FULLTEXT DEL 5 AV 6

10-Q – 2025-11-10 – d873220d10q.htm

Föregående del · Dokumentindex · Nästa del

77
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
December 31, 2024
Term Loans
Revolving
Loans
Amortized
Cost Basis
Revolving
Loans
Converted to
Term Loans
Amortized
Cost Basis
Amortized Cost Basis by Origination Year
(In thousands)
2024
2023
2022
2021
2020
Prior
Years
Total
Popular, Inc.
Consumer:
Credit cards
Pass
$
-
$
-
$
-
$
-
$
-
$
-
$
1,188,119
$
-
$
1,188,119
Substandard
-
-
-
-
-
-
29,960
-
29,960
Total credit cards
$
-
$
-
$
-
$
-
$
-
$
-
$
1,218,079
$
-
$
1,218,079
Year-to-Date gross
write-offs
$
-
$
-
$
-
$
-
$
-
$
-
$
69,731
$
-
$
69,731
HELOCs
Pass
$
-
$
-
$
-
$
-
$
-
$
5,914
$
52,573
$
11,691
$
70,178
Substandard
-
-
-
-
-
1,657
15
700
2,372
Loss
-
-
-
-
-
122
-
899
1,021
Total HELOCs
$
-
$
-
$
-
$
-
$
-
$
7,693
$
52,588
$
13,290
$
73,571
Year-to-Date gross
write-offs
$
-
$
-
$
-
$
-
$
-
$
-
$
433
$
-
$
433
Personal
Pass
$
751,032
$
522,688
$
303,193
$
109,773
$
29,729
$
92,511
$
-
$
23,802
$
1,832,728
Substandard
1,081
5,364
4,188
1,355
278
8,507
-
1,626
22,399
Loss
53
10
-
6
-
48
-
-
117
Total Personal
$
752,166
$
528,062
$
307,381
$
111,134
$
30,007
$
101,066
$
-
$
25,428
$
1,855,244
Year-to-Date gross
write-offs
$
3,164
$
43,729
$
48,946
$
13,280
$
2,939
$
3,832
$
-
$
1,982
$
117,872
Auto
Pass
$
1,277,016
$
938,769
$
665,431
$
494,529
$
254,621
$
133,054
$
-
$
-
$
3,763,420
Substandard
7,239
16,876
13,579
10,775
6,377
5,131
-
-
59,977
Loss
14
15
-
2
-
9
-
-
40
Total Auto
$
1,284,269
$
955,660
$
679,010
$
505,306
$
260,998
$
138,194
$
-
$
-
$
3,823,437
Year-to-Date gross
write-offs
$
11,229
$
36,992
$
20,486
$
9,997
$
4,965
$
1,731
$
-
$
-
$
85,400
Other consumer
Pass
$
28,543
$
29,585
$
20,021
$
10,129
$
4,588
$
3,364
$
74,215
$
-
$
170,445
Substandard
-
228
44
-
29
57
425
-
783
Loss
-
-
-
550
-
-
-
-
550
Total Other
consumer
$
28,543
$
29,813
$
20,065
$
10,679
$
4,617
$
3,421
$
74,640
$
-
$
171,778
Year-to-Date gross
write-offs
$
29
$
213
$
130
$
96
$
128
$
2,205
$
101
$
-
$
2,902
Total Popular Inc.
$
6,557,710
$
5,969,119
$
5,840,909
$
4,086,973
$
2,347,966
$
8,740,425
$
3,525,832
$
38,718
$
37,107,652

 
 
 
 
78
Note 9 – Other real estate owned

The following  
tables present  
the activity  
related to  
Other Real  
Estate Owned  
(“OREO”),  
for the  
quarters and  
nine months  
ended
September 30, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For the quarter ended September 30, 2025
OREO
OREO
(In thousands)
Commercial/Construction
Mortgage
Total
Balance at beginning of period
$
5,897
$
40,229
$
46,126
Write-downs in value
( 70 )
( 344 )
( 414 )
Additions
152
8,731
8,883
Sales
( 323 )
( 11,343 )
( 11,666 )
Other adjustments
-
21
21
Ending balance
$
5,656
$
37,294
$
42,950

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For the quarter ended September 30, 2024
OREO
OREO
(In thousands)
Commercial/Construction
Mortgage
Total
Balance at beginning of period
$
9,428
$
60,797
$
70,225
Write-downs in value
( 39 )
( 549 )
( 588 )
Additions
1,125
7,966
9,091
Sales
( 588 )
( 15,112 )
( 15,700 )
Ending balance
$
9,926
$
53,102
$
63,028

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For the nine months ended September 30, 2025
OREO
OREO
(In thousands)
Commercial/Construction
Mortgage
Total
Balance at beginning of period
$
8,424
$
48,844
$
57,268
Write-downs in value
( 934 )
( 2,059 )
( 2,993 )
Additions
723
25,428
26,151
Sales
( 2,557 )
( 34,717 )
( 37,274 )
Other adjustments
-
( 202 )
( 202 )
Ending balance
$
5,656
$
37,294
$
42,950

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For the nine months ended September 30, 2024
OREO
OREO
(In thousands)
Commercial/Construction
Mortgage
Total
Balance at beginning of period
$
11,189
$
69,227
$
80,416
Write-downs in value
( 1,103 )
( 1,260 )
( 2,363 )
Additions
6,985
32,748
39,733
Sales
( 7,145 )
( 47,548 )
( 54,693 )
Other adjustments
-
( 65 )
( 65 )
Ending balance
$
9,926
$
53,102
$
63,028

 
 
79
Note 10 − Other assets

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

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
December 31, 2024
Net deferred tax assets (net of valuation allowance)
$
837,375
$
926,329
Investments under the equity method
249,139
251,537
Prepaid taxes
54,447
42,909
Other prepaid expenses
34,639
28,376
Capitalized software costs
182,204
136,442
Derivative assets
27,700
25,975
Trades receivable from brokers and counterparties
9,670
588
Receivables from investments maturities
800
14,600
Principal, interest and escrow servicing advances
31,226
43,793
Guaranteed mortgage loan claims receivable
10,654
17,226
Operating ROU assets

99,384
93,389
Finance ROU assets

 

23,706
19,174
Assets for pension benefit
35,137
33,233
Others
148,805
164,188
Total other assets
$
1,744,886
$
1,797,759

The Corporation regularly incurs in  
capitalizable costs associated with software development or  
licensing which are recorded within
the Other Assets line  
item in the accompanying Consolidated Statements  
of Financial Condition.  
In addition, the Corporation incurs
costs  
associated  
with  
hosting  
arrangements  
that  
are  
service  
contracts  
that  
are  
also  
recorded  
within  
Other  
Assets.  
The  
hosting
arrangements can  
include capitalizable  
implementation costs  
that are  
amortized during  
the term  
of the  
hosting arrangement.

The
following  
table  
summarizes  
the  
composition  
of  
acquired  
or  
developed  
software  
costs  
as  
well  
as  
costs  
related  
to  
hosting
arrangements:

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Gross Carrying
Accumulated
Net Carrying
(In thousands)
Amount
Amortization
Value
September 30, 2025
Software development costs
$
89,878
$
34,203
$
55,675
Software license costs
59,845
32,476
27,369
Cloud computing arrangements
110,472
11,312
99,160
Total Capitalized  
software costs [1] [2]
$
260,195
$
77,991
$
182,204
December 31, 2024
Software development costs
$
79,233
$
23,057
$
56,176
Software license costs
42,234
21,459
20,775
Cloud computing arrangements
65,797
6,306
59,491
Total Capitalized  
software costs [1] [2]
$
187,264
$
50,822
$
136,442
[1]
Software intangible assets are presented as part of Other  
Assets in the Consolidated Statements of Financial Condition.
[2]
The tables above exclude assets that have been fully  
amortized.

Total  
amortization expense for  
all capitalized software  
and hosting arrangement  
cost, reflected as  
part of  
technology and software
expenses in the consolidated statement of operations,  
is as follows:

80
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarters ended September 30,
Nine months ended September 30,
(In thousands)
2025
2024
2025
2024
Software development and license costs
$
22,157
$
21,118
$
66,139
$
57,431
Cloud computing arrangements
2,500
1,514
5,328
3,052
Total amortization  
expense
$
24,657
$
22,632
$
71,467
$
60,483

 
 
 
81
Note 11 – Goodwill and other intangible assets

 
Goodwill
The following table shows the changes in the carrying  
amount of goodwill for the nine months ended  
September 30, 2025 and 2024,
by reportable segments (refer to Note 32 for  
the definition of the Corporation’s reportable segment):

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
September 30, 2025
Balance at  

Goodwill
Balance at
(In thousands)
January 1, 2025
impairment
September 30, 2025
Banco Popular de Puerto Rico
$
434,909
$
-
$
434,909
Popular U.S.
368,045
( 13,000 )
355,045
Total Popular,  
Inc.  

$
802,954
$
( 13,000 )
$
789,954

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
September 30, 2024
Balance at  

Goodwill
Balance at
(In thousands)
January 1, 2024
impairment
September 30, 2024
Banco Popular de Puerto Rico
$
436,383
$
-
$
436,383
Popular U.S.
368,045
-
368,045
Total Popular,  
Inc.  

$
804,428
$
-
$
804,428

 
Other Intangible Assets
The following table reflects the components of  
other intangible assets subject to amortization:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Gross Carrying
Accumulated
Net Carrying
(In thousands)
Amount
Amortization
Value
September 30, 2025
Core deposits
$
12,810
$
12,810
$
-
Other customer relationships
14,286
9,586
4,700
Total other intangible  
assets
$
27,096
$
22,396
$
4,700
December 31, 2024
Core deposits
$
12,810
$
12,595
$
215
Other customer relationships
14,286
8,435
5,851
Total other intangible  
assets
$
27,096
$
21,030
$
6,066

During the  
quarter ended  
September 30,  
2025, the  
Corporation recognized  
$
0.4
 
million in  
amortization expense  
related to  
other
intangible assets with definite useful lives (September 30, 2024 - $
0.7
 
million). During the nine months ended September 30, 2025,
the Corporation  
recognized $
1.4
 
million in  
amortization related to  
other intangible assets  
with definite useful  
lives (September 30,
2024 - $
2.2
 
million).  

The following  
table presents  
the estimated  
amortization of  
the intangible  
assets with  
definite useful  
lives for  
each of  
the following
periods:

82
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
Remaining 2025
$
384
Year 2026
1,440
Year 2027
959
Year 2028
959
Year 2029
958

 
Results of the Annual Goodwill Impairment Test
 

The Corporation’s goodwill and  
other identifiable intangible assets having  
an indefinite useful life  
are tested for impairment,  
at least
annually and  
on a  
more frequent basis  
if events  
or circumstances indicate  
impairment could have  
taken place. Such  
events could
include,  
among others,  
a significant  
adverse change  
in the  
business climate,  
an adverse  
action by  
a regulator,  
an unanticipated
change in the competitive environment and a decision  
to change the operations or dispose of a  
reporting unit.
Management  
monitors  
events  
or  
changes  
in  
circumstances  
between  
annual  
tests  
to  
determine  
if  
these  
events  
or  
changes  
in
circumstances would more likely than not reduce  
the fair value of its reporting units below their  
carrying amounts.
The reporting units evaluated are one level below the business segments and correspond to the legal entities within each reportable
segment. In accordance with push-down accounting, all  
goodwill is assigned to the reporting units  
following a business combination.
When  
evaluating  
goodwill  
for  
impairment,  
the  
Corporation  
may  
decide  
to  
first  
perform  
a  
qualitative  
assessment,  
or  
“Step  
Zero”
impairment test, to determine whether it is more likely than not that impairment has occurred. The qualitative assessment includes a
review of  
macroeconomic conditions,  
industry and  
market considerations,  
internal cost  
factors, and  
our own  
overall financial  
and
share  
price performance,  
among other  
factors. If  
it  
is  
determined that  
it  
is more  
likely than  
not that  
the carrying  
amounts  
of  
our
reporting units exceed their fair value,  
the Corporation will perform a quantitative  
assessment and calculate the estimated fair value
of  
the  
respective  
reporting  
unit.  
If  
the  
carrying  
amount  
of  
a  
reporting  
unit’s  
goodwill  
exceeds  
the  
fair  
value  
of  
that  
goodwill,  
an
impairment loss is recognized.  

To  
assess  
a  
reporting unit’s  
fair value,  
the  
Corporation generally  
uses  
a  
combination of  
methods  
such  
as  
discounted cash  
flow
analysis and market  
multiples.  
The financial projections used  
in the discounted  
cash flow (“DCF”)  
valuation analysis are  
based on
the  
most  
recent  
(as  
of  
the  
valuation  
date)  
projections  
presented  
to  
the  
Corporation’s  
Asset  
/  
Liability  
Management  
Committee
(“ALCO”). These  
projections reflect  
management’s  
expectations for  
the  
reporting unit’s  
financial  
prospects considering  
economic
and industry conditions. The Corporation evaluates the results obtained under the valuation methodology to identify and understand
the  
key  
value  
drivers,  
to  
ascertain  
that  
the  
results  
obtained are  
reasonable and  
appropriate under  
the  
circumstances. Elements
considered include current market and  
economic conditions, developments in specific lines of  
business, and any particular features
of the individual reporting units.  

The Corporation  
completed its  
annual goodwill  
impairment evaluation during  
the third  
quarter of  
2025, using  
July 31,  
2025 as  
the
evaluation date.  
Through a  
qualitative analysis,  
Step  
Zero, the  
Corporation determined  
that for  
all  
reporting units,  
except for  
the
Popular Equipment  
Finance (‘’PEF’’)  
reporting unit,  
it is  
more-likely-than-not that  
the fair  
value exceeded  
the carrying  
value. As  
a
result, the Corporation performed a quantitative test  
to assess PEF’s goodwill impairment.  

