$XP

According to a Valor report dated Aug. 7, XP Asset Management, the fund arm of XP Inc., surpassed R$300 billion (US$58.7 billion) in assets under management in the first half of 2026. XP said it plans to expand managed portfolios (carteiras administradas) to retail clients, aiming to benefit from Brazil’s high Selic rate above 10%.

Brazil’s BRB bailout for the government-owned Bank of Brasília has stalled for six weeks after a Supreme Court-approved deal. The deposit-guarantee fund loan and district counter-guarantees depend on private banks agreeing on risk sharing. Private banks including Itaú, Santander, Bradesco, BTG Pactual and XP want Banco do Brasil and Caixa to post counter-guarantees, which the government rejects. Signing slipped to July 31; BRB faces about 2.5m reais in daily fines and estimates a ~9bn reais hole

XP Inc. (NASDAQ:XP) saw unusually heavy options activity Tuesday, with traders buying 25,642 call options versus a typical 4,494 daily calls (+471%). Analysts cited mixed views: UBS raised its target to $28 (buy), Weiss upgraded to hold, and Zacks cut to hold; consensus target is $23.40. Shares fell to $16.42. XP also authorized a share buyback and declared a $0.20 annual dividend (record June 10; pay June 18).

XP Inc. reported lower-than-expected Q1 earnings and sales, causing its shares to dip in pre-market trading. Following this, several other stocks, including Akamai Technologies, Mako Mining Corp, and Openlane Inc., also saw declines in the pre-market session. Akamai Technologies' decline came after announcing plans for a $1.3 billion senior notes offering.

As U.S. stock futures indicate a higher opening on Tuesday, investors are focusing on several key companies. Home Depot (HD) and Amer Sports (AS) are expected to report their quarterly earnings, with analysts providing estimates for both revenue and EPS. Other companies like XP Inc. (XP), Akamai Technologies (AKAM), and Toll Brothers (TOL) are also in the spotlight due to recent financial results, strategic announcements, or upcoming earnings reports.

XP Inc. announced a cash dividend of US$0.20 per Class A common share, totaling approximately R$500 million, payable on June 18, 2026. The company also authorized a new share repurchase program of up to R$1.0 billion of its Class A common shares, starting May 19, 2026, and running until May 20, 2027, funded by existing cash reserves. These actions are part of XP's capital allocation strategy to return value to shareholders.

XP Inc. (NasdaqGS:XP) has garnered attention after its 2025 audited results, showing improved earnings, strong cash flow, a dividend, and a share repurchase plan. Despite recent share price fluctuations, the stock is considered 23.3% undervalued by Simply Wall St's narrative, with analysts targeting a significantly higher price. However, potential risks include increased competition and regulatory changes in Brazil impacting fee income.

Kalshi has partnered with Brazilian financial institution XP Inc to introduce regulated prediction markets to Brazil, making XP the first institution to offer this asset class in the country. This collaboration allows XP International clients to access Kalshi's products, marking its first availability outside the US. The initiative aims to broaden investors' horizons and provide new tools for scenario analysis and portfolio protection, focusing initially on financial and economic events.

XP Inc. is reorganizing the ownership of its controlling entity, XP Control LLC, by adding senior executives Thiago Maffra and José Berenguer as voting partners and buying out three original partners' stakes. Despite a reduction in direct economic interest to 18% of Class A shares, XP Control LLC will maintain at least 69% of XP's voting power, with founder Guilherme Benchimol remaining the majority unitholder. This strategic realignment aims to enhance governance, stabilize the control structure, and support long-term value creation for stakeholders.

The mean of analysts' price targets for XP Inc.A (XP) points to a 32.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.