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Inter & Co, Inc. (INTR)

USD5.65 -0.06 (-0.96%)
BR NASDAQ Financial Services Banks - Regional
Address Avenida Barbacena, No. 1.219 30190-131
Belo Horizonte, MG, BR
CEO Joao Vitor Nazareth Menin Teixeira de Souza
IPO 2022-06-23
CIK 1864163 ISIN KYG4R20B1074

Explore sections of this company profile

Description

Inter & Co, Inc., a Brazilian enterprise established in 1994 and headquartered in Belo Horizonte, conducts a broad array of operations through its subsidiary companies. Its diverse business model encompasses banking, investment services, insurance intermediation, e-commerce, asset administration, and various support services. The company's Banking division delivers a full suite of financial products, including current accounts, payment cards, deposit options, credit and lending facilities, alongside other related financial solutions. Within its Securities segment, Inter & Co handles the acquisition, divestment, and safekeeping of financial instruments. It also provides portfolio management services and is responsible for establishing, organizing, and managing investment funds. The Insurance Brokerage arm offers an extensive selection of insurance policies, covering areas such as life, property, automobiles, financial protection, lost or stolen credit cards, dental care, warranties, travel, and credit protection. Its Marketplace unit manages a digital platform where customers can access and purchase a variety of goods and services. The Asset Management segment is dedicated to the oversight and administration of investment portfolios and other client assets. Lastly, the Services division focuses on activities like gathering and managing personal data, developing and licensing software solutions (both bespoke and off-the-shelf), and offering technical assistance, maintenance, and other information technology services.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD5.65 -0.06 (-0.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
0.92
Float Shares
330.19M
Free Float %
74.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-7.41% -22.08% -26.92% -33.55% -39.39% -29.25% -10.85% +154.24% +72.41% +72.41% +72.41%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (6 ratings, all time) Buy
Price Targets & DCF
Current price
5.65
Low 12.00 +112.6%
Consensus 12.00 +112.6%
Median 12.00 +112.6%
High 12.00 +112.6%
DCF (Unlevered) 129.54 +2,194.8%
DCF (Levered) 192.96 +3,318.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 70% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 0
Hold 2 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
12.00
+112.6%
Last Year 4
10.88
+92.7%
All Time 6
8.62
+52.7%
Quality scores
Altman Z-Score
0.17
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +50.5% Q1'26: +39.9% (vs Q1'25)
  • EPS growth
    +40.1% Q1'26: +35.4% (vs Q1'25)
  • FCF margin
    Q1'26: +7.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +11.1% (vs Q1'25)
  • ROIC
    Q1'26: +5.1% (vs Q1'25)
  • Share dilution
    +0.3% Q1'26: +1.3% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 13.93× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.03) × ERP
