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Overview
- The Ibovespa climbed 2.03% to a record 189,699 after topping 190,000 intraday, with nonresident purchases reaching R$30.5 billion in 2026 and the dollar easing to R$5.1869.
- Banco do Brasil’s adjusted profit fell 45% in 2025 to R$20.685 billion, but a stronger‑than‑expected Q4 result of R$5.742 billion and 2026 guidance of R$22–26 billion lifted shares about 5% in early Thursday trading, even as NPLs over 90 days rose to 5.17%.
- TIM reported roughly R$1.35 billion in Q4 profit, up about 28% year over year, and its board approved buying 51% of I‑Systems for R$950 million, sending the stock up more than 9% to a record intraday level.
- Banco Inter posted record 2025 earnings of R$1.312 billion, with Q4 profit of R$374 million, 43.1 million customers and 25 million active users reported at year‑end.
- Other results underpinned risk appetite: Suzano returned to profit with R$116 million in Q4, while Banrisul and Totvs posted sharp year‑on‑year increases in quarterly earnings.