The results  
of the  
PEF annual  
goodwill impairment  
test as  
of July  
31, 2025,  
indicated that  
the estimated  
fair value  
was below  
it’s
carrying amount. Accordingly, the Corporation recognized a goodwill impairment  
charge of $
13.0
 
million, which was mainly driven by
lower projected earnings for the forecasted period,  
primarily due to lower lending activity.

The following tables present the gross amount  
of goodwill and accumulated impairment losses  
by reportable segments.

 
 
83
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
September 30, 2025
Balance at
Balance at
September 30,
Accumulated
September 30,
2025
impairment
2025
(In thousands)
 
(gross amounts)
losses
 
(net amounts)
Banco Popular de Puerto Rico
$
438,710
$
3,801
$
434,909
Popular U.S.
564,456
209,411
355,045
Total Popular,  
Inc.  

$
1,003,166
$
213,212
$
789,954

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
December 31, 2024
 
Balance at  

 
Balance at  

December 31,
Accumulated
December 31,
2024
impairment
2024
(In thousands)
 
(gross amounts)
losses
 
(net amounts)
Banco Popular de Puerto Rico
$
438,710
$
3,801
$
434,909
Popular U.S.
564,456
196,411
368,045
Total Popular,  
Inc.  

$
1,003,166
$
200,212
$
802,954

 
84
Note 12 – Deposits
Total deposits as of the end of the periods presented consisted of:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
December 31, 2024
Savings accounts
$
14,411,671
$
14,224,271
NOW, money market and other interest  
-bearing demand deposits
27,606,313
26,507,637
Total savings, NOW,  
money market and other interest-bearing demand deposits
42,017,984
40,731,908
Certificates of deposit:
Under $250,000
5,717,369
5,383,331
$250,000 and over
3,904,025
3,629,551
 
Total certificates  
of deposit
9,621,394
9,012,882
Total interest-bearing  
deposits
$
51,639,378
$
49,744,790
Non- interest-bearing deposits
$
14,874,026
$
15,139,555
Total deposits
$
66,513,404
$
64,884,345

A summary of certificates of deposits by maturity at  
September 30, 2025 follows:

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
2025
$
3,400,879
2026
3,671,826
2027
935,141
2028
697,796
2029
436,147
2030 and thereafter
479,605
Total certificates of  
deposit
$
9,621,394

At September 30, 2025, the Corporation had brokered  
deposits amounting to $
1.8
 
billion (December 31, 2024 - $
1.6
 
billion).
The aggregate amount  
of overdrafts in  
demand deposit accounts that  
were reclassified to loans  
was $
8.4
 
million at September  
30,
2025 (December 31, 2024 - $
10.4
 
million).
At September 30, 2025,  
Puerto Rico government deposits amounted  
to $
20.1
 
billion. Puerto Rico government deposits  
are interest
bearing accounts, which are indexed to short-term market  
rates and fluctuate in cost with changes in those rates, in accordance  
with
contractual terms.

 
85
Note 13 – Borrowings
Assets sold under agreements to repurchase
Assets sold under agreements to repurchase amounted  
to $
57
 
million at September 30, 2025 and $
55
 
million at December 31,
2024.

The Corporation’s  
repurchase transactions are  
overcollateralized with the  
securities detailed in  
the table  
below.  
The Corporation’s
repurchase  
agreements  
have  
a  
right  
of  
set-off  
with  
the  
respective  
counterparty  
under  
the  
supplemental  
terms  
of  
the  
master
repurchase agreements.  
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 repurchase agreements  
are not offset  
with other repurchase  
agreements held
with the same counterparty.
The following table  
presents information related to  
the Corporation’s repurchase  
transactions accounted for as  
secured borrowings
that  
are  
collateralized  
with  
debt  
securities  
available-for-sale,  
debt  
securities  
held-to-maturity,  
and  
other  
assets  
held-for-trading
purposes or  
which have  
been obtained  
under agreements  
to resell.  
It is  
the Corporation’s  
policy to  
maintain effective  
control over
assets sold under agreements to repurchase; accordingly, such  
securities continue to be carried on the Consolidated Statements of
Financial Condition.

Repurchase agreements accounted for as secured borrowings

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
September 30, 2025
December 31, 2024
Repurchase
Repurchase
(In thousands)
 
liability
 
liability
U.S. Treasury securities
Within 30 days
$
28,378
$
22,591
After 30 to 90 days
24,065
13,813
Total U.S. Treasury  
securities
52,443
36,404
Mortgage-backed securities
 
Within 30 days
4,410
4,924
 
After 30 to 90 days
-
13,505
Total mortgage-backed  
securities
4,410
18,429
Total
$
56,853
$
54,833

Repurchase agreements in this portfolio  
are generally short-term, often overnight.  
As such our risk  
is very limited.  
We manage the
liquidity risks arising from secured  
funding by sourcing funding globally from  
a diverse group of counterparties, providing  
a range of
securities collateral and pursuing longer durations,  
when appropriate.
Other short-term borrowings
At  
September  
30,  
2025  
and  
December  
31,  
2024,  
other  
short-term  
borrowings  
consisted  
of  
$
400
 
million  
and  
$
225
 
million,
respectively, in FHLB Advances.

 
 
86
Notes Payable

The following table presents the composition of notes  
payable at September 30, 2025 and December  
31, 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
December 31, 2024
Advances with the FHLB with maturities ranging from
2025
 
through
2029
 
paying interest at
monthly
fixed rates ranging from
0.57
% to
4.17
%
$
195,312
$
302,722
Unsecured senior debt securities maturing on
2028
 
paying interest
semi-annually
 
at a fixed rate of
7.25
%, net of debt issuance costs of $
3,751
396,249
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
%, net of debt issuance costs of $
241
198,393
198,373
Total notes payable
$
789,954
$
896,293
Note: Refer to the 2024 Form 10-K for rates information  
at December 31, 2024.

A breakdown of borrowings by contractual maturities  
at September 30, 2025 is included in the table  
below.

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Assets sold under  

Short-term
(In thousands)
agreements to
repurchase
borrowings
Notes payable
Total
2025
$
56,853
$
400,000
$
30,692
$
487,545
2026
-
-
74,500
74,500
2027
-
-
6,112
6,112
2028
-
-
440,599
440,599
2029
-
-
39,658
39,658
Later years
-
-
198,393
198,393
Total borrowings
$
56,853
$
400,000
$
789,954
$
1,246,807

At  
September  
30,  
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 $
0.6
 
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 September  
30, 2025, the Corporation  
had borrowing facilities  
at the discount  
window of the  
Federal Reserve Bank of  
New
York  
amounting to $
11.2
 
billion (December 31, 2024  
- $
7.0
 
billion), which remained unused  
at September 30, 2025  
and December
31, 2024.  
The facilities are a collateralized source of credit  
that is highly dependable even under difficult market  
conditions.

 
87
Note 14 − Other liabilities

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

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
December 31, 2024
Accrued expenses
$
332,204
$
334,145
Accrued interest payable
53,682
60,723
Accounts payable
99,649
91,218
Dividends payable
50,376
49,546
Trades payable
306,775
495,139
Liability for GNMA loans sold with an option to repurchase
9,389
9,108
Reserves for loan indemnifications
2,240
2,779
Reserve for operational losses
23,279
29,465
Operating lease liabilities

109,328
103,198
Finance lease liabilities

 

27,524
23,141
Pension benefit obligation
5,618
5,816
Postretirement benefit obligation
97,828
99,172
Others
72,023
68,396
Total other liabilities
$
1,189,915
$
1,371,846

88
Note 15 – Stockholders’ equity

 

As  
of  
September  
30,  
2025,  
stockholders’  
equity  
totaled  
$
6.1
 
billion.  
During  
the  
nine  
months  
ended  
September  
30,  
2025,  
the
Corporation declared cash dividends of $
2.15
 
(2024 - $
1.86
) per common share amounting to $
146.6
 
million (2024 - $
134.3
 
million).
The quarterly dividend of $
0.75
 
per share declared to stockholders of record as  
of the close of business on
September 12, 2025
 
was
paid on
October 1, 2025
.
During the quarter  
ended September 30,  
2024, the Corporation  
completed the repurchase  
of
599,096
 
shares of common  
stock for
$
58.8
 
million at  
an average price  
of $
98.11
 
per share  
under the 2024  
common stock  
repurchase program. During  
the quarter  
and
nine months ended  
September 30, 2025,  
the Corporation repurchased
1,000,862
 
shares of common  
stock for $
119.4
 
million at an
average price of  
$
119.33
 
per share, and
3,407,821
 
shares of common stock  
for $
353.7
 
million at an  
average price of $
103.78
, per
share, respectively,  
as part of the  
2024 and 2025 common  
stock repurchases programs. As  
of September 30, 2025,  
$
429.0
 
million
remained available for stock repurchase under  
the active repurchase authorization.

89
Note 16 – Other comprehensive income (loss)

The following  
table presents  
changes in  
accumulated other comprehensive  
income (loss)  
by component  
for the  
quarters and  
nine
months ended September 30, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Changes in Accumulated Other Comprehensive Loss  
by Component [1]
Quarters ended
Nine months ended
September 30,
September 30,
(In thousands)
2025
2024
2025
2024
Foreign currency translation
Beginning Balance
$
( 70,512 )
$
( 68,383 )
$
( 71,365 )
$
( 64,528 )
Other comprehensive (loss) income
( 14,524 )
615
( 13,670 )
( 3,240 )
Net change
( 14,524 )
615
( 13,670 )
( 3,240 )
Ending balance
$
( 85,036 )
$
( 67,768 )
$
( 85,035 )
$
( 67,768 )
Adjustment of pension and
postretirement benefit plans
Beginning Balance
$
( 91,851 )
$
( 113,371 )
$
( 94,692 )
$
( 117,894 )
Amounts reclassified from accumulated other
comprehensive loss for amortization of net losses
1,421
2,261
4,262
6,784
Net change
1,421
2,261
4,262
6,784
Ending balance
$
( 90,430 )
$
( 111,110 )
$
( 90,430 )
$
( 111,110 )
Unrealized net holding losses
on debt securities
Beginning Balance
$
( 1,233,294 )
$
( 1,696,528 )
$
( 1,495,183 )
$
( 1,713,109 )
Other comprehensive income  

94,747
326,148
283,394
271,985
Amounts reclassified from accumulated other
comprehensive loss for amortization of net unrealized
losses of debt securities transferred from available-for-
sale to held-to-maturity
37,753
36,264
110,994
107,008
Net change
132,500
362,412
394,388
378,993
Ending balance
$
( 1,100,794 )
$
( 1,334,116 )
$
( 1,100,795 )
$
( 1,334,116 )
Total accumulated  
other comprehensive loss
$
( 1,276,260 )
$
( 1,512,994 )
$
( 1,276,260 )
$
( 1,512,994 )
[1]  

All amounts presented are net of tax.

 
90
The following  
table presents  
the amounts  
reclassified out  
of each  
component of  
accumulated other  
comprehensive income  
(loss)
during the quarters and nine months ended September  
30, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Reclassifications Out of Accumulated Other Comprehensive  
Loss
Quarters ended  

Nine months ended
Affected Line Item in the  

September 30,
September 30,
(In thousands)
Consolidated Statements of Operations
2025
2024
2025
2024
Adjustment of pension and postretirement benefit plans
Amortization of net losses
Other operating expenses
$
( 2,272 )
$
( 3,618 )
$
( 6,817 )
$
( 10,854 )
Total before tax
( 2,272 )
( 3,618 )
( 6,817 )
( 10,854 )
Income tax benefit
851
1,357
2,555
4,070
Total net of tax
$
( 1,421 )
$
( 2,261 )
$
( 4,262 )
$
( 6,784 )
Unrealized net holding losses on debt securities
Amortization of unrealized net losses of debt
securities transferred to held-to-maturity
Interest income from investment securities
$
( 47,191 )
$
( 45,331 )
$
( 138,743 )
$
( 133,761 )
Total before tax
( 47,191 )
( 45,331 )
( 138,743 )
( 133,761 )
Income tax expense
9,438
9,067
27,749
26,753
Total net of tax
$
( 37,753 )
$
( 36,264 )
$
( 110,994 )
$
( 107,008 )
Total reclassification  
adjustments, net of tax
$
( 39,174 )
$
( 38,525 )
$
( 115,256 )
$
( 113,792 )

91
Note 17 – 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 September  
30, 2025,  
the Corporation  
serviced $
445
 
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 loss  
incurred. During the quarter and  
nine months ended September 30,  
2025,
the Corporation repurchased $
0.2
 
million and $
1.1
 
million, respectively, of unpaid principal balance in mortgage loans subject  
to the
credit  
recourse  
provisions  
(September  
30,  
2024
-
$
0.5
 
million  
and  
$
1.5
 
million,  
respectively).  
At  
September  
30,  
2025,  
the
Corporation’s liability  
established to cover  
the estimated credit  
loss exposure  
related to loans  
sold or serviced  
with credit  
recourse
amounted to $
2
 
million (December 31, 2024 - $
3
 
million).
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,  
FHLMC 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 September 30, 2025, the
Corporation serviced $
8.4
 
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  
September
30, 2025, the outstanding  
balance of funds advanced by  
the Corporation under such  
mortgage loan servicing agreements was  
$
31
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  
September 30,  
2025 and  
December 31,  
2024, respectively.  
In
addition, at both  
September 30, 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  
in  
the  
2024  
Form  
10-K  
for  
further
information on the trust preferred securities.