WACC = 32% × Ke + 68% × Kd (19.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 129.54 Current price: 5.65
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
5 EPS Ana.
Dec 2027
7 Rev. Ana.
4 EPS Ana.
Dec 2028
8 Rev. Ana.
3 EPS Ana.
Dec 2029
7 Rev. Ana.
1 EPS Ana.
Dec 2030
7 Rev. Ana.
Revenue
5.54B
est: 3.70B (+49.7%)
7.64B
est: 21.41B (-64.3%)
9.71B
est: 6.37B (+52.5%)
14.62B
est: 8.59B (+70.3%)
10.90B
10.58B – 11.23B
+27.0% YoY
13.05B
12.09B – 13.96B
+19.7% YoY
15.23B
14.56B – 15.93B
+16.8% YoY
19.02B
18.18B – 19.90B
+24.9% YoY
23.03B
22.01B – 24.09B
+21.1% YoY
EBITDA
-14.60M
est: 117.67M (-112.4%)
600.28M
est: 1.25B (-51.8%)
1.41B
est: 370.42M (+281.8%)
1.93B
est: 499.41M (+285.7%)
634.35M
615.32M – 653.38M
+27.0% YoY
759.01M
703.02M – 811.89M
+19.7% YoY
886.19M
846.74M – 926.97M
+16.8% YoY
1.11B
1.06B – 1.16B
+24.9% YoY
1.34B
1.28B – 1.40B
+21.1% YoY
EBIT
-178.57M
est: 19.91M (-996.8%)
439.84M
est: 748.47M (-41.2%)
1.21B
est: 222.60M (+441.6%)
1.59B
est: 300.12M (+430.5%)
381.21M
369.78M – 392.65M
+27.0% YoY
456.12M
422.47M – 487.90M
+19.7% YoY
532.55M
508.84M – 557.06M
+16.8% YoY
665.03M
635.43M – 695.64M
+24.9% YoY
805.12M
769.28M – 842.17M
+21.1% YoY
Net Income
-11.09M
est: -18.56M (+40.3%)
302.34M
est: 666.83M (-54.7%)
907.13M
est: 987.46M (-8.1%)
1.29B
est: 1.35B (-4.8%)
1.83B
1.59B – 2.07B
+35.5% YoY
2.31B
1.80B – 2.81B
+25.9% YoY
2.84B
2.66B – 3.03B
+23.3% YoY
— – —
-100.0% YoY
— – —
SGA
2.20B
est: 1.65B (+33.3%)
2.21B
est: 6.90B (-67.9%)
2.66B
est: 2.05B (+29.4%)
1.12B
est: 2.77B (-59.5%)
3.52B
3.41B – 3.62B
+27.0% YoY
4.21B
3.90B – 4.50B
+19.7% YoY
4.91B
4.69B – 5.14B
+16.8% YoY
6.13B
5.86B – 6.42B
+24.9% YoY
7.43B
7.10B – 7.77B
+21.1% YoY
EPS
-0.03
est: -0.04 (+34.2%)
0.75
est: 1.51 (-50.4%)
2.08
est: 2.24 (-7.3%)
2.90
est: 3.10 (-6.3%)
4.21
3.61 – 4.71
+36.1% YoY
5.43
4.09 – 6.38
+28.9% YoY
6.36
6.04 – 6.87
+17.2% YoY
— – —
-100.0% YoY
— – —
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Goldman Sachs Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-07 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-06 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-05 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-04 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-05-01 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-04-30 B 3/5 5/5 4/5 4/5 1/5 2/5 1/5
2026-04-29 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-28 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-27 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-24 B+ 3/5 5/5 4/5 4/5 1/5 2/5 2/5
2026-04-23 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-22 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-21 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-20 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-17 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-16 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
3.20B
OE per share TTM
7.25
Owner's Yield
111.88%
Maintenance CapEx ratio
8.31%
Maint CapEx / Avg PPE
3.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
24
Total invested
185.32M
Insider transactions (90d)
11
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Costellis International Limited 117.04M 29.10% 117.04M 117.04M CO 2023-02-13
