Second-quarter figures stood out with WEG (WEGE3) reporting profit of R$ 1.6 bn and EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 2.2 bn in 2Q26, while Vale (VALE3) reported production of 84.3 Mt of iron ore in the period and inquiries to the CVM related to the extraordinary general meeting of July 22, called to vote on the departure of a board member. Embraer (EMBJ3) expanded its commercial backlog by announcing an agreement to sell up to 45 E195-E2 jets, in addition to new firm orders for five E195-E2s from Binter and three E190-E2s from Luxair. In the energy sector, Petrobras (PETR4) approved an interim transitional executive officer and recorded R$ 1.7 bn in a new diesel subsidy, while Eneva (ENEV3) reported a R$ 340 mn agreement with Vale.

The period was also marked by corporate transactions, offerings and capital decisions. ISA Energia (ISAE4) approved a R$ 1.2 bn preferred share offering, Dasa (DASA3) completed a R$ 700 mn debenture issue and Azevedo & Travassos (AZEV3) finalized a R$ 191.6 mn transaction. Simpar (SIMH3) announced the sale of CS Porto Aratu for R$ 1.8 bn, while Triunfo (TPIS3) disclosed an agreement related to the Concebra concession. In governance and capital, Light (LIGT3) approved a R$ 4.8 mn capital increase, announced the suspension of trading in the LIGT12 security and saw BTG Pactual reach a 19% stake, while Desktop (DESK3) approved a R$ 239 k capital increase and Mitre Realty (MTRE3) authorized the buyback of up to 6.3 mn shares.

Among changes of control, material stakes and reorganizations, the market followed Dynamo reaching 25% of Localiza’s (RENT4) preferred shares, Goldman Sachs reaching 5% of Movida (MOVI3) and reducing its derivative exposure to 0.7% in Oncoclínicas (ONCO3), as well as BlackRock coming to hold 10% of B3 (B3SA3) and Fator Capital acquiring 7% of Gafisa (GFSA3). Brava Energia (BRAV3) approved a favorable opinion on the tender offer, while Axia Energia (AXIA3) called a shareholders’ meeting to merge four subsidiaries. In governance, Raízen (RAIZ4) approved a new vice-chair of the board and also announced the sale of the Usina Caarapó for R$ 760 mn, Motiva (MOTV3) reported resignations and new appointments to the board, Eternit (ETER3) began a succession process in the industrial executive board, B3 (B3SA3) named a new vice president of technology, Cogna (COGN3) announced a new statutory officer and Rumo (RAIL3) reported a change in the head of operations.

Dividends and operating indicators rounded out the week. Allos (ALOS3) approved dividends of R$ 0.29 per share, Jalles Machado (JALL3) set dividends of R$ 0.008012492 per share, Unifique (FIQE3) approved interest on equity (JCP, a form of shareholder remuneration that is booked as a financial expense) of R$ 0.0770 per share and CEB (CEBR3, CEBR5, CEBR6) authorized dividends of up to R$ 1.10 per share. Automob (AMOB3) reported gross revenue of R$ 3.7 bn in 2Q26, Trisul (TRIS3) reported net sales of R$ 465.2 mn in the quarter and Energisa (ENGI11) recorded a 4% increase in power consumption in 2026. Also drawing attention were the AAA (bra) rating assigned by Fitch to Grupo Mateus (GMAT3), the redemption of US$ 400 mn in notes by Iochpe-Maxion (MYPK3), the cancellation of 21.5 mn shares approved by Marfrig (MBRF3), contracts and regulatory decisions at companies such as EcoRodovias (ECOR3), Romi (ROMI3), Gafisa (GFSA3), Biomm (BIOM3) and the changes to monthly revenue disclosure announced by Randon (RAPT4) and Fras-le (FRAS3).

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