Juliano Ribeiro Marcilio, Executive Officer at BANK BRADESCO (BBD), bought 60,779 shares at $17.98 ($1.1M) on 2026-09-18, disclosed to the SEC on 2026-09-22.
Executive Officer Juliano Ribeiro Marcilio purchased 60,779 shares for $1.09M at $17.98, marking the largest insider purchase in the company's history. This significant capital commitment suggests the insider views the current valuation as attractive relative to the bank's strong Q2 2026 earnings performance.
The stock is up 13.0% over the last 30 days and trades 17.85% below its 52-week high of $4.285, currently at $3.52. This recent momentum follows a strong Q2 2026 earnings report where net income grew 16.2% year-over-year to BRL 7.1 billion.
1) Q2 2026 earnings on August 7, 2026, which saw a 16.2% year-over-year increase in net income and an ROAE of 16.2%. 2) Analysts fine-tuned the fair value estimate from R$23.17 to R$22.62 on August 23, 2026. 3) The company is expanding crypto offerings for retail clients, as reported on September 7, 2026.
Nu Holdings was downgraded to Market Perform on September 16, 2026, citing Brazil credit risk and potential macroprudential measures. Additionally, the stock is trading at a forward P/E of 6.47, which may limit upside if earnings growth slows.
Something here stands out, but not much.