92
Note 18 – 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)
September 30, 2025
December 31, 2024
Commitments to extend credit:
Credit card lines
$
6,266,974
$
5,599,823
Commercial lines of credit
4,422,977
3,971,331
Construction lines of credit
1,126,310
1,131,824
Other consumer unused credit commitments  

275,462
260,121
Commercial letters of credit
14,920
5,002
Standby letters of credit
130,856
144,845
Commitments to originate or fund mortgage loans
16,091
29,604

At September 30, 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  
September  
30,  
2025  
and  
December 31,  
2024,  
the  
Corporation  
also  
maintained  
other  
non-credit  
commitments  
for  
$
6
 
million,
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 28  
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 September 30, 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).  
The
Corporation’s  
exposure  
at  
September  
30,  
2025,  
included  
up  
to  
$
47.4
 
million  
in  
Automated  
Clearing  
House  
(“ACH”)  
transaction
settlement exposure, none  
of which was  
outstanding. 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 September 30,  
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  
September  
30,  
2025,

 
 
93
approximately
76
% of  
the Corporation’s  
exposure to  
municipal loans  
and securities  
was concentrated  
in the  
municipalities of  
San
Juan, Guaynabo, Carolina and Caguas.

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 September 30, 2025

:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
Investment
Portfolio
Loans
Total Outstanding
Total Exposure
Central Government
Within 1 year
$
-
$
-
$
-
$
47,400
After 10 years
41
-
41
41
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  
September  
30,  
2025,  
the  
Corporation  
had  
$
208
 
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  
$
165
 
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 September  
30,
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,  
$
2.4
 
billion  
of  
residential  
mortgages  
and  
$
80.9
 
million  
commercial  
loans  
were  
insured  
or  
guaranteed  
by  
the  
U.S.
Government  
or  
its  
agencies  
at  
September  
30,  
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 September 30, 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.

94
At September 30, 2025,  
the Corporation had operations  
in the British Virgin  
Islands (“BVI”) and it  
had a loan portfolio  
amounting to
$
193
 
million comprised of various retail and commercial  
clients, compared to a loan portfolio  
of $
196
 
million at December 31, 2024.
At September 30, 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, representing  
the full amount of the assessment.
During the first quarter of 2024, the Corporation recorded an additional expense of $
14.3
 
million, $
9.1
 
million net of tax, to reflect the
FDIC's higher loss estimate communicated  
by the FDIC. 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 $
7.2
 
million as of
September  
30,  
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.

95
Note 19 – Non-consolidated variable interest  
entities

 
 
 
The Corporation is involved with
two
 
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 September 30,  
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  
21  
to  
the  
Consolidated  
Financial  
Statements  
for  
additional
information on the debt securities outstanding at September 30, 2025 and December 31, 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 September 30, 2025 and  
December 31, 2024.

 
96
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
December 31, 2024
Assets
Servicing assets:
Mortgage servicing rights
$
76,673
$
84,356
Total servicing  
assets  

$
76,673
$
84,356
Other assets:
Servicing advances
$
4,017
$
6,112
Total other assets
$
4,017
$
6,112
Total assets
$
80,690
$
90,468
Maximum exposure to loss
$
80,690
$
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 $
6.1
 
billion at September 30, 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  
September 30,  
2025  
and  
December 31,  
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 September 30,  
2025.

97
Note 20 – Related party transactions

 
Centro Financiero BHD, S.A.
At September  
30, 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  
nine  
months  
ended  
September  
30,  
2025,  
the
Corporation recorded $
17.0
 
million in  
equity pickup (September  
30, 2024  
- $
29.6
 
million), including the  
net impact  
of $
33.8
 
million
from net  
earnings (September  
30, 2024  
- $
31.5
 
million), offset  
by ($
16.8
) million  
recorded through  
Other Comprehensive  
Income
(September 30, 2024  
- ($
1.9
) million) related  
to foreign currency  
translation adjustments and  
changes in the  
fair value  
of available
for sale  
securities. At September  
30, 2025,  
the investment  
in BHD had  
a carrying  
amount of  
$
236.5
 
million (December  
31, 2024 -
$
239.5
 
million) and the Corporation received $
20
 
million in cash dividend distributions during the nine months ended September 30,
2025 (September 30, 2024 - $
19.4
 
million).

98
Note 21 – 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.  
There have been no changes in the  
Corporation’s methodologies used
to estimate the fair value of assets and liabilities from  
those disclosed in the 2024 Form 10-K.
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 September 30, 2025 and December  
31, 2024:

 
99
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
At September 30, 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
$
6,423,246
$
9,283,519
$
-
$
-
$
15,706,765
Collateralized mortgage obligations - federal
agencies
-
104,700
-
-
104,700
Mortgage-backed securities
-
4,873,777
431
-
4,874,208
Other
-
-
750
-
750
Total debt securities  
available-for-sale
$
6,423,246
$
14,261,996
$
1,181
$
-
$
20,686,423
Trading account debt securities, excluding
derivatives:
U.S. Treasury securities
$
8,026
$
10
$
-
$
-
$
8,036
Obligations of Puerto Rico, States and political
subdivisions
-
46
-
-
46
Collateralized mortgage obligations
-
595
-
-
595
Mortgage-backed securities
-
24,227
84
-
24,311
Other
-
-
118
-
118
Total trading account  
debt securities, excluding
derivatives
$
8,026
$
24,878
$
202
$
-
$
33,106
Equity securities
$
-
$
50,047
$
-
$
825
$
50,872
Mortgage servicing rights
-
-
99,523
-
99,523
Loans held-for-sale
-
4,785
-
-
4,785
Derivatives  

-
27,716
-
-
27,716
Total assets measured  
at fair value on a
recurring basis
$
6,431,272
$
14,369,422
$
100,906
$
825
$
20,902,425
Liabilities
Derivatives
$
-
$
( 26,157 )
$
-
$
-
$
( 26,157 )
Total liabilities measured  
at fair value on a
recurring basis
$
-
$
( 26,157 )
$
-
$
-
$
( 26,157 )

 
 
 
100
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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 September 30, 2025 and  
December 31, 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
Aggregate Unpaid
Fair Value
Principal Balance
Difference
Loans held for sale
$
4,785
$
4,715
$
70

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(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 September 30,  
2025 and December 31, 2024.

 
101
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  
nine months ended September 30,  
2025 and 2024 and  
excludes nonrecurring fair value measurements of
assets no longer outstanding as of the reporting  
date.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Nine months ended September 30, 2025
(In thousands)
Level 1
Level 2
Level 3
Total
NONRECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

Write-downs
Other real estate owned
[1]
$
-
$
-
$
3,983
$
3,983
$
( 1,351 )
Other foreclosed assets
[1]
-
-
196
196
( 51 )
Total assets measured  
at fair value on a nonrecurring basis
$
-
$
-
$
4,179
$
4,179
$
( 1,402 )
[1] 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.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Nine months ended September 30, 2024
(In thousands)
Level 1
Level 2
Level 3
Total
NONRECURRING FAIR VALUE  
MEASUREMENTS
Assets  

 

 

 

 

Write-downs
Loans
[1]
$
-
$
-
$
4,166
$
4,166
$
( 654 )
Other real estate owned
[2]
-
-
5,749
5,749
( 1,889 )
Other foreclosed assets
[2]
-
-
174
174
( 38 )
Total assets measured  
at fair value on a nonrecurring basis
$
-
$
-
$
10,089
$
10,089
$
( 2,581 )
[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.

102
The following tables present the changes in Level 3 assets and liabilities measured at fair value on a recurring basis for the quarters  

and nine months ended September 30, 2025 and  
2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarter ended September 30, 2025
MBS
Other
MBS
Other
classified
securities
classified
securities
as debt
classified as  

as trading
classified
securities
 
debt securities
account
as trading
Mortgage
available-
available-
 
debt
account debt
servicing
Total
(In thousands)
for-sale
for-sale
securities
securities
rights
assets
Balance at June 30, 2025
$
432
$
750
$
84
$
122
$
103,077
$
104,465
Gains (losses) included in earnings
-
-
-
( 4 )
( 3,835 )
( 3,839 )
Gains (losses) included in OCI
( 1 )
-
-
-
-
( 1 )
Additions
-
-
-
-
281
281
Balance at September 30, 2025
$
431
$
750
$
84
$
118
$
99,523
$
100,906
Changes in unrealized gains (losses) included in
earnings relating to assets still held at September
30, 2025
$
-
$
-
$
-
$
-
$
( 1,505 )
$
( 1,505 )

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Nine months ended September 30, 2025
MBS
Other
MBS
Other
classified
securities
classified
securities
as debt
classified as  

as trading
classified
securities
 
debt securities
account
as trading
Mortgage
available-
available-
 
debt
account debt
servicing
Total
(In thousands)
for-sale
for-sale
securities
securities
rights
assets
Balance at January 1, 2025
$
484
$
2,250
$
84
$
133
$
108,103
$
111,054
Gains (losses) included in earnings
-
-
-
( 15 )
( 9,359 )
( 9,374 )
Gains (losses) included in OCI
( 3 )
-
-
-
-
( 3 )
Additions
-
-
-
-
779
779
Settlements
( 50 )
-
-
-
-
( 50 )
Transfers out of Level 3
-
( 1,500 )
-
-
-
( 1,500 )
Balance at September 30, 2025
$
431
$
750
$
84
$
118
$
99,523
$
100,906
Changes in unrealized gains (losses) included in
earnings relating to assets still held at September
30, 2025
$
-
$
-
$
-
$
23
$
( 2,482 )
$
( 2,459 )

103
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarter ended September 30, 2024
MBS
Other
Other
classified
securities
MBS
securities
as debt
classified as
classified
classified
securities
debt securities
as trading
as trading
Mortgage
available-
available-
account debt
account debt
servicing
Total
(In thousands)
for-sale
for-sale
securities
securities
rights
assets
Balance at June 30, 2024
$
581
$
2,000
$
84
$
158
$
113,386
$
116,209
Gains (losses) included in earnings
-
-
-
( 4 )
( 4,896 )
( 4,900 )
Gains (losses) included in OCI
2
-
-
-
-
2
Additions
-
-
-
-
337
337
Settlements
( 25 )
-
-
-
-
( 25 )
Balance at September 30, 2024
$
558
$
2,000
$
84
$
154
$
108,827
$
111,623
Changes in unrealized gains (losses) included in
earnings relating to assets still held at September
30, 2024
$
-
$
-
$
-
$
6
$
( 2,577 )
$
( 2,571 )

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Nine months ended September 30, 2024
MBS
Other
Other
classified
securities
CMOs
securities
as debt
classified as
classified
MBS  

classified
securities
debt securities
as trading
classified as
as trading
Mortgage
available-
available-
account debt
trading account
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 )
-
-
( 13 )
( 10,280 )
( 10,793 )
Gains (losses) included in OCI
2
-
-
-
-
-
2
Additions
-
-
-
-
-
998
998
Settlements
( 50 )
-
( 5 )
( 28 )
-
-
( 83 )
Balance at September 30, 2024
$
558
$
2,000
$
-
$
84
$
154
$
108,827
$
111,623
Changes in unrealized gains (losses)
included in earnings relating to assets
still held at September 30, 2024
$
-
$
-
$
-
$
-
$
18
$
( 3,279 )
$
( 3,261 )

 
 
 
104
Gains and losses  
(realized and unrealized)  
included in earnings  
for the  
quarters  
and nine months  
ended September 30,  
2025 and
2024 for  
Level 3 assets  
and liabilities included  
in the  
previous tables are  
reported in the  
Consolidated Statement of  
Operations as
follows:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarter ended September 30, 2025
Nine months ended September 30, 2025
Changes in unrealized
Changes in unrealized
Total gains
gains (losses) relating to
Total gains
gains (losses) relating to
(losses) included
assets still held at
(losses) included
assets still held at
(In thousands)
in earnings
reporting date
in earnings
reporting date
Mortgage banking activities
$
( 3,835 )
$
( 1,505 )
$
( 9,359 )
$
( 2,482 )
Trading account profit (loss)
( 4 )
-
( 15 )
23
Total  

$
( 3,839 )
$
( 1,505 )
$
( 9,374 )
$
( 2,459 )

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarter ended September 30, 2024
Nine months ended September 30, 2024
Changes in unrealized
Changes in unrealized
Total gains
gains (losses) relating to
Total gains
gains (losses) relating to
(losses) included
assets still held at
(losses) included
assets still held at
(In thousands)
in earnings
reporting date
in earnings
reporting date
Mortgage banking activities
$
( 4,896 )
$
( 2,577 )
$
( 10,280 )
$
( 3,279 )
Trading account profit (loss)
( 4 )
6
( 13 )
18
Provision for credit losses
-
-
( 500 )
-
Total  

$
( 4,900 )
$
( 2,571 )
$
( 10,793 )
$
( 3,261 )

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 September 30, 2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Fair value at
 
September 30,
(In thousands)
2025
Valuation technique
Unobservable inputs
Weighted average (range) [1]
Other - trading
$
118
Discounted cash flow model
Weighted average life
2
 
years
Yield
12
.0%
Prepayment speed
10.8
%
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]
Other real estate owned in which haircuts were not applied  
to external appraisals were excluded from this table.

 
105
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Fair value at
 
September 30,
(In thousands)
2024
Valuation technique
Unobservable inputs
Weighted average (range) [1]
Other - trading
$
154
Discounted cash flow model
Weighted average life
2.3
 
years
Yield
12
.0%
Prepayment speed
10.8
%
Loans held-in-portfolio
$
4,166
[2]
External appraisal
Haircut applied on
external appraisals
7.5
% (
5
.0% -
10
.0%)
Other real estate owned
$
16
[3]
External appraisal
Haircut applied on
external appraisals
35
.0%
[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.

106
Note 22 – 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  
September  
30,  
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.

