Banco Macro S.A.

BASE:BMA Rapport sur les actions

Capitalisation boursière : AR$7.9t

Banco Macro Gestion

Gestion contrôle des critères 2/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Juan Parma

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général1.5yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction4.4yrs
Durée moyenne du mandat des membres du conseil d'administration9.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • Sep 06

BMA: Cautious Ratings And Dividend Decisions Will Shape Measured Upside Potential

Analysts have updated the fair value estimate for Banco Macro to ARS 12,794 from ARS 11,679. This reflects revised assumptions on revenue growth, profit margins and future P/E, despite recent mixed rating actions on the stock.
Mise à jour du récit • Aug 23

BMA: Lower Risk Outlook And Dividend Prospects Will Drive Upside

Analysts recently lifted their price target on Banco Macro stock to ARS132 from ARS120. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations.
Mise à jour du récit • Jun 02

BMA: Future Dividend Stream Will Drive Upside Following Bullish Upgrade

Analysts have lifted their ARS price target for Banco Macro to ARS 24,522.06, citing updated assumptions that include a lower discount rate, expectations for higher revenue growth, a reduced profit margin and a slightly higher future P/E multiple. What's in the News Board meeting scheduled for May 6, 2026, to address payment of instalment No. 1 of a cash dividend of AR$ 49,033,753,984.66 to shareholders.
Mise à jour du récit • May 03

BMA: Dividend Instalments And Governance Changes Will Support Measured Fintech Upside

Analysts have trimmed their fair value estimate for Banco Macro to ARS 11,679 from ARS 12,040, citing updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple. What's in the News Banco Macro plans to pay instalment No. 10 of a cash dividend totaling ARS 41,777,807,598.97, or ARS 65.3400708982 per share, with availability from March 30, 2026 and a record date of March 27, 2026, following prior shareholder and regulator approvals (Key Developments).
Mise à jour du récit • Apr 18

BMA: Future Dividend Stream And Fintech Deal Will Drive Upside

Analysts have kept their ARS fair value estimate for Banco Macro broadly unchanged at about ARS 24,522, with the slight adjustment tied to updated views on discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Banco Macro plans to pay instalment No. 10 of a cash dividend of ARS 41,777,807,598.97, equal to ARS 65.3400708982 per share, with availability from March 30, 2026, and a record date of March 27, 2026 (company announcement).
Mise à jour du récit • Apr 03

BMA: Fintech Partnership And Large Dividends Will Support Future Upside

Analysts have trimmed their ARS price target for Banco Macro to ARS 24,522.06, reflecting updated assumptions for a lower revenue growth rate, a slightly higher profit margin, and a modestly reduced future P/E multiple. What's in the News Banco Macro plans to pay shareholders instalment No. 10 of a cash dividend totaling ARS 41,777,807,598.97, equal to ARS 65.3400708982 per share, with availability from March 30, 2026 and a record date of March 27, 2026 (company announcement).
Mise à jour du récit • Mar 20

BMA: Cash Dividend Will Support Future Upside In Fintech Expansion

Analysts have maintained their ARS 12,040 price target on Banco Macro, citing updated assumptions that include a slightly different discount rate, revenue growth, profit margin, and future P/E inputs that still support the existing valuation framework. What's in the News Banco Macro is scheduled to hold a Board meeting on April 8, 2026, at 14:00 Coordinated Universal Time.
Mise à jour du récit • Mar 06

BMA: Large Cash Dividend And Fintech Partnership Will Support Future Upside

Analysts have adjusted their view on Banco Macro with a refreshed ARS 12,040 price target, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that together indicate a more conservative earnings and valuation profile than previously modeled. What's in the News Banco Macro has a Board Meeting scheduled for December 17, 2025, with an agenda that includes considering payment of instalment No. 7 of the cash dividend to shareholders (Key Developments).
Mise à jour du récit • Feb 19

BMA: Fintech Alliance And Capital Strength Will Support Future Upside

Analysts have adjusted their price target on Banco Macro to ARS 24,522.06. The change is mainly linked to updated assumptions around the discount rate, revenue growth, profit margins, and a revised future P/E of 17.09x.
Mise à jour du récit • Feb 05

BMA: High Capital Strength And Fintech Partnership Will Support Future Upside

The analyst price target for Banco Macro has increased from US$18,960.00 to US$24,522.06. Analysts cite the bank's high capital ratios, relatively stable net interest margins, lower asset quality risks, and a more balanced sector view following recent share rallies as key reasons for the revision.
Mise à jour du récit • Jan 22

BMA: High Capital Strength And Post Election Credit Cycle Will Drive Upside

Analysts have lifted their fair value estimate for Banco Macro from ARS 16,877.89 to ARS 17,999.02 as they factor in updated growth and margin assumptions, along with recent upgrades and higher price targets from major global banks. Analyst Commentary Recent research updates on Banco Macro point to a more constructive stance following Argentina's election outcome, with several large institutions revisiting their views on risk, growth potential and capital strength.
Mise à jour du récit • Jan 07

BMA: Elevated Dividend Payouts Will Expose Fragility Of Post Election Credit Outlook

Analysts have lifted their fair value estimate for Banco Macro to $12,040 from $8,144, citing higher assumed revenue growth and profit margins, a slightly lower discount rate, and recent Street upgrades that emphasize the bank's capital strength, relatively stable net interest margin, and an improved credit growth backdrop following Argentina's election outcome. Analyst Commentary Recent Street research has turned more constructive on Banco Macro, with several large firms flagging the bank's capital strength, relatively stable net interest margin and exposure to an improved credit growth backdrop following Argentina's election outcome.
Mise à jour du récit • Dec 14

