Banco Macro

BMA

Market cap $5.48B

Banco Macro S.A. remains structurally well-positioned despite weak Q3 '25 results, with excess capital, low leverage, and a dominant retail/SME franchise. BMA's profitability is currently suppressed by Argentina's monetary transition, but core pillars—solid funding, liquidity, and manageable NPLs—remain intact. The investment thesis hinges on Argentina's ongoing disinflation and expected economic stabilization in 2026, which should revive NIM, ROE, and credit growth for BMA.

BUENOS AIRES, Argentina , Nov. 26, 2025 /PRNewswire/ -- Banco Macro S.A. (NYSE: BMA; BYMA: BMA) ("Banco Macro" or "BMA" or the "Bank") announced today its results for the third quarter ended September 30, 2025 ("3Q25").

Investors with an interest in Banks - Foreign stocks have likely encountered both Mizuho (MFG) and Banco Macro (BMA). But which of these two stocks is more attractive to value investors?

Banco Macro surged after Milei's pro-market victory, supported by strong Q2 results showing 209% YoY profit growth and rising efficiency amid improving macro conditions. Solid fundamentals underpin the rally: robust capital ratios (Tier 1 29.9%), high liquidity (67%), and strong credit quality with 140% coverage. Political stability and structural reforms could spark a new credit cycle, positioning Banco Macro as one of Argentina's best-leveraged banks for recovery.

Argentinian lender Banco Macro (BMA 17.46%) is preparing to spend millions of dollars on buying back its own stock, and investors were over the moon about it. They expressed this by pushing the South American bank's American Depositary Receipts (ADRs) up by over 17% that trading session.

BUENOS AIRES, Argentina , Oct. 8, 2025 /PRNewswire/ -- Banco Macro S.A. (NYSE: "BMA"; ByMA: "BMA") ("Banco Macro" or the "Bank") announces today that the Board of Directors of the Bank has decided to establish the terms and conditions for the repurchase of shares issued by the Bank, in accordance with Article 64 of Law No 26,831 and Rules of the CNV (Comisión Nacional de Valores) This decision has been adopted based on the current domestic and international macroeconomic context and the fluctuations in the capital market in general, which has materially affected the price of domestic shares, including the quotation of the shares of the Bank.

October's top monthly dividend stocks offer high yields, with many providing annual dividends from $1,000 invested exceeding share prices, but carry volatility risks. Banco Macro, ARMOUR Residential, and Horizon Technology Finance lead projected gains, with average net gain estimates of 39.98% on $1,000 invested. Analyst estimates suggest the five lowest-priced MoPay stocks may outperform the top ten overall, highlighting contrarian opportunities for income-focused investors.

Banco Macro (NYSE:BMA) stock currently sits in Phase 8 of its 18-phase Adhishthana cycle on the weekly chart, and its outlook isn't looking promising. Here's a breakdown under the lens of the Adhishthana Principles.

Banco Macro remains a strong play on Argentina's macro turnaround, but recent political setbacks have increased risk and triggered a sharp selloff. Despite political headwinds, the bank's fundamentals are improving, with strong loan growth, declining reliance on government bonds, and robust capitalization. Valuation has become attractive after a significant de-rating, offering a compelling entry point for contrarian investors if reforms continue.

Banco Macro S.A. (NYSE:BMA ) Q2 2025 Earnings Conference Call August 28, 2025 11:00 AM ET Company Participants Jorge Francisco Scarinci - CFO, Finance Manager & IR Manager Nicolas A.