PETR4 pays R$ 3.2 bn in auction bonuses and RECV3 buys new blocks

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The week of October 5–9, 2026 focused on oil, construction, and corporate restructurings. Petrobras (PETR4) reported R$ 3.2 bn in bonuses from ANP auctions, while PetroReconcavo (RECV3) announced the purchase of 2 exploratory blocks and reported production of 23,500 boe/day in September. PRIO (PRIO3) announced wins in the Magnetita and Hematita blocks in the ANP round and daily output of 192,600 boepd in September, while Brava Energia (BRAV3) reported production of 82.4 kboe/d in 3Q26. In retail and consumer, Americanas (AMER3) completed the sale of 1 more HNT store for R$ 1.875 mn, Camil (CAML3) posted profit of R$ 41.3 mn and EBITDA (earnings before interest, taxes, depreciation and amortization) of R$ 225 mn in 2Q26, and Natura (NATU3) reported R$ 111 mn in climate risk mitigation expenses.

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In corporate and capital decisions, Helbor (HBOR3) stood out: the controlling shareholder undertook to sell 67 mn shares in a tender offer (OPA), while Helbor itself announced a tender offer at R$ 2.52 per share, jointly with HBR Realty (HBRE3), which also launched an offer under the same terms of R$ 2.52. Desktop (DESK3) reported a request for a unified tender offer at R$ 19.13 per share and Méliuz (CASH3) approved a R$ 160 mn reduction in its capital stock. Dexco (DXCO3) announced a partial spin-off of its forestry subsidiary, and Azevedo & Travassos (AZEV3; AZEV4) reported a capital increase, while OranjeBTC (OBTC3) announced the granting of options on 880,000 shares. In the financial sector, Santander Brasil (SANB11) approved the payment of interest on equity (JCP, a form of shareholder remuneration) of R$ 0.40 per unit and Bradesco (BBDC4) adjusted its JCP to R$ 0.32 and R$ 0.36 per share.

In real estate and construction, EZTEC (EZTC3) reported R$ 1.8 bn in net sales in 9M26 and announced the launch of a tower with a gross development value (VGV) of R$ 250 mn. Cury (CURY3) booked net sales of R$ 2 bn in 3Q26, Tenda (TEND3) reported launch VGV of R$ 1.52 bn in 3Q26 and Moura Dubeux (MDNE3) reported launches of R$ 1.5 bn in the period. MRV (MRVE3) reported cash generation of R$ 456 mn in 3Q26 and Trisul (TRIS3) posted profit of R$ 213 mn in 2025. There were also share buybacks and corporate adjustments: Grupo GPS (GGPS3) approved a buyback of up to 37.6 mn shares, Assaí (ASAI3) completed the repurchase of 11.3 mn shares and Vitru Educação (VTRU3) announced a new chief financial officer and head of investor relations. In sanitation and infrastructure, Copasa (CSMG3) reported a 1.1% increase in water volume in 3Q26 and a material fact that BlackRock reached 5% of its capital, while EcoRodovias (ECOR3) reported precautionary recomposition of R$ 104.9 mn and an 8.3% increase in traffic in 2026.

Among other material facts, SLC Agrícola (SLCE3) released projections for the 2026/27 crop, Motiva (MOTV3) reported a 31% increase in total traffic in September 2026 and Priner (PRNR3) combined an announcement of a capital increase of up to R$ 220 mn with gross revenue of R$ 553.9 mn in 3Q26. Profarma Distribuição (PFRM3) raised R$ 300 mn in debentures (debt securities) and Tupy (TUPY3) approved the repurchase of up to R$ 250 mn in debentures. CSN (CSNA3) reported the potential sale of SWT for € 550 mn, GPA (PCAR3) recorded court approval of its restructuring plan and Smart Fit (SMFT3) announced an investment of up to R$ 32 mn in the Buddha Spa chain. The week also saw heavy share flow, with changes in relevant stakes held by funds and asset managers in companies such as Movida (MOVI3), C&A (CEAB3), Gerdau (GGBR4), Metalúrgica Gerdau (GOAU4), Unipar (UNIP6), Allos (ALOS3), B3 (B3SA3), Vibra (VBBR3), Helbor (HBOR3), Iguatemi (IGTI4; IGTI11), Espaçolaser (ESPA3), Axia Energia (AXIA3), Assaí (ASAI3), Grupo SBF (SBFG3) and Allied (ALLD3), in addition to internal restructurings at companies such as Hapvida (HAPV3) with a rating downgrade, Eneva (ENEV3) with the acquisition of 6 blocks in the Parnaíba Basin, and one-off events such as fires in areas or units of Terra Santa (LAND3) and Viveo (VVEO3), the resignation of a board member at Celesc (CLSC3; CLSC4) and changes in the executive board at Dotz (DOTZ3) and on the board at Azzas (AZZA3).