IRSA Inversiones y Representaciones

IRS

Market cap $1.29B

Top ten GASV stocks offer projected average net gains of 50.81% by December 2026, with yields ranging from 8.16% to 12.74%. Seventeen of thirty 'safer' lowest-priced GASV stocks are currently fair-priced and ideal for dividend-focused investors seeking value. Analyst targets suggest the five lowest-priced, highest-yield GASV stocks could deliver 21.77% higher gains than the broader top ten group.

I rate IRSA (IRS) a buy, citing robust mall operations and the transformative Ramblas development unlocking substantial earnings growth. IRS benefits from a resilient mall model—98% occupancy, inflation-linked leases, and expansion to 458k sqm GLA by 2028. Ramblas, now monetizing after decades of dormancy, could add US$50–80M annually, driving over 30% EBITDA growth by 2028.

The December Dividend Power list identifies 35 high-yield stocks, with 14 offering 'safer' dividends backed by free cash flow yields exceeding dividend yields. Top actionable picks include Annaly Capital, Barings BDC, Noah Holdings, Blue Owl Capital, and SLR Investment, all meeting the dogcatcher ideal for safety and value. Analyst projections estimate average net gains of 38.75% for the top ten Dividend Power stocks by December 2026, with risk profiles generally below market average.

IRSA delivered resilient Q1 FY2026 results, maintaining high occupancy and revenue growth, despite Argentina's election-driven uncertainty. IRSA's rental segment and dollarized office portfolio provided stability, offsetting weaker mall sales, and hotel segment pressure from FX and seasonality. The company's disciplined financial management is evident in low leverage (1.6x EBITDA), high dividend yield (~9%), and continued development activity.

Top ten large-cap value 'GASV dogs' offer projected average net gains of 46.31% by November 2026, with yields from 8.09% to 11.74%. Seventeen of twenty-seven 'safer' lowest-priced GASV stocks are currently buyable, meeting strict dividend and price criteria for fair value. Analyst targets suggest the five lowest-priced, highest-yield GASV stocks could deliver 6.86% higher gains than the top ten as a group.

Of 35 November Dividend Power Dogs, 12 are recommended for "safer" dividends, with free-cash-flow-yields exceeding dividend-yields, and returns from $1,000 invested equaling-or-exceeding share-price, making them ideal buys. Analyst forecasts project average net gains of 36.78% for the top ten DiviPower stocks by November 2026, with strong upside potential in select financials. Caution is advised for stocks with negative free cash flow margins, as 18 of 35 are considered cash-poor and riskier for dividend sustainability.

IRSA Inversiones y Representaciones Sociedad Anónima ( IRS ) Q1 2026 Earnings Call November 6, 2025 10:00 AM EST Company Participants Santiago Donato - Investor Relations Officer Matias Gaivironsky - Chief Financial & Administrative Officer Jorge Cruces - Chief Investment Officer Presentation Santiago Donato Investor Relations Officer Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the First Quarter 2026 Results Conference Call.

BUENOS AIRES, Argentina , Nov. 6, 2025 /PRNewswire/ -- IRSA Inversiones y Representaciones S.A. (NYSE: IRS; BYMA: IRSA), the leading real estate company in Argentina, announces today its results for the first quarter of the Fiscal Year 2026 ended September 30, 2025.

BUENOS AIRES , Oct. 24, 2025 /PRNewswire/ -- IRSA Inversiones y Representaciones S.A. (NYSE: IRS; ByMA: IRSA), the leading real estate company in Argentina, announces that it has filed with the SEC the 20-F Form for Fiscal Year 2025 ended June 30, 2025.

Thirteen of 35 October Dividend Power Dogs are recommended for their "safer" dividends, with free cash-flow yields exceeding dividend yields, making them ideal buys. The Dividend Power strategy focuses on high earnings yield and high dividend yield, creating a resilient portfolio for both downturns and bull markets. Analysts project significant gains for the top ten DiviPower stocks by October 2026, with potential net gains ranging from 36% to 190.33%.