Banco Macro Résultats passés
Passé contrôle des critères 2/6
Banco Macro a connu une croissance annuelle moyenne de ses bénéfices de 34.1%, tandis que le secteur Banks a vu ses bénéfices augmenter de en hausse à 38.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 39.6% par an. Le rendement des capitaux propres de Banco Macro est 5.6% et ses marges nettes sont de 7.1%.
Informations clés
34.13%
Taux de croissance des bénéfices
34.13%
Taux de croissance du BPA
| Banks Croissance de l'industrie | 38.31% |
| Taux de croissance des recettes | 39.55% |
| Rendement des fonds propres | 5.55% |
| Marge nette | 7.12% |
| Prochaine mise à jour des résultats | 27 May 2026 |
Mises à jour récentes des performances passées
Recent updates
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).
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).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).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.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).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.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.
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.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.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.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.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.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.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.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.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.
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.Ventilation des recettes et des dépenses
Comment Banco Macro gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Dec 25 | 4,063,621 | 289,495 | 1,235,089 | 0 |
| 30 Sep 25 | 2,663,023 | 228,517 | 1,049,426 | 0 |
| 30 Jun 25 | 2,976,323 | 381,345 | 1,043,043 | 0 |
| 31 Mar 25 | 2,752,375 | -87,589 | 1,029,458 | 0 |
| 31 Dec 24 | 6,028,829 | 428,194 | 1,292,521 | 0 |
| 30 Sep 24 | 7,737,218 | 1,281,044 | 1,267,573 | 0 |
| 30 Jun 24 | 7,745,886 | 1,184,440 | 1,175,728 | 0 |
| 31 Mar 24 | 8,100,092 | 1,681,794 | 1,121,513 | 0 |
| 31 Dec 23 | 8,146,710 | 1,667,326 | 1,184,431 | 0 |
| 30 Sep 23 | 3,988,217 | 346,060 | 825,946 | 0 |
| 30 Jun 23 | 3,176,961 | 344,055 | 683,885 | 0 |
| 31 Mar 23 | 2,158,658 | 163,702 | 502,434 | 0 |
| 31 Dec 22 | 1,549,284 | 134,025 | 371,790 | 0 |
| 30 Sep 22 | 759,713 | 62,291 | 181,149 | 0 |
| 30 Jun 22 | 548,932 | 54,629 | 140,472 | 0 |
| 31 Mar 22 | 467,256 | 55,797 | 121,422 | 0 |
| 31 Dec 21 | 372,502 | 44,554 | 105,164 | 0 |
| 30 Sep 21 | 301,499 | 35,305 | 86,517 | 0 |
| 30 Jun 21 | 267,868 | 29,215 | 78,857 | 0 |
| 31 Mar 21 | 221,135 | 30,105 | 70,445 | 0 |
| 31 Dec 20 | 398,667 | 76,900 | 108,799 | 0 |
| 30 Sep 20 | 179,038 | 38,677 | 57,095 | 0 |
| 30 Jun 20 | 153,945 | 40,419 | 52,818 | 0 |
| 31 Mar 20 | 127,103 | 32,993 | 49,327 | 0 |
| 31 Dec 19 | 103,589 | 26,476 | 45,986 | 0 |
| 30 Sep 19 | 77,927 | 22,069 | 35,815 | 0 |
| 30 Jun 19 | 69,972 | 16,785 | 29,525 | 0 |
| 31 Mar 19 | 60,319 | 16,326 | 21,316 | 0 |
| 31 Dec 18 | 50,012 | 15,729 | 16,061 | 0 |
| 30 Sep 18 | 65,156 | 9,462 | 20,519 | 0 |
| 30 Jun 18 | 61,992 | 8,368 | 19,224 | 0 |
| 31 Mar 18 | 38,001 | 11,602 | 12,263 | 0 |
| 31 Dec 17 | 55,937 | 5,939 | 17,663 | 0 |
| 30 Sep 17 | 30,050 | 8,658 | 11,079 | 0 |
| 30 Jun 17 | 26,055 | 7,557 | 9,643 | 0 |
| 31 Mar 17 | 23,179 | 7,138 | 8,780 | 0 |
| 31 Dec 16 | 20,168 | 6,541 | 7,845 | 0 |
| 30 Sep 16 | 19,446 | 6,812 | 6,636 | 0 |
| 30 Jun 16 | 18,093 | 6,284 | 6,622 | 0 |
| 31 Mar 16 | 15,959 | 5,303 | 6,061 | 0 |
| 31 Dec 15 | 15,174 | 5,010 | 5,659 | 0 |
| 30 Sep 15 | 13,062 | 3,618 | 5,412 | 0 |
| 30 Jun 15 | 12,182 | 3,499 | 4,997 | 0 |
Des revenus de qualité: BMA a un important ponctuel perte de ARS130.1B impactant ses 12 derniers mois de résultats financiers à 31st December, 2025.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de BMA sont plus élevées que l'année dernière BMA. (7.1%) sont plus élevées que l'année dernière (7.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de BMA ont augmenté de manière significative de 34.1% par an au cours des 5 dernières années.
Accélération de la croissance: BMA a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: BMA a enregistré une croissance négative de ses bénéfices ( -32.4% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Banks ( -53% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de BMA ( 5.6% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 13:32 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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 14 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.
| Analyste | Institution |
|---|---|
| Ernesto Gabilondo Márquez | BofA Global Research |
| Rafael Berger Frade | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Alonso Aramburú | BTG Pactual |