XP sees 6 percent growth and highlights Ser Educacional stock

Published on 10/14/2026 at 02:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

XP sees 6 percent growth and BRL 56 million cash in third quarter 2026. BRL 0.20 per share is due October 30, 2026 for Ser Educacional stock.

Growth forecast and payout date

On October 9, 2026, XP projected 6 percent revenue growth and BRL 56 million in third-quarter cash generation.
Ser Educacional reported BRL 622.04 million in second-quarter 2026 revenue and BRL 106.29 million in net income.
Ser Educacional is scheduled to pay BRL 0.2028 per share on October 30, 2026.

Ser Educacional, BRSEERACNOR5, Illustration mit AI erstellt.

Ser Educacional (BRSEERACNOR5) is heading into its third-quarter reporting cycle with XP projecting 6 percent revenue growth and BRL 56 million in cash generation. The forecast, published by Estadao on October 9, 2026, also calls for a 60-basis-point expansion in adjusted EBITDA margin to 20.5 percent. For Ser Educacional stock, the combination of revenue growth and cash conversion is the central operating test.

Three reporting milestones in sequence

Ser Educacional published its fiscal 2025 results on March 25, 2026, its first-quarter 2026 results on May 13, 2026, and its second-quarter 2026 results on August 12, 2026, according to the company's investor-relations calendar at Ser Educacional. The sequence places the second-quarter release, covering the period ended June 30, 2026, at the center of the current operating picture.

In the second quarter of 2026, revenue reached BRL 622.04 million and net income came to BRL 106.29 million. Valor reported that revenue increased 5.6 percent year over year, while the consolidated IFRS table showed operating profit of BRL 154.1 million, 19 percent above the second quarter of 2025. The figures give XP's third-quarter forecast a clear comparison base.

What the projection means for cash flow

XP expects third-quarter cash generation of BRL 56 million, linking the forecast to stricter payment policies, improved student profiles and more efficient reenrollment processes, as Estadao reported on October 9, 2026. The forecast matters because second-quarter operating cash flow was BRL 81.83 million, while net income was BRL 106.29 million for the same period.

The next dated shareholder event is a dividend payment of BRL 0.2028 per share on October 30, 2026. InfoMoney lists August 31, 2026 as the corresponding record date. This payout gives shareholders a separate dated cash-flow item while the market waits for the third-quarter report.

Dividend and market value

Ser Educacional had a market capitalization of BRL 2.2 billion as of October 9, 2026. The company operates higher-education, professional and digital-learning businesses in Brazil, with 62 physical campuses and 516 digital education centers listed in its corporate profile.

Market context: Market report Bovespa.