2 Rubens Menin Teixeira de Souza 117.04M 29.10% 117.04M 117.04M IN 2023-02-13
3 Hottaire International Limited 117.04M 5.80% 16.50M 16.50M CO 2023-02-13
4 José Felipe Diniz 117.04M 5.80% 16.50M 16.50M IN 2023-02-13
5 Delaware Project 11 L.L.C. 64.51M 22.70% 64.51M 64.51M OO Japan 2023-02-15
6 SBLA Holdings (Cayman) L.P. 64.51M 22.70% 64.51M 64.51M PN Japan 2023-02-15
7 SBLA Investments II LLC 64.51M 22.70% 64.51M 64.51M OO Japan 2023-02-15
8 SBLA Latin America Fund LLC 64.51M 22.70% 64.51M 64.51M OO Japan 2023-02-15
9 SLA Investments IV LLC 64.51M 22.70% 64.51M 64.51M OO Japan 2023-02-15
10 SoftBank Group Corp. 64.51M 22.70% 64.51M 64.51M CO Japan 2023-02-15
11 FIL Limited 31.61M 9.82% 24.34M 31.61M FI Bermuda 2024-11-12
12 Pandanus Associates, Inc. 31.61M 9.82% 31.61M CO Bermuda 2024-11-12
13 Pandanus Partners, L.P. 31.61M 9.82% 31.61M PN Bermuda 2024-11-12
14 GUILHERME MEXIAS ACHE 14.91M 5.24% 12.29M IN Brazil 2023-10-10
15 SQUADRA INVESTIMENTOS - GESTAO DE RECURSOS LTDA. 14.91M 5.24% 12.29M FI Brazil 2023-10-10
16 SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 14.91M 5.24% 12.29M IA Brazil 2023-10-10
17 Atmos Capital Gestao De Recursos Ltda 14.55M 5.11% 14.55M IA Brazil 2023-05-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
24
-97 vs prev Q
New positions
5
Closed positions
98
Increased
12
Reduced
11
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 831.0K +831.0K (+100.0%) 7.05B +7.0B (+100.0%) 0.19% +0.185 pp 4.83% +4.828 pp USD8.48 +0.0% 1 qtrs NEW
2 SOFTBANK GROUP CORP. 60.51M -4.0M (-6.2%) 513.10M -82.3M (-13.8%) 13.71% -0.958 pp 3.32% +1.025 pp USD2.10 +303.8% 15 qtrs
3 WASATCH ADVISORS LP 15.39M +9.7M (+170.8%) 130.47M +78.0M (+148.8%) 3.43% +2.139 pp 0.78% +0.493 pp USD8.76 -3.2% 2 qtrs
4 WCM INVESTMENT MANAGEMENT, LLC 11.05M +463.2K (+4.4%) 93.92M -4.2M (-4.3%) 2.46% +0.057 pp 0.19% -0.011 pp USD7.20 +17.8% 8 qtrs
5 SAMLYN CAPITAL, LLC 8.64M +128.0K (+1.5%) 73.30M -5.3M (-6.7%) 1.93% -0.009 pp 1.17% +0.086 pp USD6.12 +38.6% 9 qtrs
6 MARSHALL WACE, LLP 7.73M +3.0M (+62.7%) 65.59M +21.7M (+49.5%) 1.75% +0.672 pp 0.06% +0.015 pp USD6.57 +29.1% 12 qtrs
7 BLACKROCK, INC. 6.82M +143.5K (+2.2%) 57.81M -3.8M (-6.1%) 1.54% +0.027 pp 0.00% 0.000 pp USD6.74 +25.8% 6 qtrs
8 SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 6.25M +356.7K (+6.0%) 53.03M -1.4M (-2.6%) 1.39% +0.054 pp 9.92% -2.232 pp USD9.07 -6.5% 3 qtrs
9 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 5.60M +2.1M (+60.6%) 47.45M +15.3M (+47.5%) 1.25% +0.455 pp 0.13% +0.049 pp USD8.41 +0.8% 3 qtrs
10 FIL LTD 4.75M -649.3K (-12.0%) 40.31M -9.6M (-19.2%) 1.06% -0.169 pp 0.03% -0.009 pp USD9.15 -7.3% 6 qtrs
11 SEI INVESTMENTS CO 4.58M +2.0M (+74.4%) 38.83M +14.6M (+60.2%) 1.02% +0.424 pp 0.04% +0.012 pp USD8.25 +2.8% 6 qtrs
12 SHARP CAPITAL GESTORA DE RECURSOS LTDA. 3.48M +1.5M (+76.7%) 29.53M +11.3M (+62.3%) 0.79% +0.341 pp 19.36% +3.603 pp USD7.89 +7.5% 3 qtrs
13 CLEARBRIDGE INVESTMENTS, LLC 3.00M -467.1K (-13.5%) 25.41M -6.6M (-20.5%) 0.67% -0.119 pp 0.02% -0.004 pp USD9.23 -8.1% 2 qtrs
14 SWEDBANK AB 2.76M -348.0K (-11.2%) 23.43M -5.3M (-18.4%) 0.62% -0.091 pp 0.02% -0.006 pp USD6.10 +39.0% 5 qtrs
