TickerTalks
Browse all tickers →
TickerTalks›$BBD
BBBBD

Banco Bradesco S.A.

$BBD·$35B·Banks - Regional·Financial Services
$3.47+3.6%YTD-0.9%1Y+12.0%
Mentions · last 7 days
2026-06-19: 7 posts2026-06-20: 1 posts2026-06-21: 4 posts2026-06-22: 6 posts2026-06-23: 19 posts2026-06-24: 5 posts2026-06-25: 7 posts49
Price updated 6m ago·X counts updated 20h ago
BBBBD
$BBDBanco Bradesco S.A.
$3.47+3.58%49 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

Plain-English summary of the business — what they sell and how they make money.

Banco Bradesco S.A., along with its affiliated entities, functions as a prominent financial institution delivering a broad spectrum of banking and financial services. These offerings cater to individual clients, corporate organizations, and various businesses, operating both within Brazil and across international markets. Its operations are structured around two core divisions: Banking and Insurance. Within its Banking division, it facilitates a range of deposit accounts, including checking, savings, and specialized options. It also offers diverse lending solutions, such as real estate financing, vehicle loans, payroll-deductible credit, mortgages, micro-financing, leasing arrangements, and various personal and installment loans. Additionally, the company issues debit and business cards, provides financial and security advisory services, and manages consortium products. Through its Insurance arm, Bradesco underwrites a comprehensive portfolio of policies covering areas like auto, personal accident, dental, travel, and life. Beyond these, its offerings extend to investment and pension products, real estate and vehicle auction services, cash management solutions for businesses, foreign trade and exchange operations, capitalization bonds, and extensive internet banking capabilities. Established in 1943, Banco Bradesco S.A. maintains its headquarters in Osasco, Brazil.

Industry overviewAI analysisGenerated by AI from underlying data

Where Banks - Regional sits in its cycle right now — and what that implies for $BBD.

Banks - Regional · Financial Services

Brazilian digital banking and mature-market rate normalization are pulling this small group in opposite directions — Inter's super-app model captures LatAm's under-penetrated credit market while Lloyds and Citizens navigate a NIM cycle that peaks as central banks begin cutting. The structural growth thesis sits with the LatAm digital entrant.

Top industry ETF

$KRESPDR S&P Regional Banking ETF
+15.2%YTD
+28.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
8.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
110%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.12$0.120.0%
Q4 2025Feb 5, 2026$0.11$0.110.0%
Q3 2025Oct 29, 2025$0.09$0.11-18.2%
Q2 2025Jul 30, 2025$0.10$0.100.0%
Next earningsWed, Aug 5·consensus EPS $0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$88.7B+26.3%28.6%8.8%$0.48$83.3B
Q4 FY25$114.8B+73.3%45.3%-16.6%$0.57$-151.4B
Q3 FY25$80.7B+29.7%26.1%6.0%$0.52$-1.2B
Q2 FY25$76.5B+27.0%29.5%5.7%$0.57$36.9B

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$153.9B$144.2B – $163.7B$2.76$2.32 – $2.985
FY27$166.8B$155.2B – $178.5B$3.15$2.54 – $3.546
FY28$180.0B$174.0B – $185.0B$3.40$3.25 – $3.522
FY29$792.9B$766.3B – $814.8B$3.91$3.74 – $4.055

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 7.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 24Neto Jose Ramos RochaPresident57 sh$1KSellJun 1De Minas Mauricio MachadoBoard Member29.8K sh$523KSellMay 28Camara Rogerio PedroDirector146.3K sh$2.6MSellMay 27Ramalho Miranda Jose AugustoDirector10.3K sh$185K

See when $BBD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMay 273
AI summary

Paulo Rogerio Caffarelli filed a Form 3 as a newly appointed Independent Board Director of Banco Bradesco S.A. (BBD) on May 27, 2026, triggered by his appointment on May 18, 2026. Caffarelli is based in Sao Paulo. The filing discloses no securities beneficially owned. Routine director Form 3 for a new independent board member at this major Brazilian bank.

3New insider — initial holdingsMay 273
AI summary

Regina Helena Jorge Nunes filed a Form 3 as a newly appointed Independent Board Director of Banco Bradesco S.A. (BBD) on May 27, 2026, triggered by her appointment on May 18, 2026. Nunes is based in Osasco, Sao Paulo, Brazil (the bank's headquarters area). The filing discloses no securities beneficially owned. Routine director Form 3 for a new independent board member at Brazil's second-largest private bank.

3New insider — initial holdingsApr 173
3New insider — initial holdingsApr 173
3New insider — initial holdingsApr 173
3New insider — initial holdingsApr 173
3New insider — initial holdingsApr 173
3New insider — initial holdingsApr 153
+ 73 other (45 6-Ks · 23 3s · 4 6-K/As · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BBD or UOVEY: Which Is the Better Value Stock Right Now?zacks.com·10d agoAre Investors Undervaluing Banco Bradesco (BBD) Right Now?zacks.com·10d agoBaron Emerging Markets Fund Q1 2026 Portfolio Activityseekingalpha.com·22d agoBombardier Inc. (BBD.B:CA) Shareholder/Analyst Call Prepared Remarks Transcriptseekingalpha.com·56d agoNational Australia Bank (OTCMKTS:NABZY) versus Banco Bradesco (NYSE:BBD) Head-To-Head Analysisdefenseworld.net·65d ago

More in Banks - Regional

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$INTR$CFG$LYG
Voices on X · last 7 days

No standout posts about $BBD on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport