XP (XP)

• Market cap: $8.5B
• 1 day: 3.52%
• 5 days: 16.76%
• 1 month: 34.96%
• 3 months: 29.22%
• 6 months: 10.30%
• Year to date: 56.90%
• 1 year: -14.92%
• 5 years: -33.58%
• 10 years: -46.23%
• Sector: Financials
• Industry: Capital Markets

About: XP Inc is a Cayman Island-based technology-driven financial services platform. It is a provider of low-fee financial products and services in Brazil. The company evaluates its business through a single segment such as monitoring operations, making decisions on fund allocation, and evaluating the performance. It generates revenue through the Brokerage commission.

Employees: 7,442

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

71% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $15.8M

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

13% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 60

1.88% more ownership

Funds ownership: 78.08% [Q3] → 79.96% (+1.88%) [Q4]

1% more funds holding

Funds holding: 288 [Q3] → 290 (+2) [Q4]

10% less funds holding in top 10

Funds holding in top 10: 10 [Q3] → 9 (-1) [Q4]

32% less capital invested

Capital invested by funds: $6.12B [Q3] → $4.15B (-$1.97B) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $24 30% upside
• Avg. target: $24 30% upside
• High target: $24 30% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Morgan Stanley Jorge Kuri 30% 1-year accuracy 3 / 10 met price target

30% upside $24

Overweight Upgraded

13 May 2025