15 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2.26M +608.9K (+36.8%) 19.19M +3.9M (+25.7%) 0.50% +0.129 pp 0.10% +0.021 pp USD9.03 -6.1% 2 qtrs
16 MORGAN STANLEY 1.89M +852.5K (+81.8%) 16.06M +6.4M (+67.1%) 0.43% +0.192 pp 0.00% +0.000 pp USD7.50 +13.1% 15 qtrs
17 MILLENNIUM MANAGEMENT LLC 1.74M +349.1K (+25.1%) 14.77M +1.9M (+14.9%) 0.39% +0.078 pp 0.01% +0.001 pp USD7.49 +13.2% 14 qtrs
18 STATE STREET CORP 1.70M -153.1K (-8.3%) 14.37M -2.7M (-15.7%) 0.38% -0.036 pp 0.00% 0.000 pp USD6.10 +39.0% 7 qtrs
19 TWO SIGMA INVESTMENTS, LP 1.69M -508.8K (-23.1%) 14.36M -6.0M (-29.4%) 0.38% -0.117 pp 0.02% -0.010 pp USD7.48 +13.4% 9 qtrs
20 WIM INVESTMENT MANAGEMENT LTD 1.39M +405.0K (+41.3%) 11.76M +2.7M (+29.8%) 0.31% +0.086 pp 3.04% +0.734 pp USD9.01 -5.9% 2 qtrs
21 AMERICAN CENTURY COMPANIES INC 1.36M +198.7K (+17.1%) 11.52M +815.2K (+7.6%) 0.31% +0.044 pp 0.01% +0.000 pp USD6.65 +27.5% 6 qtrs
22 TREDJE AP-FONDEN 1.34M +— (+0.0%) 11.37M -1.0M (-8.1%) 0.30% -0.006 pp 0.09% -0.014 pp USD9.23 -8.1% 2 qtrs
23 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.09M -36.5K (-3.2%) 9.21M -1.2M (-11.1%) 0.25% -0.009 pp 0.01% -0.001 pp USD8.91 -4.8% 4 qtrs
24 DEUTSCHE BANK AG\ 963.8K +963.8K (+100.0%) 8.17M +8.2M (+100.0%) 0.21% +0.215 pp 0.00% +0.003 pp USD8.48 +0.0% 1 qtrs NEW
25 CANDRIAM S.C.A. 904.0K -550.0K (-37.8%) 7.67M -5.8M (-42.9%) 0.20% -0.126 pp 0.04% -0.032 pp USD6.61 +28.3% 4 qtrs
26 VOLORIDGE INVESTMENT MANAGEMENT, LLC 897.7K +240.7K (+36.6%) 7.61M +1.5M (+25.5%) 0.20% +0.054 pp 0.03% +0.006 pp USD9.03 -6.1% 5 qtrs
27 UBS GROUP AG 823.4K -55.0K (-6.3%) 6.98M -1.1M (-13.9%) 0.19% -0.013 pp 0.00% 0.000 pp USD6.27 +35.2% 11 qtrs
28 BANK OF AMERICA CORP /DE/ 807.6K -40.6K (-4.8%) 6.85M -980.1K (-12.5%) 0.18% -0.010 pp 0.00% +0.000 pp USD7.35 +15.4% 8 qtrs
29 POINT72 ASSET MANAGEMENT, L.P. 769.4K +726.4K (+1,690.2%) 6.52M +6.1M (+1,544.8%) 0.17% +0.162 pp 0.01% +0.007 pp USD8.52 -0.5% 4 qtrs
30 PDT PARTNERS, LLC 679.8K -65.9K (-8.8%) 5.76M -1.1M (-16.2%) 0.15% -0.016 pp 0.37% -0.060 pp USD5.96 +42.3% 5 qtrs
31 D. E. SHAW & CO., INC. 571.3K -76.2K (-11.8%) 4.84M -1.1M (-18.9%) 0.13% -0.020 pp 0.00% -0.001 pp USD9.23 -8.1% 2 qtrs
32 JPMORGAN CHASE & CO 509.8K -613.3K (-54.6%) 4.32M -6.0M (-58.3%) 0.11% -0.142 pp 0.00% 0.000 pp USD9.23 -8.1% 8 qtrs
33 GEODE CAPITAL MANAGEMENT, LLC 460.2K +16.6K (+3.7%) 3.90M -192.1K (-4.7%) 0.10% +0.003 pp 0.00% +0.000 pp USD6.21 +36.6% 14 qtrs
34 RENAISSANCE TECHNOLOGIES LLC 436.5K +30.1K (+7.4%) 3.70M -65.2K (-1.7%) 0.10% +0.007 pp 0.01% +0.001 pp USD5.87 +44.5% 9 qtrs
35 JANE STREET GROUP, LLC 429.5K -218.0K (-33.7%) 3.64M -2.3M (-39.1%) 0.10% -0.050 pp 0.00% 0.000 pp USD5.31 +59.7% 15 qtrs
36 NORTHERN TRUST CORP 428.5K -28.7K (-6.3%) 3.63M -586.0K (-13.9%) 0.10% -0.008 pp 0.00% 0.000 pp USD5.01 +69.3% 7 qtrs
37 JUMP FINANCIAL, LLC 427.8K +427.8K (+100.0%) 3.63M +3.6M (+100.0%) 0.10% +0.095 pp 0.04% +0.045 pp USD8.48 +0.0% 1 qtrs NEW
38 ENGINEERS GATE MANAGER LP 413.8K +317.1K (+327.9%) 3.51M +2.6M (+293.1%) 0.09% +0.070 pp 0.04% +0.031 pp USD8.66 -2.1% 2 qtrs
39 SPX GESTAO DE RECURSOS LTDA 347.1K -1.7M (-83.1%) 2.94M -16.0M (-84.5%) 0.08% -0.388 pp 0.30% -1.273 pp USD9.23 -8.1% 14 qtrs
