Banco Macro S.A.

Report azionario NYSE:BMA

Capitalizzazione di mercato: US$4.9b

Banco Macro Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Juan Parma

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO1.2yrs
Proprietà del CEOn/a
Durata media del management4yrs
Durata media del Consiglio di amministrazione9.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Nov 28

Banco Macro: Why 2026 Matters More Than Any Quarter In 2025

Summary Banco Macro S.A. remains structurally well-positioned despite weak Q3 '25 results, with excess capital, low leverage, and a dominant retail/SME franchise. BMA's profitability is currently suppressed by Argentina's monetary transition, but core pillars—solid funding, liquidity, and manageable NPLs—remain intact. The investment thesis hinges on Argentina's ongoing disinflation and expected economic stabilization in 2026, which should revive NIM, ROE, and credit growth for BMA. Valuation upside exists as the market prices in disinflation but not full normalization; BMA's capital strength offers optionality for M&A, buybacks, and sector consolidation. Read the full article on Seeking Alpha
Seeking Alpha • Jan 28

Banco Macro: Strong Fundamentals But Wait For A Pullback

Summary Banco Macro leads peers in net interest margin. BMA maintains a low nonperforming loans to total loans ratio, indicating quality loans. The company has the ability to drive a strong return on equity. Banco Macro, based on the current valuation, is projected to deliver a five-year annual return of 9.1%. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Banco Macro: Improved Economic Conditions Support Further Upside

Summary Banco Macro is well-positioned to benefit from Argentina's improving economic conditions and reforms under Javier Milei, showing significant upside potential for long-term investors. The bank's recent performance has been strong, with shares up 46%, supported by a favorable macroeconomic environment and expected loan growth. Despite recent earnings volatility due to mark-to-market adjustments, Banco Macro's capital position remains robust, enabling sustainable high dividend yields. Trading at 1.8x book value, Banco Macro has potential for re-rating if Argentina's economic conditions continue to improve, presenting an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jun 24

Banco Macro: Strong Fundamentals Are Overshadowed By Macro Risks

Summary Banco Macro is a leading private bank in Argentina with a strong presence in the interior provinces. The bank's financial performance is solid with high profitability, efficiency, and asset quality. Despite good fundamentals, political and economic risks in Argentina may impact Banco Macro's performance and valuation in the near future. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Banco Macro: Far Too Risky Right Now

Summary Argentina's economic crisis, characterized by hyperinflation and severe droughts, is causing the agriculturally dependent economy to spiral out of control. Investing in Banco Macro S.A., one of the largest financial institutions in Argentina, is considered too risky due to the devaluation of the currency and the uncertain market conditions. The high inflation rate and the threat of a mega-drought are further exacerbating the challenges faced by Argentina, making it a risky investment market. Read the full article on Seeking Alpha
Seeking Alpha • Sep 02

Banco Macro: Lagging Its Peers

Summary Banco Macro is one of the primary traditional banks in Argentina, with the largest branch network in the country. The bank has a robust balance sheet and an excellent risk profile. The company is overvalued based on Excess Return valuation, but compared to other major banks in LATAM, it is cheap. The acquisition of Banco Itau Argentina will increase the company`s branch network and ATM count. In the long term, it will grow the bank`s customer base and its revenues. I give a hold rating due to BMA lagging against its competitors in digital banking services. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Banco Macro reports Q4 results

Banco Macro press release (NYSE:BMA): Q4  net income totaled Ps.16.6 billion in 4Q22. In 4Q22 Operating Income totaled Ps.78.2 billion, 79% or Ps.34.6 billion higher than in the same period of last year. In 4Q22, Banco Macro's total deposits decreased 2% or Ps.23.5 billion QoQ and increased 13% or Ps.148.4 billion YoY, totaling Ps.1.3 trillion and representing 82% of the Bank's total liabilities. Banco Macro continued showing a strong solvency ratio, with an excess capital of Ps.410.3 billion, 39.9% regulatory capital ratio – Basel III and 36.6% Tier 1 Ratio. In addition, the Bank's liquid assets remained at an adequate level, reaching 95% of its total deposits in 4Q22.
Seeking Alpha • Dec 20

Banco Macro declares $0.0786 dividend

Banco Macro (NYSE:BMA) declares $0.0786/share monthly dividend, in line with previous. Forward yield 6.55% Payable Jan. 4; for shareholders of record Dec. 27; ex-div Dec. 23. See BMA Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Aug 25

Banco Macro reports Q2 results

Banco Macro press release (NYSE:BMA): Q2 net income totaled Ps.4.1 billion in 2Q22, 41% lower than the Ps.7 billion posted in 1Q22 and 45% lower than the result registered in 2Q21. Net Operating Income totaled Ps.81.3 billion, 8% or Ps.6 billion higher than in 1Q22 and 26% or Ps.16.6 billion higher than the same period of last year.
Seeking Alpha • Mar 18

Banco Macro Is 89% Cheaper Than 2017: Stock Is An Option With No Time Decay

Banco Macro 4Q 2021 shows - again - a conservatively managed and healthy operation in a special Country. Banco Macro reported great numbers: Net Income up 30% Q-o-Q and 130% Y-o-Y, ROE at 18%, NPL ratio at 1.3% and coverage ratio improved to 209.61%. Strong solvency ratio, with a 36.1% regulatory capital ratio – Basel III and 30.9% Tier 1 Ratio is probably possibly the envy of several international banks. BMA has a history of growth through crisis and has a HUGE retained dividend. Stock trading 89% below end of 2017 price looks cheap. BMA stock has a resilient and long term profitable business with an unrealized potential for the financial system to become much larger. The potentiality (option) grows when there are prospects of economic stability.
Seeking Alpha • Jan 05

Banco Macro Trades Below Historic Earnings

Like other Argentinian banks, Macro's stock price is depressed because of fears of a financial crisis. However, those fears are relatively unfounded. Macro has been consistently profitable and today trades below 4 times earnings. The bank is financially healthy with little debt.

AMMINISTRATORE DELEGATO

Juan Parma (52 yo)

1.2yrs
Mandato

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Juan Parma
Chief Executive Officer1.2yrsNessun datoNessun dato
Jorge Francisco Scarinci
CFO & Finance Manager8.5yrsNessun datoNessun dato
Ernesto Eduardo Medina
Technology & Banking Operations Manager5.8yrsNessun datoNessun dato
Ernesto Lopez
Legal Manager6.4yrsNessun datoNessun dato
Nicolas Giacinti
Compliance Manager2.3yrsNessun datoNessun dato
Juan Domingo Mazzon
Strategyno dataNessun datoNessun dato
Francisco Muro
Distribution & Sales Manager11.6yrsNessun datoNessun dato
Mercedes Bembibre
People Manager1.3yrsNessun datoNessun dato
Juan Catalano
Trading Desk Manager & Directorless than a yearNessun datoNessun dato
Gaston Alberto Mooney
Chief Risk Officerless than a yearNessun datoNessun dato
Valeria Berzal
Head of Financial Services Customer Serviceno dataNessun datoNessun dato
Adrian Scosceria
Corporate Banking Manager9yrsNessun datoNessun dato
4.0yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di BMA è considerato esperto (durata media dell'incarico 4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Juan Catalano
Trading Desk Manager & Directorless than a yearNessun datoNessun dato
Jorge Pablo Brito
Chairman of the Board24.3yrsNessun dato0.47%
$ 23.1m
Marcos Brito
Director4.8yrsNessun dato0.0015%
$ 75.7k
Constanza Brito
Non-Independent Director8.1yrsNessun dato0.16%
$ 7.8m
Delfin Ezequiel Carballo
Director10.1yrsNessun datoNessun dato
Carlos Alberto Giovanelli
Vice Chairman10.1yrsNessun datoNessun dato
Nelson Damian Pozzoli
Director10.1yrsNessun datoNessun dato
Sebastian Palla
Independent Director5.1yrsNessun datoNessun dato
Mario Luis Vicens
Independent Director10.1yrsNessun datoNessun dato
Jose Sanchez
Director10.1yrsNessun datoNessun dato
Fabian de Paul
Independent Director7.1yrsNessun datoNessun dato
Lucas Gregorio
Independent Directorless than a yearNessun datoNessun dato
9.1yrs
Durata media
48.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BMA sono considerati esperti (durata media dell'incarico 9.1 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 23:24
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Banco Macro S.A. è coperta da 14 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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