 
107
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
September 30, 2025
Carrying  

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

Financial Assets:
Cash and due from banks
$
377,079
$
377,079
$
-
$
-
$
-
$
377,079
Money market investments
4,754,391
4,744,211
10,180
-
-
4,754,391
Trading account debt securities, excluding  
derivatives
[1]
33,106
8,026
24,878
202
-
33,106
Debt securities available-for-sale
[1]
20,686,423
6,423,246
14,261,996
1,181
-
20,686,423
Debt securities held-to-maturity:
U.S. Treasury securities
$
7,374,072
$
-
$
7,405,080
$
-
$
-
$
7,405,080
Obligations of Puerto Rico, States and political
subdivisions
45,760
-
6,799
40,334
-
47,133
Collateralized mortgage obligation-federal agency
1,506
-
1,315
-
-
1,315
Securities in wholly owned statutory business trusts
5,960
-
5,960
-
-
5,960
Total debt securities  
held-to-maturity
$
7,427,298
$
-
$
7,419,154
$
40,334
$
-
$
7,459,488
Equity securities:
FHLB stock
$
58,552
$
-
$
58,552
$
-
$
-
$
58,552
FRB stock
102,038
-
102,038
-
-
102,038
Other investments
58,403
-
50,047
8,137
825
59,009
Total equity securities
$
218,993
$
-
$
210,637
$
8,137
$
825
$
219,599
Loans held-for-sale
$
7,783
$
-
$
7,783
$
-
$
-
$
7,783
Loans held-in-portfolio
37,900,938
-
-
37,105,428
-
37,105,428
Mortgage servicing rights
99,523
-
-
99,523
-
99,523
Derivatives
27,716
-
27,716
-
-
27,716
September 30, 2025
Carrying  

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

Financial Liabilities:
Deposits:
Demand deposits
$
56,892,010
$
-
$
56,892,010
$
-
$
-
$
56,892,010
Time deposits
9,621,394
-
9,419,413
-
-
9,419,413
Total deposits
$
66,513,404
$
-
$
66,311,423
$
-
$
-
$
66,311,423
Assets sold under agreements to repurchase
$
56,853
$
-
$
56,859
$
-
$
-
$
56,859
Other short-term borrowings
[2]
400,000
-
400,000
-
-
400,000
Notes payable:
FHLB advances
$
195,312
$
-
$
193,131
$
-
$
-
$
193,131
Unsecured senior debt securities
396,249
-
420,152
-
-
420,152
Junior subordinated deferrable interest debentures
(related to trust preferred securities)
198,393
-
188,081
-
-
188,081
Total notes payable
$
789,954
$
-
$
801,364
$
-
$
-
$
801,364
Derivatives
$
26,157
$
-
$
26,157
$
-
$
-
$
26,157
[1]
Refer to Note 21 to the Consolidated Financial Statements  
for the fair value by class of financial asset and its hierarchy  
level.
[2]
Refer to Note 13 to the Consolidated Financial Statements  
for the composition of other short-term borrowings.

 

 
108
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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 21 to the Consolidated Financial Statements  
for the fair value by class of financial asset and its hierarchy  
level.  

[2]
Refer to Note 13 to the Consolidated Financial Statements  
for the composition of other short-term borrowings.

 

Refer  
to  
Note  
18  
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  
September  
30,  
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.

 

109
Note 23 – Net income per common share

The following table sets forth the computation of net income per common share (“EPS”), basic and diluted, for the quarters and nine
months ended September 30, 2025 and 2024:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarters ended September 30,
Nine months ended September 30,
(In thousands, except per share information)
2025
2024
2025
2024
Net income
$
211,317
$
155,323
$
599,259
$
436,395
Preferred stock dividends
( 353 )
( 353 )
( 1,059 )
( 1,059 )
Net income applicable to common stock
$
210,964
$
154,970
$
598,200
$
435,336
Average common shares outstanding
67,058,260
71,807,136
68,121,447
71,882,273
Average potential dilutive common shares  

35,554
21,266
22,239
29,880
Average common shares outstanding - assuming dilution
67,093,814
71,828,402
68,143,686
71,912,153
Basic EPS
$
3.15
$
2.16
$
8.78
$
6.06
Diluted EPS
$
3.14
$
2.16
$
8.78
$
6.05

For the quarters  
and nine months  
ended September 30,  
2025 and 2024,  
the Corporation calculated the  
impact of potential  
dilutive
common shares under the treasury stock method, consistent with the method used  
for the preparation of the financial statements for
the year  
ended December  
31, 2024.  
For a  
discussion of  
the calculation  
under the  
treasury stock  
method, refer  
to Note  
30 of  
the
Consolidated Financial Statements included in the  
2024 Form 10-K.

 
110
Note 24 – Revenue from contracts with customers

The  
following  
table  
presents  
the  
Corporation’s  
revenue  
streams  
from  
contracts  
with  
customers  
by  
reportable  
segment  
for  
the
quarters and nine months ended September 30,  
2025 and 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarter ended September 30,
Nine months ended September 30,
(In thousands)
2025
2025
BPPR
Popular U.S.
BPPR
Popular U.S.
Service charges on deposit accounts
$
36,392
$
2,685
$
109,042
$
7,915
Other service fees:
Debit card fees
27,868
216
81,809
625
Insurance fees, excluding reinsurance
9,449
1,772
25,849
5,682
Credit card fees, excluding late fees and membership  
fees  

27,846
301
81,376
1,040
Sale and administration of investment products
9,459
-
27,490
-
Trust fees
7,279
-
20,789
-
Total revenue from  
contracts with customers [1]
$
118,293
$
4,974
$
346,355
$
15,262
[1]
The amounts include intersegment transactions of $
0.6
 
million and $
1.8
 
million, respectively, for the  
quarter and nine months ended September 30,  
2025.
Quarter ended September 30,
Nine months ended September 30,
(In thousands)
2024
2024
BPPR
Popular U.S.
BPPR
Popular U.S.
Service charges on deposit accounts
$
35,699
$
2,616
$
105,770
$
7,513
Other service fees:
Debit card fees [2]
25,997
200
78,308
599
Insurance fees, excluding reinsurance
11,702
1,684
33,966
5,130
Credit card fees, excluding late fees and membership  
fees [2]
26,189
379
76,828
1,205
Sale and administration of investment products
8,387
-
23,664
-
Trust fees
6,902
-
20,810
-
Total revenue from  
contracts with customers [1]
$
114,876
$
4,879
$
339,346
$
14,447
[1]
The amounts include intersegment transactions of $
0.6
 
million and $
3.9
 
million, respectively, for the  
quarter and nine months ended September 30,  
2024.
[2]
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 nine month period ended September  
30, 2024, interchange fees of approximately $
22.2
 
million,
corresponding to the first and second quarters were  
reclassified.

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 based on ASC 606 Revenue  
from Contracts with Customers. Revenue streams
identified from contracts with customers, as  
listed above, will have certain timing for  
recognition based on the nature of  
the contract
including when  
the obligation is  
satisfied and/or services  
are rendered. Service  
charges on  
deposit accounts, debit  
card fees,  
and
credit card  
fees are  
recognized at  
a point  
in time,  
upon the  
occurrence of  
an activity  
or an  
event. Interchange  
fees on  
debit and
credit  
card  
transactions  
are  
recognized upon  
settlement  
of  
the  
payment  
transaction. For  
more  
details  
over  
nature  
and  
timing  
of
revenue streams from contracts with customers refer to Note 31 on the  
2024 Form 10-K for a complete description of the nature and
timing of revenue streams from contracts with customers.

111
Note 25 - Stock-based compensation

Incentive Plan
On May 12,  
2020, the stockholders 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 the earlier of 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 on 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 a  
market condition  
under ASC  
718.  
For equity  
settled awards  
based on  
market
conditions, the  
fair value  
is determined  
as of  
the grant  
date and  
is not  
subsequently revised  
based on  
actual performance.  
The
ROATCE metric  
is 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 % 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.

 
 
112
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(Not in thousands)
Shares
Weighted-Average
Grant Date Fair
Value
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
225,928
100.32
Performance Shares Quantity Adjustment
43,961
91.54
Vested  

( 281,558 )
90.26
Forfeited
( 5,515 )
60.68
Non-vested at September 30, 2025
230,724
$
75.82

During the quarter ended September 30,  
2025,
no
 
shares of restricted stock (September  
30, 2024 –
928
 
shares of restricted stock)
were awarded to management under the Incentive Plan. During the quarters ended September 30, 2025 and  
2024,
no
 
performance
shares  
were  
awarded  
to  
management  
under  
the  
Incentive  
Plan.  
During  
the  
nine  
months  
ended  
September  
30,  
2025,
194,268
shares of  
restricted stock (September  
30, 2024  
–
176,519
 
shares of  
restricted stock) and
31,660
 
performance shares (September
30, 2024 -
65,225
 
performance shares) were awarded to management  
under the Incentive Plan.  

During  
the  
quarter  
ended  
September  
30,  
2025,  
the  
Corporation  
recognized  
$
2.1
 
million  
of  
restricted  
stock  
expense  
related  
to
management  
incentive  
awards,  
with  
a  
tax  
benefit  
of  
$
0.4
 
million  
(September  
30,  
2024  
-  
$
1.8
 
million,  
with  
a  
tax  
benefit  
of  
$
0.4
million).  
For  
the  
nine  
months  
ended  
September  
30,  
2025,  
the  
Corporation recognized  
$
16.4
 
million  
of  
restricted  
stock  
expense
related to management incentive awards, with a tax  
benefit of $
2.1
 
million (September 30, 2024 - $
12.3
 
million, with a tax benefit of
$
2.0
 
million). For the nine months ended  
September 30, 2025, the fair market  
value of the restricted stock  
and performance shares
vested was $
20.0
 
million on the grant date and  
$
27.4
 
million at vesting date. This  
differential triggered a windfall of $
2.7
 
million that
was recorded  
as a  
reduction on  
income tax  
expense. During  
the quarter  
ended September  
30, 2025,  
the Corporation  
recognized
$
( 1.0 )
 
million  
of  
performance  
shares  
expense/(credit),  
with  
a  
tax  
benefit  
of  
$
( 0.1 )
 
million  
due  
to  
performance  
shares  
target
adjustment (September 30, 2024  
- $
( 0.5 )
 
million, with a  
tax benefit of  
$
( 32 )
 
thousand).  
For the nine  
months ended September  
30,
2025, the  
Corporation recognized  
$
3.2
 
million  
of  
performance shares  
expense, with  
a tax  
benefit of  
$
0.3
 
million  
(September 30,
2024 -  
$
3.5
 
million, with  
a tax  
benefit of  
$
0.2
 
million).  
The total  
unrecognized compensation cost  
related to  
non-vested restricted
stock awards and performance shares to members of management at  
September 30, 2025 was $
14.6
 
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)
RSUs / Restricted stock
Weighted-Average Grant
Date Fair Value per Unit
Non-vested at December 31, 2023
-
$
-
Granted
25,462
89.51
Vested  

( 25,462 )
89.51
Forfeited
-
-
Non-vested at December 31, 2024
-
$
-
Granted
23,310
100.14
Vested  

( 4,197 )
98.52
Forfeited
-
-
Non-vested at September 30, 2025
19,113
$
100.49

113
The  
equity  
awards  
granted to  
members of  
the Board  
of  
Directors of  
Popular,  
Inc.  
(the  
“Directors”) 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.  

During  
the  
quarter  
ended  
September  
30,  
2025,
1,260
 
RSUs  
and
no
 
shares  
of  
restricted  
stock  
were  
granted  
to  
the  
Directors
(September  
30,  
2024  
-
1,281
 
RSUs  
and
no
 
shares  
of  
restricted  
stock)  
and  
the  
Corporation recognized  
$
0.6
 
million  
of  
expense
related to these shares with  
a tax benefit of $
0.1
 
million (September 30, 2024 - $
0.1
 
million with a tax benefit  
of $
21
 
thousand). For
the  
nine  
months  
ended September  
30,  
2025,  
the  
Corporation
granted
20,622
 
RSUs  
and
2,688
 
shares  
of  
restricted stock  
to  
the
Directors (September 30, 2024 -
22,887
 
RSUs and
1,392
 
shares of unrestricted stock)  
and the Corporation recognized $
1.3
 
million
of expense related  
to these shares,  
with a tax  
benefit of $
0.2
 
million, (September 30, 2024  
- $
2.2
 
million, with a  
tax benefit of  
$
0.4
million). The fair value at vesting  
date of the RSUs vested  
during the nine months ended September 30, 2025  
for the Directors was
$
2.3
 
million.

 
114
Note 26 – Income taxes

 

The table below presents a reconciliation of  
the statutory income tax rate to the effective income tax  
rate:

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Quarters ended
September 30, 2025
September 30, 2024
(In thousands)
Amount  

% of pre-tax
income  

Amount
% of pre-tax
income
Computed income tax expense at statutory rates  

$
92,733
37.5
%
$
74,169
37.5
%
Net benefit of tax exempt income
( 51,732 )
( 20.9 )
( 29,055 )
( 13.3 )
Effect of income subject to preferential tax rate
( 2,490 )
( 1.0 )
( 327 )
-
Deferred tax asset valuation allowance
2,748
1.1
451
-
Difference in tax rates due to multiple jurisdictions
( 6,212 )
( 2.5 )
( 6,764 )
( 3.1 )
State and local taxes
2,717
1.1
3,429
0.4
Others
( 1,794 )
( 0.8 )
560
-
Income tax expense
$
35,970
14.5
%
$
42,463
21.5
%

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Nine months ended
September 30, 2025
September 30, 2024
(In thousands)
Amount  

% of pre-tax
income  

Amount
% of pre-tax
income  

Computed income tax expense at statutory rates  

$
273,066
37.5
%
$
215,582
37.5
%
Net benefit of tax exempt income
( 137,061 )
( 18.8 )
( 91,035 )
( 15.8 )
Effect of income subject to preferential tax rate
( 4,009 )
( 0.6 )
( 475 )
( 0.1 )
Deferred tax asset valuation allowance
10,680
1.5
2,779
0.5
Difference in tax rates due to multiple jurisdictions
( 11,469 )
( 1.6 )
( 11,893 )
( 2.1 )
Other tax benefits
-
-
( 4,500 )
( 0.8 )
Tax on intercompany  
distributions
[1]
-
-
24,325
4.2
U.S., States, and local taxes
7,167
1.0
6,669
1.2
Others
( 9,456 )
( 1.3 )
( 2,962 )
( 0.5 )
Income tax expense
$
128,918
17.7
%
$
138,490
24.1
%
[1]
Includes $
16.5
 
million of out-of-period adjustment recorded during the  
first quarter of 2024.

