LND

BrasilAgro

3.94 USD
+0.03
0.77%
At close Updated Sep 17, 4:00 PM EDT
Pre-market
After hours
3.94
0.00
0%
1 day
0.77%
5 days
1.55%
1 month
5.63%
3 months
-1.75%
6 months
2.87%
Year to date
7.36%
1 year
-18.93%
5 years
-7.94%
10 years
28.34%
 

About: Brasilagro - Cia Bras de Prop Agricolas is a Brazil-based company, engaged in the acquisition, development, operation, and sale of rural properties suitable for agricultural activities. The business activity of the firm is operated through Real estate, Grains, Sugarcane, Cattle rising, Cotton, and Other segments. The Grains segment is involved in the production and sale of soybean and corn. The Sugarcane segment includes the sale of raw product. The Real Estate segment presents the P&L from operations carried out in the company's subsidiaries. The Cattle Raising segment consists of producing and selling beef calves after weaning, which characterizes the activity as breeding and the Other segment engages in other corporate activities. The majority of revenue is earned from Grain Segment.

Employees: 429

0
Funds holding %
of 7,463 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

14% more funds holding

Funds holding: 22 [Q1] → 25 (+3) [Q2]

1% more capital invested

Capital invested by funds: $5.93M [Q1] → $6.02M (+$86.9K) [Q2]

0.1% more ownership

Funds ownership: 1.44% [Q1] → 1.54% (+0.1%) [Q2]

Financial journalist opinion

Based on 3 articles about LND published over the past 30 days

Neutral
Seeking Alpha
4 days ago
BrasilAgro Closed Its Third Year Of Operational Challenges, And Remains Unattractive
BrasilAgro posted 4Q25 results, showing continued operational losses excluding land sales amid a tough agricultural cycle. FY26 outlook remains challenging for LND, with crop prices still low and input costs on the rise, complicating profitability. Despite short-term uncertainty, a long-term cyclical perspective does not reveal an attractive opportunity in LND shares.
BrasilAgro Closed Its Third Year Of Operational Challenges, And Remains Unattractive
Neutral
Seeking Alpha
9 days ago
BrasilAgro - Companhia Brasileira De Propriedades Agrícolas (LND) Q4 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2025 Earnings Call September 4, 2025 9:00 AM EDT Company Participants Ana Paula Zerbinati Gama - Investor Relations Manager & Institute Director André Guillaumon - CEO & Member of Board of Executive Officers Gustavo Lopez - CFO, Investor Relations Officer & Member of Board of Executive Officers Conference Call Participants Thiago Duarte - Banco BTG Pactual S.A., Research Division Pedro Fonseca Presentation Ana Paula Zerbinati Gama Investor Relations Manager & Institute Director Good morning, everyone.
BrasilAgro - Companhia Brasileira De Propriedades Agrícolas (LND) Q4 2025 Earnings Call Transcript
Positive
Seeking Alpha
9 days ago
BrasilAgro Q4 2025: Challenging Quarter, But Upside Is Attractive
I reiterate my buy recommendation on BrasilAgro despite weak Q4 results, citing a 26.5% upside based on my DCF valuation. The company's unique model—improving and selling farmland—remains resilient, with management projecting crop recovery and operational improvement in the coming quarters. LND's position in the perennial, globally competitive Brazilian agribusiness sector and attractive valuation support a favorable long-term risk-return profile.
BrasilAgro Q4 2025: Challenging Quarter, But Upside Is Attractive
Positive
Seeking Alpha
1 month ago
BrasilAgro: Tariffs Winner With Market-Leading Margins And Dividend Yields
BrasilAgro is a financially healthy Brazilian agriculture company with industry-leading margins that has historically been a solid compounder. The stock is currently fairly valued as its growth potential is balanced by a high degree of volatility from commodity prices and currency fluctuations. The company's performance is heavily influenced by a combination of Brazilian politics, interest rates, exchange rates and China's demand for agricultural exports.
BrasilAgro: Tariffs Winner With Market-Leading Margins And Dividend Yields
Positive
Seeking Alpha
1 month ago
3 High-Yielding REITs I'm Buying
A high dividend yield is typically a red flag. But there are some exceptions. I highlight 3 REITs with yields of up to 8% that I am buying.
3 High-Yielding REITs I'm Buying
Neutral
Seeking Alpha
4 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Ana Paula Zerbinati - IR & Capital Market Head André Guillaumon - CEO Gustavo Lopez - CFO & IRO Conference Call Participants Pedro Fonseca - XP Guilherme Guttilla - BTG Pactual Bruno Tomazetto - Itaú Ana Paula Zerbinati Good morning, everyone. We are here once again to disclose our earnings for BrasilAgro.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2025 Earnings Call Transcript
Positive
Seeking Alpha
4 months ago
BrasilAgro: A Possible Beneficiary Of The Trade War
I am upgrading my recommendation on BrasilAgro shares from Hold to Buy due to the US-China Trade War creating a significant opportunity. BrasilAgro's resilient business model and solid financial health make it less dependent on climate events compared to peers. The company acquires, develops, and sells farms, reducing exposure to climate problems and enhancing asset value.
BrasilAgro: A Possible Beneficiary Of The Trade War
Positive
Seeking Alpha
7 months ago
BrasilAgro's Markets Are Improving Moderately, But The Stock Remains Uninteresting
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's Q2 2025 results were mixed, with strong sugarcane performance offset by challenges in soybeans and large FX derivative losses. Sugarcane harvest was positive, with increased yields and favorable pricing, while soybean and corn outlooks remain uncertain. Operational adjusted EBITDA margins improved to 20%, but high depreciation and interest costs led to continued negative operational net income.
BrasilAgro's Markets Are Improving Moderately, But The Stock Remains Uninteresting
Neutral
Seeking Alpha
7 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q2 2025 Results Conference Call February 7, 2025 8:00 AM ET Company Participants Ana Paula Zerbinati - IR & Capital Market Head André Guillaumon - CEO Gustavo Lopez - CFO & IRO Conference Call Participants Pedro Fonseca - XP Bruno Tomazetto - Itaú Thiago Duarte - BTG Ana Paula Zerbinati Good morning, everyone. We are here for another Earnings Call at BrasilAgro to disclose our Second Quarter of our Harvest Year '25-'26, which represents the First Half of the Year.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2025 Earnings Call Transcript
Positive
Seeking Alpha
9 months ago
BrasilAgro Is Cheaper After Q1 2025, But Still Not An Opportunity
BrasilAgro's 1Q25 results show improved margins in soybeans and sugarcane, but operational profits still don't cover D&A and interest. The sale of the Taquari farm generated significant gains but reflects a strategy of selling assets in a weak market. Hedging at challenging BRL exchange rates could negatively impact margins, despite pre-purchasing 85% of fertilizers.
BrasilAgro Is Cheaper After Q1 2025, But Still Not An Opportunity
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