BMA: Higher Capital Strength Will Support Post Election Credit Upside

Analysts have raised their price target on Banco Macro to $111 from ARS 18,000, reflecting higher expected revenue growth, expanding profit margins and the bank's strong capital position relative to other Argentine peers. Analyst Commentary Recent Street research reflects a generally constructive stance on Banco Macro, with several upgrades and positive initiations following Argentina's improved macroeconomic outlook and post election policy visibility.
Mise à jour du récit • Nov 29

BMA: Higher Capital Ratios And Political Tailwinds Will Support Sustained Upside

Analysts have raised their price target for Banco Macro from ARS 7,700 to ARS 18,000. They cite improved capital strength, lower asset risk, and a supportive outlook following positive economic and political developments in Argentina.
Mise à jour du récit • Nov 15

BMA: Sector-Leading Capital Strength Will Drive Resilience After Argentina’s Election

Analysts have raised their price target for Banco Macro significantly, increasing the fair value estimate from ARS 12,062 to ARS 16,878. They cite stronger capital ratios, a more favorable macroeconomic outlook in Argentina, and improving growth prospects for domestic banks.
Mise à jour du récit • Nov 01

BMA: Defensive Stance Will Limit Upside Amid Post-Election Banking Uncertainty

Banco Macro's analyst price target has been revised downward from ARS 12,418.80 to ARS 12,061.97. Analysts cite a shift to a more defensive sector stance and evolving macroeconomic conditions, despite stronger revenue growth and profitability expectations.
Mise à jour du récit • Oct 17

Digital Transformation Will Expand Retail Banking In Argentina

Banco Macro’s analyst price target was reduced significantly from ARS 14,000 to ARS 7,700 as analysts cite mounting macroeconomic uncertainties and potential pressures on bank fundamentals following a weaker than expected electoral outcome. Analyst Commentary Analysts evaluating Banco Macro have revised their outlook, reflecting both optimism and caution in light of recent macroeconomic headwinds and market developments.
Mise à jour du récit • Oct 03

Digital Transformation Will Expand Retail Banking In Argentina

Banco Macro's analyst price target has been revised downward significantly from ARS 14,852.80 to ARS 12,418.80. Analysts cite rising discount rates, moderating profit margins, and increased macroeconomic uncertainty impacting the bank's outlook.
Mise à jour du récit • Aug 27

Bank To Leverage Strong Capital Position For 2025 Initiatives

Despite a substantial increase in projected revenue growth and a lower future P/E, the consensus analyst price target for Banco Macro has been modestly reduced from ARS15,571 to ARS15,210. What's in the News Banco Macro S.A. scheduled a Board Meeting.
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Nouveau récit • Dec 06

Rising Loan Demand And Strong Capital Propel Bank Toward Enhanced Profitability

Rising loan demand and robust capital position to drive earnings and boost return on equity with minimal additional capital needs.

PDG

Juan Parma (53 yo)

1.5yrs
Titularisation

Mr. Juan Martin Parma serves as Chief Executive Officer at Banco Macro S.A. from April 1, 2025. He served as Head of Wealth & Personal Banking Americas at HSBC Holdings plc. He served as Regional Head of H...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Juan Parma
Chief Executive Officer1.5yrspas de donnéespas de données
Jorge Francisco Scarinci
CFO & Finance Manager8.8yrspas de donnéespas de données
Ernesto Eduardo Medina
Technology & Banking Operations Manager6.1yrspas de donnéespas de données
Ernesto Lopez
Legal Manager6.8yrspas de donnéespas de données
Nicolas Giacinti
Compliance Manager2.7yrspas de donnéespas de données
Juan Domingo Mazzon
Strategyno datapas de donnéespas de données
Francisco Muro
Distribution & Sales Manager11.9yrspas de donnéespas de données
Mercedes Bembibre
People Manager1.7yrspas de donnéespas de données
Gaston Alberto Mooney
Chief Risk Officer1yrpas de donnéespas de données
Valeria Berzal
Head of Financial Services Customer Serviceno datapas de donnéespas de données
Daniela Campiotti
Non Financial Risk Managerno datapas de donnéespas de données
Nicolas Torres
Investor Relationsno datapas de donnéespas de données
4.4yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BMA est considérée comme expérimentée (ancienneté moyenne 4.4 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Jorge Pablo Brito
Chairman of the Board24.6yrspas de données0.47%
ARS 37.1b
Marcos Brito
Director5.2yrspas de données0.0015%
ARS 121.7m
Constanza Brito
Non-Independent Director8.4yrspas de données0.16%
ARS 12.5b
Delfin Ezequiel Carballo
Director10.4yrspas de donnéespas de données
Carlos Alberto Giovanelli
Vice Chairman10.4yrspas de donnéespas de données
Nelson Damian Pozzoli
Director10.4yrspas de donnéespas de données
Sebastian Palla
Independent Director5.4yrspas de donnéespas de données
Mario Luis Vicens
Independent Director10.4yrspas de donnéespas de données
Jose Sanchez
Director10.4yrspas de donnéespas de données
Fabian de Paul
Independent Director7.4yrspas de donnéespas de données
Daniela Anahi Meilan
Independent Director1.4yrspas de donnéespas de données
Agustin Alvarez
Independent Director1.4yrspas de donnéespas de données
9.4yrs
Durée moyenne de l'emploi
49.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BMA sont considérés comme expérimentés (ancienneté moyenne 9.4 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/14 03:57
Cours de l'action en fin de journée2026/09/14 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Banco Macro S.A. est couverte par 13 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ernesto Gabilondo MárquezBofA Global Research
Rafael Berger FradeBradesco S.A. Corretora de Títulos e Valores Mobiliários
Alonso AramburúBTG Pactual