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
September 30, 2025, and December 31, 2024,  
were as follows:

 
115
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
September 30, 2025
 
(In thousands)
PR
US
Total
Deferred tax assets:
Tax credits available  
for carryforward
$
4,861
$
38,382
$
43,243
Net operating loss and other carryforward available  

60,370
584,546
644,916
Postretirement and pension benefits
28,228
-
28,228
Allowance for credit losses
249,065
28,482
277,547
Deferred loan origination fees/cost
4,533
( 2,844 )
1,689
Depreciation
7,700
7,742
15,442
FDIC-assisted transaction
152,665
-
152,665
Lease liability
28,040
18,572
46,612
Unrealized net loss on investment securities
179,530
14,083
193,613
Difference in outside basis from pass-through entities
53,182
-
53,182
Mortgage Servicing Rights
15,051
-
15,051
Other temporary differences
33,698
8,555
42,253
Total gross deferred  
tax assets
816,923
697,518
1,514,441
Deferred tax liabilities:
Intangibles
91,503
55,023
146,526
Right of use assets
25,509
16,666
42,175
Loans acquired
17,244
-
17,244
Other temporary differences
7,476
429
7,905
 

Total gross deferred  
tax liabilities
141,732
72,118
213,850
Valuation allowance
78,134
386,914
465,048
Net deferred tax asset
$
597,057
$
238,486
$
835,543
 
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

116
The  
net  
deferred  
tax  
assets  
shown  
in  
the  
table  
above  
at  
September  
30,  
2025,  
is  
reflected  
in  
the  
Consolidated  
Statements  
of
Financial Condition as $
837.3
 
million in net  
deferred tax assets in  
the “Other assets” caption  
(December 31, 2024  
- $
926.3
 
million)
and $
1.8
 
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.  

At September 30, 2025, the net deferred tax  
assets of the U.S. operations amounted to $
625.4
 
million with a valuation allowance of
$
386.9
 
million, for  
net  
deferred tax  
assets  
after valuation  
allowance of  
$
238.5
 
million. The  
Corporation evaluates  
on  
a  
quarterly
basis the  
realization of  
the deferred  
tax asset  
by taxing  
jurisdiction.  
The U.  
S. operations  
sustained profitability  
for the  
last three
years.  
These historical financial results are objectively verifiable positive evidence, evaluated  
together with the positive evidence of
stable credit  
metrics. On  
the other  
hand, the  
Corporation evaluated  
the negative  
evidence accumulated  
over the  
years, including
financial results  
lower than  
expectations and  
challenges to  
the economy  
due to  
inflationary pressures  
that could  
stem from  
U. S.
tariff policies and  
global geopolitical challenges,  
in addition to  
the economic effect  
of cuts in  
federal government spending and  
the
length of the federal budget  
impasse that could negatively impact U.  
S. operations’ achieving expected pre-tax income  
levels in the
near future.  
As of September 30, 2025, after weighting all positive and negative evidence, the Corporation concluded that it is more
likely than not that $
238.5
 
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  
earnings available to  
realize the deferred  
tax assets for  
the
remaining carryforward  
period, together  
with the  
historical level  
of book  
income adjusted  
by permanent  
differences. Management
will continue to monitor  
and review the U.S. operation’s  
results, including recent earnings trends, the  
pre-tax earnings forecast, any
new tax initiative, and other factors, including net income  
versus forecast, targeted loan growth, net interest  
income margin, changes
in deposit costs, allowance for credit losses, charge offs, non-performing loans held-in-portfolio (“NPLs”) inflows and non-performing
asset (“NPA”)  
balances. Significant changes in  
these factors or  
sustainable continuance of  
financial improvement could impact  
the
future realization of the deferred tax assets.
At September 30, 2025,  
the Corporation’s net deferred  
tax assets related to  
its Puerto Rico operations amounted  
to $
597.1
 
million.  

The  
Corporation’s  
Puerto  
Rico  
Banking  
operation  
has  
a  
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 $
78.1
 
million as of September 30, 2025.

The reconciliation of unrecognized tax benefits, excluding  
interest, was as follows:

 
117
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In millions)
2025
2024
Balance at  
January 1
$
1.5
$
1.5
Balance at  
March 31
$
1.5
$
1.5
Balance at  
June 30
$
1.5
$
1.5
Balance at September 30
$
1.5
$
1.5

At September  
30, 2025,  
the total  
amount of  
accrued interest  
recognized in  
the statement  
of financial  
condition amounted  
to $
2.5
million (December 31, 2024 - $
2.4
 
million). Management determined that at September 30,  
2025 and December 31, 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 that if recognized, would affect  
the Corporation’s effective tax rate,  
was $
3.0
 
million at September 30, 2025 (December  
31,
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  
statutes  
of  
limitation,  
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. At September 30, 2025, the following years remain subject to examination in the U.S.
Federal jurisdiction: 2022 and thereafter; and in  
the Puerto Rico jurisdiction, 2018 and thereafter.

 
118
Note 27 – Supplemental disclosure on the consolidated  
statements of cash flows

Additional disclosures on cash flow information and  
non-cash activities for the nine months ended  
September 30, 2025 and
September 30, 2024 are listed in the following table:

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
(In thousands)
September 30, 2025
September 30, 2024
Non-cash activities:
 
Loans transferred to other real estate
$
20,915
$
34,756
 
Loans transferred to other property
66,838
61,447
 
Total loans transferred  
to foreclosed assets
87,753
96,203
 
Loans transferred to other assets
37,338
37,495
 
Financed sales of other real estate assets
5,234
8,551
 
Financed sales of other foreclosed assets
43,032
39,283
 
Total financed sales  
of foreclosed assets
48,266
47,834
 
Financed sale of premises and equipment
41,746
59,628
 
Transfers from loans held-in-portfolio to  
loans held-for-sale
5,739
7,505
 
Transfers from loans held-for-sale to loans  
held-in-portfolio
1,792
5,084
 
Loans securitized into investment securities
[1]
6,852
11,162
 
Trades receivable from brokers and counterparties
9,125
4,983
 
Trades payable to brokers and counterparties
306,775
3,540
 
Net change in receivables from investments maturities
13,861
176,000
 
Recognition of mortgage servicing rights on securitizations  
or asset transfers
675
998
 
Loans booked under the GNMA buy-back option
5,349
2,836
 
Capitalization of lease right of use asset
33,276
2,553
[1]
Includes loans securitized into trading securities and subsequently  
sold before quarter 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)
September 30, 2025
September 30, 2024
Cash and due from banks
$
370,684
$
418,168
Restricted cash and due from banks
6,395
9,426
Restricted cash in money market investments
10,180
8,072
Total cash and due  
from banks, and restricted cash
[2]
$
387,259
$
435,666
[2]  

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

119
Note 28 – 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:

120
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2025
For the quarter ended September 30, 2025
Intersegment  

(In thousands)
BPPR
Popular U.S.
Eliminations
Interest income
$
765,204
$
201,327
$
( 423 )
Interest expense
214,489
96,124
( 423 )
Net interest income
550,715
105,203
-
Provision for credit losses
73,326
1,833
-
Non-interest income  

150,619
6,888
-
Personnel costs
170,524
28,451
-
Professional fees
12,764
2,643
-
Technology and  
software expenses
67,146
9,977
-
Processing and transactional services
37,794
607
-
Amortization of intangibles
240
144
-
Goodwill impairment charge
-
13,000
-
Depreciation expense
10,759
2,439
-
Other operating expenses
[1]
113,649
26,463
-
Total operating  
expenses
412,876
83,724
-
Income before income tax
215,132
26,534
-
Income tax expense
26,104
8,732
-
Net income
$
189,028
$
17,802
$
-
Segment assets
$
59,771,004
$
14,940,858
$
( 50,833 )
For the quarter ended September 30, 2025
Reportable  

(In thousands)
Segments
Corporate
Eliminations
Total Popular,  
Inc.
Interest income
$
966,108
$
1,373
$
( 832 )
$
966,649
Interest expense
310,190
10,786
( 832 )
320,144
Net interest income (expense)
655,918
( 9,413 )
-
646,505
Provision for credit losses (benefit)
75,159
( 34 )
-
75,125
Non-interest income
157,507
15,330
( 1,642 )
171,195
Personnel costs
198,975
34,013
-
232,988
Professional fees
15,407
10,682
( 281 )
25,808
Technology and  
software expenses
77,123
9,994
-
87,117
Processing and transactional services
38,401
7
-
38,408
Amortization of intangibles
384
-
-
384
 
Goodwill impairment charge
13,000
-
-
13,000
Depreciation expense
13,198
384
-
13,582
Other operating expenses
[1]
140,112
( 54,815 )
( 1,297 )
84,000
Total operating  
expenses
496,600
265
( 1,578 )
495,287
Income before income tax
241,666
5,686
( 64 )
247,288
Income tax expense
34,836
1,120
15
35,971
Net income
$
206,830
$
4,566
$
( 79 )
$
211,317
Segment assets
$
74,661,029
$
5,772,344
$
( 5,367,575 )
$
75,065,798
[1]
Other operating expenses includes net occupancy expenses,  
equipment expense, excluding depreciation, other operating taxes,
communications expense, business promotion expenses, deposit  
insurance costs and OREO expenses.

 
121
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For the nine months ended September 30, 2025
Intersegment  

(In thousands)
BPPR
Popular U.S.
Eliminations
Interest income
$
2,245,804
$
583,387
$
( 3,145 )
Interest expense
634,722
283,048
( 3,145 )
Net interest income
1,611,082
300,339
-
Provision for credit losses
169,290
18,975
-
Non-interest income  

433,809
20,452
-
Personnel costs
486,602
81,280
-
Professional fees
38,848
7,832
-
Technology and  
software expenses
195,523
30,410
-
Processing and transactional services
112,249
1,786
-
Amortization of intangibles
822
544
-
Goodwill impairment charge
-
13,000
-
Depreciation expense
30,797
6,902
-
Other operating expenses
[1]
374,407
80,103
-
Total operating  
expenses
1,239,248
221,857
-
Income before income tax
636,353
79,959
-
Income tax expense
96,803
24,734
-
Net income
$
539,550
$
55,225
$
-
Segment assets
$
59,771,004
$
14,940,858
$
( 50,833 )
For the nine months ended September 30, 2025
Reportable
Total
(In thousands)
 
Segments
Corporate
Eliminations
Popular, Inc.
Interest income
$
2,826,046
$
4,487
$
( 3,014 )
$
2,827,519
Interest expense
914,625
32,257
( 3,014 )
943,868
Net interest income (expense)
1,911,421
( 27,770 )
-
1,883,651
Provision for credit losses (benefit)
188,265
( 118 )
-
188,147
Non-interest income
454,261
40,466
( 2,994 )
491,733
Personnel costs
567,882
107,174
-
675,056
Professional fees
46,680
34,926
( 865 )
80,741
Technology and  
software expenses
225,933
29,548
-
255,481
Processing and transactional services
114,035
15
-
114,050
Amortization of intangibles
1,366
-
-
1,366
Goodwill impairment charge
13,000
-
-
13,000
Depreciation expense
37,699
1,202
-
38,901
Other operating expenses
[1]
454,510
( 171,398 )
( 2,647 )
280,465
Total operating  
expenses
1,461,105
1,467
( 3,512 )
1,459,060
Income before income tax
716,312
11,347
518
728,177
Income tax expense
121,537
7,072
309
128,918
Net income
$
594,775
$
4,275
$
209
$
599,259
Segment assets
$
74,661,029
$
5,772,344
$
( 5,367,575 )
$
75,065,798
[1]
Other operating expenses includes net occupancy expenses,  
equipment expense, excluding depreciation, other operating taxes,
communications expense, business promotion expenses, deposit  
insurance costs and OREO expenses.

122
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
2024
For the quarter ended September 30, 2024
Intersegment  

(In thousands)
BPPR
 
Popular U.S.
Eliminations
Interest income
$
743,936
$
195,102
$
( 2,345 )
Interest expense
255,928
101,974
( 2,345 )
Net interest income
488,008
93,128
-
Provision for credit losses (benefit)
77,514
( 6,066 )
-
Non-interest income  

149,050
6,789
-
Personnel costs
149,563
26,372
-
Professional fees
14,490
2,821
-
Technology and  
software expenses
67,778
9,959
-
Processing and transactional services
33,775
542
-
Amortization of intangibles
394
310
-
Depreciation expense
13,023
2,063
-
Other operating expenses
[1]
124,621
22,662
-
Total operating  
expenses
403,644
64,729
-
Income before income tax
155,900
41,254
-
Income tax expense
30,064
12,472
-
Net income
$
125,836
$
28,782
$
-
Segment assets
$
56,906,693
$
14,306,045
$
( 260,464 )
For the quarter ended September 30, 2024
Reportable  

(In thousands)
Segments
Corporate
Eliminations
Total Popular,  
Inc.
Interest income
936,693
2,098
( 1,343 )
937,448
Interest expense
355,557
10,761
( 1,343 )
364,975
Net interest income (expense)
$
581,136
$
( 8,663 )
$
-
$
572,473
Provision for credit losses (benefit)
71,448
-
-
71,448
Non-interest income  

155,839
8,876
( 633 )
164,082
Personnel costs
175,935
25,921
-
201,856
Professional fees
17,311
9,584
( 187 )
26,708
Technology and  
software expenses
77,737
10,715
-
88,452
Processing and transactional services
34,317
3
-
34,320
Amortization of intangibles
704
-
-
704
Depreciation expense
15,086
385
-
15,471
Other operating expenses
[1]
147,283
( 46,614 )
( 859 )
99,810
Total operating  
expenses
468,373
( 6 )
( 1,046 )
467,321
Income before income tax
197,154
219
413
197,786
Income tax expense (benefit)
42,536
( 279 )
206
42,463
Net income
$
154,618
$
498
$
207
$
155,323
Segment assets
$
70,952,274
$
5,887,340
$
( 5,516,540 )
$
71,323,074
[1]
Other operating expenses includes net occupancy expenses,  
equipment expense, excluding depreciation, other operating taxes,
communications expense, business promotion expenses, deposit  
insurance costs and OREO expenses.