40 HRT FINANCIAL LP 297.5K +48.9K (+19.7%) 2.52M +229.0K (+10.0%) 0.07% +0.011 pp 0.01% -0.001 pp USD6.97 +21.7% 4 qtrs
41 VERITION FUND MANAGEMENT LLC 288.5K +158.9K (+122.7%) 2.45M +1.3M (+104.6%) 0.06% +0.035 pp 0.01% +0.005 pp USD7.91 +7.2% 9 qtrs
42 TREXQUANT INVESTMENT LP 280.7K -21.9K (-7.2%) 2.38M -412.9K (-14.8%) 0.06% -0.005 pp 0.02% -0.008 pp USD7.06 +20.1% 4 qtrs
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 278.9K +102.6K (+58.2%) 2.36M +738.3K (+45.4%) 0.06% +0.023 pp 0.00% +0.000 pp USD8.65 -2.0% 9 qtrs
44 HANDELSBANKEN FONDER AB 246.0K +— (+0.0%) 2.09M -185.0K (-8.1%) 0.05% -0.001 pp 0.01% -0.001 pp USD6.72 +26.2% 6 qtrs
45 TWO SIGMA ADVISERS, LP 240.2K -299.0K (-55.5%) 2.04M -2.9M (-59.1%) 0.05% -0.068 pp 0.00% -0.006 pp USD7.14 +18.8% 5 qtrs
46 GOLDMAN SACHS GROUP INC 234.7K -151.4K (-39.2%) 1.99M -1.6M (-44.2%) 0.05% -0.035 pp 0.00% 0.000 pp USD5.68 +49.3% 8 qtrs
47 NUVEEN, LLC 190.2K +— (+0.0%) 1.61M -142.6K (-8.1%) 0.04% 0.000 pp 0.00% +0.000 pp USD5.66 +49.8% 4 qtrs
48 MARINER, LLC 186.0K -13.7K (-6.9%) 1.58M -265.8K (-14.4%) 0.04% -0.004 pp 0.00% -0.001 pp USD5.88 +44.2% 5 qtrs
49 FIRST TRUST ADVISORS LP 177.5K +177.5K (+100.0%) 1.50M +1.5M (+100.0%) 0.04% +0.040 pp 0.00% +0.001 pp USD8.48 +0.0% 1 qtrs NEW
50 HIGHTOWER ADVISORS, LLC 170.1K -7.8K (-4.4%) 1.44M -199.8K (-12.2%) 0.04% -0.003 pp 0.00% 0.000 pp USD6.87 +23.4% 12 qtrs
51 XTX TOPCO LTD 170.0K +49.1K (+40.7%) 1.44M +326.1K (+29.2%) 0.04% +0.011 pp 0.04% -0.020 pp USD9.01 -5.9% 8 qtrs
52 INSPIRE INVESTING, LLC 155.2K +155.2K (+100.0%) 1.32M +1.3M (+100.0%) 0.04% +0.035 pp 0.12% +0.119 pp USD8.48 +0.0% 3 qtrs
53 PICTET ASSET MANAGEMENT HOLDING SA 143.9K +67.7K (+88.9%) 1.22M +517.2K (+73.6%) 0.03% +0.015 pp 0.00% +0.001 pp USD7.66 +10.7% 6 qtrs
54 QUANTBOT TECHNOLOGIES LP 141.5K +16.1K (+12.9%) 1.20M +42.7K (+3.7%) 0.03% +0.003 pp 0.04% +0.008 pp USD9.14 -7.2% 8 qtrs
55 WINTON GROUP LTD 139.3K +139.3K (+100.0%) 1.18M +1.2M (+100.0%) 0.03% +0.031 pp 0.04% +0.041 pp USD8.48 +0.0% 6 qtrs
56 INTEGRATED QUANTITATIVE INVESTMENTS LLC 128.2K +128.2K (+100.0%) 1.09M +1.1M (+100.0%) 0.03% +0.029 pp 0.23% +0.234 pp USD8.48 +0.0% 3 qtrs
57 LEGAL & GENERAL GROUP PLC 108.9K +1.5K (+1.4%) 924.2K -71.0K (-7.1%) 0.02% 0.000 pp 0.00% +0.000 pp USD6.21 +36.6% 7 qtrs
58 CITADEL ADVISORS LLC 106.5K +11.3K (+11.9%) 903.1K +24.4K (+2.8%) 0.02% +0.003 pp 0.00% +0.000 pp USD8.32 +1.9% 12 qtrs
59 HUSSMAN STRATEGIC ADVISORS, INC. 105.0K +105.0K (+100.0%) 890.4K +890.4K (+100.0%) 0.02% +0.023 pp 0.22% +0.215 pp USD8.48 +0.0% 1 qtrs NEW
60 HARBOUR CAPITAL ADVISORS, LLC 85.7K +33.0K (+62.7%) 724.0K +265.8K (+58.0%) 0.02% +0.007 pp 0.15% +0.054 pp USD7.83 +8.3% 3 qtrs
61 JGP GLOBAL GESTAO DE RECURSOS LTDA. 75.6K +75.6K (+100.0%) 641.1K +641.1K (+100.0%) 0.02% +0.017 pp 0.38% +0.378 pp USD8.48 +0.0% 1 qtrs NEW
62 ROCKEFELLER CAPITAL MANAGEMENT L.P. 68.8K -23.0K (-25.1%) 583.6K -263.9K (-31.1%) 0.02% -0.005 pp 0.00% -0.001 pp USD9.23 -8.1% 2 qtrs
63 UBS ASSET MANAGEMENT AMERICAS INC 60.5K +60.5K (+100.0%) 513.0K +513.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD8.48 +0.0% 6 qtrs
64 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 56.8K -6.4K (-10.1%) 481.7K -101.7K (-17.4%) 0.01% -0.002 pp 0.00% 0.000 pp USD6.55 +29.5% 6 qtrs
