Banco Bradesco
About: Banco Bradesco is Brazil's second-largest private bank, with about 15% of deposits, and the largest insurance provider in Brazil, with roughly 20%-25% market share. The bank is majority controlled by the Bradesco foundation—a private nonprofit institution focused on education. Banking provides roughly 70% of profits, while the insurance segment contributes the remaining 30%. The bank is also a major asset manager with high-single-digit market share. In 2016, Bradesco acquired the Brazilian operations of HSBC.
Employees: 83,285
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
64% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 28
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
27% more capital invested
Capital invested by funds: $1.79B [Q4 2024] → $2.28B (+$486M) [Q1 2025]
7% more funds holding
Funds holding: 224 [Q4 2024] → 239 (+15) [Q1 2025]
1.59% more ownership
Funds ownership: 17.63% [Q4 2024] → 19.22% (+1.59%) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 78
40% less call options, than puts
Call options by funds: $9.3M | Put options by funds: $15.5M
Research analyst outlook
We haven’t received any recent analyst ratings for BBD.
Financial journalist opinion
Based on 3 articles about BBD published over the past 30 days
Neutral
Zacks Investment Research
2 weeks ago
BBD or HDB: Which Is the Better Value Stock Right Now?
Investors interested in Banks - Foreign stocks are likely familiar with Banco Bradesco (BBD) and HDFC Bank (HDB). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Zacks Investment Research
2 weeks ago
What Makes Banco Bradesco (BBD) a Strong Momentum Stock: Buy Now?
Does Banco Bradesco (BBD) have what it takes to be a top stock pick for momentum investors? Let's find out.
Positive
Reuters
3 weeks ago
Brazil reforestation firm re.green gets fresh financing in deal with BNDES, Bradesco
Brazilian reforestation startup re.green has obtained 80 million reais ($14.13 million) in financing from state development bank BNDES, it said on Monday, in a deal that also involved lender Bradesco as a financial intermediary.
Neutral
Zacks Investment Research
1 month ago
BBD vs. HDB: Which Stock Is the Better Value Option?
Investors looking for stocks in the Banks - Foreign sector might want to consider either Banco Bradesco (BBD) or HDFC Bank (HDB). But which of these two stocks presents investors with the better value opportunity right now?
Positive
Seeking Alpha
1 month ago
Bradesco Q1: Reporting More Than Promised (Rating Upgrade)
I am raising my recommendation from Hold to Buy on Bradesco shares due to strong earnings results and a successful turnaround. Bradesco's expanded loan portfolio grew 12.9% y/y, with improved credit quality and reduced non-performing loans, supporting the investment thesis. Net interest income increased 13.7% y/y, driven by loan portfolio growth and effective NPL control, enhancing financial results.
Neutral
Seeking Alpha
1 month ago
Banco Bradesco S.A. (BBD) Q1 2025 Earnings Call Transcript
Banco Bradesco S.A. (NYSE:BBD ) Q1 2025 Earnings Conference Call May 8, 2025 9:30 AM ET Company Participants Marcelo de Araujo Noronha - Chief Executive Officer Cassiano Ricardo Scarpelli - Vice President Andre Carvalho - Investor Relations Joao Carlos Gomes Da Silva - Executive Officer Ivan Lima de Queiroz – Credit Policy Manager Conference Call Participants Thiago Batista - UBS Daniel Vaz - Safra Mario Pierry - BofA Securities Gustavo Schroden – Citigroup Pedro Leduc – Itau Jorge Kuri - Morgan Stanley Rosman – Unidentified Company Enrique Navarro – Santander Eduardo Nishio - Genial Yuri Fernandes - JPMorgan Carlos Gomez-Lopez - HSBC Bernardo Guttmann - XP Investimentos Renato Meloni – Autonomous Tito Labarta - Goldman Sachs Marcelo de Araujo Noronha Good day, everyone.
Positive
Seeking Alpha
3 months ago
Banco Bradesco's 16% Earnings Yield Is Not So Attractive Amid Its Challenges
Bradesco's 4Q24 results show lagging loan growth, NII, and rising expenses, with key retail categories like credit cards and current accounts shrinking. Despite a 16% earnings yield, Bradesco's valuation is not attractive compared to peers like Santander Brasil and Banco do Brasil, which offer better growth and efficiency. Loan book grew 12% YoY, but the mix favored riskier segments; NII grew only 5.4% YoY, lagging behind loan growth.
Neutral
Seeking Alpha
4 months ago
Banco Bradesco S.A. (BBD) Q4 2024 Earnings Call Transcript
Banco Bradesco S.A. (NYSE:BBD ) Q4 2024 Earnings Conference Call February 7, 2025 8:30 AM ET Company Participants Marcelo de Araujo Noronha - Chief Executive Officer Cassiano Ricardo Scarpelli - Vice President Andre Carvalho - Investor Relations Joao Carlos Gomes Da Silva - Executive Officer Conference Call Participants Bernardo Guttmann - XP Investimentos Gustavo Schroden - Citigroup Daniel Vaz - Safra Thiago Batista - UBS Renato Meloni - Autonomous Mario Pierry - BofA Securities Pedro Leduc - Itau Yuri Fernandes - JPMorgan Carlos Gomez-Lopez - HSBC Eduardo Nishio - Genial Tito Labarta - Goldman Sachs Marcelo de Araujo Noronha Hello.
Neutral
Zacks Investment Research
4 months ago
Is the Options Market Predicting a Spike in Banco Bradesco (BBD) Stock?
Investors need to pay close attention to Banco Bradesco (BBD) stock based on the movements in the options market lately.
Positive
Seeking Alpha
4 months ago
Bradesco: Betting On A Slow But Steady Turnaround
Bradesco's stock has fallen 30% over the past year and 70% over five years, but profits rose 13% and delinquency rates improved. The Brazilian bank has been focusing on operational efficiency, reducing credit approval times by 40% and cutting the number of branches and service points by 42% since 2017. Bradesco trades at a 0.6x book value, offering an attractive dividend yield projected to exceed 10% in 2025-2026.
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