 
123
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
For the nine months ended September 30, 2024
Intersegment
(In thousands)
BPPR
Popular U.S.
 
Eliminations
Interest income
$
2,195,266
$
564,580
$
( 8,254 )
Interest expense
745,672
300,748
( 8,254 )
Net interest income
1,449,594
263,832
-
Provision for credit losses
188,576
1,806
-
Non-interest income  

447,073
19,909
( 56 )
Personnel costs
448,253
79,578
-
Professional fees
41,426
9,454
( 56 )
Technology and  
software expenses
191,218
28,643
-
Processing and transactional services
105,866
1,730
-
Amortization of intangibles
1,302
931
-
Depreciation expense
39,349
6,210
-
Other operating expenses
[1]
383,500
77,902
-
Total operating  
expenses
1,210,914
204,448
( 56 )
Income before income tax
497,177
77,487
-
Income tax expense
92,810
23,917
-
Net income
$
404,367
$
53,570
$
-
Segment assets
$
56,906,693
$
14,306,045
$
( 260,464 )
For the nine months ended September 30, 2024
Reportable
Total
(In thousands)
 
Segments
Corporate
Eliminations
Popular, Inc.
Interest income
$
2,751,592
$
10,287
$
( 8,383 )
$
2,753,496
Interest expense
1,038,166
32,184
( 8,383 )
1,061,967
Net interest income (expense)
1,713,426
( 21,897 )
-
1,691,529
Provision for credit losses (benefit)
190,382
458
-
190,840
Non-interest income
466,926
31,314
( 4,034 )
494,206
Personnel costs
527,831
86,826
-
614,657
Professional fees
50,824
43,312
( 766 )
93,370
Technology and  
software expenses
219,861
27,805
-
247,666
Processing and transactional services
107,596
14
-
107,610
Amortization of intangibles
2,233
-
-
2,233
Depreciation expense
45,559
1,161
-
46,720
Other operating expenses
[1]
461,402
( 150,953 )
( 2,695 )
307,754
Total operating  
expenses
1,415,306
8,165
( 3,461 )
1,420,010
Income before income tax
574,664
794
( 573 )
574,885
Income tax expense (benefit)
116,727
21,921
( 158 )
138,490
Net income
$
457,937
$
( 21,127 )
$
( 415 )
$
436,395
Segment assets
$
70,952,274
$
5,887,340
$
( 5,516,540 )
$
71,323,074
[1]
Other operating expenses includes net occupancy expenses,  
equipment expense, excluding depreciation, other operating taxes,
communications expense, business promotion expenses, deposit  
insurance costs and OREO expenses.

 
124
Geographic Information
The following information presents selected  
financial information based on the  
geographic location where the Corporation conducts
its business. The  
banking operations of BPPR  
are primarily based in  
Puerto Rico, where it  
has the largest retail  
banking franchise.
BPPR  
also  
conducts  
banking  
operations  
in  
the  
U.S.  
Virgin  
Islands,  
the  
British  
Virgin  
Islands  
and  
New  
York.  
BPPR’s  
banking
operations in  
the mainland  
United States  
include commercial  
lending activities  
in addition  
to  
periodic loan  
participations with  
PB.
During the nine months ended September 30, 2025, BPPR participated in loans originated by PB totaling $
29
 
million (2024 - did
no
t
participate). Total  
assets for  
the BPPR  
segment related  
to its  
operations in the  
United States  
amounted to  
$
1.4
 
billion (December
31, 2024  
- $
1.6
 
billion), including $
103
 
million in  
multifamily loans (December  
31, 2024  
- $
104
 
million), $
421
 
million in commercial
real estate loans (December 31, 2024 - $
588
 
million), $
707
 
million in C&I loans (December 31, 2024 - $
685
 
million), and $
54
 
million
in unsecured  
personal loans  
(December 31,  
2024 -  
$
113
 
million). During  
the nine  
months ended  
September 30,  
2025, the  
BPPR
segment generated $
75.6
 
million (September 30,  
2024 - $
91.2
 
million) in revenues  
from its operations in  
the United States,  
mainly
from  
net  
interest  
income.  
In  
the  
Virgin  
Islands,  
the  
BPPR  
segment  
offers  
banking  
products,  
including loans  
and  
deposits.  
Total
assets for the BPPR segment related to  
its operations in the U.S. and British  
Virgin Islands amounted to $
1.1
 
billion (December 31,
2024 -  
$
1.0
 
billion). The  
BPPR segment  
generated $
38.7
 
million in  
revenues during  
the nine  
months ended  
September 30,  
2025
(September 30, 2024 - $
32.3
 
million) from its operations in the U.S. and  
British Virgin Islands.

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Geographic Information
Quarter ended
Nine months ended
(In thousands)
September 30, 2025
September 30, 2024
September 30, 2025
September 30, 2024
Revenues:
[1]
 
Puerto Rico  

$
654,274
$
582,953
$
1,900,467
$
1,735,035
 
United States
135,852
133,067
402,342
386,819
 
Other
27,574
20,535
72,575
63,881
Total consolidated  
revenues  

$
817,700
$
736,555
$
2,375,384
$
2,185,735
[1]
Total revenues include  
net interest income, service charges on deposit accounts,  
other service fees, mortgage banking activities, net  
gain (loss),
including impairment, on equity securities, net gain on trading  
account debt securities, adjustments to indemnity reserves  
on loans sold, and
other operating income.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Selected Balance Sheet Information:
(In thousands)
September 30, 2025
December 31, 2024
Puerto Rico
 

Total assets
$
57,492,551
$
55,888,211
 

Loans
25,362,400
24,154,610
 

Deposits
52,929,118
52,099,309
United States
 

Total assets
$
16,279,331
$
15,890,339
 

Loans
12,815,827
12,431,859
 

Deposits
11,861,212
11,030,879
Other
 

Total assets
$
1,293,916
$
1,266,833
 

Loans
516,714
526,606
 

Deposits
[1]
1,723,074
1,754,157
[1]
Represents deposits from BPPR operations located in the  
U.S. and British Virgin Islands.

 
 
125
ITEM 2. MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION  
AND RESULTS OF OPERATIONS
This  
report  
includes  
management’s  
discussion  
and  
analysis  
(“MD&A”)  
of  
the  
consolidated  
financial  
position  
and  
financial
performance  
of  
Popular,  
Inc.  
(the  
“Corporation”  
or  
“Popular”). All  
accompanying  
tables,  
financial  
statements  
and  
notes  
included
elsewhere in this report should be considered an  
integral part of this analysis.  

The Corporation is a  
diversified, publicly owned financial holding company subject  
to the supervision and regulation  
of the Board of
Governors of the Federal Reserve System. The Corporation has  
operations in Puerto Rico, the United States (“U.S.”) mainland and
the U.S. and British Virgin Islands. In Puerto Rico, the  
Corporation provides retail, mortgage,  
commercial banking services and auto
and equipment  
leasing and  
financing through its  
principal banking subsidiary,  
Banco Popular de  
Puerto Rico  
(“BPPR”), as  
well as
broker-dealer and  
insurance services  
through specialized  
subsidiaries. In  
the  
U.S. mainland,  
the  
Corporation provides  
retail and
commercial  
banking  
services,  
as  
well  
as  
equipment  
leasing  
and  
financing,  
through  
its  
New  
York-chartered  
banking  
subsidiary,
Popular  
Bank  
(“PB”  
or  
“Popular  
U.S.”),  
which  
has  
branches  
located  
in  
New  
York,  
New  
Jersey  
and  
Florida.  
Note  
28  
to  
the
Consolidated Financial Statements presents information  
about the Corporation’s business segments.
As a financial services company,  
the Corporation’s earnings are significantly affected  
by general business and economic conditions
in the  
markets which  
we serve.  
Lending and  
deposit activities  
and fee  
income generation  
are influenced  
by the  
level of  
business
spending and  
investment, consumer  
income, spending  
and savings,  
capital market  
activities, competition,  
customer preferences,
interest rate conditions and prevailing market rates  
on competing products.
The Corporation  
operates in  
a highly  
regulated environment  
and may  
be adversely  
affected by  
changes in  
federal and  
local laws
and  
regulations.  
Also,  
competition  
with  
other  
financial  
institutions,  
as  
well  
as  
with  
non-traditional financial  
service  
providers  
and
technology  
companies  
that  
provide  
electronic  
and  
internet-based  
financial  
solutions  
and  
services,  
could  
adversely  
affect  
its
profitability.
The  
Corporation  
continuously  
monitors  
general  
business  
and  
economic  
conditions,  
industry-related  
indicators  
and  
trends,
competition, interest rate volatility, credit quality indicators, loan, and deposit demand, operational and systems efficiencies, revenue
enhancements and changes in the regulation of financial  
services companies.  

The description of the Corporation’s business contained in  
Item 1 of the 2024 Form 10-K, while not all inclusive,  
discusses additional
information about the business of the Corporation. Readers should also refer to “Part I - Item 1A” of the 2024 Form 10-K and “Part II
- Item 1A” of this Form 10-Q for a discussion of certain risks and uncertainties to which the Corporation is subject, many beyond the
Corporation’s control that, in addition to the other information in  
this Form 10-Q, readers should consider.
The Corporation’s common stock is traded on the NASDAQ  
Global Select Market under the symbol BPOP.
OVERVIEW
Financial highlights for the quarter ended September 30,  
2025
The Corporation’s  
net income for  
the quarter  
ended September 30,  
2025 amounted to  
$211.3  
million, an  
increase of  
$56.0 million
when compared to a  
net income of $155.3 million  
for the quarter ended September  
30, 2024. Higher net  
income was mainly driven
by higher net interest income, offset in part by an increase  
in operating expense.  

Financial highlights for the quarter ended September 30,  
2025 include:
●
 
Net  
interest  
income  
amounted  
to  
$646.5  
million,  
an  
increase  
of  
$74.0  
million  
when  
compared  
to  
the  
quarter  
ended
September 30,  
2024, driven  
by lower cost  
of deposits,  
investments in U.S.  
Treasury securities  
at higher yields  
and loan
growth.  
Net interest income on  
a taxable equivalent basis for  
the third quarter of  
2025 was $720.8 million,  
an increase of
$107.9  
million.  
Net  
interest  
margin  
expanded  
by  
27  
bps  
to  
3.51%.  
On  
a  
taxable  
equivalent  
basis,  
net  
interest  
margin
expanded by 43 basis points to 3.90%.  

●
 
The provision for  
credit losses amounted to  
$75.1 million for the  
quarter ended September 30,  
2025, an increase of  
$3.7
million  
when compared  
to  
the  
quarter  
ended  
September  
30,  
2024,  
driven  
by  
higher  
reserves  
in  
the  
commercial  
loans

126
portfolio, mainly due to two unrelated NPL inflows during the quarter, partially offset by  
a lower provision for the consumer
loans portfolio due to improvements in credit quality.  

●
 
Non-interest  
income  
amounted  
to  
$171.2  
million,  
an  
increase  
of  
$7.1  
million  
when  
compared  
to  
the  
quarter  
ended
September 30, 2024, mainly driven by  
higher credit and debit card fee income,  
a favorable valuation adjustment of equity
securities held for deferred compensation plans, higher other operating income  
due to a retroactive charge to a tenant  
for
energy supplied in prior years, and higher investment  
management fees.
●
 
Operating expenses amounted to $495.3 million for  
the quarter, reflecting  
an increase of $28.0 million when  
compared to
the quarter ended September 30, 2024.  
The increase was mainly driven by  
higher personnel costs, primarily due to profit
sharing  
accrual  
and  
higher  
incentives,  
and  
a  
non-cash  
goodwill  
impairment  
charge  
related  
to  
our  
U.S.  
based  
leasing
subsidiary,  
partially offset by lower insurance claims and operational  
losses reserves and lower equipment expenses.
●
 
Income tax expense  
of $36.0 million with  
an effective tax  
rate (“ETR”) of  
14.5% during the  
quarter ended September 30,
2025, compared  
to an  
income tax  
expense of  
$42.5 million  
with an  
ETR of  
21.5% for  
the quarter  
ended September  
30,
2024 due to higher tax-exempt income and tax  
credit purchases during 2025.
●
 
At September 30,  
2025, the Corporation’s  
total assets amounted  
to $75.1 billion,  
compared to $73.0  
billion at December
31,  
2024.  
The  
increase  
of  
$2.1  
billion  
is  
primarily  
due  
to  
higher  
balance  
in  
the  
available-for-sale  
(“AFS”)  
securities
portfolio,  
mainly  
driven  
by  
higher  
U.S.  
Treasury  
securities,  
and  
an  
increase  
across  
most  
loan  
portfolios,  
mainly  
in
commercial,  
mortgage,  
and  
construction,  
partially  
offset  
by  
lower  
balance  
in  
the  
money  
market  
investments,  
held-to-
maturity (“HTM”) investment securities, and a decrease  
in other assets.
●
 
Deposits amounted to $66.5 billion at September 30, 2025, an increase of $1.6 billion from December 31, 2024, driven by
an increase in high-cost deposits,  
mainly time deposits at PB, and P.R. public deposits.
●
 
Stockholders’ equity amounted to $6.1 billion at September 30, 2025,  
compared to $5.6 billion at December 31, 2024. The
Corporation and  
its  
banking subsidiaries  
continue to  
be  
well capitalized.  
As  
of  
September  
30,  
2025, the  
Corporation’s
tangible book value per common share was $79.12, an increase of $10.96 from December 31, 2024. The Common Equity
Tier 1 Capital ratio at September 30, 2025 was 15.79%,  
compared to 16.03% at December 31, 2024.
Refer to Table 1 for selected financial data for the quarters ended September 30, 2025 and  
September 30, 2024.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
127
Table 1 - Financial Highlights
Financial Condition Highlights
Ending balances at  

Average for the nine months ended
(In thousands)
September 30,
2025
December 31,
2024
Variance
September
30, 2025
September
30, 2024
Variance
Money market investments
$
4,754,391
$
6,380,948
$
(1,626,557)
$
6,205,101
$
6,663,967
$
(458,866)
Investment securities
28,371,673
26,244,977
2,126,696
28,758,022
27,701,911
1,056,111
Loans
[1]
38,694,941
37,113,075
1,581,866
37,692,744
35,411,807
2,280,937
Earning assets
71,821,005
69,739,000
2,082,005
72,655,867
69,777,685
2,878,182
Total assets
75,065,798
73,045,383
2,020,415
75,776,756
72,851,597
2,925,159
Deposits
66,513,404
64,884,345
1,629,059
66,452,057
64,521,953
1,930,104
Borrowings
1,246,807
1,176,126
70,681
1,145,836
1,039,130
106,706
Total liabilities
68,950,126
67,432,317
1,517,809
68,584,814
66,530,111
2,054,703
Stockholders’ equity
6,115,672
5,613,066
502,606
7,191,941
6,321,486
870,455
Note: Average balances exclude unrealized gains or losses on debt securities available-for-sale and the unrealized loss related to certain securities transferred from available-for-
sale to held-to-maturity.  

Operating Highlights
Quarters ended September 30,
Nine months ended September 30,
(In thousands, except per share information)
2025
2024
Variance
2025
2024
Variance
Net interest income  

$
646,505
$
572,473
$
74,032
$
1,883,651
$
1,691,529
$
192,122
Provision for credit losses
 
(benefit)
75,125
71,448
3,677
188,147
190,840
(2,693)
Non-interest income
171,195
164,082
7,113
491,733
494,206
(2,473)
Operating expenses
495,287
467,321
27,966
1,459,060
1,420,010
39,050
Income before income tax
247,288
197,786
49,502
728,177
574,885
153,292
Income tax expense
35,971
42,463
(6,492)
128,918
138,490
(9,572)
Net income
$
211,317
$
155,323
$
55,994
$
599,259
$
436,395
$
162,864
Net income applicable to common stock
$
210,964
$
154,970
$
55,994
$
598,200
$
435,336
$
162,864
Net income per common share – basic
$
3.15
$
2.16
$
0.99
$
8.78
$
6.06
$
2.72
Net income per common share – diluted
$
3.14
$
2.16
$
0.98
$
8.78
$
6.05
$
2.73
Dividends declared per common share
$
0.75
$
0.62
$
0.13
$
2.15
$
1.86
$
0.29
Quarters ended September 30,
Nine months ended September 30,
Selected Statistical Information
2025
2024
2025
2024
Common Stock Data
 
End market price
$
129.10
100.27
$
129.10
100.27
 
Book value per common share at period end
91.00
80.35
91.00
80.35
Profitability Ratios
 
Return on assets
1.09
%
0.84
%
1.06
%
0.79
%
 
Return on common equity
11.60
8.82
11.15
8.43
 
Net interest spread (non-taxable equivalent basis)
2.87
2.43
2.81
2.41
 
Net interest spread (taxable equivalent) - Non-GAAP
3.26
2.66
3.18
2.65
 
Net interest margin (non-taxable equivalent basis)
3.51
3.24
3.46
3.20
 
Net interest margin (taxable equivalent) - Non-GAAP
3.90
3.47
3.83
3.44
Capitalization Ratios
 
Average equity to average assets
9.46
%
8.86
%
9.49
%
8.68
%
 
Common equity Tier 1 capital
15.79
16.42
15.79
16.42
 
Tangible common  
book value per common share (non-GAAP)
[2]
79.12
69.04
79.12
69.04
 
Return on average tangible common equity
[2]
13.06
9.98
12.57
9.56
 
Tier I capital  

15.84
16.48
15.84
16.48
 
Total capital
17.58
18.24
17.58
18.24
 
Tier 1 leverage
8.48
8.67
8.48
8.67
[1]
Includes loans held-for-sale.
[2]
Refer to Table 10 for reconciliation to GAAP financial measures.
 

Non-GAAP Financial Measures
This Form 10-Q  
contains financial information  
prepared under accounting  
principles generally accepted in  
the United States  
(“U.S.

 
 
 
 
 
 
 
 
 
 
 
128
GAAP”)  
and  
non-GAAP  
financial  
measures.  
Management  
uses  
non-GAAP  
financial  
measures  
when  
it  
is  
determined  
that  
these
measures provide  
meaningful information  
about the  
underlying performance  
of the  
Corporation’s ongoing  
operations. Non-GAAP
financial measures used by the Corporation may not be comparable to similarly named non-GAAP financial measures used by  
other
companies.
Adjusted net income - Non-GAAP Financial Measure
In  
addition to  
analyzing the  
Corporation’s  
results on  
a reported  
basis, management  
monitors whether  
the  
impact of  
certain non-
recurring or  
infrequent transactions  
need to  
be excluded  
from the  
results of  
operations to  
present what  
is then  
considered to  
be
“adjusted  
net  
income”  
of  
the  
Corporation.  
Management  
believes  
that  
the  
“adjusted  
net  
income”  
provides  
meaningful  
information
about  
the  
underlying  
performance  
of  
the  
Corporation’s  
ongoing  
operations.  
The  
“adjusted  
net  
income”  
is  
a  
non-GAAP  
financial
measure.
The following  
table presents  
the adjusted  
net income  
for the  
nine months  
ended September  
30, 2024.  
There were  
no non-GAAP
adjustments for the nine months ended September  
30, 2025.  

Table 2 - Adjusted Net Income  
for the Nine Months Ended September 30, 2024 (Non-GAAP)
(In thousands)
Income before  

income tax
Income tax
expense
(benefit)
Total
U.S. GAAP Net income
$574,885
$138,490
$436,395
Non-GAAP Adjustments:
FDIC Special Assessment [1]
14,287
(5,234)
9,053
Adjustments related to intercompany distributions [2]
6,400
16,483
22,883
Adjusted net income (Non-GAAP)
$595,572
$127,241
$468,331
[1] Expense recorded during the first quarter of 2024 to  
increase the estimate recognized during the fourth  
quarter of 2023 related to the November 16,
2023 FDIC Special Assessment to recover the losses to the  
deposit insurance fund used by the FDIC in connection  
with the receiverships of several
failed banks. The special assessment amount and collection  
period may change if the estimated loss is periodically  
adjusted or if the total amount
collected varies.
[2] Income tax expense and other related expenses from  
prior periods related to withholding taxes on certain  
distributions from U.S. subsidiaries.

129
Net interest income on a taxable equivalent basis  
– Non-GAAP Financial Measure
Net interest income, on  
a taxable equivalent basis,  
is presented with its  
different components in Table  
s  
3 and 4 for  
the quarter and
nine months  
ended September  
30,  
2025, as  
compared with  
the same  
period in  
2024, segregated  
by major  
categories of  
interest
earning assets and interest-bearing liabilities.
The  
main  
sources  
of  
tax-exempt  
interest  
income  
are  
certain  
loans  
and  
investments  
in  
obligations  
of  
the  
U.S.  
Government,  
its
agencies and sponsored entities, and  
certain obligations of the  
Commonwealth of Puerto Rico and  
its agencies and assets  
held by
the Corporation’s international  
banking entities. On  
tables 3 and  
4, the interest  
income has been  
converted to a  
taxable equivalent
basis, using the applicable statutory income tax rates for each period net of interest expense that the Puerto Rico tax law requires to
be disallowed, based on an equal proportion of tax-exempt assets to total assets, and by an allocation of general and administrative
expenses attributable to exempt income, reducing the benefit of  
the tax-exempt income. The effective yield, on a  
taxable equivalent
basis, will  
vary depending on  
the level  
of these  
expenses that are  
attributable to  
the available exempt  
income. Under Puerto  
Rico
tax  
law,  
the  
exempt  
interest  
can  
be  
deducted  
up  
to  
the  
amount  
of  
taxable  
income.  
Management believes  
that  
this  
presentation
provides meaningful information since it facilitates the comparison  
of revenues arising from taxable and exempt  
sources.
Tangible Common Equity and Tangible Assets
Tangible  
common equity,  
tangible common equity ratio, tangible  
assets and tangible book value  
per common share are  
non-GAAP
financial measures.  
Tangible  
common equity  
ratio and  
tangible book  
value per  
common share  
should be  
used in  
conjunction with
more  
traditional  
bank  
capital  
ratios  
commonly  
used  
by  
banks  
and  
analysts  
to  
compare  
the  
capital  
adequacy  
of  
banking
organizations  
with  
significant  
amounts  
of  
goodwill  
or  
other  
intangible  
assets,  
typically  
stemming  
from  
the  
use  
of  
the  
purchase
accounting method for  
mergers and acquisitions.  
Tangible  
common equity,  
tangible assets  
and other related  
measures should not
be  
used  
in  
isolation  
or  
as  
a substitute  
for  
stockholders' equity,  
total  
assets  
or  
any  
other  
measure calculated  
in  
accordance  
with
GAAP.  
Moreover, the  
way the Corporation  
calculates its tangible  
common equity,  
tangible assets and  
other related measures  
may
differ from that of other companies reporting measures  
with similar names.
Table  
10 provides  
a reconciliation of  
total stockholders’ equity  
to tangible common  
equity and total  
assets to tangible  
assets as  
of
September 30, 2025 and December 31, 2024.

 
 
130
CRITICAL ACCOUNTING POLICIES / ESTIMATES  

The accounting and reporting policies followed by the Corporation  
and its subsidiaries conform to U.S. GAAP and  
general practices
within  
the  
financial  
services  
industry.  
Various  
elements  
of  
the  
Corporation’s  
accounting  
policies,  
by  
their  
nature,  
are  
inherently
subject to estimation techniques, valuation assumptions  
and other subjective assessments.
Management  
has  
discussed  
the  
development  
and  
selection  
of  
the  
critical  
accounting  
estimates  
with  
the  
Corporation’s  
Audit
Committee. The Corporation has identified as critical accounting estimates those related to: (i) Fair Value  
Measurement of Financial
Instruments;  
(ii)  
Loans  
and  
Allowance  
for  
Credit  
Losses;  
(iii)  
Income  
Taxes;  
(iv)  
Goodwill  
and  
Other  
Intangible  
Assets;  
and  
(v)
Pension and Postretirement  
Benefit Obligations. For  
a summary of  
these critical accounting  
estimates, refer to  
the MD&A included
in  
the  
2024  
Form  
10-K.  
Also,  
refer  
to  
Note  
2  
to  
the  
Consolidated  
Financial  
Statements  
included  
in  
the  
2024  
Form  
10-K  
for  
a
summary of the Corporation’s significant accounting policies and to Note 3 to the Consolidated Financial Statements included in this
Form 10-Q for information on recently adopted accounting  
standard updates.
STATEMENT  
OF OPERATIONS ANALYSIS
NET INTEREST INCOME
Net interest income (“NII”)  
for the quarter ended  
September 30, 2025 was  
$646.5 million an increase of  
$74.0 million, compared to
the same quarter in 2024. The increase in net interest income was supported by lower cost  
of deposits, mainly P.R.  
public deposits,
higher income from investments in U.S. Treasury securities at  
higher yields, and from loan growth. Net interest income on a  
taxable
equivalent basis for the third quarter of 2025  
was $720.8 million, an increase of $107.9  
million.
Net interest margin  
(“NIM”) for the  
quarter was 3.51%,  
an increase of  
27 basis points  
when compared to the  
third quarter of  
2024.
On a  
taxable equivalent  
basis, net  
interest margin  
for the  
third quarter  
of 2025  
was 3.90%,  
an increase  
of 43  
basis points  
when
compared to the third quarter of 2024, driven  
by higher level of tax-exempt securities and loans. NIM expansion, when compared  
to
the same quarter of  
the previous year,  
was mainly attributable to  
lower deposit costs driven  
as a result of  
the repricing of high-cost
deposits that  
are market-linked,  
mainly those  
of P.R.  
public deposits,  
and higher  
yields on  
U.S. Treasury  
securities. Total  
cost of
deposits decreased 37 basis points to 1.79%.
On a taxable equivalent basis, the main drivers of  
the increase for the third quarter of 2025 were:
●
 
higher income from investment securities and money market investments  
by $17.5 million, mainly driven by higher income
from  
U.S. Treasury  
securities  
by  
$49.3  
million  
or  
57  
basis  
points, due  
to  
higher  
re-investment activity  
at  
higher yields
partially offset  
by lower  
income from  
money market  
securities by  
$29.2 million  
as a  
result of  
the deployment  
of funds  
to
loan growth  
and the  
purchase of  
U.S. Treasury  
securities. During  
the third  
quarter of  
2025, the  
Corporation purchased
approximately  
$2.5  
billion  
of  
U.S.  
Treasury  
notes  
with  
an  
average duration  
of  
1.4  
years  
and  
a  
yield  
of  
approximately
3.65%, through a combination  
of approximately $1.0 billion  
in maturing U.S. Treasuries  
and a reduction of  
approximately
$1.5 billion in overnight Fed funds;
●
 
higher  
income  
from  
loans  
by  
$45.6  
million  
driven  
by  
loan  
growth  
most  
notably  
in  
the  
commercial,  
construction  
and
mortgage portfolios, including certain  
tax-exempt loans in BPPR,  
partially offset by  
lower yields by  
7 basis points,  
mainly
from adjustable rate commercial and construction portfolios  
due to short-term market rates decline; and
●
 
lower interest expense on  
deposits by $47.6 million, or  
37 basis points, when compared  
to the same period  
in 2024. The
cost of  
interest-bearing deposits  
decreased by  
52 basis  
points, mainly  
due to  
the repricing  
of market-linked  
P.R.  
public
deposits  
which  
decreased  
by  
105  
basis  
points  
to  
3.19%,  
and  
a  
decrease  
in  
the  
cost  
of  
deposits  
in  
Popular  
U.S.,
particularly in time deposits and those captured through  
online channels.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
131
Table 3 - Analysis of Levels & Yields  
on a Taxable Equivalent Basis  
(Non-GAAP)
Quarter ended September 30,
Variance
Average Volume
Average Yields / Costs
Interest
Attributable to
2025
2024
Variance
2025
2024
 