65 TOROSO INVESTMENTS, LLC 52.0K +3.1K (+6.4%) 440.7K -10.2K (-2.3%) 0.01% +0.001 pp 0.00% +0.000 pp USD9.19 -7.7% 2 qtrs
66 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 48.5K -48.3K (-49.9%) 411.2K -482.2K (-54.0%) 0.01% -0.011 pp 0.00% -0.004 pp USD5.60 +51.4% 5 qtrs
67 CATALYST FUNDS MANAGEMENT PTY LTD 46.9K +— (+0.0%) 397.8K -35.2K (-8.1%) 0.01% 0.000 pp 0.09% +0.027 pp USD5.66 +49.8% 4 qtrs
68 TEACHER RETIREMENT SYSTEM OF TEXAS 42.7K -557.0 (-1.3%) 362.1K -37.2K (-9.3%) 0.01% 0.000 pp 0.00% 0.000 pp USD6.83 +24.2% 6 qtrs
69 CREATIVE PLANNING 39.7K -4.3K (-9.7%) 336.8K -69.1K (-17.0%) 0.01% -0.001 pp 0.00% 0.000 pp USD4.57 +85.6% 5 qtrs
70 ENVESTNET ASSET MANAGEMENT INC 39.0K -527.0 (-1.3%) 330.6K -34.1K (-9.4%) 0.01% 0.000 pp 0.00% +0.000 pp USD5.00 +69.6% 12 qtrs
71 LOS ANGELES CAPITAL MANAGEMENT LLC 35.3K +— (+0.0%) 323.4K -2.1K (-0.7%) 0.01% 0.000 pp 0.00% +0.000 pp USD4.22 +100.9% 5 qtrs
72 QUBE RESEARCH & TECHNOLOGIES LTD 36.2K +36.2K (+100.0%) 306.9K +306.9K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD8.48 +0.0% 1 qtrs NEW
73 Y-INTERCEPT (HONG KONG) LTD 36.1K -391.4K (-91.5%) 306.4K -3.6M (-92.2%) 0.01% -0.089 pp 0.01% -0.088 pp USD6.84 +24.0% 4 qtrs
74 ALLIANCEBERNSTEIN L.P. 33.9K +— (+0.0%) 287.8K -25.5K (-8.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD7.43 +14.1% 5 qtrs
75 SAVANT CAPITAL, LLC 32.4K +246.0 (+0.8%) 274.5K -22.0K (-7.4%) 0.01% 0.000 pp 0.00% 0.000 pp USD6.06 +39.9% 5 qtrs
76 LIONTRUST INVESTMENT PARTNERS LLP 32.0K +32.0K (+100.0%) 271.4K +271.4K (+100.0%) 0.01% +0.007 pp 0.00% +0.004 pp USD8.48 +0.0% 1 qtrs NEW
77 CETERA INVESTMENT ADVISERS 30.9K +7.6K (+32.4%) 262.3K +46.6K (+21.6%) 0.01% +0.002 pp 0.00% +0.000 pp USD9.05 -6.3% 2 qtrs
78 RAYMOND JAMES FINANCIAL INC 27.8K -2.3K (-7.5%) 235.7K -41.8K (-15.1%) 0.01% -0.001 pp 0.00% +0.000 pp USD9.23 -8.1% 2 qtrs
79 AMUNDI 26.0K +26.0K (+100.0%) 220.1K +220.1K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD8.48 +0.0% 1 qtrs NEW
80 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 25.3K +1.1K (+4.4%) 214.1K -9.9K (-4.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.63 +27.9% 7 qtrs
81 BANK OF NEW YORK MELLON CORP 24.4K +24.4K (+100.0%) 207.2K +207.2K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD8.48 +0.0% 1 qtrs NEW
82 CAMPBELL & CO INVESTMENT ADVISER LLC 23.1K +23.1K (+100.0%) 195.7K +195.7K (+100.0%) 0.01% +0.005 pp 0.01% +0.009 pp USD8.48 +0.0% 3 qtrs
83 MANGROVE PARTNERS 21.5K +21.5K (+100.0%) 182.2K +182.2K (+100.0%) 0.00% +0.005 pp 0.01% +0.015 pp USD8.48 +0.0% 1 qtrs NEW
84 AQUATIC CAPITAL MANAGEMENT LLC 15.8K +15.8K (+100.0%) 134.3K +134.3K (+100.0%) 0.00% +0.004 pp 0.00% +0.004 pp USD8.48 +0.0% 1 qtrs NEW
85 SKOPOS LABS, INC. 15.0K +15.0K (+100.0%) 125.9K +125.9K (+100.0%) 0.00% +0.003 pp 0.01% +0.006 pp USD8.48 +0.0% 3 qtrs
86 QUANTINNO CAPITAL MANAGEMENT LP 14.6K +274.0 (+1.9%) 123.4K -8.4K (-6.4%) 0.00% +0.000 pp 0.00% 0.000 pp USD5.62 +50.9% 4 qtrs
87 SG AMERICAS SECURITIES, LLC 14.5K +14.5K (+100.0%) 123.0K +123.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD8.48 +0.0% 1 qtrs NEW
88 STATE OF WYOMING 14.4K +14.4K (+100.0%) 121.9K +121.9K (+100.0%) 0.00% +0.003 pp 0.01% +0.013 pp USD8.48 +0.0% 1 qtrs NEW
