JHSF stock gained 2.73 percent as 2Q26 revenue jumped 89 percent

Published on 10/05/2026 at 09:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

JHSF stock posted BRL 935 million in 2Q26 revenue, up 89 percent year over year. A BRL 0.0692 dividend is scheduled for October 9, 2026.

JHSF, BRJHSFACNOR2, Illustration mit AI erstellt.

JHSF stock (ISIN BRJHSFACNOR2) gained 2.73 percent to BRL 12.05 at the October 2, 2026 close on B3, while second-quarter revenue reached BRL 935 million, up 89 percent from a year earlier. The result keeps the company tied to a strong earnings story, but the quality of growth is the key issue for investors.

Revenue jumps in 2Q26

According to A Revista on September 29, 2026, JHSF posted BRL 935 million in consolidated net revenue for 2Q26, an 89 percent year-over-year increase. Adjusted EBITDA reached BRL 503 million, more than double the prior-year figure, while adjusted net income was BRL 386 million after excluding BRL 58 million tied to investment-property valuation.

The reported profit was helped by the recognition of part of the first installment from the sale of Boa Vista Estates inventory to a real estate fund. That transaction makes the recurring-income performance important because a single property transaction contributed materially to the quarter.

Recurring income expands

JHSF's recurring businesses delivered a second quantified signal in 2Q26. Revenue from shopping centers, hotels, gastronomy and the executive airport increased 30 percent year over year, while adjusted EBITDA from those operations rose 31 percent, according to A Revista.

The business mix matters because recurring activities can reduce reliance on development sales. JHSF operates shopping centers, hotels, restaurants, fashion retail, airports and real estate projects, giving the company several revenue channels but also a broad investment program to fund.

Dividend date approaches

JHSF has also entered the October income calendar. XP Investimentos lists a BRL 0.0692 per-share dividend for payment on October 9, 2026, with a September 30, 2026 record date.

JHSF's shares had gained 51.95 percent year to date by October 2, 2026, and the company carried a market capitalization of BRL 7.9 billion at that date. The combination of a sharp share-price advance, high reported profitability and transaction-supported earnings leaves recurring-income growth as the central measure for the next results cycle.

JHSF stock closed at BRL 12.05

JHSF stock closed at BRL 12.05 on B3 on October 2, 2026, up BRL 0.32 or 2.73 percent from the prior close. The company also entered the IBRX 100 index in September, according to Finance News.