AZUL3 records new major shareholder and capital increase during the week

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The week of October 19–23 was highlighted by Azul (AZUL3), which recorded the entry of American Airlines with a 7.94% stake in its capital, while at the same time approving a capital increase of R$ 512.8 mn. In the restructuring arena, Oncoclínicas (ONCO3) filed a new recovery plan worth R$ 5.7 bn, while Americanas (AMER3) announced the conclusion of its judicial recovery and Casas Bahia (BHIA3) reported the ratification of its recovery request. In the retail and consumer segment, Americanas also completed the sale of one more HNT store for R$ 660 thousand.

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On the earnings and operating indicators front, WEG (WEGE3) reported profit of R$ 1.7 bn in 3Q26 and Bradesco (BBDC4) posted recurring profit of R$ 7.1 bn in the same period, in addition to approving a share buyback program of up to 106.6 mn shares. Among other quarterly releases, Simpar (SIMH3) reported net revenue of R$ 11.9 bn, Grupo Vamos (VAMO3) posted net revenue of R$ 1.6 bn and Bradsaúde (SAUD3) reported profit of R$ 1.1 bn along with the announcement of dividends of R$ 0.34 per share. On the industrial side, Romi (ROMI3) recorded profit of R$ 42.7 mn in 3Q26, while JSL (JSLG3) announced R$ 2.8 bn in new contracts and gross revenue of R$ 3.1 bn in the quarter.

The period was also marked by fundraising, debt and corporate moves. Vale (VALE3) announced a request for a Panda Bond program of up to RMB 10 bn, while Localiza (RENT3) raised R$ 1 bn in debentures maturing in 24 months and Banco BMG (BMGB4) raised R$ 426 mn in financial bills. In share capital, Raízen (RAIZ4) announced a minimum capital increase of R$ 3.5 bn and Banco ABC Brasil (ABCB4) recorded a capital increase of R$ 169 mn. Among buybacks and share adjustments, União Pet (AUAU3) approved a program for up to 17.6 mn shares, Auren Energia (AURE3) announced a buyback of up to 1.95 mn shares, Dexxos (DEXP3, DEXP4) approved the cancellation of 560 thousand preferred shares and is studying the conversion of preferreds, and Axia Energia (AXIA3) disclosed plans for conversion and redemption of PNC shares, including redemption at R$ 58.72 and the cancellation of 32 mn PNC shares.

Among mergers, acquisitions and strategic adjustments, M. Dias Branco (MDIA3) announced the purchase of 80% of Grespan for R$ 208 mn, Grupo GPS (GGPS3) completed the acquisition of 55% of Grupo SEI and Wiz Co (WIZC3) signed the sale of 39.75% of Inter Seguros for R$ 409.5 mn, a move that took place amid a weekly decline in the shares. In the telecom and connectivity sector, Unifique (FIQE3) and Brisanet (BRST3) entered into agreements with AST SpaceMobile to offer satellite broadband in Brazil. There were also relevant regulatory and corporate decisions: GPA (PCAR3) had its recovery plan ratified by the court, Braskem (BRKM3/BRKM5) filed a Chapter 11 petition against a subsidiary and recorded a reduction in NSP Investimentos’ stake, Equatorial (EQTL3) defined a plan to recompose the audit committee and reported an average 7% tariff adjustment in Goiás, while several institutional investors adjusted their positions, such as Charles River in BrasilAgro (AGRO3), BlackRock in Kepler Weber (KEPL3) and Lojas Renner (LREN3), and the Alaska, Canada Pension Plan, Phronesis and Fourth Sail funds in Celesc (CLSC3/CLSC4), Equatorial, Alupar (ALUP4) and Iguatemi (IGTI3, IGTI4, IGTI11).