89 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 13.3K +13.2K (+27,583.3%) 112.7K +112.2K (+25,336.1%) 0.00% +0.003 pp 0.03% +0.027 pp USD8.47 +0.1% 4 qtrs
90 GSA CAPITAL PARTNERS LLP 12.7K -44.5K (-77.8%) 108.0K -420.0K (-79.5%) 0.00% -0.010 pp 0.01% -0.035 pp USD7.37 +15.1% 4 qtrs
91 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 11.2K -6.4K (-36.5%) 94.9K -67.7K (-41.6%) 0.00% -0.002 pp 0.00% 0.000 pp USD7.43 +14.1% 3 qtrs
92 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 11.2K +— (+0.0%) 94.7K -8.4K (-8.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.90 +43.7% 6 qtrs
93 JAIN GLOBAL LLC 11.0K -13.7K (-55.4%) 93.6K -134.7K (-59.0%) 0.00% -0.003 pp 0.00% -0.001 pp USD5.48 +54.7% 4 qtrs
94 NFJ INVESTMENT GROUP, LLC 9.4K -2.2K (-18.9%) 79.6K -27.2K (-25.5%) 0.00% -0.001 pp 0.00% -0.001 pp USD9.23 -8.1% 2 qtrs
95 BARCLAYS PLC 7.5K +7.5K (+100.0%) 63.4K +63.4K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD8.48 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 37 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares MSCI Brazil Small-Cap ETF EWZS 2.35% 5.68M 0.59%
2 First Trust WCM Developing World Equity ETF WCME 1.36% 494.8K 0.95%
3 Militia Long/Short Equity ETF ORR 1.33% 1.84M 14.19%
4 OTG Latin America ETF OTGL 1.28% 276.5K 0.95%
5 Invesco Zacks Multi-Asset Income ETF CVY 0.60% 723.9K 1.22%
6 Intelligent Alpha Atlas ETF GPT 0.34% 68.2K 0.69%
7 Avantis Emerging Markets Small Cap Equity ETF AVEE 0.10% 119.7K 0.42%
8 State Street SPDR MSCI Emerging Markets Small Cap UCITS ETF EMSD.L 0.08% 501.5K 0.55%
9 iShares MSCI Emerging Markets Small-Cap ETF EEMS 0.08% 311.3K 0.72%
10 iShares MSCI EM Small Cap UCITS ETF IEMS.L 0.08% 277.3K 0.74%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2027-04-25 Horacio Stel Santiago Officer Non-Qualified Stock Option (Right to Buy) 25,000 15.50 387.5K 0 D
2027-01-26 Chapman Todd Crawford Director Non-Qualified Stock Option (Right to Buy) 20,000 15.50 310.0K 0 D
2026-12-01 Ximenes de Almeida Guilherme Officer Non-Qualified Stock Option (Right to Buy) 44,000 15.50 682.0K 0 D
2026-12-01 Teodoro Martins de Gouveia Rodrigo Officer Non-Qualified Stock Option (Right to Buy) 44,000 15.50 682.0K 0 D
2026-12-01 Riccio de Oliveira Alexandre Officer Non-Qualified Stock Option (Right to Buy) 72,000 15.50 1.12M 0 D
2026-12-01 Nazareth Menin Teixeira de Souza Joao Vitor Officer Non-Qualified Stock Option (Right to Buy) 200,000 15.50 3.10M 0 D
2026-12-01 Lemos Thais Leite Officer Non-Qualified Stock Option (Right to Buy) 4,000 15.50 62.0K 0 D
2026-12-01 Correa Leonardo Guimaraes Director Non-Qualified Stock Option (Right to Buy) 18,000 15.50 279.0K 0 D
2026-05-06 Maciel Andre Guilherme Cazzaniga Director 0 0.00 0
2026-04-23 de Souza Maia Maria Fernanda Nazareth Teixeira Director 0 0.00 0
2026-04-23 Prado Claudia Farkouh Director 0 0.00 0
2026-03-18 Riccio de Oliveira Alexandre Officer Restricted Stock Unit 82,736 0.00 0 D
2026-03-18 Nazareth Menin Teixeira de Souza Joao Vitor Officer Class A Common Share 0 0.00 1,732,587 D
2026-03-18 Lemos Thais Leite Officer Class A Common Share 0 0.00 20,628 D
2026-03-18 Correa Leonardo Guimaraes Director Class A Common Share 0 0.00 84,207 D
