The week of July 13–17 was marked by governance changes and significant capital raises. Vale (VALE3) announced a new chairman for its board of directors and also reported that it will not invest in the Corumbá mine, adjusting its asset portfolio. In the power sector, Engie Brasil (EGIE3) completed a share offering that raised R$ 8.4 bn, while Eneva (ENEV3) reported gross generation of 2,537 GWh in 2Q26 and ISA Energia (ISAE3, ISAE4) registered an offering of up to 44.4 mn preferred shares (PN). Axia Energia (AXIA3) approved an issue of R$ 500 mn in debentures and completed the sale of 49% in special purpose entities (SPEs) for R$ 451.4 mn, strengthening its financing structure.

Among construction and development companies, Cyrela (CYRE3) reported launches of R$ 3.8 bn in 2Q26, EZTEC (EZTC3) totaled R$ 1.7 bn in launches in 1H26, and Lavvi (LAVV3) reached R$ 875 mn in sales in 2Q26. Plano&Plano (PLPL3) reported a general sales value (PSV) of launches of R$ 826 mn, Helbor (HBOR3) recorded sales of R$ 338.5 mn, and Even (EVEN3) reported launches of R$ 677 mn in 2Q26, while Melnick (MELK3) posted net sales of R$ 108 mn in the quarter. The sector also saw capital moves: CAIXA Asset came to hold 5% of Helbor (HBOR3) and LAD Capital reached 14% of Gafisa (GFSA3). In the vehicles and logistics market, Grupo Vamos (VAMO3) reported net revenue of R$ 1.6 bn in 2Q26 and Movida (MOVI3) reported profit of R$ 135.6 mn in the period.

In the financial and insurance segment, Caixa Seguridade (CXSE3) approved the start of a process for a new insurance partnership, while Itaú Unibanco (ITUB4) announced a R$ 1.4 bn buyback program for financial bills. B3 (B3SA3) reported a 17% increase in equity trading volume in Jun/26, while BlackRock came to hold 10% of B3 (B3SA3) and reduced its stake in Usiminas (USIM5) to 5%. Banco Pine (PINE4) approved the cancellation of 2 mn preferred shares (PN), and TOTVS (TOTS3) completed the buyback of 20 mn treasury shares. In insurance and healthcare, Fras-le (FRAS3) approved interest on equity (JCP, a form of shareholder compensation similar to dividends, but with different tax treatment) of R$ 0.251577 per share for 2026, while Rede D'Or (RDOR3) completed the contribution of properties into a hospital partnership and Bradsaúde (SAUD3) completed the inclusion of assets in a partnership with Rede D'Or itself.

Other highlights included Oncoclínicas (ONCO3), which registered a R$ 500 mn debenture offering and, in parallel, filed for out-of-court reorganization, with Josephina III reducing its stake in the company to 9%. In the education sector, Ânima Educação (ANIM3) announced the acquisition of FMU for R$ 410 mn and the opening of 60 annual medical school seats at Cruzeiro do Sul (CSED3), while investor Rômulo Castanho reached a 9% stake in Ânima. In consumer goods and energy, Camil (CAML3) reported profit of R$ 28 mn and EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 210 mn in 1Q26, Energisa (ENGI3) announced an average 10% tariff increase at ESS, and Axia Energia (AXIA3) and Brava Energia (BRAV3) moved their structures, with the latter announcing the resumption of a tender offer (OPA) for control. The week also featured dividend and JCP announcements from Telefônica Brasil (VIVT3), Iguatemi (IGTI11), Wiz Co (WIZC3) and Bradespar (BRAP4), in addition to management and capital structure changes at Copel (CPLE3), Light (LIGT3), Terra Santa (LAND3), Vittia (VITT3), Orizon (ORVR3) and Neogrid (NGRD3), among others.

See the full reports

Invest in global stocks with eToro

Buy shares of Apple, Tesla, Amazon, and other global companies directly on the platform.

Open an eToro account

Commercial partner · Investing involves risk of capital loss · eToro is not regulated as a financial services provider in Brazil, and its services are not supervised by the CVM.

Tags:
HBSA3ORVR3ONCO3PMAM3ENJU3Weekly Summary