BofA keeps Buy rating on Caixa Seguridade stock

Published on 10/14/2026 at 06:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BofA projected BRL 1.20 billion profit for Q3 2026. For Caixa Seguridade stock this means BRL 2.10 billion in announced 2026 dividends.

Analyst view and dividend dates

BofA projected BRL 1.20 billion in third-quarter 2026 profit for Caixa Seguridade on September 22, 2026.
Caixa Seguridade announced BRL 2.10 billion in dividends linked to 2026 results.
The company is scheduled to report third-quarter 2026 results on November 9, 2026.

Caixa Seguridade, BRCXSEACNOR7, Illustration mit AI erstellt.

Caixa Seguridade (BRCXSEACNOR7) remained a Buy for Bank of America on September 22, 2026, when the bank projected BRL 1.20 billion in third-quarter 2026 net income. The estimate was described as in line with BofA expectations, while issued premiums were up 5.00 percent from the prior year, according to Estadao.

Three results points define the trend

On May 7, 2026, Caixa Seguridade reported BRL 1.14 billion in first-quarter 2026 net income, up 13.00 percent from the prior year, according to BTG Pactual.

On August 12, 2026, second-quarter 2026 net income reached BRL 1.14 billion, while the recurring housing insurance business continued to expand at a double-digit rate, the same BTG Pactual research page reported.

On September 22, 2026, BofA estimated third-quarter 2026 net income at BRL 1.20 billion and cited a 24.20 percent loss ratio. The combination of 5.00 percent premium growth and a loss ratio in line with expectations supports the insurer's earnings visibility, although weaker credit-life performance remains a counterweight.

What supports the dividend case?

Caixa Seguridade had announced BRL 2.10 billion in dividends linked to 2026 results by September 24, 2026, equal to BRL 0.70 per share and a 92.00 percent payout ratio, according to A Revista. The second BRL 0.35 per-share distribution was scheduled for November 17, 2026, for shareholders positioned on November 3, 2026.

Reporting and payout dates approach

The next reporting date is November 9, 2026, according to Simply Wall St. For investors tracking the income profile, the November 3, 2026 record date and BRL 0.35 per-share payment scheduled for November 17, 2026 provide the next concrete timetable.