2026-03-17 de Souza Rubens Menin Teixeira Director Class A Common Share 0 0.00 1,741 I
2026-03-17 Diniz Jose Felipe Director Class A Common Share 0 0.00 31,500 I
2026-03-17 Chapman Todd Crawford Director Class A Common Share 0 0.00 12,200 D
2026-03-17 Araujo Marlos Francisco de Souza Officer Class A Common Share 0 0.00 5,438 D
2026-03-17 Allen James Drummond Director Restricted Stock Unit 15,000 0.00 0 D
2026-03-16 de Franca Luiz Antonio Nogueira Director Class A Common Share 0 0.00 6,701 D
2026-03-16 Ximenes de Almeida Guilherme Officer Restricted Stock Unit 65,508 0.00 0 D
2026-03-16 Teodoro Martins de Gouveia Rodrigo Officer Restricted Stock Unit 38,936 0.00 0 D
2026-03-16 Segura Antonio Cassio Officer Class A Common Share 0 0.00 73,123 D
2026-03-16 Martins de Araujo Marco Antonio Filho Officer Restricted Stock Unit 60,184 0.00 0 D
2026-03-16 Kandir Antonio Director 0 0.00 0
2026-03-16 Horacio Stel Santiago Officer Restricted Stock Unit 113,544 0.00 0 D
2026-02-01 Teodoro Martins de Gouveia Rodrigo Officer Non-Qualified Stock Option (Right to Buy) 18,000 21.50 387.0K 0 D
2026-02-01 Nazareth Menin Teixeira de Souza Joao Vitor Officer Non-Qualified Stock Option (Right to Buy) 134,520 21.50 2.89M 0 D
2025-02-01 Ximenes de Almeida Guilherme Officer Non-Qualified Stock Option (Right to Buy) 18,000 21.50 387.0K 0 D
2025-02-01 Riccio de Oliveira Alexandre Officer Non-Qualified Stock Option (Right to Buy) 72,000 21.50 1.55M 0 D
2025-02-01 Correa Leonardo Guimaraes Director Non-Qualified Stock Option (Right to Buy) 15,000 21.50 322.5K 0 D
2023-12-01 Lemos Thais Leite Officer Non-Qualified Stock Option (Right to Buy) 1,500 21.50 32.3K 0 D

Executive team

Top executives
EBIT / Employee
395.1K
Shares Outstanding
440.89M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 6-K
2026-05-07 6-K
2026-05-06 3
2026-04-29 6-K
2026-04-23 3
2026-04-23 3
2026-04-08 6-K
2026-04-01 3
2026-03-27 6-K
2026-03-18 3

Executive team

NameTitleCompensationGender
Alexandre Riccio De Oliveira Chief Executive Officer of Brazil male
Andrea Nocciolini Marketing & Branding Director female
Guilherme Ximenes De Almeida Chief Information Officer male
Joao Vitor Nazareth Menin Teixeira de Souza Global Chief Executive Officer male
Marco Antonio Martins de Araújo Filho Global Chief Legal & Compliance Officer male
Marlos Francisco de Souza Araujo Chief Risk Officer male
Rafaela de Oliveira Vitoria Chief Investor Relations Officer female
Ray Tarick Pereira Chalub Chief Operations Officer male
Rodrigo Teodoro Martins de Gouveia Chief Commerce Officer male
Santiago Horacio Stel Senior Vice President of Finance & Risks and Chief Financial Officer male
Thais Leite Lemos Chief Human Resources Officer female
Thiago Garrides Cabral de Lima Chief Risk Officer and Director Risks & Internal Controls male
ESG Rating
B
BANKS - REGIONAL
Rank: 248 out of 350
2026
E (Environmental)
65.8 / 64.3
Company / Sector avg.
S (Social)
69.8 / 76.5
Company / Sector avg.
G (Governance)
65.2 / 75.5
Company / Sector avg.
ESG Total
66.9 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2025-06-11 2025-07-03 Richard Blumenthal CT Spouse Purchase $1,001 - $15,000
House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits