LND

BrasilAgro

3.71 USD
+0.10
2.77%
At close Mar 14, 4:00 PM EDT
1 day
2.77%
5 days
-0.27%
1 month
-1.59%
3 months
-2.11%
6 months
-25.35%
Year to date
1.09%
1 year
-21.89%
5 years
28.37%
10 years
40.53%
 

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 7,372 funds
Analysts bullish %

Fund manager confidence

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

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

39% more funds holding

Funds holding: 18 [Q3] → 25 (+7) [Q4]

16% more capital invested

Capital invested by funds: $5.5M [Q3] → $6.37M (+$864K) [Q4]

0.57% more ownership

Funds ownership: 1.14% [Q3] → 1.71% (+0.57%) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for LND.

Financial journalist opinion

Positive
Seeking Alpha
1 month 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
1 month 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
3 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
Neutral
Seeking Alpha
4 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q1 2025 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Market Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Soares - BTG Gustavo Troyano - Itau Guilherme Guttilla - BTG Ana Paula Zerbinati Good morning, everyone. We are gathered here together for an Earnings Call for BrasilAgro.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q1 2025 Earnings Call Transcript
Neutral
Seeking Alpha
6 months ago
BrasilAgro's Q4: Extended Weak Performance And Dividend Concerns
BrasilAgro's investment thesis faces challenges due to low commodity prices and difficulties in acquiring land, impacting its dividend sustainability and growth prospects. Despite weak recent earnings, strong cash generation and strategic land sales have supported dividends, but future yields remain uncertain. The company's valuation remains attractive, trading below its Net Asset Value, offering a potential entry point for long-term investors.
BrasilAgro's Q4: Extended Weak Performance And Dividend Concerns
Neutral
Seeking Alpha
6 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q4 2024 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q4 2024 Earnings Conference Call September 1, 2024 9:00 AM ET Company Participants Ana Paula Zerbinati - Investor Relations & Capital Markets Head André Guillaumon - Chief Executive Officer Gustavo Lopez - Chief Financial Officer & Investor Relations Officer Conference Call Participants Pedro Fonseca - XP Ana Paula Zerbinati [Interpreted] Good morning to all. We are here for our call at the end of the year for 2023-2024.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q4 2024 Earnings Call Transcript
Neutral
Seeking Alpha
10 months ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q3 2024 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (NYSE:LND ) Q3 2024 Earnings Conference Call May 9, 2024 9:00 AM ET Company Participants André Guillaumon - CEO Gustavo Lopez - CFO and IR Officer Conference Call Participants Pedro Fronseka - XP Unidentified Company Representative Good morning, everyone. We're here for another earnings call from BrasilAgro Third Quarter Meeting January to March 2024.
Neutral
Seeking Alpha
1 year ago
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2024 Earnings Call Transcript
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Q2 2024 Earnings Call Transcript
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