Variance
2025
2024
Variance
Rate
Volume
(In millions)
(In thousands)
$
5,990
$
7,033
$
(1,043)
4.43
%
5.43
%
(1.00)
%
Money market
investments
$
66,867
$
96,061
$
(29,194)
$
(16,107)
$
(13,087)
28,957
27,569
1,388
3.42
2.92
0.50
Investment securities [1]
249,071
202,317
46,754
32,970
13,784
28
30
(2)
5.43
5.87
(0.44)
Trading securities  

391
436
(45)
(31)
(14)
Total money market,  

investment and
trading
34,975
34,632
343
3.59
3.43
0.16
securities
316,329
298,814
17,515
16,832
683
Loans:
19,229
17,798
1,431
6.72
6.90
(0.18)
Commercial
325,869
308,734
17,135
(7,239)
24,374
1,549
1,129
420
8.24
8.85
(0.61)
Construction
32,184
25,102
7,082
(1,732)
8,814
1,981
1,851
130
7.26
6.97
0.29
Leasing
35,957
32,241
3,716
1,378
2,338
8,484
7,911
573
5.96
5.73
0.23
Mortgage
126,352
113,409
12,943
4,523
8,420
3,257
3,211
46
13.80
14.08
(0.28)
Consumer
113,280
112,423
857
(787)
1,644
3,945
3,879
66
9.15
8.94
0.21
Auto
91,006
87,189
3,817
2,338
1,479
38,445
35,779
2,666
7.49
7.56
(0.07)
Total loans
724,648
679,098
45,550
(1,519)
47,069
$
73,420
$
70,411
$
3,009
5.63
%
5.53
%
0.10
%
Total earning assets
$
1,040,977
$
977,912
$
63,065
$
15,313
$
47,752
Interest bearing
deposits:
$
8,184
$
7,387
$
797
1.77
%
2.04
%
(0.27)
%
NOW and money
market
$
36,421
$
37,857
$
(1,436)
$
(4,891)
$
3,455
14,529
14,318
211
0.81
0.92
(0.11)
Savings  

29,772
33,134
(3,362)
(3,981)
619
8,825
8,366
459
3.16
3.45
(0.29)
Time deposits
70,196
72,503
(2,307)
(6,096)
3,789
20,766
19,468
1,298
3.19
4.24
(1.05)
P.R. public  
deposits
167,043
207,491
(40,448)
(52,899)
12,451
52,304
49,539
2,765
2.30
2.82
(0.52)
Total interest bearing
deposits
303,432
350,985
(47,553)
(67,867)
20,314
14,846
14,968
(122)
Non-interest bearing
demand deposits
67,150
64,507
2,643
1.79
2.16
(0.37)
Total deposits
303,432
350,985
(47,553)
(67,867)
20,314
405
101
304
4.52
5.62
(1.10)
Short-term borrowings
4,616
1,430
3,186
(267)
3,453
Other medium and  

812
950
(138)
5.98
5.32
0.66
long-term debt
12,096
12,560
(464)
226
(690)
Total interest bearing
53,521
50,590
2,931
2.37
2.87
(0.50)
liabilities (excluding
demand deposits)
320,144
364,975
(44,831)
(67,908)
23,077
Other sources of funds
5,053
4,853
200
$
73,420
$
70,411
$
3,009
1.73
%
2.06
%
(0.33)
%
Total source of funds
$
320,144
$
364,975
$
(44,831)
$
(67,908)
$
23,077
Net interest margin/
income on a taxable
equivalent basis (Non-
GAAP)
3.90
%
3.47
%
0.43
%
$
720,833
$
612,937
$
107,896
$
83,221
$
24,675
3.26
%
2.66
%
0.60
%
 
Net interest spread
Taxable equivalent
adjustment
74,328
40,464
33,864
Net interest margin/
income non-taxable
equivalent basis (GAAP)
3.51
%
3.24
%
0.27
%
$
646,505
$
572,473
$
74,032
Note: The changes that are not due solely to volume or  
rate are allocated to volume and rate based on the  
proportion of the change in each category.
[1] Average balances exclude unrealized gains or losses  
on debt securities available-for-sale and the unrealized  
loss related to certain securities transferred from
available-for-sale to held-to-maturity.

 
 
 
 
132
Net Interest income  
for the  
nine-month period ended  
September 30, 2025  
was $1.9  
billion, or $192.1  
million higher than  
the same
period in 2024.  
Taxable  
equivalent net interest  
income was $2.1  
billion, an increase  
of $264.6 million  
when compared to  
the same
period in  
2024. NIM  
was 3.46%,  
an increase  
of 26  
basis points  
when compared  
to 3.20%  
in 2024.  
NIM, on  
a taxable  
equivalent
basis, for the  
nine months ended September  
30, 2025 was  
3.83%, an increase  
of 39 basis  
points compared to  
the same period  
of
2024.
The main drivers  
of the variances  
in net interest income  
on a taxable equivalent  
basis for the  
nine-month period ended September
30, 2025 were:
●
 
higher income  
from investment securities  
and money market  
investments by $29.3  
million driven  
by higher income  
from
U.S. Treasury  
securities by  
$103.2 million mainly  
due to  
higher yields by  
47 basis  
points and higher  
average volume  
by
$1.1 billion,  
as the  
Corporation continues to  
re-invest U.S.  
Treasury Notes  
maturities at  
higher yields,  
as well  
as use  
of
funds for  
the purchase  
of U.S.  
Treasury  
securities, partially  
offset by  
lower income  
from money  
market investments  
by
$66.3  
million,  
or  
102  
basis  
points,  
mainly  
due  
money  
market  
investments lower  
yield  
due  
to  
the  
decline  
in  
short-term
market rates and the use of  
funds for loan growth and investments in U.S.  
Treasury securities , as discussed above;
●
 
higher income from  
loans by $117.2  
million resulting from  
higher average balances by  
$2.3 billion, reflected across  
most
portfolios, most notably in the commercial, construction and mortgage loan portfolios, partially offset by lower loan yield by
three basis points driven by adjustable-rate construction  
and commercial portfolios due to the decline  
in market rates; and
●
 
lower deposit cost  
by $124.1 million  
mainly due to  
the repricing of  
market linked P.R.  
public deposits, which  
declined by
96 basis points, and the repricing of high-cost deposits  
at Popular U.S.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
133
Table 4 – Analysis of Levels & Yields  
on a Taxable Equivalent Basis  
from Continuing Operations (Non-GAAP)
Period ended September 30,
Variance
Average Volume
Average Yields / Costs
Interest
Attributable to
2025
2024
Variance
2025
2024
 
Variance
2025
2024
Variance
Rate
Volume
(In millions)
(In thousands)
$
6,205
$
6,664
$
(459)
4.45
%
5.47
%
(1.02)
%
Money market
investments
$
206,565
$
272,893
$
(66,328)
$
(48,483)
$
(17,845)
28,729
28,271
458
3.28
2.88
0.40
Investment securities
[1]
705,879
610,341
95,538
79,281
16,257
29
30
(1)
5.74
5.02
0.72
Trading securities  

1,237
1,114
123
155
(32)
Total money market,  

investment and
trading
34,963
34,965
(2)
3.49
3.38
0.11
securities
913,681
884,348
29,333
30,953
(1,620)
Loans:
18,802
17,707
1,095
6.72
6.87
(0.15)
Commercial  

945,330
910,241
35,089
(20,306)
55,395
1,440
1,064
376
8.19
8.97
(0.78)
Construction
88,179
71,426
16,753
(6,722)
23,475
1,961
1,794
167
7.18
6.86
0.32
Leasing
105,650
92,292
13,358
4,501
8,857
8,331
7,818
513
5.89
5.67
0.22
Mortgage
368,141
332,626
35,515
13,125
22,390
3,224
3,209
15
14.10
13.94
0.16
Consumer
339,880
334,818
5,062
3,058
2,004
3,935
3,820
115
9.00
8.86
0.14
Auto
264,905
253,511
11,394
3,760
7,634
37,693
35,412
2,281
7.49
7.52
(0.03)
Total loans
2,112,085
1,994,914
117,171
(2,584)
119,755
$
72,656
$
70,377
$
2,279
5.57
%
5.46
%
0.11
%
Total earning assets
$
3,025,766
$
2,879,262
$
146,504
$
28,369
$
118,135
Interest bearing
deposits:
$
8,077
$
7,558
$
519
1.73
%
2.00
%
(0.27)
%
NOW and money
market
$
104,711
$
113,405
$
(8,694)
$
(14,883)
$
6,189
14,547
14,579
(32)
0.84
0.93
(0.09)
Savings  

91,430
101,008
(9,578)
(9,213)
(365)
8,587
8,142
445
3.17
3.35
(0.18)
Time deposits
203,909
204,014
(105)
(11,631)
11,526
20,464
19,168
1,296
3.24
4.20
(0.96)
P.R. public  
deposits
496,303
601,993
(105,690)
(144,853)
39,163
51,675
49,447
2,228
2.32
2.76
(0.44)
Total interest bearing
deposits
896,353
1,020,420
(124,067)
(180,580)
56,513
14,778
15,075
(297)
Non-interest bearing
demand deposits
66,453
64,522
1,931
1.80
2.11
(0.31)
Total deposits
896,353
1,020,420
(124,067)
(180,580)
56,513
333
89
244
4.55
5.65
(1.10)
Short-term
borrowings
11,342
3,748
7,594
(669)
8,263
Other medium and  

835
975
(140)
5.79
5.18
0.61
long-term debt
36,173
37,799
(1,626)
3,875
(5,501)
Total interest bearing
52,843
50,511
2,332
2.39
2.81
(0.42)
liabilities (excluding
demand deposits)
943,868
1,061,967
(118,099)
(177,374)
59,275
5,035
4,791
244
Other sources of
funds
$
72,656
$
70,377
$
2,279
1.74
%
2.02
%
(0.28)
%
Total source of funds
$
943,868
$
1,061,967
$
(118,099)
$
(177,374)
$
59,275
3.83
%
3.44
%
0.39
%
Net interest margin/
income on a taxable
equivalent basis
(Non-GAAP)
$
2,081,898
$
1,817,295
$
264,603
$
205,743
$
58,860
3.18
%
2.65
%
0.53
%
Net interest spread
Taxable equivalent
adjustment
198,247
125,766
72,481
3.46
%
3.20
%
0.26
%
Net interest margin/
income non-taxable
equivalent basis
(GAAP)
$
1,883,651
$
1,691,529
$
192,122
Note: The changes that are not due solely to volume or  
rate are allocated to volume and rate based on the  
proportion of the change in each category.
[1] Average balances exclude unrealized gains or losses  
on debt securities available-for-sale and the unrealized  
loss related to certain securities transferred
from available-for-sale to held-to-maturity.

134
Provision for Credit Losses - Loans Held-in-Portfolio  
and Unfunded Commitments
For the  
quarter ended September  
30, 2025,  
the Corporation  
recorded a provision  
for credit  
losses of $75.1  
million, an  
increase of
$3.7 million when compared to the same quarter of the previous  
year. The provision for loan  
and lease losses was $74.5 million, an
increase  
of  
$1.7  
million,  
and  
the  
provision  
for  
unfunded commitments  
was  
$0.8  
million,  
an  
unfavorable variance  
of  
$1.3  
million,
mainly driven by higher unfunded commitments at the BPPR segment.  
The provision release for HTM was $0.2 million,  
an increase
of $0.6 million when compared to the same quarter  
of the previous year.
As discussed  
in Note  
8 to  
the Consolidated  
Financial Statements,  
the Corporation  
estimates the  
ACL by  
weighting the  
outputs of
optimistic,  
baseline,  
and  
pessimistic  
scenarios.  
During  
the  
first  
quarter  
of  
2025,  
in  
response  
to  
the  
economic  
uncertainty,  
the
Corporation increased the probability assigned to the pessimistic  
scenario making it equal to the baseline scenario. Subsequently, in
the second quarter  
of 2025, the  
probability assigned to the  
pessimistic scenario was moderately  
reduced based on  
the changes in
the economic outlook and  
a reassessment of uncertainty  
compared to the previous  
quarter. The  
net impact of these  
two events on
the ACL levels for  
the nine months ended September  
30, 2025 was $13.7  
million in additional reserves. There  
were no changes to
the probability weights during the third quarter  
of 2025. The probability weight for  
the pessimistic scenario remains above the levels
observed in 2024, given the ongoing economic uncertainty.  

The major  
drivers of  
the changes  
in the  
provision for  
loan losses  
during the  
quarter by  
business segment  
when compared  
to the
same quarter in 2024, were as follows: