
subject in certain instances, to  
lifetime credit recourse on the  
loans that serve as collateral  
for the mortgage-backed securities. The
Corporation has  
not sold  
any mortgage  
loans subject  
to credit  
recourse since  
2009. Also,  
from time  
to time,  
the Corporation  
may
sell, in  
bulk sale  
transactions, residential  
mortgage loans  
and Small  
Business Administration  
(“SBA”) commercial  
loans subject  
to
credit  
recourse  
or  
to  
certain  
representations  
and  
warranties  
from  
the  
Corporation  
to  
the  
purchaser.  
These  
representations  
and
warranties may  
relate, for  
example, to  
borrower creditworthiness,  
loan documentation,  
collateral,  
prepayment and  
early payment
defaults. The  
Corporation may  
be required  
to  
repurchase the  
loans under  
the credit  
recourse agreements  
or  
representation and
warranties.
At  
December 31,  
2025, the  
Corporation serviced  
$
429
 
million  
(December 31,  
2024  
- $
495
 
million) in  
residential mortgage  
loans
subject to  
credit recourse  
provisions, principally loans  
associated with  
FNMA and  
FHLMC residential  
mortgage loan  
securitization
programs. In the event  
of any customer default, pursuant to  
the credit recourse provided, the  
Corporation is required to repurchase
the  
loan  
or  
reimburse  
the  
third-party  
investor for  
the  
incurred  
loss.  
During  
2025,  
the  
Corporation repurchased  
approximately $
1
million of unpaid principal  
balance in mortgage loans  
subject to the credit  
recourse provisions (2024 -  
$
2
 
million). At December 31,
2025, the Corporation’s  
liability established to cover  
the estimated credit  
loss exposure related to  
loans sold or  
serviced with credit
recourse amounted to $
3
 
million (December 31, 2024 - $
3
 
million).  

The estimated losses to be absorbed under the credit  
recourse arrangements are recorded as a liability when  
the loans are sold and
are updated by  
accruing or reversing expense  
(categorized in the line  
item “Adjustments (expense) to  
indemnity reserves on loans
sold”  
in  
the  
consolidated  
statements  
of  
operations)  
throughout  
the  
life  
of  
the  
loan,  
as  
necessary,  
when  
additional  
relevant
information becomes available. The  
methodology used to  
estimate the recourse  
liability is a  
function of the  
recourse arrangements
given and  
considers a  
variety of  
factors, which  
include actual  
defaults and  
historical loss  
experience, foreclosure  
rate, estimated
future defaults  
and the  
probability that  
a loan  
would be  
delinquent. Statistical  
methods are  
used to  
estimate the  
recourse liability.
Expected loss  
rates are  
applied to  
different loan  
segmentations. The  
expected loss,  
which represents  
the amount  
expected to  
be
lost on a given loan, considers the  
probability of default and loss severity.  
The probability of default represents the probability that  
a
loan in  
good standing  
would become  
90 days  
delinquent within  
the following  
twelve-month period.  
Regression analysis  
quantifies
the relationship  
between the  
default event  
and loan-specific  
characteristics, including  
credit scores,  
loan-to-value ratios,  
and loan
aging, among others.  

When the  
Corporation sells or  
securitizes mortgage loans,  
it generally makes  
customary representations and  
warranties regarding
the characteristics  
of the  
loans sold. The  
Corporation’s mortgage operations  
in Puerto  
Rico group conforming  
mortgage loans into
pools which are  
exchanged for FNMA and  
GNMA mortgage-backed securities, which are  
generally sold to  
private investors, or are
sold directly  
to FNMA  
for cash.  
As required  
under the  
government agency  
programs, quality  
review procedures  
are performed  
by
the Corporation to  
ensure that asset  
guideline qualifications are met.  
To  
the extent the  
loans do not  
meet specified characteristics,
the  
Corporation may  
be required  
to  
repurchase such  
loans or  
indemnify for  
losses and  
bear any  
subsequent loss  
related to  
the
loans. The  
amount purchased  
under representation  
and warranty  
arrangements during  
the years  
ended December  
31, 2025  
and  

December 31, 2024 was not considered material  
for the Corporation.
From  
time  
to  
time, the  
Corporation sells  
loans and  
agrees to  
indemnify the  
purchaser for  
credit  
losses  
or  
any  
breach  
of  
certain
representations and warranties made in connection  
with the sale.

Servicing agreements  
relating to  
the mortgage-backed  
securities programs  
of FNMA,  
FHMLC and  
GNMA, and  
to mortgage  
loans
sold or serviced to certain other investors, including FHLMC,  
require the Corporation to advance funds to  
make scheduled payments
of principal, interest, taxes and insurance, if such payments have not been received from the borrowers. At December 31, 2025,  
the
Corporation serviced $
8.2
 
billion in mortgage loans for third-parties, including the loans serviced with credit recourse (December 31,
2024 - $
9.0
 
billion). The Corporation generally recovers funds advanced pursuant to these arrangements from  
the mortgage owner,
from liquidation proceeds when the mortgage  
loan is foreclosed or,  
in the case of FHA/VA  
loans, under the applicable FHA  
and
VA
insurance  
and guarantees  
programs. However,  
in the  
meantime, the  
Corporation must  
absorb the  
cost  
of the  
funds  
it  
advances
during the  
time the  
advance is  
outstanding. The  
Corporation must  
also bear  
the costs  
of attempting  
to collect  
on delinquent  
and
defaulted  
mortgage  
loans.  
In  
addition,  
if  
a  
defaulted  
loan  
is  
not  
cured,  
the  
mortgage  
loan  
would  
be  
canceled  
as  
part  
of  
the
foreclosure proceedings and the  
Corporation would not  
receive any future servicing  
income with respect  
to that loan. At  
December

209
31,  
2025,  
the  
outstanding  
balance  
of  
funds  
advanced  
by  
the  
Corporation under  
such  
mortgage  
loan  
servicing  
agreements  
was
approximately  
$
30
 
million  
(December  
31,  
2024  
-  
$
44
 
million).  
To  
the  
extent  
the  
mortgage  
loans  
underlying  
the  
Corporation’s
servicing portfolio experience  
increased delinquencies, the Corporation  
would be required  
to dedicate additional  
cash resources to
comply with its obligation to advance funds as well  
as incur additional administrative costs related  
to increases in collection efforts.  

Popular,  
Inc. Holding  
Company (“PIHC”) fully  
and unconditionally guarantees  
certain borrowing  
obligations issued by  
certain of  
its
100
% owned consolidated subsidiaries amounting to  
$
94
 
million at both December 31,  
2025 and December 31, 2024, respectively.
In addition, at both December 31, 2025 and December 31, 2024, PIHC  
fully and unconditionally guaranteed on a subordinated basis
$
193
 
million of capital securities (trust preferred securities) issued by wholly-owned issuing trust entities to the extent set forth in the
applicable  
guarantee  
agreement.  
Refer  
to  
Note  
17  
to  
the  
consolidated  
financial  
statements  
for  
further  
information  
on  
the  
trust
preferred securities.

 

210
Note 23 – Commitments and contingencies
Off-balance sheet risk
The Corporation  
is a  
party to  
financial instruments  
with off-balance  
sheet credit  
risk in  
the normal  
course of  
business to  
meet the
financial needs of its customers. These financial instruments  
include loan commitments, letters of credit and standby  
letters of credit.
These instruments involve,  
to varying  
degrees, elements of  
credit and  
interest rate  
risk in  
excess of  
the amount  
recognized in  
the
Consolidated Statements of Financial Condition.
The  
Corporation’s  
exposure  
to  
credit  
loss  
in  
the  
event  
of  
nonperformance  
by  
the  
other  
party  
to  
the  
financial  
instrument  
for
commitments to extend credit, standby  
letters of credit and financial  
guarantees is represented by the  
contractual notional amounts
of those instruments. The  
Corporation uses the same  
credit policies in  
making these commitments and conditional  
obligations as it
does for those reflected on the Consolidated Statements  
of Financial Condition.

Financial instruments with  
off-balance sheet credit  
risk, whose contract  
amounts represent potential credit  
risk as of  
the end of  
the
periods presented were as follows:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2025
December 31, 2024
Commitments to extend credit:
Credit card lines
$
6,415,208
$
5,599,823
Commercial lines of credit
4,257,505
3,971,331
Construction lines of credit
1,197,319
1,131,824
Other consumer unused credit commitments  

277,635
260,121
Commercial letters of credit
21,248
5,002
Standby letters of credit
111,554
144,845
Commitments to originate or fund mortgage loans
20,099
29,604

At December 31,  
2025 and December 31,  
2024, the Corporation maintained  
a reserve of  
$
14
 
million and $
15
 
million, respectively,
for potential losses associated with unfunded loan  
commitments related to commercial and construction  
lines of credit.
Other commitments
At December  
31, 2025  
and December 31,  
2024, the Corporation  
also maintained other  
non-credit commitments for  
$
7
 
million and
$
2
 
million, respectively, primarily for the acquisition of other investments.  

Business concentration
Since the Corporation’s business activities are concentrated primarily in Puerto Rico, its results of operations and financial condition
are dependent  
upon the  
general trends  
of the  
Puerto Rico  
economy and,  
in particular,  
the residential  
and commercial  
real estate
markets. The concentration  
of the Corporation’s  
operations in Puerto Rico  
exposes it to  
greater risk than other  
banking companies
with a wider geographic base. Its  
asset and revenue composition by geographical area  
is presented in Note 36  
to the Consolidated
Financial Statements.  

Puerto  
Rico  
has  
faced  
significant  
fiscal  
and  
economic  
challenges  
for  
over  
a  
decade.  
In  
response  
to  
such  
challenges,  
the  
U.S.
Congress  
enacted  
PROMESA  
in  
2016,  
which,  
among  
other  
things,  
established  
the  
Oversight  
Board  
and  
a  
framework  
for  
the
restructuring  
of  
the  
debts  
of  
the  
Commonwealth,  
its  
instrumentalities  
and  
municipalities.  
The  
Commonwealth  
and  
several  
of  
its
instrumentalities have  
availed themselves  
of debt  
restructuring proceedings  
under PROMESA.  
As of  
the date  
of this  
report, while
municipalities have been designated as covered entities under PROMESA, no municipality has commenced or has been authorized
by the Oversight Board to commence, any such debt  
restructuring proceeding under PROMESA.
At December 31, 2025, the Corporation’s direct exposure to the  
Puerto Rico government and its instrumentalities and municipalities
totaled $
391
 
million, of which  
$
342
 
million were outstanding  
($
336
 
million and $
336
 
million at December  
31, 2024). Of  
the amount
outstanding,  
$
333
 
million  
consists  
of  
loans  
and  
$
9
 
million  
are  
securities  
($
323
 
million  
and  
$
13
 
million  
at  
December  
31,  
2024).
Substantially all  
of the  
amount outstanding  
at December  
31, 2025  
and December  
31, 2024  
were obligations  
from various  
Puerto
Rico  
municipalities.  
In  
most  
cases,  
these  
were  
“general  
obligations”  
of  
a  
municipality,  
to  
which  
the  
applicable  
municipality  
has
pledged  
its  
good  
faith,  
credit  
and  
unlimited  
taxing  
power,  
or  
“special  
obligations”  
of  
a  
municipality,  
to  
which  
the  
applicable
municipality has  
pledged other  
revenues. At  
December 31,  
2025, approximately
77
%  
of the  
Corporation’s exposure  
to municipal
loans  
and  
securities  
was  
concentrated  
in  
the  
municipalities  
of  
San  
Juan,  
Guaynabo,  
Carolina  
and  
Caguas.  
The  
Corporation’s

 
 
211
exposure  
at  
December  
31,  
2025,  
included  
up  
to  
$
47.4
 
million  
in  
Automated  
Clearing  
House  
(“ACH”)  
transaction  
settlement
exposure, none of which was outstanding.

The following table details the loans and investments representing the Corporation’s direct exposure to  
the Puerto Rico government
according to their maturities as of December 31, 2025

:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
Investment
Portfolio
Loans
Total Outstanding
Total Exposure
Central Government
Within 1 year
$
41
$
-
$
41
$
47,441
Total Central  
Government
41
-
41
47,441
Municipalities
Within 1 year
2,605
11,574
14,179
16,179
After 1 to 5 years
5,660
166,515
172,175
172,175
After 5 to 10 years
450
124,087
124,537
124,537
After 10 years
-
30,991
30,991
30,991
Total Municipalities
8,715
333,167
341,882
343,882
Total Direct Government  
Exposure
$
8,756
$
333,167
$
341,923
$
391,323

 
 
 
 
 
 
 
 
 
 
 
 
 
In  
addition,  
at  
December  
31,  
2025,  
the  
Corporation  
had  
$
209
 
million  
in  
loans  
insured  
or  
securities  
issued  
by  
Puerto  
Rico
governmental entities  
but for  
which the  
principal source  
of repayment  
is non-governmental  
($
220
 
million at  
December 31,  
2024).
These  
included  
$
167
 
million  
in  
residential  
mortgage  
loans  
insured  
by  
the  
Puerto  
Rico  
Housing  
Finance  
Authority  
(“HFA”),  
a
governmental instrumentality that  
has been  
designated as a  
covered entity under  
PROMESA (December 31,  
2024 -  
$
176
 
million).
These mortgage loans are secured by first mortgages on Puerto Rico residential properties and the HFA  
insurance covers losses in
the event  
of a  
borrower default  
and upon  
the satisfaction  
of certain  
other conditions.  
The Corporation  
also had  
at December  
31,
2025, $
36
 
million in bonds  
issued by HFA  
which are secured by  
second mortgage loans on  
Puerto Rico residential properties,  
and
for which HFA  
also provides insurance to  
cover losses in  
the event of  
a borrower default  
and upon the  
satisfaction of certain  
other
conditions (December  
31, 2024  
- $
38
 
million). In  
the event  
that the  
mortgage loans  
insured by  
HFA  
and held  
by the  
Corporation
directly or those serving as collateral for the HFA  
bonds default and the collateral is insufficient to satisfy the  
outstanding balance of
these loans, HFA’s  
ability to honor its insurance will depend, among other factors, on the financial condition of HFA  
at the time such
obligations  
become  
due  
and  
payable. The  
Corporation does  
not consider  
the  
government guarantee  
when  
estimating the  
credit
losses  
associated  
with  
this  
portfolio.  
Although  
the  
Governor  
is  
currently  
authorized  
by  
local  
legislation  
to  
impose  
a  
temporary
moratorium on the financial obligations of the HFA, a moratorium on  
such obligations has not been imposed as of  
the date hereof.  

BPPR’s  
commercial loan  
portfolio also  
includes loans  
to  
private borrowers  
who  
are service  
providers, lessors,  
suppliers or  
have
other relationships with the government. These  
borrowers could be negatively affected by  
the Commonwealth’s fiscal crisis and  
the
ongoing  
Title  
III  
proceedings  
under  
PROMESA.  
Similarly,  
BPPR’s  
mortgage  
and  
consumer  
loan  
portfolios  
include  
loans  
to
government  
employees  
and  
retirees,  
which  
could  
also  
be  
negatively  
affected  
by  
fiscal  
measures  
such  
as  
employee  
layoffs  
or
furloughs or reductions in pension benefits.  

In  
addition,  
$
2.5
 
billion  
of  
residential  
mortgages  
and  
$
80.5
 
million  
commercial  
loans  
were  
insured  
or  
guaranteed  
by  
the  
U.S.
Government or its agencies at December 31, 2025 (compared to $
2.1
 
billion and $
87.4
 
million, respectively, at December 31, 2024).
The Corporation also had  
U.S. Treasury and  
obligations from the U.S.  
Government, its agencies or  
government sponsored entities
within the  
portfolio of  
available-for-sale and  
held-to-maturity securities as  
described in  
Note 5  
and 6  
to the  
Consolidated Financial
Statements.
At December 31, 2025, the Corporation had operations in the  
United States Virgin Islands (the “USVI”) and had $
28
 
million in direct
exposure to USVI government  
entities (December 31, 2024  
- $
28
 
million). The USVI has  
been experiencing a number of  
fiscal and
economic challenges that could adversely affect the ability  
of its public corporations and instrumentalities to service  
their outstanding
debt  
obligations.  
PROMESA  
does  
not  
apply  
to  
the  
USVI  
and,  
as  
such,  
there  
is  
currently  
no  
federal  
legislation  
permitting  
the
restructuring of the debts of the USVI and  
its public corporations and instrumentalities.

212
At December 31,  
2025, the Corporation  
had operations in  
the British Virgin  
Islands (“BVI”) and  
it had a  
loan portfolio amounting to
$
195
 
million comprised of various retail and commercial  
clients, compared to a loan portfolio  
of $
196
 
million at December 31, 2024.
At December 31, 2025, the Corporation had
no
 
significant exposure to a single borrower in  
the BVI.
FDIC Special Assessment  

On  
November 16,  
2023, the  
Federal Deposit  
Insurance Corporation  
(“FDIC”)  
imposed a  
special  
assessment (the  
“FDIC Special
Assessment”) amount to  
recover the losses  
to the  
deposit insurance fund  
resulting from the  
FDIC’s funds  
used, in March  
2023, in
connection with the systemic risk exception, to the least-cost resolution  
test, under the Federal Deposit Insurance Act to manage the
receiverships of several failed banks. In connection with this assessment, the Corporation accrued $
71.4
 
million, $
45.3
 
million net of
tax, in the fourth quarter of 2023 and an additional expense of $
14.3
 
million, $
9.1
 
million net of tax, during the first quarter of 2024 to
reflect the  
FDIC's higher  
loss estimate  
communicated by  
them at  
the time.  
Notwithstanding, the  
results of  
2025 include  
a partial
reversal  
of  
this  
reserve  
of  
$
15.3
 
million,  
$
9.7
 
million  
net  
of  
tax,  
based  
in  
the  
FDIC’s  
interim  
final  
rule,  
which  
became  
effective
December  
19,  
2025  
and  
amended,  
among  
other  
things,  
the  
collection  
rate  
of  
the  
special  
assessment. The  
special  
assessment
amount and collection  
period may change  
as the estimated  
loss is periodically  
adjusted or if  
the total amount collected  
varies. The
last payment for the FDIC special assessment is projected  
to be in the third quarter, September 2026.

Legal Proceedings
The nature of Popular’s  
business ordinarily generates claims, litigation, arbitration,  
regulatory and governmental investigations, and
legal  
and  
administrative  
cases  
and  
proceedings  
(collectively,  
“Legal  
Proceedings”).  
Popular’s  
Legal  
Proceedings  
may  
involve
various lines  
of business  
and include  
claims relating  
to contract,  
torts, consumer  
protection, securities,  
antitrust, employment,  
tax
and  
other  
laws.  
The  
recovery  
sought  
in  
Legal  
Proceedings  
may  
include  
substantial  
or  
indeterminate  
compensatory  
damages,
punitive  
damages,  
injunctive  
relief,  
or  
recovery  
on  
a  
class-wide  
basis.  
When  
the  
Corporation  
determines  
that  
it  
has  
meritorious
defenses to the claims  
asserted, it vigorously defends  
itself. The Corporation will  
consider the settlement of  
cases (including cases
where it has meritorious defenses) when, in management’s judgment,  
it is in the best interest of the Corporation and  
its stockholders
to do so.  
On at least  
a quarterly basis,  
Popular assesses its  
liabilities and contingencies  
relating to outstanding Legal  
Proceedings
utilizing the most current information available. For  
matters where it is probable that the Corporation will  
incur a material loss and the
amount can be reasonably estimated, the Corporation establishes an accrual for  
the loss. Once established, the accrual is  
adjusted
on at least a quarterly basis to reflect any relevant  
developments, as appropriate. For matters where a material loss is not probable,
or the amount of the loss cannot be reasonably  
estimated, no accrual is established.
In certain cases,  
exposure to loss  
exists in  
excess of any  
accrual to the  
extent such loss  
is reasonably possible,  
but not  
probable.
Management believes and  
estimates that the  
range of reasonably  
possible losses (with  
respect to those  
matters where such  
limits
may be determined in excess of amounts accrued) for current Legal Proceedings ranged from $
0
 
to approximately $
6.3
 
million as of
December 31, 2025. In certain cases, management cannot reasonably estimate the possible loss at this time. Any estimate involves
significant  
judgment,  
given  
the  
varying  
stages  
of  
the  
Legal  
Proceedings  
(including  
the  
fact  
that  
many  
of  
them  
are  
currently  
in
preliminary stages), the existence of multiple defendants in several of the current Legal Proceedings whose share of liability has yet
to be  
determined, the  
numerous unresolved issues  
in many  
of the  
Legal Proceedings,  
and the  
inherent uncertainty  
of the  
various
potential  
outcomes  
of  
such  
Legal  
Proceedings.  
Accordingly,  
management’s  
estimate  
will  
change  
from  
time-to-time,  
and  
actual
losses may be more or less than the current estimate.
While the  
outcome of  
Legal Proceedings  
is inherently  
uncertain, based  
on information  
currently available,  
advice of  
counsel, and
available  
insurance  
coverage,  
management  
believes  
that  
the  
amount  
it  
has  
already  
accrued  
is  
adequate  
and  
any  
incremental
liability arising from  
the Legal Proceedings  
in matters in  
which a loss  
amount can be  
reasonably estimated will not  
have a material
adverse effect  
on the Corporation’s  
consolidated financial position.  
However, in  
the event  
of unexpected future  
developments, it is
possible that  
the ultimate  
resolution of  
these matters  
in a  
reporting period, if  
unfavorable, could have  
a material  
adverse effect  
on
the Corporation’s consolidated financial position for that period.

213
Note 24 – Non-consolidated variable interest  
entities

The Corporation is  
involved with
three
 
statutory trusts which  
it created to  
issue trust preferred  
securities to the  
public. These trusts
are deemed to be variable interest entities (“VIEs”) since the equity investors at risk have no substantial decision-making rights. The
Corporation does not  
hold any variable  
interest in the  
trusts, and therefore,  
cannot be the  
trusts’ primary beneficiary.  
Furthermore,
the  
Corporation concluded  
that  
it did  
not  
hold  
a  
controlling financial  
interest  
in  
these  
trusts  
since the  
decisions  
of  
the  
trusts  
are
predetermined through  
the trust  
documents and the  
guarantee of  
the trust  
preferred securities is  
irrelevant since  
in substance  
the
sponsor is guaranteeing its own debt.
Also, the  
Corporation is  
involved with  
various special  
purpose entities  
mainly in  
guaranteed mortgage  
securitization transactions,
including  
GNMA  
and  
FNMA.  
The  
Corporation  
has  
also  
engaged  
in  
securitization  
transactions  
with  
FHLMC,  
but  
considers  
its
exposure in the  
form of servicing  
fees and servicing  
advances not to be  
significant at December  
31, 2025.  
These special purpose
entities  
are  
deemed  
to  
be  
VIEs  
since  
they  
lack  
equity  
investments  
at  
risk.  
The  
Corporation’s  
continuing  
involvement  
in  
these
guaranteed loan  
securitizations includes  
owning certain  
beneficial interests in  
the form  
of securities as  
well as  
the servicing  
rights
retained. The Corporation is not required to provide additional financial support to  
any of the variable interest entities to which it has
transferred  
the  
financial  
assets.  
The  
mortgage-backed  
securities,  
to  
the  
extent  
retained,  
are  
classified  
in  
the  
Corporation’s
Consolidated  
Statements  
of  
Financial  
Condition  
as  
available-for-sale  
or  
trading  
securities.  
The  
Corporation  
concluded  
that,
essentially,  
these  
entities  
(FNMA  
and  
GNMA)  
control  
the  
design  
of  
their  
respective  
VIEs,  
dictate  
the  
quality  
and  
nature  
of  
the
collateral, require  
the underlying  
insurance, set  
the servicing  
standards via  
the servicing  
guides and  
can change  
them at  
will, and
can remove a  
primary servicer with cause,  
and without cause in  
the case of  
FNMA. Moreover, through  
their guarantee obligations,
agencies (FNMA and GNMA) have the obligation  
to absorb losses that could be potentially significant  
to the VIE.
The  
Corporation  
holds  
variable  
interests  
in  
these  
VIEs  
in  
the  
form  
of  
agency  
mortgage-backed  
securities  
and  
collateralized
mortgage obligations, including those securities originated by the Corporation and those acquired from  
third parties. Additionally, the
Corporation holds agency mortgage-backed securities  
and agency collateralized mortgage obligations  
issued by third party  
VIEs in
which  
it  
has  
no  
other  
form  
of  
continuing  
involvement.  
Refer  
to  
Note  
27  
to  
the  
Consolidated  
Financial  
Statements  
for  
additional
information  
on  
the  
debt  
securities  
outstanding  
at  
December  
31,  
2025  
and  
2024,  
which  
are  
classified  
as  
available-for-sale  
and
trading securities  
in the  
Corporation’s Consolidated  
Statements of  
Financial Condition.  
In addition,  
the Corporation  
holds variable
interests  
in  
the  
form  
of  
servicing fees,  
since  
it  
retains  
the  
right  
to  
service  
the  
transferred  
loans  
in  
those  
government-sponsored
special purpose entities (“SPEs”) and  
may also purchase the  
right to service loans  
in other government-sponsored SPEs that  
were
transferred to those SPEs by a third-party.  

The following  
table presents  
the carrying  
amount and  
classification of  
the assets  
related to  
the Corporation’s  
variable interests  
in
non-consolidated VIEs  
and the  
maximum exposure  
to loss  
as a  
result of  
the Corporation’s  
involvement as  
servicer of  
GNMA and
FNMA loans at December 31, 2025 and 2024.

 
214
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2025
December 31, 2024
Assets
Servicing assets:
Mortgage servicing rights
$
74,236
$
84,356
Total servicing  
assets  

$
74,236
$
84,356
Other assets:
Servicing advances
$
3,385
$
6,112
Total other assets
$
3,385
$
6,112
Total assets
$
77,621
$
90,468
Maximum exposure to loss
$
77,621
$
90,468

The size of  
the non-consolidated VIEs,  
in which the  
Corporation has a  
variable interest in  
the form  
of servicing fees,  
measured as
the total unpaid principal balance of the loans,  
amounted to $
6.0
 
billion at December 31, 2025 (December  
31, 2024 - $
6.6
 
billion).
The Corporation  
determined that  
the maximum  
exposure to  
loss includes  
the fair  
value of  
the MSRs  
and the  
assumption that  
the
servicing advances  
at December 31,  
2025 and  
2024 will  
not be  
recovered. The agency  
debt securities are  
not included as  
part of
the maximum exposure to loss since they are guaranteed  
by the related agencies.

ASU 2009-17 requires that an ongoing primary beneficiary assessment should be made to determine whether the Corporation is the
primary beneficiary of any of the VIEs it is  
involved with. The conclusion on the assessment of these non-consolidated VIEs has not
changed  
since  
their  
initial  
evaluation.  
The  
Corporation  
concluded  
that  
it  
is  
still  
not  
the  
primary  
beneficiary  
of  
these  
VIEs,  
and
therefore, these VIEs are not required to be consolidated  
in the Corporation’s financial statements at December 31,  
2025.

215
Note 25 – Derivative instruments and hedging  
activities

The  
use  
of  
derivatives  
is  
incorporated  
as  
part  
of  
the  
Corporation’s  
overall  
interest  
rate  
risk  
management  
strategy  
to  
minimize
significant unplanned fluctuations in  
earnings and cash flows  
that are caused  
by interest rate volatility.  
The Corporation’s goal  
is to
manage interest  
rate sensitivity by  
modifying the repricing  
or maturity characteristics  
of certain  
balance sheet assets  
and liabilities
so  
that the  
net interest  
income is  
not materially  
affected  
by movements  
in interest  
rates. The  
Corporation uses  
derivatives in  
its
trading activities  
to facilitate  
customer transactions,  
and as  
a means  
of risk  
management. As  
a result  
of interest  
rate fluctuations,
hedged fixed and  
variable interest rate  
assets and liabilities  
will appreciate or  
depreciate in fair  
value. The effect  
of this  
unrealized
appreciation or depreciation is expected to be  
substantially offset by the Corporation’s  
gains or losses on the derivative instruments
that are linked to these hedged assets and liabilities. As a matter of policy,  
the Corporation does not use highly leveraged derivative
instruments for interest rate risk management.

 

The credit  
risk attributed to  
the counterparty’s  
nonperformance risk is  
incorporated in the  
fair value  
of the  
derivatives. Additionally,
the fair value of the Corporation’s own credit standing is  
considered in the fair value of the derivative liabilities.
The Corporation’s derivatives are subject to agreements which allow a right of set-off with each respective counterparty.  
In an event
of default, each party has a right of set-off  
against the other party for amounts owed in the related agreement and any other amount
or obligation owed in respect of any  
other agreement or transaction between them.

Pursuant to the Corporation’s accounting policy,
the  
fair  
value  
of  
derivatives  
is  
not  
offset  
with  
the  
fair  
value  
of  
other  
derivatives  
held  
with  
the  
same  
counterparty  
even  
if  
these
agreements allow  
a right  
of set-off.  
In  
addition,  
the fair  
value of  
derivatives is  
not offset  
with the  
amounts for  
the right  
to  
reclaim
financial collateral or the obligation to return financial  
collateral.

 

Financial instruments designated as non-hedging derivatives  
outstanding at December 31, 2025 and 2024  
were as follows:

 
 
 
216
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notional amount
Derivative assets
Derivative liabilities  

Statement of
Fair value at
Statement of
Fair value at
At December 31,
condition
December 31,
condition
December 31,
(In thousands)
2025
2024
classification
2025
2024
classification
2025
2024
Derivatives not designated
 
as hedging instruments:
Forward contracts
$
13,250
$
11,150
Trading
account debt
securities
$
-
$
48
Other liabilities
$
42
$
1
Interest rate caps
93,125
95,625
Other assets
-
26
Other liabilities
-
26
Indexed options on deposits
 

95,467
93,510
Other assets
27,913
25,949
-
-
-
Bifurcated embedded options
90,459
86,278
-
-
-
Interest
bearing
deposits
25,698
22,805
Total derivatives not
 
designated as  

 

hedging instruments
$
292,301
$
286,563
$
27,913
$
26,023
$
25,740
$
22,832
Total derivative assets
 

and liabilities
 

$
292,301
$
286,563
$
27,913
$
26,023
$
25,740
$
22,832

Cash Flow Hedges
The Corporation  
utilizes forward  
contracts to  
hedge the  
sale  
of mortgage-backed  
securities with  
duration terms  
over one  
month.
Interest rate forwards are contracts for the delayed delivery of securities,  
which the seller agrees to deliver on a specified future date
at  
a specified  
price or  
yield.  
These forward  
contracts are  
hedging a  
forecasted transaction  
and thus  
qualify for  
cash flow  
hedge
accounting.  
Changes  
in  
the  
fair  
value  
of  
these  
forward  
contracts  
designated  
as  
cash  
flow  
hedges  
are  
recorded  
in  
other
comprehensive income (loss).
Effective on  
January 1,  
2023, the  
Corporation discontinued  
the hedge  
accounting treatment  
of certain  
forward contracts  
for which
the  
changes  
in  
fair  
value  
were  
recorded,  
net  
of  
taxes,  
in  
accumulated  
other  
comprehensive  
income  
(loss)  
and  
subsequently
reclassified to net  
income (loss) in  
the same  
period that the  
hedged transaction impacted  
earnings. As a  
result of this  
change, the
changes in the fair value of these forward  
contracts are being recorded through net income.  

For cash flow hedges, net gains (losses) on derivative  
contracts that are reclassified from accumulated other  
comprehensive income
(loss) to current period earnings are included in the line item  
in which the hedged item is recorded and during  
the period in which the
forecasted transaction impacts earnings, as presented  
in the tables below.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2023
(In thousands)
Amount of net gain (loss)
recognized in OCI on
derivatives (effective
portion)
Classification in the statement of
operations of the net gain (loss)
reclassified from AOCI into income
(effective portion and ineffective
portion)
Amount of net gain
(loss) reclassified from
AOCI into income
(effective portion)
Amount of net gain
(loss) recognized in
income on derivatives
(ineffective portion)
Forward contracts
$
( 30 )
Mortgage banking activities
$
41
$
-
Total
$
( 30 )
$
41
$
-

Fair Value Hedges
At December 31, 2025 and 2024, there were
no
 
derivatives designated as fair value hedges.
Non-Hedging Activities

 
217
For the year ended December 31, 2025, the Corporation recognized a  
gain of $
0.4
 
million (2024 –gain of $
0.6
 
million; 2023 – gain
of $
1.5
 
million) related to its non-hedging derivatives, as  
detailed in the table below.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Amount of Net Gain (Loss) Recognized in Income on Derivatives
Year ended  

Year ended  

Year ended  

Classification of Net Gain (Loss)
December 31,
December 31,
December 31,
(In thousands)
Recognized in Income on Derivatives
2025
2024
2023
Forward contracts
Mortgage banking activities
$
( 272 )
$
34
$
655
Interest rate caps
Other operating income
-
18
( 18 )
Indexed options on deposits
Interest expense
6,068
7,423
6,201
Bifurcated embedded options  

Interest expense
( 5,402 )
( 6,842 )
( 5,326 )
Total  

$
394
$
633
$
1,512

Forward Contracts
The Corporation has forward contracts to sell  
mortgage-backed securities, which are accounted for as trading  
derivatives. Changes
in their fair value are recognized in mortgage banking  
activities.
Interest Rate Caps  

The  
Corporation enters  
into  
interest rate  
caps as  
an intermediary  
on  
behalf of  
its customers  
and simultaneously  
takes offsetting
positions under the same terms and conditions, thus  
minimizing its market and credit risks.
Indexed and Embedded Options
The Corporation offers certain customers’ deposits whose  
return are tied to the performance of the Standard  
and Poor’s (“S&P 500”)
stock  
market  
indexes,  
and  
other  
deposits  
whose  
returns  
are  
tied  
to  
other  
stock  
market  
indexes  
or  
other  
equity  
securities
performance. The  
Corporation bifurcated the  
related options embedded  
within these  
customers’ deposits from  
the host  
contract in
accordance with  
ASC Subtopic  
815-15. In  
order to  
limit the  
Corporation’s exposure  
to changes  
in these  
indexes, the  
Corporation
purchases indexed options which  
returns are tied to  
the same indexes from  
major broker dealer companies  
in the over the  
counter
market. Accordingly, the embedded options and the related indexed options are  
marked-to-market through earnings.

 

218
Note 26 – Related party transactions

The Corporation has had loan transactions with  
the Corporation’s directors, executive officers, including certain  
related individuals or
organizations, and affiliates, and  
proposes to continue such  
transactions in the ordinary  
course of its business,  
on substantially the
same  
terms,  
including  
interest  
rates  
and  
collateral,  
as  
those  
prevailing  
for  
comparable  
loan  
transactions  
with  
third  
parties.  
The
activity and balance of all these loans were  
as follows:

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
Balance at December 31, 2023
$
146,017
New loans
10,365
Payments
( 11,743 )
Other changes, including existing loans to new related parties
( 2,422 )
Balance at December 31, 2024
$
142,217
New loans
14,610
Payments
( 7,097 )
Other changes, including existing loans to new related parties
( 621 )
Balance at December 31, 2025
$
149,109
New loans and payments include disbursements and collections  
from existing lines of credit.

Certain  
loans  
to  
related  
parties  
have  
participated  
in  
the  
Corporation’s  
loan  
mitigation  
programs  
that  
are  
also  
available  
to  
third
parties.
From time  
to time,  
the Corporation,  
in the  
ordinary course  
of business,  
also obtains  
services from  
related parties  
that have  
some
association with the  
Corporation. Management believes the  
terms of such  
arrangements are consistent with  
arrangements entered
into with independent third parties.

 
Centro Financiero BHD, S.A.
At December  
31, 2025,  
the Corporation  
had a
15.63
% equity  
interest in  
Centro Financiero  
BHD, S.A.  
(“BHD”), one  
of the  
largest
banking  
and  
financial  
services  
groups  
in  
the  
Dominican  
Republic.  
During  
the  
year  
ended  
December  
31,  
2025,  
the  
Corporation
recorded  
$
29.9
 
million  
in  
equity  
pickup  
(December  
31,  
2024  
-  
$
33.0
 
million),  
including  
the  
net  
impact  
of  
$
46.3
 
million  
from  
net
earnings (December 31, 2024  
- $
39.3
 
million), offset by  
($
16.4
) million recorded through  
Other Comprehensive Income (December
31,  
2024  
-  
($
6.3
)  
million)  
related  
to  
foreign  
currency  
translation  
adjustments  
and  
changes  
in  
the  
fair  
value  
of  
available  
for  
sale
securities. At  
December 31,  
2025, the  
investment in  
BHD had  
a carrying  
amount of  
$
249.4
 
million (December  
31, 2024  
- $
239.5
million)  
and  
the  
Corporation  
received  
$
20.0
 
million  
in  
cash  
dividend  
distributions  
during  
the  
year  
ended  
December  
31,  
2025
(December 31, 2024 - $
19.4
 
million).

219
Note 27 – Fair value measurement

 

ASC Subtopic  
820-10 “Fair  
Value  
Measurements and  
Disclosures” establishes  
a fair  
value hierarchy  
that prioritizes  
the inputs  
to
valuation techniques  
used to  
measure fair  
value into  
three levels  
in order  
to increase  
consistency and  
comparability in  
fair value
measurements and disclosures. The hierarchy is broken  
down into three levels based on the reliability  
of inputs as follows:
●
Level 1
- Unadjusted quoted prices in active markets for identical assets or liabilities that the Corporation has the ability to
access at  
the measurement date.  
Valuation  
on these  
instruments does not  
necessitate a  
significant degree of  
judgment
since valuations are based on quoted prices that  
are readily available in an active market.
●
Level 2
- Quoted prices other than those included in Level 1 that are observable either directly or indirectly.  
Level 2 inputs
include  
quoted  
prices  
for  
similar  
assets  
or  
liabilities  
in  
active  
markets,  
quoted  
prices  
for  
identical  
or  
similar  
assets  
or
liabilities in  
markets that  
are  
not active,  
or other  
inputs that  
are  
observable or  
that can  
be corroborated  
by  
observable
market data for substantially the full term of the  
financial instrument.
●
Level  
3
-  
Inputs  
are  
unobservable  
and  
significant  
to  
the  
fair  
value  
measurement.  
Unobservable  
inputs  
reflect  
the
Corporation’s own judgements about assumptions that  
market participants would use in pricing the asset  
or liability.
The  
Corporation  
maximizes  
the  
use  
of  
observable  
inputs  
and  
minimizes  
the  
use  
of  
unobservable  
inputs  
by  
requiring  
that  
the
observable inputs be used when  
available. Fair value is  
based upon quoted market prices  
when available. If listed prices  
or quotes
are  
not  
available,  
the  
Corporation  
employs  
internally-developed  
models  
that  
primarily  
use  
market-based  
inputs  
including  
yield
curves, interest rates,  
volatilities, and credit  
curves, among others.  
Valuation  
adjustments are limited  
to those necessary  
to ensure
that the financial instrument’s  
fair value is adequately representative of  
the price that would  
be received or paid  
in the marketplace.
These adjustments include amounts that reflect counterparty credit quality,  
the Corporation’s credit standing, constraints on liquidity
and unobservable parameters that are applied consistently.  

The estimated fair  
value may  
be subjective in  
nature and may  
involve uncertainties and  
matters of  
significant judgment for  
certain
financial instruments. Changes in the underlying assumptions  
used in calculating fair value could significantly  
affect the results.

Fair Value on a Recurring and Nonrecurring Basis
The following fair value hierarchy tables  
present information about the Corporation’s assets  
and liabilities measured at fair value  
on
a recurring basis at December 31, 2025 and  
2024:

 

 
220
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
At December 31, 2025
(In thousands)
Level 1
Level 2
Level 3
Measured at NAV
Total
RECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

 

Debt securities available-for-sale:
U.S. Treasury securities
$
6,576,313
$
9,147,141
$
-
$
-
$
15,723,454
Collateralized mortgage obligations - federal
agencies
-
100,241
-
-
100,241
Mortgage-backed securities
-
4,750,122
405
-
4,750,527
Other
-
-
750
-
750
Total debt securities  
available-for-sale
$
6,576,313
$
13,997,504
$
1,155
$
-
$
20,574,972
Trading account debt securities, excluding
derivatives:
U.S. Treasury securities
$
12,450
$
10
$
-
$
-
$
12,460
Obligations of Puerto Rico, States and political
subdivisions
-
45
-
-
45
Collateralized mortgage obligations
-
567
-
-
567
Mortgage-backed securities
-
23,314
84
-
23,398
Other
-
-
99
-
99
Total trading account  
debt securities, excluding
derivatives
$
12,450
$
23,936
$
183
$
-
$
36,569
Equity securities
$
-
$
50,632
$
-
$
852
$
51,484
Mortgage servicing rights
-
-
96,356
-
96,356
Loans held-for-sale
-
9,998
-
-
9,998
Derivatives  

-
27,913
-
-
27,913
Total assets measured  
at fair value on a
recurring basis
$
6,588,763
$
14,109,983
$
97,694
$
852
$
20,797,292
Liabilities
Derivatives
$
-
$
( 25,740 )
$
-
$
-
$
( 25,740 )
Total liabilities measured  
at fair value on a
recurring basis
$
-
$
( 25,740 )
$
-
$
-
$
( 25,740 )

 
 
 
221
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
At December 31, 2024
(In thousands)
Level 1
Level 2
Level 3
Measured at NAV
Total
RECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

Debt securities available-for-sale:
U.S. Treasury securities
$
7,512,171
$
5,482,939
$
-
$
-
$
12,995,110
Collateralized mortgage obligations - federal
agencies
-
120,284
-
-
120,284
Mortgage-backed securities
-
5,127,775
484
-
5,128,259
Other
-
-
2,250
-
2,250
Total debt securities  
available-for-sale
$
7,512,171
$
10,730,998
$
2,734
$
-
$
18,245,903
Trading account debt securities, excluding
derivatives:
U.S. Treasury securities
$
2,814
$
10
$
-
$
-
$
2,824
Obligations of Puerto Rico, States and political
subdivisions
-
55
-
-
55
Collateralized mortgage obligations
-
655
-
-
655
Mortgage-backed securities
-
29,032
84
-
29,116
Other
-
-
133
-
133
Total trading account  
debt securities, excluding
derivatives
$
2,814
$
29,752
$
217
$
-
$
32,783
Equity securities
$
-
$
45,664
$
-
$
381
$
46,045
Mortgage servicing rights
-
-
108,103
-
108,103
Loans held-for-sale
-
5,423
-
-
5,423
Derivatives  

-
26,023
-
-
26,023
Total assets measured  
at fair value on a
recurring basis
$
7,514,985
$
10,837,860
$
111,054
$
381
$
18,464,280
Liabilities
 

 

 

Derivatives
$
-
$
( 22,832 )
$
-
$
-
$
( 22,832 )
Total liabilities measured  
at fair value on a
recurring basis
$
-
$
( 22,832 )
$
-
$
-
$
( 22,832 )

Loans held-for-sale measured at fair value
 

Loans held-for-sale measured at fair value were priced  
based on secondary market prices. These loans  
are classified as Level 2.

The  
following  
tables summarize  
the difference  
between the  
aggregate fair  
value  
and the  
aggregate unpaid  
principal  
balance  
for
mortgage loans originated as held-for-sale measured  
at fair value as of December 31, 2025 and December  
31, 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2025
Aggregate Unpaid
Fair Value
Principal Balance
Difference
Loans held for sale
$
9,998
$
9,839
$
159

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2024
Aggregate Unpaid
Fair Value
Principal Balance
Difference
Loans held for sale
$
5,423
$
5,436
$
( 13 )

No
 
loans held-for-sale were 90 or more days past  
due or on nonaccrual status as of December 31,  
2025 and December 31, 2024.

 
 
222
The fair value information included in the following  
tables is not as of period end, but as  
of the date that the fair value measurement
was recorded during the years ended December 31, 2025,  
2024 and 2023  
and excludes nonrecurring fair value measurements  
of
assets no longer outstanding  
as of the reporting date.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2025
(In thousands)
Level 1
Level 2
Level 3
Total
NONRECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

Write-downs
Loans
[1]
$
-
$
-
$
3,800
$
3,800
$
( 424 )
Other real estate owned
[2]
-
-
4,228
4,228
( 1,532 )
Other foreclosed assets
[2]
-
-
125
125
( 53 )
Total assets measured  
at fair value on a nonrecurring basis
$
-
$
-
$
8,153
$
8,153
$
( 2,009 )
[1] Relates mainly to certain impaired collateral dependent loans.  
The impairment was measured based on the fair value  
of the collateral, which is
derived from appraisals that take into consideration prices  
in observed transactions involving similar assets in similar  
locations. Costs to sell are
excluded from the reported fair value amount.
[2] Represents the fair value of foreclosed real estate and  
other collateral owned that were written down to their fair  
value. Costs to sell are
excluded from the reported fair value amount.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2024
(In thousands)
Level 1
Level 2
Level 3
Total
NONRECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

Write-downs
Loans
[1]
$
-
$
-
$
6,808
$
6,808
$
( 939 )
Other real estate owned
[2]
-
-
6,050
6,050
( 1,934 )
Other foreclosed assets
[2]
-
-
134
134
( 55 )
Total assets measured  
at fair value on a nonrecurring basis
$
-
$
-
$
12,992
$
12,992
$
( 2,928 )
[1] Relates mainly to certain impaired collateral dependent loans.  
The impairment was measured based on the fair value  
of the collateral, which is
derived from appraisals that take into consideration prices  
in observed transactions involving similar assets in similar  
locations. Costs to sell are
excluded from the reported fair value amount.
[2] Represents the fair value of foreclosed real estate and  
other collateral owned that were written down to their fair  
value. Costs to sell are
excluded from the reported fair value amount.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2023
(In thousands)
Level 1
Level 2
Level 3
Total
NONRECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

Write-downs
Loans
[1]
$
-
$
-
$
10,091
$
10,091
$
( 3,157 )
Other real estate owned
[2]
-
-
6,560
6,560
( 1,516 )
Other foreclosed assets
[2]
-
-
102
102
( 28 )
Total assets measured  
at fair value on a nonrecurring basis
$
-
$
-
$
16,753
$
16,753
$
( 4,701 )
[1] Relates mostly to certain impaired collateral dependent loans.  
The impairment was measured based on the fair value  
of the collateral, which
is derived from appraisals that take into consideration  
prices in observed transactions involving similar assets  
in similar locations. Costs to sell are
excluded from the reported fair value amount.
[2] Represents the fair value of foreclosed real estate and  
other collateral owned that were written down to their fair  
value. Costs to sell are
excluded from the reported fair value amount.

223
The following tables present the changes in Level  
3 assets and liabilities measured at fair  
value on a recurring basis for the years
ended December 31, 2025, 2024, and 2023.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2025
MBS
Other
classified
classified
CMOs
MBS  

Other
as debt
as debt
classified
classified
securities
securities
securities
as trading
as trading
classified as
Mortgage
available-
available-
account debt
account debt
trading account
servicing
Total
(In thousands)
for-sale
for-sale
securities
securities
debt securities
rights
assets
Balance at January 1,  
2025
$
484
$
2,250
$
-
$
84
$
133
$
108,103
$
111,054
Gains (losses) included in earnings
-
-
-
-
( 34 )
( 12,880 )
( 12,914 )
Gains (losses) included in OCI
( 4 )
-
-
-
-
-
( 4 )
Additions
-
-
-
-
-
1,133
1,133
Settlements
( 75 )
-
-
-
-
-
( 75 )
Transfers out of Level 3
-
( 1,500 )
-
-
-
-
( 1,500 )
Balance at December 31, 2025
$
405
$
750
$
-
$
84
$
99
$
96,356
$
97,694
Changes in unrealized gains (losses)
included in earnings relating to assets
still held at December 31, 2025
$
-
$
-
$
-
$
( 1 )
$
18
$
( 3,786 )
$
( 3,769 )

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2024
MBS
Other
Other
classified
classified
CMOs
MBS  

securities
as debt
as debt
classified
classified
classified
securities
securities
as trading
as trading
as trading
Mortgage
available-
available-
account debt
account debt
account debt  

servicing
Total
(In thousands)
for-sale
for-sale
securities
securities
securities
rights
assets
Balance at January 1, 2024
$
606
$
2,500
$
5
$
112
$
167
$
118,109
$
121,499
Gains (losses) included in earnings
-
( 500 )
-
-
( 34 )
( 11,370 )
( 11,904 )
Gains (losses) included in OCI
3
-
-
-
-
-
3
Additions
-
-
-
-
-
1,364
1,364
Sales
-
250
-
-
-
-
250
Settlements
( 125 )
-
( 5 )
( 28 )
-
-
( 158 )
Balance at December 31, 2024
$
484
$
2,250
$
-
$
84
$
133
$
108,103
$
111,054
Changes in unrealized gains (losses)
included in earnings relating to assets
still held at December 31, 2024
$
-
$
-
$
-
$
1
$
7
$
( 2,120 )
$
( 2,112 )

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Year ended December  
31, 2023
MBS
Other
Other
classified
classified
CMOs
MBS  

securities
as debt
as debt
classified
classified as
classified
securities
securities
as trading
trading
as trading
Mortgage
available-
available-
account debt
account debt  

account debt  

servicing
Total
(In thousands)
for-sale
for-sale
securities
securities
securities
rights
assets
Balance at January 1,  
2023
$
711
$
1,000
$
113
$
215
$
207
$
128,350
$
130,596
Gains (losses) included in earnings
-
-
-
( 2 )
( 40 )
( 11,589 )
( 11,631 )
Gains (losses) included in OCI
( 5 )
-
-
-
-
-
( 5 )
Additions
-
1,500
4
-
-
2,097
3,601
Sales
-
-
-
-
-
( 1,269 )
( 1,269 )
Settlements
( 100 )
-
( 112 )
( 101 )
-
520
207
Balance at December 31, 2023
$
606
$
2,500
$
5
$
112
$
167
$
118,109
$
121,499
Changes in unrealized gains (losses)
included in earnings relating to
assets still held at December 31,
2023
$
-
$
-
$
-
$
( 1 )
$
18
$
( 529 )
$
( 512 )

 
224
Gains and losses (realized and  
unrealized) included in earnings for the  
years ended December 31, 2025,  
2024, and 2023 for Level
3 assets and liabilities included in the previous  
tables are reported in the consolidated statement  
of operations as follows:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2025
2024
2023
Total
Changes in
unrealized
Total
Changes in
unrealized
Total
Changes in
unrealized
gains (losses)
gains (losses)  

gains (losses)
gains (losses)  

gains (losses)
gains (losses)  

included
relating to assets still
included
relating to assets still
included
relating to assets still  

(In thousands)
in earnings
held at reporting date
in earnings
held at reporting date
in earnings
held at reporting date
Mortgage banking activities
$
( 12,880 )
$
( 3,786 )
$
( 11,370 )
$
( 2,120 )
$
( 11,589 )
$
( 529 )
Trading account (loss) profit
 

( 34 )
17
( 34 )
8
( 42 )
17
Provision for credit losses
-
-
( 500 )
-
-
-
Total
 

$
( 12,914 )
$
( 3,769 )
$
( 11,904 )
$
( 2,112 )
$
( 11,631 )
$
( 512 )

The following  
tables include  
quantitative information  
about significant  
unobservable inputs  
used to  
derive the  
fair value  
of Level  
3
instruments, excluding those instruments  
for which the  
unobservable inputs were not  
developed by the  
Corporation such as  
prices
of prior transactions and/or unadjusted third-party pricing  
sources at December 31, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Fair value at
 
December 31,
(In thousands)
2025
Valuation technique
Unobservable inputs
Weighted average (range) [1]
Other - trading
$
99
Discounted cash flow model
Weighted average life
2
 
years
Yield
12
.0%
Prepayment speed
10.8
%
Loans held-in-portfolio
$
3,800
[2]
External appraisal
Haircut applied on
external appraisals
5.0
%
Other real estate owned
$
34
[2]
External appraisal
Haircut applied on
external appraisals
20
%
[1]  

Weighted average of significant unobservable inputs  
used to develop Level 3 fair value measurements  
were calculated by relative fair value.
[2]
Loans held-in-portfolio in which haircuts were not applied  
to external appraisals were excluded from this table.  

[2]
Other real estate owned in which haircuts were not applied  
to external appraisals were excluded from this table.

 
225
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Fair value at
 
December 31,
(In thousands)
2024
Valuation technique
Unobservable inputs
Weighted average (range) [1]
Other - trading
$
133
Discounted cash flow model
Weighted average life
2
 
years
Yield
12
.0%
Prepayment speed
10.8
%
Loans held-in-portfolio
$
6,808
[2]
External appraisal
Haircut applied on
external appraisals
6.6
% (
5
.0% -
10
.0%)
Other real estate owned
$
53
[3]
External appraisal
Haircut applied on
external appraisals
60.1
% (
35
.0% -
65.6
%)
[1]  

Weighted average of significant unobservable inputs  
used to develop Level 3 fair value measurements  
were calculated by relative fair value.
[2]
Loans held-in-portfolio in which haircuts were not applied  
to external appraisals were excluded from this table.  

[3]
Other real estate owned in which haircuts were not applied  
to external appraisals were excluded from this table.

The significant unobservable inputs used in the fair value measurement of the Corporation’s collateralized mortgage obligations and
interest-only  
collateralized  
mortgage  
obligation  
(reported  
as  
“other”),  
which  
are  
classified  
in  
the  
“trading”  
category,  
are  
yield,
constant  
prepayment rate,  
and  
weighted average  
life. Significant  
increases (decreases)  
in  
any  
of  
those  
inputs in  
isolation would
result  
in  
significantly  
lower  
(higher)  
fair  
value  
measurement.  
Generally,  
a  
change  
in  
the  
assumption  
used  
for  
the  
constant
prepayment  
rate  
will  
generate  
a  
directionally  
opposite  
change  
in  
the  
weighted  
average  
life.  
For  
example,  
as  
the  
average life  
is
reduced  
by  
a  
higher  
constant  
prepayment  
rate,  
a  
lower  
yield  
will  
be  
realized,  
and  
when  
there  
is  
a  
reduction  
in  
the  
constant
prepayment  
rate,  
the  
average  
life  
of  
these  
collateralized  
mortgage  
obligations  
will  
extend,  
thus  
resulting  
in  
a  
higher  
yield.  
The
significant  
unobservable  
inputs  
used  
in  
the  
fair  
value  
measurement  
of  
the  
Corporation’s  
mortgage  
servicing  
rights  
are  
constant
prepayment rates and discount rates.  
Increases in interest rates may result in lower prepayments. Discount rates vary  
according to
products and / or portfolios depending on the  
perceived risk. Increases in discount rates result  
in a lower fair value measurement.

Following is  
a description  
of the  
Corporation’s valuation  
methodologies used  
for assets  
and liabilities  
measured at  
fair value.  
The
disclosure requirements exclude certain financial instruments and all  
non-financial instruments. Accordingly, the aggregate fair value
amounts of the financial instruments disclosed do  
not represent management’s estimate of the underlying  
value of the Corporation.
Trading account debt securities and debt securities available-for-sale  

●
 
U.S. Treasury securities:  
The fair value  
of U.S. Treasury  
notes is based  
on yields that  
are interpolated from the  
constant
maturity treasury curve.  
These securities are classified  
as Level 2.  
U.S. Treasury  
bills are classified as  
Level 1 given the
high volume of trades and pricing based on those  
trades.  

●
 
Obligations of U.S.  
Government sponsored entities: The  
Obligations of U.S. Government  
sponsored entities include U.S.
agency  
securities,  
which  
fair  
value  
is  
based  
on  
an  
active  
exchange  
market  
and  
on  
quoted  
market  
prices  
for  
similar
securities. The U.S. agency securities are classified as  
Level 2.  

●
 
Obligations of Puerto  
Rico, States and  
political subdivisions: Obligations of  
Puerto Rico, States  
and political subdivisions
include  
municipal  
bonds.  
The  
bonds  
are  
segregated  
and  
the  
like  
characteristics  
divided  
into  
specific  
sectors.  
Market
inputs used in the  
evaluation process include all or  
some of the following:  
trades, bid price or  
spread, two sided markets,
quotes, benchmark curves including but not limited to Treasury  
benchmarks and swap curves, market data feeds such as
those obtained from  
municipal market sources,  
discount and capital  
rates, and  
trustee reports. The  
municipal bonds are
classified as Level 2.
●
 
Mortgage-backed securities: Certain agency mortgage-backed  
securities (“MBS”) are priced based on a bond’s theoretical
value  
derived  
from  
similar  
bonds  
defined  
by  
credit  
quality  
and  
market  
sector.  
Their  
fair  
value  
incorporates  
an  
option
adjusted spread. The  
agency MBS are classified  
as Level 2.  
Other agency MBS  
such as GNMA  
Puerto Rico Serials  
are
priced using an internally-prepared pricing matrix with quoted prices from local brokers dealers. These particular MBS are
classified as Level 3.
●
 
Collateralized mortgage  
obligations: Agency  
collateralized mortgage  
obligations (“CMOs”)  
are priced  
based on  
a bond’s
theoretical  
value  
derived  
from  
similar  
bonds  
defined  
by  
credit  
quality  
and  
market  
sector  
and  
for  
which  
fair  
value
incorporates  
an  
option  
adjusted  
spread.  
The  
option  
adjusted  
spread  
model  
includes  
prepayment  
and  
volatility
assumptions,  
ratings  
(whole  
loans  
collateral)  
and  
spread  
adjustments.  
These  
CMOs  
are  
classified  
as  
Level  
2.  
Other
CMOs, due  
to their  
limited liquidity,  
are classified  
as Level  
3 due  
to the  
insufficiency of  
inputs such  
as executed  
trades,
credit information and cash flows.  

226
●
 
Corporate securities (included  
as “other” in  
the “available-for-sale” category):  
Given that the  
quoted prices are  
for similar
instruments, these securities are classified as Level  
2.  

●
 
Corporate securities  
and  
interest-only strips  
(included as  
“other” in  
the  
“trading account  
debt securities”  
category): For
corporate securities, quoted prices for these security types are obtained from broker dealers. Given that the quoted prices
are for similar instruments or do not trade in highly liquid  
markets, these securities are classified as Level 2. Given  
that the
fair  
value  
was  
estimated  
based  
on  
a  
discounted  
cash  
flow  
model  
using  
unobservable  
inputs,  
interest-only  
strips  
are
classified as Level 3.  

Equity securities
Equity  
securities  
are  
comprised principally  
of  
shares  
in  
closed-ended  
and  
open-ended mutual  
funds  
and  
other  
equity  
securities.
Closed-end funds are  
traded on the  
secondary market at  
the shares’ market value.  
Open-ended funds are considered  
to be liquid,
as investors can sell their shares continually to the fund and are priced at NAV.  
Mutual funds are classified as Level 2. Other equity
securities that  
do not  
trade in  
highly liquid  
markets are  
also classified  
as Level  
2, except  
for one  
equity security  
that do  
not have
readily determinable fair value and is under an investment  
company is measured at NAV.
Mortgage servicing rights  

Mortgage  
servicing  
rights  
(“MSRs”)  
do  
not  
trade  
in  
an  
active  
market  
with  
readily  
observable  
prices.  
MSRs  
are  
priced  
using  
a
discounted cash  
flow model  
valuation performed  
by a  
third party.  
The discounted  
cash flow  
model incorporates  
assumptions that
market  
participants  
would  
use  
in  
estimating  
future  
net  
servicing  
income,  
including  
portfolio  
characteristics,  
prepayments
assumptions, discount  
rates, delinquency  
and foreclosure  
rates, late  
charges, other  
ancillary revenues,  
cost to  
service and  
other
economic factors.  
Prepayment speeds  
are adjusted  
for the  
loans’ characteristics  
and portfolio  
behavior.  
Due to  
the unobservable
nature of certain valuation inputs, the MSRs are  
classified as Level 3.  

Derivatives  

Interest  
rate  
caps  
and  
indexed  
options  
are  
traded  
in  
over-the-counter  
active  
markets.  
These  
derivatives  
are  
indexed  
to  
an
observable interest rate benchmark, such  
as LIBOR or equity indexes,  
and are priced using an  
income approach based on present
value  
and  
option  
pricing  
models  
using  
observable  
inputs.  
Other  
derivatives  
are  
liquid  
and  
have  
quoted  
prices,  
such  
as  
forward
contracts or  
“to be  
announced securities”  
(“TBAs”). All  
of these  
derivatives are  
classified as  
Level 2.  
The non-performance  
risk is
determined using internally-developed models that  
consider the collateral  
held, the remaining  
term, and the  
creditworthiness of the
entity that  
bears the  
risk, and  
uses available  
public data  
or internally-developed  
data related  
to current  
spreads that  
denote their
probability of default.
Loans held-in-portfolio that are collateral dependent
The impairment is  
measured based on  
the fair value  
of the collateral,  
which is derived  
from appraisals that  
take into consideration
prices  
in  
observed  
transactions  
involving  
similar  
assets  
in  
similar  
locations  
and  
which  
could  
be  
subject  
to  
internal  
adjustments.
These collateral dependent loans are classified as Level  
3.  

Loans measured at fair value or measured at  
the lower of cost or market
Loans  
held-for-sale measured  
at fair  
value  
or measured  
at the  
lower of  
cost  
or market  
were priced  
based  
on secondary  
market
prices. These loans are classified as Level 2.  

Other real estate owned and other foreclosed assets  

Other  
real  
estate  
owned  
includes  
real  
estate  
properties  
securing  
mortgage,  
consumer,  
and  
commercial  
loans.  
Other  
foreclosed
assets include primarily automobiles  
securing auto loans. The  
fair value of  
foreclosed assets may be  
determined using an external
appraisal, broker price opinion, or an  
internal valuation.  
These foreclosed assets are classified as Level  
3 since they are subject  
to
internal adjustments.

227
Note 28 – Fair value of financial instruments

The fair  
value of  
financial instruments  
is the  
amount at  
which an  
asset or  
obligation could  
be exchanged  
in a  
current transaction
between  
willing  
parties,  
other  
than  
in  
a  
forced  
or  
liquidation  
sale.  
For  
those  
financial  
instruments  
with  
no  
quoted  
market  
prices
available, fair values have been estimated using present  
value calculations or other valuation techniques, as well  
as management’s
best judgment with respect to current economic conditions, including discount rates, estimates of future cash flows, and prepayment
assumptions. Many of these  
estimates involve various assumptions and  
may vary significantly from  
amounts that could be  
realized
in actual transactions.
The  
fair  
values  
reflected  
herein  
have  
been  
determined  
based  
on  
the  
prevailing  
rate  
environment  
at  
December  
31,  
2025  
and
December 31, 2024, as  
applicable. In different interest  
rate environments, fair value  
estimates can differ significantly,  
especially for
certain  
fixed  
rate  
financial  
instruments.  
In  
addition,  
the  
fair  
values  
presented  
do  
not  
attempt  
to  
estimate  
the  
value  
of  
the
Corporation’s fee  
generating businesses and  
anticipated future business  
activities, that  
is, they  
do not  
represent the  
Corporation’s
value as  
a going concern.  
There have been  
no changes in  
the Corporation’s valuation  
methodologies and inputs  
used to estimate
the fair values for each class of financial assets and  
liabilities not measured at fair value.
The following tables present the  
carrying amount and estimated fair  
values of financial instruments with their  
corresponding level in
the fair  
value hierarchy.  
The aggregate  
fair value  
amounts of  
the financial  
instruments disclosed  
do not  
represent management’s
estimate of the underlying value of the Corporation.

 
228
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
December 31, 2025
Carrying  

Measured
(In thousands)
amount
Level 1
Level 2
Level 3
at NAV
Fair value  

Financial Assets:
Cash and due from banks
$
402,755
$
402,755
$
-
$
-
$
-
$
402,755
Money market investments
4,626,506
4,616,272
10,234
-
-
4,626,506
Trading account debt securities, excluding  
derivatives
[1]
36,569
12,450
23,936
183
-
36,569
Debt securities available-for-sale
[1]
20,574,972
6,576,313
13,997,504
1,155
-
20,574,972
Debt securities held-to-maturity:
U.S. Treasury securities
$
7,268,967
$
-
$
7,309,991
$
-
$
-
$
7,309,991
Obligations of Puerto Rico, States and political
subdivisions
45,295
-
6,766
39,564
-
46,330
Collateralized mortgage obligation-federal agency
1,495
-
1,306
-
-
1,306
Securities in wholly owned statutory business trusts
5,960
-
5,960
-
-
5,960
Total debt securities  
held-to-maturity
$
7,321,717
$
-
$
7,324,023
$
39,564
$
-
$
7,363,587
Equity securities:
FHLB stock
$
68,422
$
-
$
68,422
$
-
$
-
$
68,422
FRB stock
102,665
-
102,665
-
-
102,665
Other investments
58,761
-
50,632
7,817
852
59,301
Total equity securities
$
229,848
$
-
$
221,719
$
7,817
$
852
$
230,388
Loans held-for-sale
$
9,998
$
-
$
9,998
$
-
$
-
$
9,998
Loans held-in-portfolio
38,519,462
-
-
37,858,044
-
37,858,044
Mortgage servicing rights
96,356
-
-
96,356
-
96,356
Derivatives
27,913
-
27,913
-
-
27,913
December 31, 2025
Carrying  

Measured
(In thousands)
amount
Level 1
Level 2
Level 3
at NAV
Fair value  

Financial Liabilities:
Deposits:
Demand deposits
$
56,710,732
$
-
$
56,710,732
$
-
$
-
$
56,710,732
Time deposits
9,479,361
-
9,305,980
-
-
9,305,980
Total deposits
$
66,190,093
$
-
$
66,016,712
$
-
$
-
$
66,016,712
Assets sold under agreements to repurchase
$
39,001
$
-
$
39,004
$
-
$
-
$
39,004
Other short-term borrowings
[2]
650,000
-
650,000
-
-
650,000
Notes payable:
FHLB advances
$
164,620
$
-
$
163,417
$
-
$
-
$
163,417
Unsecured senior debt securities
396,558
-
419,300
-
-
419,300
Junior subordinated deferrable interest debentures
(related to trust preferred securities)
198,399
-
191,909
-
-
191,909
Total notes payable
$
759,577
$
-
$
774,626
$
-
$
-
$
774,626
Derivatives
$
25,740
$
-
$
25,740
$
-
$
-
$
25,740
[1]
Refer to Note 27 to the Consolidated Financial Statements  
for the fair value by class of financial asset and its hierarchy  
level.
[2]
Refer to Note 16 to the Consolidated Financial Statements  
for the composition of other short-term borrowings.

 

 
229
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
December 31, 2024
Carrying  

Measured
(In thousands)
amount
Level 1
Level 2
Level 3
at NAV
Fair value  

Financial Assets:
Cash and due from banks
$
419,638
$
419,638
$
-
$
-
$
-
$
419,638
Money market investments
6,380,948
6,371,180
9,768
-
-
6,380,948
Trading account debt securities, excluding  
derivatives
[1]
32,783
2,814
29,752
217
-
32,783
Debt securities available-for-sale
[1]
18,245,903
7,512,171
10,730,998
2,734
-
18,245,903
Debt securities held-to-maturity:
U.S. Treasury securities
$
7,693,418
$
-
$
7,623,824
$
-
$
-
$
7,623,824
Obligations of Puerto Rico, States and political
subdivisions
51,865
-
6,866
44,711
-
51,577
Collateralized mortgage obligation-federal agency
1,518
-
1,304
-
-
1,304
Securities in wholly owned statutory business trusts
5,959
-
5,959
-
-
5,959
Total debt securities  
held-to-maturity
$
7,752,760
$
-
$
7,637,953
$
44,711
$
-
$
7,682,664
Equity securities:
FHLB stock
$
55,786
$
-
$
55,786
$
-
$
-
$
55,786
FRB stock
100,304
-
100,304
-
-
100,304
Other investments
52,076
-
45,664
6,528
381
52,573
Total equity securities
$
208,166
$
-
$
201,754
$
6,528
$
381
$
208,663
Loans held-for-sale
$
5,423
$
-
$
5,423
$
-
$
-
$
5,423
Loans held-in-portfolio
36,361,628
-
-
35,652,539
-
35,652,539
Mortgage servicing rights
108,103
-
-
108,103
-
108,103
Derivatives
26,023
-
26,023
-
-
26,023
December 31, 2024
Carrying  

Measured
(In thousands)
amount
Level 1
Level 2
Level 3
at NAV
Fair value  

Financial Liabilities:
Deposits:
Demand deposits
$
55,871,463
$
-
$
55,871,463
$
-
$
-
$
55,871,463
Time deposits
9,012,882
-
8,795,803
-
-
8,795,803
Total deposits
$
64,884,345
$
-
$
64,667,266
$
-
$
-
$
64,667,266
Assets sold under agreements to repurchase
$
54,833
$
-
$
54,845
$
-
$
-
$
54,845
Other short-term borrowings
[2]
225,000
-
225,000
-
-
225,000
Notes payable:
FHLB advances
$
302,722
$
-
$
295,023
$
-
$
-
$
295,023
Unsecured senior debt securities
395,198
-
415,148
-
-
415,148
Junior subordinated deferrable interest debentures
(related to trust preferred securities)
198,373
-
189,758
-
-
189,758
Total notes payable
$
896,293
$
-
$
899,929
$
-
$
-
$
899,929
Derivatives
$
22,832
$
-
$
22,832
$
-
$
-
$
22,832
[1]
Refer to Note 27 to the Consolidated Financial Statements  
for the fair value by class of financial asset and its hierarchy  
level.  

[2]
Refer to Note 16 to the Consolidated Financial Statements  
for the composition of other short-term borrowings.

 

Refer  
to  
Note  
23  
to  
the  
Consolidated  
Financial  
Statements  
for  
the  
notional  
amount  
of  
commitments  
to  
extend  
credit,  
which
represents the unused portion of  
credit facilities granted to customers,  
and letters of credit,  
which represent the contractual amount
that  
is  
required  
to  
be  
paid  
in  
the  
event  
of  
nonperformance,  
at  
December  
31,  
2025  
and  
December  
31,  
2024.  
The  
fair  
value  
of
commitments to  
extend credit  
and letters  
of credit,  
which are  
based on  
the fees  
charged to  
enter into  
those agreements,  
are not
material to Popular’s financial statements.

 

230
Note 29 – Employee benefits
Certain employees of BPPR are covered by three  
non-contributory defined benefit pension plans,  
the Banco Popular de Puerto Rico
Retirement Plan and two Restoration Plans (the  
“Pension Plans”).  
Pension benefits are based on age, years of  
credited service,
and final average compensation.
The Pension  
Plans are  
currently closed to  
new hires  
and the  
accrual of  
benefits are  
frozen to  
all participants. The  
Pension Plans’
benefit formula  
is based  
on a  
percentage of  
average final  
compensation and  
years of  
service as  
of the  
plan freeze  
date. Normal
retirement age under  
the retirement plan  
is age 65  
with 5 years  
of service. Pension  
costs are funded  
in accordance with  
minimum
funding standards  
under the  
Employee Retirement  
Income Security  
Act of  
1974 (“ERISA”).  
Benefits under  
the Pension  
Plans are
subject to  
the U.S.  
and Puerto  
Rico Internal Revenue  
Code limits  
on compensation  
and benefits.  
Benefits under restoration  
plans
restore benefits  
to selected  
employees that are  
limited under  
the Banco  
Popular de  
Puerto Rico  
Retirement Plan  
due to  
U.S. and
Puerto Rico  
Internal Revenue  
Code limits  
and a  
compensation definition  
that excludes  
amounts deferred pursuant  
to nonqualified
arrangements.  

In  
addition  
to  
providing  
pension  
benefits,  
BPPR  
provides  
certain  
health  
care  
benefits  
for  
certain  
retired  
employees  
(the  
“OPEB
Plan”).  
Regular employees  
of BPPR,  
hired before  
February 1,  
2000, may  
become eligible  
for health  
care benefits,  
provided they
reach retirement age while working for BPPR.
The  
Corporation’s  
funding  
policy is  
to  
make  
annual contributions  
to  
the  
Pension Plans,  
when necessary,  
in amounts  
which fully
provide for all benefits as they become due under  
the plans.  

The Corporation’s pension fund investment strategy  
is to invest in a  
prudent manner for the exclusive  
purpose of providing benefits
to participants. A well defined internal structure has  
been established to develop and implement  
a risk-controlled investment strategy
that is targeted to  
produce a total return that,  
when combined with BPPR contributions to  
the fund, will maintain the  
fund’s ability to
meet all  
required benefit obligations.  
Risk is controlled  
through diversification of  
asset types, such  
as investments in  
domestic and
international equities and fixed income.
Equity investments include various types of stock and index funds. Also, this category  
includes Popular, Inc.’s common stock. Fixed
income  
investments include  
U.S. Government  
securities  
and  
other U.S.  
agencies’ obligations,  
corporate  
bonds, mortgage  
loans,
mortgage-backed securities  
and index  
funds, among  
others. A  
designated committee  
periodically reviews  
the performance  
of the
pension  
plans’  
investments  
and  
assets  
allocation.  
The  
Trustee  
and  
the  
money  
managers  
are  
allowed  
to  
exercise  
investment
discretion, subject  
to limitations  
established by  
the pension  
plans’ investment  
policies. The  
plans forbid  
money managers  
to enter
into derivative transactions, unless approved by the  
Trustee.  

The  
overall  
expected  
long-term  
rate-of-return-on-assets assumption  
reflects  
the  
average rate  
of  
earnings  
expected  
on  
the funds
invested or  
to  
be invested  
to provide  
for the  
benefits included  
in the  
benefit obligation.  
The assumption  
has been  
determined by
reflecting  
expectations  
regarding  
future  
rates  
of  
return  
for  
the  
plan  
assets,  
with  
consideration  
given  
to  
the  
distribution  
of  
the
investments by asset  
class and  
historical rates of  
return for each  
individual asset class.  
This process is  
reevaluated at least  
on an
annual basis and if market, actuarial and economic  
conditions change, adjustments to the rate of return  
may come into place.

The  
Pension  
Plans  
weighted  
average  
asset  
allocation  
as  
of  
December  
31,  
2025  
and  
2024  
and  
the  
approved  
asset  
allocation
ranges, by asset category, are summarized in the table below.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Minimum allotment
Maximum allotment
2025
2024
Equity
0
%
70
%
12
%
10
%
Debt securities
0
%
100
%
85
%
85
%
Popular related securities
0
%
5
%
1
%
1
%
Cash and cash equivalents
0
%
100
%
2
%
4
%

 
231
The following table sets  
forth by level, within  
the fair value hierarchy,  
the Pension Plans’ assets at  
fair value at December  
31, 2025
and 2024. Investments  
measured at net  
asset value per share  
(“NAV”) as  
a practical expedient have  
not been classified  
in the fair
value hierarchy, but are presented in order to permit reconciliation of  
the plans’ assets.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2025
2024
(In thousands)
Level 1
Level 2
Level 3
Measured
at NAV
Total  

Level 1
Level 2
Level 3
Measured
at NAV
Total  

Obligations of the U.S.
Government, its agencies,
states and political
subdivisions
$
-
$
15,473
$
-
$
183,353
$
198,826
$
-
$
6,956
$
-
$
125,476
$
132,432
Corporate bonds and
debentures
-
315,583
-
9,146
324,729
-
364,900
-
10,734
375,634
Equity securities - Common
Stock
5,205
-
-
-
5,205
3,821
-
-
-
3,821
Equity securities - ETF's
37,021
8,416
-
-
45,437
32,372
6,503
-
-
38,875
Foreign commingled trust
funds
-
-
-
26,553
26,553
-
-
-
20,097
20,097
Mutual fund
-
11,207
-
-
11,207
-
9,833
-
-
9,833
Mortgage-backed securities
-
138
-
-
138
-
14,160
-
-
14,160
Cash and cash equivalents
9,387
-
-
-
9,387
17,034
-
-
-
17,034
Accrued investment income  

-
-
4,356
-
4,356
-
-
5,289
-
5,289
Total assets  

$
51,613
$
350,817
$
4,356
$
219,052
$
625,838
$
53,227
$
402,352
$
5,289
$
156,307
$
617,175

232
The closing prices reported in the active markets  
in which the securities are traded are used  
to value the investments.  

Following is a description of the valuation methodologies  
used for investments measured at fair value:
●
 
Obligations  
of  
U.S.  
Government,  
its  
agencies,  
states  
and  
political  
subdivisions  
-  
The  
fair  
value  
of  
Obligations  
of  
U.S.
Government and its agencies obligations are based on an  
active exchange market and on quoted market prices for  
similar
securities. U.S.  
agency structured  
notes  
are  
priced based  
on  
a bond’s  
theoretical value  
from similar  
bonds  
defined by
credit quality  
and market sector  
and for  
which the  
fair value  
incorporates an  
option adjusted spread  
in deriving  
their fair
value.  
The fair value  
of municipal bonds  
are based on  
trade data on  
these instruments reported on  
Municipal Securities
Rulemaking Board (“MSRB”)  
transaction reporting system  
or comparable bonds  
from the same  
issuer and credit  
quality.  

These securities are classified as Level 2, except for  
the governmental index funds that are measured  
at NAV.
●
 
Corporate bonds and debentures -  
Corporate bonds and debentures are  
valued at fair value at  
the closing price reported
in the active market in  
which the bond is traded. These  
securities are classified as Level  
2, except for the
c
orporate bond
funds that are measured at NAV.
●
 
Equity securities – common stock  
- Equity securities with  
quoted market prices obtained from  
an active exchange market
and high liquidity are classified as Level 1.
●
 
Equity securities – ETF’s  
– Exchange Traded Funds  
shares with quoted market prices  
obtained from an active exchange
market. Highly liquid ETF’s are classified as Level 1 while  
less liquid ETF’s are classified as Level 2.  

●
 
Foreign commingled trust fund-  
Collective investment funds that are  
valued using the NAV  
per share practical expedient,
were not  
categorized within  
the fair  
value  
hierarchy and  
were presented  
separately.  
The Fund's  
investments are  
in an
international equity portfolio and in an emerging markets  
equity fund.
●
 
Mutual  
funds  
–  
Mutual  
funds  
held  
by  
the  
Plan  
are  
open-end  
mutual  
funds  
that  
are  
registered  
with  
the  
Securities  
and
Exchange  
Commission (SEC)  
and are  
required to  
publish their  
daily NAV.  
Since these  
funds  
have liquid  
markets with
trading activity of these or similar securities they  
are considered level 2.
●
 
Cash and cash equivalents - The carrying amount of  
cash and cash equivalents is a reasonable estimate of the  
fair value
since it is available on demand or due  
to their short-term maturity. Cash and cash equivalents are classified as Level 1.
●
 
Accrued investment income – Given the  
short-term nature of these assets, their carrying  
amount approximates fair value.
Since there is a lack of observable inputs  
related to instrument specific attributes,  
these are reported as Level 3.
The preceding valuation methods may produce a fair value calculation that may not be indicative of net realizable value  
or reflective
of future fair values. Furthermore, although the plan believes its valuation methods are appropriate and consistent with other market
participants, the  
use  
of  
different  
methodologies  
or  
assumptions to  
determine  
the  
fair value  
of  
certain financial  
instruments could
result in a different fair value measurement at the reporting  
date.

The following table presents the change in Level  
3 assets measured at fair value.

 
 
233
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2025
2024
Balance at beginning of year
$
5,289
$
3,927
Purchases, sales, issuance and settlements (net)
( 933 )
1,362
Balance at end of year
$
4,356
$
5,289

There were
no
 
transfers in  
and/or out  
of Level  
3 for  
financial instruments  
measured at  
fair value  
on a  
recurring basis  
during the
years ended  
December 31,  
2025 and  
2024. There  
were
no
 
transfers in  
and/or out  
of Level  
1 and  
Level 2  
during the  
years ended
December 31, 2025 and 2024.

Information on the shares of common stock held by  
the pension plans is provided in the table that  
follows.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands, except number of shares information)
2025
2024
Shares of Popular, Inc. common stock
41,796
40,619
Fair value of shares of Popular, Inc. common  
stock
$
5,204
$
3,821
Dividends paid on shares of Popular,  
Inc. common stock held by the plan
$
117
$
360

The following table presents the components of net  
periodic benefit cost for the years ended  
December 31, 2025, 2024 and 2023.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pension Plans
OPEB Plan
(In thousands)
2025
2024
2023
2025
2024
2023
(in thousands)
Service cost
$
-
$
-
$
-
$
59
$
127
$
191
Other operating expenses:
Interest cost
29,642
30,234
31,548
5,163
5,686
6,082
Expected return on plan assets
( 32,277 )
( 34,376 )
( 34,365 )
-
-
-
Recognized net actuarial loss
13,799
16,664
21,465
( 4,707 )
( 2,193 )
( 2,212 )
Net periodic cost (benefit)
$
11,164
$
12,522
$
18,648
$
515
$
3,620
$
4,061
Other Adjustments
-
-
-
40
-
-
Total cost (benefit)  

$
11,164
$
12,522
$
18,648
$
555
$
3,620
$
4,061

 
234
The following table sets forth the aggregate status of the plans and the amounts recognized in the consolidated financial statements
at December 31, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pension Plans
OPEB Plan
(In thousands)
2025
2024
2025
2024
Change in benefit obligation:
Benefit obligation at beginning of year
$
589,758
$
635,794
$
99,172
$
117,045
Service cost  

-
-
59
127
Interest cost  

29,642
30,234
5,163
5,686
Actuarial (gain)/loss
[1]
17,556
( 31,747 )
6,370
( 16,787 )
Benefits paid
( 44,537 )
( 44,523 )
( 6,830 )
( 6,899 )
Other adjustments
-
-
40
-
Benefit obligation at end of year
$
592,419
$
589,758
$
103,974
$
99,172
Change in fair value of plan assets:
Fair value of plan assets at beginning of year
$
617,175
$
652,426
$
-
$
-
Actual return on plan assets
52,970
9,042
-
-
Employer contributions
230
230
6,830
6,899
Benefits paid
( 44,537 )
( 44,523 )
( 6,830 )
( 6,899 )
Fair value of plan assets at end of year
$
625,838
$
617,175
$
-
$
-
Funded status of the plan:
Benefit obligation at end of year
$
( 592,419 )
$
( 589,758 )
$
( 103,974 )
$
( 99,172 )
Fair value of plan assets at end of year
625,838
617,175
-
-
Funded status at year end
$
33,419
$
27,417
$
( 103,974 )
$
( 99,172 )
Amounts recognized in accumulated other comprehensive  
loss:
Net loss/(gain)
160,081
177,017
( 28,971 )
( 40,048 )
Accumulated other comprehensive loss (AOCL)
$
160,081
$
177,017
$
( 28,971 )
$
( 40,048 )
Reconciliation of net (liabilities) assets:
Net asset (liabilities) at beginning of year
$
27,417
$
16,632
$
( 99,172 )
$
( 117,045 )
Amount recognized in AOCL at beginning of year,  
pre-tax
177,017
200,094
( 40,048 )
( 25,454 )
Amount prepaid (liability) at beginning of year
204,434
216,726
( 139,220 )
( 142,499 )
Total benefit  
cost
( 11,164 )
( 12,522 )
( 555 )
( 3,620 )
Contributions
230
230
6,830
6,899
Amount prepaid (liability) at end of year
193,500
204,434
( 132,945 )
( 139,220 )
Amount recognized in AOCL
( 160,081 )
( 177,017 )
28,971
40,048
Net asset/(liabilities) at end of year
$
33,419
$
27,417
$
( 103,974 )
$
( 99,172 )
[1]
For 2025, the significant component of the Pension Plans  
actuarial loss was mainly related to an increase in the  
obligation due to a decrease in the
single weighted-average discount rates. For OPEB plans, significant  
components of the actuarial loss that changed the  
benefit obligation were
mainly related to the per capita cost assumption at year  
end that deteriorated the funded position as well as  
an increase in the obligation due to a
decrease in the single weighted-average discount rate. For 2024,  
the significant component of the Pension Plans  
actuarial gain were mainly related
to an decrease in the obligation due to an increase in the  
single weighted-average discount rates and a change  
to certain demographic assumptions
partially offset by a lower return on the fair value of  
plan assets.  
For OPEB plans, significant components of the actuarial  
gain that changed the
benefit obligation were mainly related to the per capita  
assumption at year end that improved the funded position,  
a change to certain demographic
assumptions, a favorable demographic experience from larger  
than expected reductions and an increase in discount  
rates.

 
235
The following table presents the change in accumulated other  
comprehensive loss (“AOCL”), pre-tax, for the years ended December
31, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
Pension Plans
OPEB Plan
2025
2024
2025
2024
Accumulated other comprehensive loss at beginning of year
$
177,017
$
200,094
$
( 40,048 )
$
( 25,454 )
Increase (decrease) in AOCL:
Recognized during the year:
Amortization of actuarial losses
( 13,799 )
( 16,664 )
4,707
2,193
Occurring during the year:
Net actuarial (gains)/losses
( 3,137 )
( 6,413 )
6,370
( 16,787 )
Total (decrease) increase  
in AOCL
( 16,936 )
( 23,077 )
11,077
( 14,594 )
Accumulated other comprehensive loss at end of year
$
160,081
$
177,017
$
( 28,971 )
$
( 40,048 )

The Corporation estimates  
the service  
and interest cost  
components utilizing a  
full yield curve  
approach in the  
estimation of these
components  
by  
applying the  
specific spot  
rates  
along  
the yield  
curve  
used in  
the  
determination of  
the  
benefit obligation  
to  
their
underlying projected cash flows.  

To  
determine  
benefit  
obligation  
at  
year  
end,  
the  
Corporation  
used  
a  
weighted  
average  
of  
annual  
spot  
rates  
applied  
to  
future
expected cash flows for years ended December 31, 2025  
and 2024.

The following  
table presents  
the discount  
rate and  
assumed health  
care cost  
trend rates  
used to  
determine the  
benefit obligation
and net periodic benefit cost for the plans:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pension Plan
OPEB Plan
Weighted average assumptions used to
determine net periodic benefit cost for the
years ended December 31:
2025
2024
2023
2025
2024
2023
Discount rate for benefit obligation
5.54
 
-
5.57
%
5.02
 
-
5.05
%
5.34
 
-
5.37
%
5.65
%
5.10
%
5.42
%
Discount rate for service cost
N/A
N/A
N/A
5.95
%
5.37
%
5.66
%
Discount rate for interest cost
5.26
 
-
5.27
%
4.95
 
-
4.96
%
5.23
 
-
5.24
%
5.37
%
4.99
%
5.28
%
Expected return on plan assets
5.6
0 -
6.70
%
5.6
0 -
6.60
%
5.9
0 -
6.5
0
%
N/A
N/A
N/A
Initial health care cost trend rate
N/A
N/A
N/A
7.00
%
7.25
%
7.50
%
Ultimate health care cost trend rate
N/A
N/A
N/A
4.50
%
4.50
%
4.50
%
Year that the ultimate trend  
rate is reached
N/A
N/A
N/A
2035
2035
2035
Pension Plans
OPEB Plan
Weighted average assumptions used to determine  
benefit obligation at
December 31:
2025
2024
2025
2024
Discount rate for benefit obligation
5.25
-
5.29
%
5.54
-
5.57
%
5.44
%
5.65
%
Initial health care cost trend rate
N/A
N/A
6.75
%
7.00
%
Ultimate health care cost trend rate
N/A
N/A
4.50
%
4.50
%
Year that the ultimate trend  
rate is reached
N/A
N/A
2035
2035

236
The following table presents information for plans with a projected benefit obligation and accumulated benefit obligation in excess of
plan assets for the years ended December 31,  
2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pension Plans
OPEB Plan
(In thousands)
2025
2024
2025
2024
Projected benefit obligation
$
34,236
$
33,993
$
103,974
$
99,172
Accumulated benefit obligation  

34,236
33,993
103,974
99,172
Fair value of plan assets  

29,498
28,177
-
-

The  
following table  
presents information  
for plans  
with plan  
assets in  
excess of  
its  
projected benefit  
obligation and  
accumulated
benefit obligation for the years ended December 31,  
2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pension Plans
OPEB Plan
(In thousands)
2025
2024
2025
2024
Projected benefit obligation
$
558,183
$
555,765
$
-
$
-
Accumulated benefit obligation  

558,183
555,765
-
-
Fair value of plan assets  

596,341
588,998
-
-

The Corporation expects to make the following contributions  
to the plans during the year ended December  
31, 2026.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2026
Pension Plans
$
227
OPEB Plan
$
5,914

Benefit payments projected to be made from the  
plans during the next ten years are presented  
in the table below.

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
Pension Plans
OPEB Plan
2026
$
50,385
$
5,914
2027
45,855
6,089
2028
45,683
6,321
2029
45,394
6,534
2030
45,017
6,733
2031 - 2035
215,895
35,655

237
The table below presents a breakdown of the  
plans’ assets and liabilities at December  
31, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Pension Plans
OPEB Plan
(In thousands)
2025
2024
2025
2024
Non-current assets
$
38,157
$
33,233
$
-
$
-
Current liabilities  

222
222
5,805
5,304
Non-current liabilities
4,516
5,594
98,169
93,868

Savings plans
The  
Corporation  
also  
provides  
defined  
contribution  
savings  
plans  
pursuant  
to  
Section  
1081.01(d)  
of  
the  
Puerto  
Rico  
Internal
Revenue  
Code  
and  
Section  
401(k)  
of  
the  
U.S.  
Internal  
Revenue Code,  
as  
applicable, for  
substantially  
all  
the  
employees  
of  
the
Corporation. Investments  
in the  
plans are  
participant-directed, and employer  
matching contributions  
are determined  
based on  
the
specific provisions  
of each  
plan. Employees  
are fully  
vested in  
the employer’s  
contribution after  
five years  
of service.  
The cost  
of
providing these benefits in the year ended  
December 31, 2025 was $
22.2
 
million (2024 - $
21.4
 
million, 2023 - $
20.3
 
million).  

The  
plans held
1,150,624
 
(2024 –
1,177,588
) shares  
of common  
stock  
of  
the  
Corporation with  
a market  
value of  
approximately
$
143.3
 
million at December 31, 2025 (2024 - $
110.8
 
million).

 
238
Note 30 – Net income per common share

The  
following table  
sets  
forth the  
computation of  
net  
income per  
common share  
(“EPS”), basic  
and diluted,  
for the  
years  
ended
December 31, 2025, 2024 and 2023:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands, except per share information)
2025
2024
2023
Net income
$
833,159
$
614,212
$
541,342
Preferred stock dividends
( 1,412 )
( 1,412 )
( 1,412 )
Net income applicable to common stock
$
831,747
$
612,800
$
539,930
Average common shares outstanding
67,586,130
71,590,757
71,710,265
Average potential dilutive common shares  

26,717
32,945
81,427
Average common shares outstanding - assuming dilution
67,612,847
71,623,702
71,791,692
Basic EPS
$
12.31
$
8.56
$
7.53
Diluted EPS
$
12.30
$
8.56
$
7.52

Potential common shares consist of shares of common stock issuable under the assumed exercise of stock options, restricted stock
and  
performance  
share  
awards  
using  
the  
treasury  
stock  
method.  
This  
method  
assumes  
that  
the  
potential  
common  
shares  
are
issued and  
the proceeds  
from exercise,  
in addition  
to the  
amount of  
compensation cost  
attributed to  
future services,  
are used  
to
purchase shares of common stock at the exercise date. The difference between the number of potential common shares issued and
the shares  
of common  
stock  
purchased is  
added as  
incremental shares  
to  
the actual  
number of  
shares outstanding  
to  
compute
diluted  
earnings  
per  
share.  
Warrants,  
stock  
options,  
restricted  
stock  
and  
performance share  
awards,  
if  
any,  
that  
result  
in  
lower
potential common shares  
issued than shares  
of common stock  
purchased under the treasury  
stock method are  
not included in  
the
computation of dilutive earnings per share  
since their inclusion would have an antidilutive effect in earnings  
per common share.

 
239
Note 31 – Revenue from contracts with customers

The following table presents  
the Corporation’s revenue streams  
from contracts with customers  
by reportable segment for the  
years
ended December 31, 2025, 2024, and 2023.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Years ended December  
31,
(In thousands)
2025
2024
2023
BPPR
Popular U.S.
BPPR
Popular U.S.
BPPR
Popular U.S.
Service charges on deposit accounts
$
145,244
$
10,624
$
141,240
$
10,103
$
137,297
$
10,179
Other service fees:
Debit card fees
[1]
111,979
854
105,017
793
98,779
853
Insurance fees, excluding reinsurance
36,540
7,759
44,808
6,946
46,903
5,602
Credit card fees, excluding late fees and membership  
fees
[1]
109,614
1,363
102,849
1,587
102,214
1,597
Sale and administration of investment products
37,693
-
33,213
-
26,316
-
Trust fees
28,313
-
27,659
-
26,160
-
Total revenue from  
contracts with customers
[2]
$
469,383
$
20,600
$
454,786
$
19,429
$
437,669
$
18,231
[1] Effective in the third quarter of 2024, the  
Corporation reclassified certain interchange fees, which  
were previously included jointly with credit card
fees from common network activity,  
as debit card fees. For the year ended December 31, 2024,  
these interchange fees were approximately $
45.5
million, which include approximately $
22.2
 
million corresponding to the first and second quarters  
of 2024 which were reclassified. For the year
ended December 31, 2023, interchange fees of approximately  
$
45.3
 
million were reclassified.
[2] The amounts include intersegment transactions of $
2.4
 
million, $
4.5
 
million and $
5
.0 million, respectively, for the  
years ended December 31,
2025, 2024 and 2023.

Revenue from contracts with  
customers is recognized when,  
or as, the performance  
obligations are satisfied by  
the Corporation by
transferring the  
promised services  
to  
the customers.  
A  
service is  
transferred to  
the customer  
when, or  
as, the  
customer obtains
control  
of  
that  
service.  
A  
performance obligation  
may  
be  
satisfied over  
time  
or  
at  
a  
point  
in  
time.  
Revenue from  
a  
performance
obligation satisfied  
over time  
is recognized  
based on  
the services  
that have  
been rendered  
to date.  
Revenue from  
a performance
obligation satisfied at a point in time  
is recognized when the customer obtains control over the  
service. The transaction price, or the
amount of revenue  
recognized, reflects the  
consideration the Corporation expects  
to be entitled  
to in exchange  
for those promised
services. In determining the transaction price, the Corporation considers the effects of variable consideration. Variable consideration
is included  
in the  
transaction price  
only to  
the extent  
it is  
probable that a  
significant reversal  
in the  
amount of  
cumulative revenue
recognized will  
not occur.  
The Corporation  
is the  
principal in  
a transaction  
if it  
obtains control  
of the  
specified goods  
or services
before they  
are transferred  
to  
the customer.  
If the  
Corporation acts  
as principal,  
revenues are  
presented in  
the gross  
amount  
of
consideration to which it expects to  
be entitled and are not  
netted with any related expenses. On the  
other hand, the Corporation is
an agent if it does not control  
the specified goods or services before they are transferred  
to the customer. If  
the Corporation acts as
an agent, revenues are presented in the amount  
of consideration to which it expects to be entitled,  
net of related expenses.
Following is a description of the nature and timing  
of revenue streams from contracts with customers:
Service charges on deposit accounts
Service  
charges  
on  
deposit  
accounts  
are  
earned  
on  
retail  
and  
commercial  
deposit  
activities  
and  
include,  
but  
are  
not  
limited  
to,
nonsufficient fund  
fees, overdraft  
fees and  
checks stop  
payment fees.  
These transaction-based  
fees are  
recognized at  
a point  
in
time,  
upon  
occurrence  
of  
an  
activity  
or  
event  
or  
upon  
the  
occurrence  
of  
a  
condition  
which  
triggers  
the  
fee  
assessment.  
The
Corporation is acting as principal in these transactions.
Debit card fees
Debit card fees include, but are not limited to, interchange  
fees, surcharging income and foreign transaction  
fees. These transaction-
based fees  
are recognized at  
a point in  
time, upon  
occurrence of an  
activity or  
event or upon  
the occurrence of  
a condition which
triggers  
the  
fee  
assessment.  
Interchange  
fees  
are  
recognized  
upon  
settlement  
of  
the  
debit  
card  
payment  
transactions.  
The
Corporation is acting as principal in these transactions.
Insurance fees

240
Insurance fees  
include, but  
are  
not limited  
to, commissions  
and contingent  
commissions. Commissions  
and fees  
are  
recognized
when related  
policies are effective  
since the Corporation  
does not  
have an enforceable  
right to  
payment for services  
completed to
date.  
An  
allowance  
is  
created  
for  
expected  
adjustments  
to  
commissions  
earned  
related  
to  
policy  
cancellations.  
Contingent
commissions  
are  
recorded  
on  
an  
accrual  
basis  
when  
the  
amount  
to  
be  
received  
is  
notified  
by  
the  
insurance  
company.  
The
Corporation is acting  
as an  
agent since it  
arranges for the  
sale of  
the policies and  
receives commissions if,  
and when, it  
achieves
the sale.  

Credit card fees
Credit card  
fees include,  
but are  
not limited  
to, interchange  
fees, additional  
card fees,  
cash advance  
fees, balance  
transfer fees,
foreign transaction fees, and returned payments  
fees. Credit card fees are  
recognized at a point in  
time, upon the occurrence of  
an
activity or  
an event.  
Interchange fees  
are recognized  
upon settlement  
of the  
credit card  
payment transactions. The  
Corporation is
acting as principal in these transactions.
Sale and administration of investment products
Fees from  
the sale  
and administration  
of investment  
products include,  
but are  
not limited  
to, commission  
income from  
the sale  
of
investment products, asset management fees, underwriting  
fees, and mutual fund fees.  

Commission income from investment products is recognized on the trade date since clearing, trade execution, and custody services
are satisfied when  
the customer acquires  
or disposes of  
the rights to  
obtain the economic  
benefits of the  
investment products and
brokerage contracts have no fixed duration and  
are terminable at will by  
either party. The  
Corporation is acting as principal in these
transactions since it  
performs the service  
of providing the  
customer with the  
ability to acquire  
or dispose of  
the rights to  
obtain the
economic benefits of investment products.  

Asset  
management  
fees  
are  
satisfied  
over  
time  
and  
are  
recognized  
in  
arrears.  
At  
contract  
inception,  
the  
estimate  
of  
the  
asset
management fee  
is constrained  
from the  
inclusion in  
the transaction  
price since  
the promised  
consideration is  
dependent on  
the
market and thus  
is highly susceptible  
to factors  
outside the manager’s  
influence. As advisor,  
the broker-dealer subsidiary  
is acting
as principal.
Underwriting fees are  
recognized at a point  
in time, when  
the investment products  
are sold in  
the open market at  
a markup. When
the broker-dealer subsidiary is lead  
underwriter, it is  
acting as an agent. In  
turn, when it is  
a participating underwriter, it  
is acting as
principal.
Mutual fund fees,  
such as distribution fees,  
are considered variable consideration  
and are recognized over  
time, as the  
uncertainty
of the fees to be  
received is resolved as NAV  
is determined and investor activity occurs. The  
promise to provide distribution-related
services  
is  
considered  
a  
single  
performance  
obligation  
as  
it  
requires  
the  
provision  
of  
a  
series  
of  
distinct  
services  
that  
are
substantially the same and have the same pattern of  
transfer. When the broker-dealer subsidiary is acting as a distributor, it is acting
as principal. In turn, when it acts as third-party dealer, it is acting  
as an agent.
Trust fees
Trust fees  
are recognized from  
retirement plan, mutual fund  
administration, investment management, trustee,  
escrow, and  
custody
and  
safekeeping services.  
These  
asset  
management services  
are  
considered  
a  
single  
performance obligation  
as  
it  
requires the
provision of  
a series  
of distinct  
services that  
are substantially  
the same  
and have  
the same  
pattern of  
transfer.  
The performance
obligation  
is  
satisfied  
over  
time,  
except  
for  
optional  
services  
and  
certain  
other  
services  
that  
are  
satisfied  
at  
a  
point  
in  
time.  

Revenues are recognized in  
arrears, when, or as,  
the services are rendered.  
The Corporation is acting  
as principal since,  
as asset
manager, it has the obligation to provide the specified service to the customer and  
has the ultimate discretion in establishing the fee
paid by the customer for the specified services.

 
 
241
Note 32 – Leases
The  
Corporation enters  
in  
the  
ordinary course  
of  
business  
into  
operating and  
finance  
leases  
for  
land,  
buildings  
and  
equipment.
These contracts generally do not include purchase options or residual value guarantees.  
The remaining lease terms of
0.30
 
to
29.0
years  
considers options  
to  
extend the  
leases for  
up  
to
20
 
years. The  
Corporation identifies  
leases when  
it  
has  
both the  
right to
obtain substantially all of the economic benefits from  
the use of the asset and the right to direct  
the use of the asset.
The Corporation  
recognizes right-of-use  
assets (“ROU  
assets”) and  
lease liabilities  
related to  
operating and  
finance leases  
in its
Consolidated Statements of Financial Condition under the caption of other assets and other liabilities, respectively. Refer to Note 13
and  
Note  
18  
to  
the  
Consolidated Financial  
Statements,  
respectively,  
for  
information  
on  
the  
balances of  
these  
lease  
assets  
and
liabilities.
The Corporation uses the  
incremental borrowing rate for  
purposes of discounting lease payments  
for operating and finance leases,
since it  
does not have  
enough information to  
determine the rates  
implicit in the  
leases. The discount  
rates are based  
on fixed-rate
and  
fully  
amortizing  
borrowing  
facilities  
of  
its  
banking  
subsidiaries  
that  
are  
collateralized.  
For  
leases  
held  
by  
non-banking
subsidiaries, a credit spread is added to this rate  
based on financing transactions with a  
similar credit risk profile.

The following table presents the undiscounted  
cash flows of operating and finance leases for  
each of the following periods:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
December 31, 2025
(In thousands)
2026
2027
2028
2029
2030
Later
Years
Total Lease
Payments
Less: Imputed
Interest
Total
Operating Leases
$
24,644
$
20,150
$
17,858
$
15,645
$
9,997
$
35,309
$
123,603
$
( 18,645 )
$
104,958
Finance Leases
5,051
3,805
3,506
3,351
3,288
12,854
31,855
( 4,466 )
27,389

The following table presents the lease cost recognized  
by the Corporation in the Consolidated  
Statements of Operations as follows:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Years ended December  
31,
(In thousands)
2025
2024
2023
Finance lease cost:
Amortization of ROU assets
$
3,351
$
3,006
$
4,192
Interest on lease liabilities
944
912
1,063
Operating lease cost
29,670
30,660
31,596
Short-term lease cost
814
497
456
Variable lease cost
354
290
211
Sublease income
( 60 )
( 81 )
( 66 )
Total lease cost  
[1]
$
35,073
$
35,284
$
37,452
[1]
Total lease cost  
is recognized as part of net occupancy expense.

The  
following  
table  
presents  
supplemental  
cash  
flow  
information  
and  
other  
related  
information  
related  
to  
operating  
and  
finance
leases.

242
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Years ended December  
31,
(Dollars in thousands)
2025
2024
2023
Cash paid for amounts included in the measurement of  
lease liabilities:
Operating cash flows from operating leases
$
30,054
$
31,416
$
31,124
Operating cash flows from finance leases
943
912
1,063
Financing cash flows from finance leases
3,933
3,977
5,360
ROU assets obtained in exchange for new lease obligations:
Operating leases
$
12,231
$
2,290
$
8,048
Finance leases
6,954
732
6,198
Weighted-average remaining lease term:
Operating leases
7.8
years
7.2
years
7.3
years
Finance leases
9.3
years
8.1
years
8.3
years
Weighted-average discount rate:
Operating leases
3.7
%
3.4
%
3.3
%
Finance leases
3.8
%
3.6
%
3.9
%

As of December 31, 2025, the Corporation had  
additional operating leases contracts that have  
not yet commenced with an
undiscounted contract amount of $
5.2
 
million, which will have lease terms of
10
 
years.

243
Note 33 - Stock-based compensation

Incentive Plan
 
On May 12, 2020, the shareholders of the Corporation approved the Popular, Inc. 2020 Omnibus Incentive Plan, which permits
the Corporation to issue several types of stock-based compensation to employees and directors of  
the Corporation and/or any of its
subsidiaries (the  
“2020 Incentive  
Plan”). The  
2020 Incentive  
Plan replaced  
the Popular,  
Inc. 2004  
Omnibus Incentive  
Plan, which
was in effect  
prior to the adoption of  
the 2020 Incentive Plan (the  
“2004 Incentive Plan” and, together  
with the 2020 Incentive  
Plan,
the “Incentive Plan”). Participants under the Incentive Plan are designated by the Talent and Compensation Committee of the Board
of Directors (or its delegate, as determined by the Board). Under the Incentive Plan, the Corporation has issued restricted stock and
performance shares to its employees and restricted  
stock and restricted stock units (“RSUs”)  
to its directors.
The restricted  
stock granted  
under the  
Incentive Plan  
to employees  
becomes vested  
based on  
the employees’  
continued service
with  
Popular.  
Unless  
otherwise  
stated  
in  
an  
agreement,
the compensation cost associated with the shares of restricted stock
granted prior to 2021 was determined based on a two-prong vesting schedule. These grants include ratable vesting over five or four
years commencing at the date of grant (the “graduated vesting portion”) with a portion vested at termination of employment after
attainment of 55 years of age and 10 years of service or 60 years of age and 5 years of service (the “retirement vesting portion”).
The graduated vesting portion is accelerated at termination of employment after attaining 55 years of age and 10 years of service or
60 years of age and 5 years of service. Restricted stock granted on or after 2021 have ratable vesting in equal annual installments
over a period of 4 years or 3 years, depending in the classification of the employee. The vesting schedule is accelerated at
termination of employment after attaining the earlier of 55 years of age and 10 years of service or 60 years of age and 5 years of
service.
 

The  
performance share  
awards  
granted  
under  
the  
Incentive  
Plan  
consist  
of  
the  
opportunity  
to  
receive  
shares  
of  
Popular,  
Inc.’s
common stock provided that the Corporation achieves certain goals during a three-year performance cycle.  
The goals will be based
on  
two  
metrics  
weighted  
equally:  
the  
Relative  
Total  
Shareholder  
Return  
(“TSR”)  
and  
the  
Absolute  
Return  
on  
Average  
Tangible
Common Equity  
(“ROATCE”).  
The TSR metric  
is considered to  
be a  
market condition under  
ASC 718.  
For equity settled  
awards
based  
on a  
market condition,  
the  
fair value  
is  
determined as  
of the  
grant date  
and  
is not  
subsequently revised  
based on  
actual
performance.  
The  
ROATCE  
metric  
is  
considered  
to  
be  
a  
performance condition  
under ASC  
718.  
The  
fair value  
is  
determined
based on  
the probability  
of achieving  
the ROATCE  
goal as  
of each  
reporting period.  
The TSR  
and ROATCE  
metrics are  
equally
weighted and  
work independently.  

The number of shares that will ultimately vest ranges from 50 % to a 150 % of target based on
both market (TSR) and performance (ROATCE) conditions. The performance shares will vest at the end of the three-year
performance cycle. If a participant terminates employment after attaining the earlier of 55 years of age and 10 years of service or 60
years of age and 5 years of service, the performance shares shall continue outstanding and vest at the end of the performance
cycle.

The  
following  
table  
summarizes  
the  
restricted  
stock  
and  
performance  
shares  
activity  
under  
the  
Incentive  
Plan  
for  
members  
of
management.

 
 
244
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(Not in thousands)
Shares
Weighted-average
grant date fair value
Non-vested at January 1, 2023
281,963
$
56.50
Granted
257,757
66.01
Performance Shares Quantity Adjustment
19,753
75.32
Vested  

( 243,133 )
66.31
Forfeited
( 16,444 )
55.82
Non-vested at December 31, 2023
299,896
$
58.20
Granted
242,474
86.62
Performance Shares Quantity Adjustment
( 18,650 )
87.79
Vested  

( 267,873 )
74.26
Forfeited
( 7,939 )
50.68
Non-vested at December 31, 2024
247,908
$
66.86
Granted
226,259
100.35
Performance Shares Quantity Adjustment
55,517
91.18
Vested  

( 293,939 )
90.00
Forfeited
( 8,787 )
66.53
Non-vested at December 31, 2025
226,958
$
76.13

During  
the  
year  
ended  
December  
31,  
2025,
194,599
 
shares  
of  
restricted  
stock  
(2024  
-
177,249
;  
2023  
-
200,303
)  
and
31,660
performance shares (2024 -
65,225
; 2023 -
57,454
) were awarded to management under the  
Incentive Plan.
During  
the  
year  
ended  
December  
31,  
2025,  
the  
Corporation  
recognized  
$
18.3
 
million  
of  
restricted  
stock  
expense  
related  
to
management incentive awards, with a tax benefit of $
2.5
 
million (2024 - $
14.0
 
million, with a tax benefit of $
2.4
 
million; 2023 - $
11.5
million, with  
a tax  
benefit of  
$
1.9
 
million). During  
the year  
ended December  
31, 2025,  
the fair  
market value  
of the  
restricted stock
and performance shares vested was $
20.4
 
million at grant date and $
28.0
 
million at vesting date. This differential triggers  
a windfall
of $
2.8
 
million that was recorded as a reduction in income tax expense.  
During the year ended December 31, 2025, the Corporation
recognized $
4.3
 
million of performance  
shares expense, with  
a tax benefit  
of $
0.4
 
million (2024 -  
$
3.9
 
million, with a  
tax benefit of
$
0.3
 
million; 2023 - $
3.5
 
million, with a tax benefit of $
0.1
 
million).  
The total unrecognized compensation cost related to non-vested
restricted  
stock  
awards  
and  
performance  
shares  
to  
members  
of  
management  
at  
December  
31,  
2025  
was  
$
12.4
 
million  
and  
is
expected to be recognized over a weighted-average  
period of
1.58
 
years.

The following table summarizes the restricted stock  
activity under the Incentive Plan for members of  
the Board of Directors:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(Not in thousands)
Units/Stocks
Weighted-average  
grant
date fair value
Non-vested at January 1, 2023
-
-
Granted
39,104
$
55.30
Vested  

( 39,104 )
55.30
Forfeited
-
-
Non-vested at December 31, 2023
-
-
Granted
25,462
$
89.51
Vested  

( 25,462 )
89.51
Forfeited
-
-
Non-vested at December 31, 2024
-
-
Granted
24,476
$
101.33
Vested  

( 5,363 )
104.33
Forfeited
-
-
Non-vested at December 31, 2025
19,113
100.49

245
The equity awards granted to members of the Board of Directors of Popular,  
Inc. (the “Directors”) on or after May 2025 will vest and
become non-forfeitable on the first anniversary of the grant date  
of such award. Equity awards granted to the Directors may be  
paid
in either common stock or RSUs  
at each Director`s election. If RSUs  
are elected, the Directors may defer the delivery  
of the shares
of common stock underlying  
the RSUs award until  
their retirement. To  
the extent that cash  
dividends are paid on  
the Corporation’s
outstanding common stock, the Directors will  
receive an additional number of RSUs  
that reflect a reinvested dividend equivalent.  

For 2025, 2024 and  
2023, Directors elected RSUs and  
common stock.  
For the year ended December  
31, 2025,
21,788
 
RSUs and
2,688
 
shares of  
restricted stock  
were granted  
to the  
Directors (2024  
-
24,070
 
RSUs and
1,392
 
shares of  
restricted stock;  
2023 -
36,804
 
RSUs  
and
2,300
 
shares  
of  
restricted  
stock).  
For  
the  
year  
ended  
December  
31,  
2025,  
$
2.0
 
million  
of  
restricted  
stock
expense related  
to these  
shares was  
recognized, with  
a tax  
benefit of  
$
0.4
 
million (2024  
- $
2.2
 
million with  
a tax  
benefit of  
$
0.4
million; 2023  
- $
2.2
 
million with  
a tax  
benefit of  
$
0.4
 
million).  
The fair  
value at  
vesting date  
of the  
RSUs vested  
during the  
year
ended December 31, 2025 for the Directors was $
0.6
 
million.

 
 
 
 
 
 
 
246
Note 34 – Income taxes

 

The  
income  
before  
income tax  
and the  
components of  
income tax  
expense  
disaggregated between  
domestic (Puerto  
Rico) and
foreign (including Unites  
States federal and  
state) for the  
years ended December  
31, 2025, 2024  
and 2023 are  
summarized in the
following tables:

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2025
2024
2023
Income before income tax
Puerto Rico
$
730,740
$
545,298
$
468,001
Foreign
276,053
251,320
207,538
Total income  
before tax
$
1,006,793
$
796,618
$
675,539
Current income tax expense:
Puerto Rico
$
107,055
$
107,405
$
168,001
Foreign
60,197
51,291
9,335
Total current income  
tax expense
$
167,252
$
158,696
$
177,336
Deferred income tax (benefit) expense:
Puerto Rico
$
( 7,473 )
$
( 6,982 )
$
( 50,871 )
Foreign
13,855
30,692
7,732
Total deferred income  
tax expense (benefit)
$
6,382
$
23,710
$
( 43,139 )
Total income tax  
expense  

$
173,634
$
182,406
$
134,197

The following table represents income taxes paid  
(net of refunds) for the year ended December  
31, 2025:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2025
Income Taxes Paid
Puerto Rico [1]
$
148,043
Foreign income tax paid
United States Federal
40,820
United States - States and Local
15,077
Other Foreign
234
Total foreign income  
tax paid
56,131
Total income tax  
paid
$
204,174
[1] Includes $
141.8
 
million paid for the purchase of tax credits in Puerto  
Rico.

The tables below  
present a reconciliation  
of the statutory  
income tax rate  
to the effective  
income tax rate.  
The Company uses  
the
Puerto Rico statutory tax rate as the national  
tax rate, since Popular, Inc. is based in Puerto Rico.

 
 
247
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2025
(In thousands)
Amount  

% of pre-tax
income
Computed income tax at Puerto Rico statutory tax  
rate
$
377,547
37.5
%
Foreign Tax Effects  

 
United States
Statutory Tax Rate  
difference between United States and Puerto Rico
( 21,337 )
( 2.1 )
BPPR U.S. Branch Federal and State Taxes
30,789
3.1
State and Local Taxes
14,821
1.5
Other adjustments
1,050
0.1
Other foreign jurisdictions
( 89 )
-
Total foreign tax  
effects
25,234
2.6
Effect of Cross Borders Tax  
Laws  

P.R. Tax  
on Intercompany Distributions
( 980 )
( 0.1 )
P.R. foreign  
tax credit
( 30,789 )
( 3.1 )
Total effect  
of cross borders tax laws
( 31,769 )
( 3.2 )
Tax Credits
Discount on Tax  
Credits Purchased
( 8,443 )
( 0.8 )
Total tax credits
( 8,443 )
( 0.8 )
Change in Valuation Allowance  

11,512
1.1
Non taxable or Non deductible Items
Net benefit of tax-exempt interest income
( 152,774 )
( 15.2 )
International banking entity exempt income
( 36,484 )
( 3.6 )
Other
( 5,729 )
( 0.6 )
Total non-taxable  
or non-deductible items
( 194,987 )
( 19.4 )
Effect of Other Adjustments
( 5,460 )
( 0.5 )
Income tax expense  

$
173,634
17.3
%

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2024
2023
(In thousands)
Amount  

% of pre-tax
income
Amount  

% of pre-tax
income
Computed income tax at statutory states
$
298,732
37.5
%
253,327
37.5
%
Net benefit of tax-exempt interest income
( 125,732 )
( 15.8 )
( 95,222 )
( 14.1 )
Effect of income subject to preferential tax rate
( 29 )
-
( 1,854 )
( 0.3 )
Deferred tax asset valuation allowance
3,390
0.4
2,304
0.3
Difference in tax rates due to multiple jurisdictions
( 17,111 )
( 2.1 )
( 12,857 )
( 1.9 )
Change in tax rates
Unrecognized tax benefits
-
-
( 1,529 )
( 0.2 )
Other tax benefits
( 4,500 )
( 0.6 )
( 2,925 )
( 0.4 )
Tax on intercompany  
distributions
24,325
3.1
-
-
States and local taxes
9,634
1.2
6,687
1.0
Others
( 6,303 )
( 0.8 )
( 13,734 )
( 2.0 )
Income tax expense  

$
182,406
22.9
%
134,197
19.9
%

Deferred income taxes reflect the  
net tax effects  
of temporary differences between the  
carrying amounts of assets and  
liabilities for
financial reporting  
purposes and  
their tax  
bases. Significant  
components of  
the Corporation’s  
deferred tax  
assets and  
liabilities at
2025 and 2024 were as follows:

 

 
248
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
December 31, 2025
 
(In thousands)
PR
US
Total
Deferred tax assets:
Tax credits available  
for carryforward
$
7,318
$
46,632
$
53,950
Net operating loss and other carryforward available  

59,578
568,156
627,734
Postretirement and pension benefits
29,453
-
29,453
Allowance for credit losses
255,017
28,465
283,482
Deferred loan origination fees/cost
7,205
( 2,474 )
4,731
Depreciation
8,422
7,899
16,321
FDIC-assisted transaction
152,665
-
152,665
Lease liability
27,382
17,758
45,140
Unrealized net loss on investment securities
160,809
12,850
173,659
Difference in outside basis from pass-through entities
54,457
-
54,457
Mortgage Servicing Rights
15,375
-
15,375
Other temporary differences
26,347
7,586
33,933
Total gross deferred  
tax assets
804,028
686,872
1,490,900
Deferred tax liabilities:
Intangibles
92,797
55,760
148,557
Right of use assets
24,846
15,875
40,721
Loans acquired
17,053
-
17,053
Other temporary differences
7,082
429
7,511
 

Total gross deferred  
tax liabilities
141,778
72,064
213,842
Valuation allowance
78,153
386,587
464,740
Net deferred tax asset
$
584,097
$
228,221
$
812,318
 
December 31, 2024
 
(In thousands)
PR
US
Total
Deferred tax assets:
Tax credits available  
for carryforward
$
4,861
$
24,728
$
29,589
Net operating loss and other carryforward available  

52,211
610,279
662,490
Postretirement and pension benefits
27,786
-
27,786
Allowance for credit losses
247,153
24,415
271,568
Depreciation
7,700
7,229
14,929
FDIC-assisted transaction
152,665
-
152,665
Lease liability
25,167
16,451
41,618
Unrealized net loss on investment securities
252,411
20,996
273,407
Difference in outside basis from pass-through entities
50,144
-
50,144
Mortgage Servicing Rights
14,475
-
14,475
Other temporary differences
41,127
9,072
50,199
Total gross deferred  
tax assets
875,700
713,170
1,588,870
Deferred tax liabilities:
Intangibles
88,351
55,926
144,277
Right of use assets
22,784
14,454
37,238
Deferred loan origination fees/cost
( 1,880 )
2,085
205
Loans acquired
18,415
-
18,415
Other temporary differences
6,799
429
7,228
 

Total gross deferred  
tax liabilities
134,469
72,894
207,363
Valuation allowance
69,837
386,914
456,751
Net deferred tax asset
$
671,394
$
253,362
$
924,756

 
249
The net deferred tax  
asset shown in the  
table above at  
December 31, 2025, is  
reflected in the consolidated  
statements of financial
condition as $
814.2
 
million in net deferred tax  
assets (in the “other assets”  
caption) (December 31, 2024 -  
$
926.3
 
million) and $
1.9
million in deferred tax liabilities (in the “other liabilities” caption) (December 31, 2024- $
1.6
 
million), reflecting the aggregate deferred
tax assets or  
liabilities of individual  
tax-paying subsidiaries of the  
Corporation in their  
respective tax jurisdiction, Puerto  
Rico or the
United States.  
During the year ended December 31, 2025,  
the net valuation allowance increased by approximately  
$
8.0
 
million.

The deferred tax asset related to the NOLs and  
other carryforwards as of December 31, 2025, expires  
as follows:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2027
406
2028
196,569
2029
118,594
2030
127,136
2031
103,555
2032
15,872
2033
21,032
2034
-
2035
44,570
$
627,734

At December  
31, 2025, the  
net deferred tax  
asset of the  
U.S. operations amounted  
to $
614.8
 
million with  
a valuation allowance  
of
$
386.6
 
million, for a net deferred tax asset  
of $
228.2
 
million. The Corporation evaluates the realization of the  
deferred tax assets by
taxing jurisdiction,  
on a quarterly basis.  
The U.S. Operations have generated taxable income each of the last three years,  
with 2025
having the highest  
taxable income. These financial  
results are objectively verifiable  
positive evidence. Additionally,  
the Corporation
considered as negative  
evidence, inconsistency  
in  
performance trends,  
including lower than  
anticipated results  
in  
recent periods.
 
Also, management considered  
the uncertainty in  
predicting future taxable  
income, as  
given the impact  
of external factors  
such as
changes in  
macroeconomic conditions,  
geopolitical issues,  
and shifts  
in monetary  
policy.  
In  
addition, management  
evaluated the
expiration period of the NOLs carried forward  
which begin to expire in 2028.  

As of  
December 31,  
2025, after weighting  
all positive  
and negative evidence,  
the Corporation concluded  
that it  
is more  
likely than
not that approximately $
228.2
 
million of the deferred tax assets from the  
U.S. operations, comprised mainly of net operating losses,
will  
be  
realized.  
The  
Corporation based  
this  
determination  
on  
its  
estimated  
taxable  
income  
available  
to  
realize  
the  
deferred  
tax
assets for  
the remaining carryforward  
periods, together  
with the  
historical level of  
book income  
adjusted by permanent  
differences
and taxable income. Management will continue to  
monitor and review the U.S. operation’s  
results, including recent earnings trends,
pre-tax  
earnings  
forecasts,  
new  
tax  
initiatives,  
and  
performance  
indicators  
such  
as  
net  
income  
versus  
forecast,  
targeted  
loan
growth,  
net  
interest  
income  
margin,  
changes  
in  
deposit  
costs,  
allowance  
for  
credit  
losses,  
charge-offs,  
NPLs  
inflows,  
and  
NPA
balances. Significant changes, or a combination of changes, could positively or  
negatively impact the amount of deferred tax assets
to be realized in the future.
At December 31,  
2025, the Corporation’s  
net deferred tax  
assets related to  
its Puerto Rico  
operations amounted to  
$
662.3
 
million.
The Corporation’s  
Puerto Rico  
Banking operation  
has strong  
historical record  
of profitability.  
This is  
considered a  
strong piece  
of
objectively verifiable  
positive evidence  
that outweighs  
any negative  
evidence considered  
by Management  
in the  
evaluation of  
the
realization of the deferred tax assets. Based on this evidence and Management’s estimate of future taxable income, the Corporation
has concluded that it is more likely than not that  
such net deferred tax assets  
of the Puerto Rico Banking operations  
will be realized.
The Holding Company operation has been in a  
cumulative loss position in recent years.  
Management expects these losses will be a
trend  
in  
future  
years.  
This  
objectively  
verifiable  
negative  
evidence is  
considered  
by  
Management strong  
negative  
evidence that
suggests that  
income in  
future years  
will be  
insufficient to  
support the  
realization of  
all deferred  
tax assets.  
After weighting  
of all
positive  
and  
negative evidence,  
Management concluded  
as  
of  
the reporting  
date,  
that  
it  
is  
more  
likely  
than  
not that  
the  
Holding
Company will not be  
able to realize any  
portion of the deferred tax  
assets. Accordingly, the  
Corporation has maintained a valuation
allowance on the deferred tax assets of $
78.2
 
million as of December 31, 2025.

 
250
The Corporation’s  
subsidiaries in  
the United  
States file  
a consolidated  
federal income  
tax return.  
The intercompany  
settlement of
taxes paid is based on tax sharing agreements  
which generally allocate taxes to each  
entity based on a separate return basis.

The following table presents a reconciliation of  
unrecognized tax benefits.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In millions)
Balance at January 1, 2024
$
1.5
Balance at December 31, 2024
$
1.5
Balance at December 31, 2025
$
1.5

At  
December 31,  
2025, the  
total amount  
of  
interest recognized  
in the  
statement of  
financial condition  
approximated  
$
2.5
 
million
(2024 - $
2.4
 
million). The total interest  
expense recognized during 2025 was  
$
110
 
thousand (2024 - $
110
 
thousand). Management
determined that, as of  
December 31, 2025 and  
2024, there was
no
 
need to accrue for  
the payment of penalties.  
The Corporation’s
policy is  
to report  
interest related  
to unrecognized  
tax benefits  
in income  
tax expense,  
while the  
penalties, if  
any,  
are reported  
in
other operating expenses in the consolidated statements  
of operations.  

After consideration  
of the  
effect on  
U.S. federal  
tax of  
unrecognized U.S.  
state tax  
benefits, the  
total amount  
of unrecognized  
tax
benefits, including U.S. and Puerto Rico that, if recognized, would affect the Corporation’s effective tax rate, was approximately $
3.0
million at December 31, 2025 (2024 - $
3.0
 
million).
The amount of  
unrecognized tax benefits  
may increase or  
decrease in the  
future for various  
reasons including adding amounts  
for
current  
tax  
year  
positions,  
expiration  
of  
open  
income  
tax  
returns  
due  
to  
the  
statute  
of  
limitations,  
changes  
in  
management’s
judgment about  
the level  
of uncertainty,  
status of  
examinations, litigation  
and legislative  
activity,  
and the  
addition or  
elimination of
uncertain tax positions.  
The Corporation does not anticipate a  
reduction in the total amount  
of unrecognized tax benefits within the
next 12 months.
The  
Corporation and  
its subsidiaries  
file  
income tax  
returns in  
Puerto  
Rico, the  
U.S. federal  
jurisdiction, various  
U.S. states  
and
political subdivisions, and  
foreign jurisdictions. As  
of December 31,  
2025, the  
following years remain  
subject to  
examination in the
U.S. Federal jurisdiction – 2022 and thereafter and  
in the Puerto Rico jurisdiction – 2019 and thereafter.

 

 
251
Note 35 – Supplemental disclosure on the consolidated  
statements of cash flows

Additional disclosures on cash flow information and  
non-cash activities for the years ended December  
31, 2025, 2024 and 2023 are
listed in the following table:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2025
2024
2023
Income taxes paid
$
204,174
$
186,659
$
185,423
Interest paid
1,236,290
1,389,354
1,093,968
Non-cash activities:
 
Loans transferred to other real estate
30,755
43,082
60,976
 
Loans transferred to other property
87,209
83,851
72,069
 
Total loans transferred  
to foreclosed assets
117,964
126,933
133,045
 
Loans transferred to other assets
47,338
50,478
28,616
 
Financed sales of other real estate assets
6,059
10,620
10,378
 
Financed sales of other foreclosed assets
56,384
52,385
49,361
 
Total financed sales  
of foreclosed assets
62,443
63,005
59,739
 
Financed sale of premises and equipment
63,610
127,785
88,537
 
Transfers from premises and equipment to  
long-lived assets held-for-sale
-
50,645
-
 
Transfers from loans held-in-portfolio to  
loans held-for-sale
5,740
28,001
57,256
 
Transfers from loans held-for-sale to loans  
held-in-portfolio
2,510
6,007
5,354
 
Loans securitized into investment securities
[1]
14,251
15,160
37,345
 
Trades payable to brokers and counterparties
595,911
495,139
30
 
Net change in receivables from investments securities
14,670
161,400
51,000
 
Recognition of mortgage servicing rights on securitizations  
or asset transfers
1,133
1,364
2,097
 
Loans booked under the GNMA buy-back option
5,274
3,537
6,014
 
Capitalization of right of use assets
35,702
5,202
23,991
[1]  

Includes loans securitized into trading securities and subsequently  
sold before year end.

The following table provides a reconciliation of  
cash and due from banks, and restricted cash  
reported within the Consolidated
Statement of Financial Condition that sum to the total of  
the same such amounts shown in the Consolidated  
Statement of Cash
Flows.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
December 31, 2025
December 31, 2024
December 31, 2023
Cash and due from banks
$
396,735
$
411,375
$
383,385
Restricted cash and due from banks
6,020
8,263
37,077
Restricted cash in money market investments
10,234
9,768
7,113
Total cash and due  
from banks, and restricted cash
[2]
$
412,989
$
429,406
$
427,575
[2]  

Refer to Note 4 - Restrictions on cash and due from banks  
and certain securities for nature of restrictions.

252
Note 36 – Segment reporting
The  
Corporation’s  
corporate  
structure  
consists  
of
two
 
reportable  
segments  
–
Banco Popular de Puerto Rico and Popular U.S.
Management determined the reportable segments based on the internal reporting used to evaluate performance and to assess
where to allocate resources.
 
The segments were  
determined based on the  
organizational structure, which focuses  
primarily on the
markets the segments serve, as well as on the products  
and services offered by the segments.
The chief operating  
decision maker (“CODM”) of  
the Corporation is  
the Chief Executive  
Officer (“CEO”) who  
utilizes net income  
as
one of  
the segment  
profitability measures,  
to evaluate  
the performance  
of each  
reportable segment and  
assess where  
to allocate
resources effectively.  
The CEO  
receives  
profitability reports  
that  
include net  
income  
per segment,  
net  
interest income  
and  
other
income  
and expense  
categories. The  
CODM uses  
the segment’s  
net income  
and components  
of net  
income, including  
segment
revenues and  
expenses to  
assess performance  
and to  
manage important  
aspects by  
each reportable  
segments,  
such as  
human
capital, investment in technology, making budget allocations,  
as well as other strategic decisions.
Banco Popular de Puerto Rico:  

The Banco  
Popular de  
Puerto Rico  
reportable segment  
includes commercial,  
consumer and  
retail banking  
operations, as  
well as
mortgage and auto lending operations conducted  
at BPPR, including U.S. based activities conducted  
through its New York  
Branch.
Other financial  
services within the  
BPPR segment  
include the trust  
service units  
of BPPR,  
asset management services  
of Popular
Asset Management and  
the brokerage operations  
of Popular Securities,  
and the insurance  
agency and reinsurance  
businesses of
Popular Insurance, Popular Risk Services, Popular Life  
Re, and Popular Re.
Popular U.S.:  

Popular U.S. reportable segment  
consists of the  
banking operations of Popular  
Bank (PB), Popular Insurance  
Agency, U.S.A.,  
and
PEF.  
PB  
operates through  
a retail  
branch network  
in the  
U.S. mainland  
under the  
name of  
Popular,  
and equipment  
leasing and
financing services through PEF.  
Popular Insurance Agency,  
U.S.A. offers investment and insurance  
services across the PB  
branch
network.  

The Corporate group  
consists primarily of  
the holding companies  
Popular, Inc.,  
Popular North America,  
Popular International Bank
and certain of the Corporation’s investments accounted for under  
the equity method, including BHD.  

The  
accounting  
policies  
of  
the  
individual  
operating  
segments  
are  
the  
same  
as  
those  
of  
the  
Corporation.  
Transactions  
between
reportable segments are primarily conducted at market rates, resulting  
in profits that are eliminated for reporting consolidated results
of  
operations. Assets  
representing transactions  
between reportable  
segments  
or  
the  
Corporate  
group  
are  
also  
eliminated in  
the
tables presented below.
The tables that follow present the results of operations  
and total assets by reportable segments: