Banco Bradesco S.A. Sponsored ADR Pfd Stock News

Bombardier Inc. ( BBD.B:CA ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Francis Richer de La Fleche - Vice President of Financial Planning & Investor Relations Eric Martel - President, CEO & Director Bart Demosky - Executive VP & CFO Conference Call Participants Tim James - TD Cowen, Research Division Myles Walton - Wolfe Research, LLC Benoit Poirier - Desjardins Se...

Bradesco remains a buy ahead of Q3 2025 earnings, driven by resilient credit growth and effective NPL control amid a challenging macro backdrop. Expectations for Banco Bradesco include a credit portfolio of BRL 1.04 trillion, stable NPLs at 4.1%, and NII growth of 16.9% YoY. I will estimate a target of 1.2x P/B, considering that the company has traded well above this level in the past.

Bradesco's strong 2Q25 results and attractive valuation are overshadowed by rising risk from aggressive SME and rural lending amid Brazil's credit crunch. Revenue and net income growth are robust, driven by higher loan volumes and cost control, but sustainability is questionable as riskier segments expand. Despite stable current risk metrics, Bradesco's history of poor credit cycle management a...

Banco Bradesco S.A. (NYSE:BBD ) Q2 2025 Earnings Call July 31, 2025 9:30 AM ET Company Participants Andre Rodrigues Cano - Executive Vice President of Banco Bradesco S.A.

Bradesco delivered strong Q2 growth in earnings, credit, and profitability, outpacing sector averages and consolidating its operational recovery. Despite improving fundamentals, Bradesco's stock still trades at a deep discount to sector and historical multiples. The bank's digital transformation and efficiency initiatives are driving sustainable gains, while dividend yields remain among the hig...

Bradesco's loan portfolio grew 11.7% year-over-year, led by strong gains in personal and MSME lending, aligning with the bank's strategic focus. Non-performing loans remained stable at 4.1%, with annual improvement, reflecting effective risk management even in a challenging economic environment. Net interest income rose 15.8% year-over-year, driven by a favorable loan mix and higher credit volu...