TOTVS 배당 및 자사주 매입
배당 기준 점검 3/6
TOTVS 수익으로 충분히 충당되는 현재 수익률 2.15% 보유한 배당금 지급 회사입니다.
핵심 정보
2.1%
배당 수익률
1.4%
자사주 매입 수익률
| 총 주주 수익률 | 3.6% |
| 미래 배당 수익률 | 4.3% |
| 배당 성장률 | 12.4% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 45% |
최근 배당 및 자사주 매입 업데이트
업데이트 없음
Recent updates
내러티브 업데이트 • Apr 29
TOTS3: Rating Upgrade And Execution Progress Will Support Future Repricing Potential
Analysts have modestly reduced their price target on TOTVS to R$50.45 from R$51.75, pointing to slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin and future P/E forecasts after incorporating recent research updates, including a fresh R$47 target from Bradesco BBI alongside an upgraded rating. Analyst Commentary Recent research points to a cautiously constructive stance on TOTVS, with the move to a higher rating and a R$47 price target framed as a recalibration rather than a call for aggressive revaluation.내러티브 업데이트 • Apr 15
TOTS3: Recent Rating Upgrade And Lower Discount Rate May Support Repricing
Analysts have nudged their fair value target for TOTVS to R$51.75, using a slightly lower discount rate and almost unchanged growth and margin assumptions, citing recent research that includes an upgrade to Outperform with a R$47 price target. Analyst Commentary Recent research has led bullish analysts to lift their fair value estimates for TOTVS and support an upgraded rating, with a published price target of R$47 used as a reference point for upside potential relative to the revised fair value of R$51.75.내러티브 업데이트 • Apr 01
TOTS3: Recent Upgrade And Buyback Plans Will Support Bullish Repricing
Analysts have nudged their fair value estimate for TOTVS up from R$51.28 to R$51.75, citing updated assumptions around revenue growth, profitability, discount rate and future P/E, along with a recent upgrade to Outperform from Neutral with a R$47 price target. Analyst Commentary Bullish analysts see the updated fair value and the R$47 price target as consistent with a thesis that the company can support its current P/E assumptions through solid execution on revenue and profitability goals.
내러티브 업데이트 • Mar 18
TOTS3: Upcoming Board Decisions And Upgrade Are Expected To Unlock Upside
Analysts have maintained their fair value estimate for TOTVS at R$61.00 and refined their assumptions on discount rate, growth, margins and future P/E, supported in part by recent Street research that includes an upgrade to Outperform with a R$47.00 price target. Analyst Commentary Bullish analysts are framing the reaffirmed fair value estimate of R$61.00 for TOTVS as consistent with the more constructive tone seen in recent external research, including the upgrade to an Outperform rating with a R$47.00 price target.내러티브 업데이트 • Mar 03
TOTS3: Upcoming Board Decisions On Dimensa Stake Will Support Upside Potential
Analysts have nudged their fair value estimate for TOTVS slightly lower to R$61.0 from R$62.0, reflecting modest tweaks to forecasts for revenue growth, profit margins and future P/E assumptions. What's in the News Board meeting scheduled for Feb 10, 2026 to review and consider approval of TOTVS's individual and consolidated financial statements for the year ended Dec 31, 2025 (company filing).
내러티브 업데이트 • Feb 17
TOTS3: Board Decisions And Revised Assumptions Will Shape Measured Future Outlook
Analysts have nudged their fair value estimate for TOTVS up from roughly R$33.00 to about R$35.02, citing updated assumptions around revenue growth, margins, and future P/E multiples in their price target work. What's in the News Board meeting scheduled for February 10, 2026, to review and consider approval of TOTVS S.A.'s individual and consolidated financial statements for the year ended December 31, 2025 (Key Developments).내러티브 업데이트 • Feb 03
TOTS3: Board Oversight And Margin Outlook Will Support Upside Potential
Analysts have kept their fair value estimate for TOTVS steady at R$62.00, citing slightly lower discount rate assumptions and modest adjustments to revenue growth, profit margin and future P/E inputs as the key reasons for maintaining their view. What's in the News A board meeting is scheduled for Dec 16, 2025, to review committee reports, receive a CEO update, conduct Corporate Integrity training for the Board, and hold an executive session, signaling a broad governance and oversight agenda (company board materials).내러티브 업데이트 • Jan 20
TOTS3: Higher Margins And Buyback Activity Will Support Bullish Repricing
Analysts have slightly increased their fair value estimate for TOTVS from R$50.57 to R$51.28, citing updated assumptions that reflect a modest change in the discount rate and future P/E, along with a shift toward lower revenue growth and higher profit margins. What's in the News Board meeting scheduled for December 16, 2025, to review committee reports, CEO update, Corporate Integrity training for the Board, and an executive session.분석 기사 • Jan 11
TOTVS (BVMF:TOTS3) Could Easily Take On More Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Jan 06
TOTS3: Higher Fair Value Will Be Supported By Stronger Revenue Outlook
Analysts have raised their fair value estimate for TOTVS from R$55.00 to R$62.00, reflecting updated assumptions on revenue, profit margins and future P/E levels. What's in the News A board meeting is scheduled for December 2, 2025, to review the 2026 budgeting process for TOTVS S.A., TOTVS Techfin S.A., and Dimensa S.A., along with key company initiatives and committee reports, followed by an executive session (company filing).내러티브 업데이트 • Dec 17
TOTS3: Linx Acquisition Vote Will Drive Bullish Repricing Ahead
Analysts have nudged their price target on TOTVS higher from R$47.85 to R$50.57. This reflects slightly stronger expected revenue growth and a modestly higher future earnings multiple, despite largely unchanged margin and discount rate assumptions.내러티브 업데이트 • Dec 03
TOTS3: Share Buyback Completion And Linx Vote Will Shape Fair Outlook
Analysts have nudged their price target on TOTVS slightly higher from R$47.44 to R$47.85. This reflects modestly stronger expectations for revenue growth and valuation multiples that more than offset a small downward tweak to projected profit margins and a marginally higher discount rate.분석 기사 • Nov 29
Earnings Tell The Story For TOTVS S.A. (BVMF:TOTS3)
TOTVS S.A.'s ( BVMF:TOTS3 ) price-to-earnings (or "P/E") ratio of 31x might make it look like a strong sell right now...내러티브 업데이트 • Nov 19
TOTS3: Shareholder Meeting and Acquisition Decision Will Shape Near-Term Outlook
Analysts have raised their price target for TOTVS from R$46.44 to R$47.44. They cite increased revenue growth expectations, even though there is a slight decrease in projected profit margins.분석 기사 • Nov 08
Analyst Estimates: Here's What Brokers Think Of TOTVS S.A. (BVMF:TOTS3) After Its Third-Quarter Report
The quarterly results for TOTVS S.A. ( BVMF:TOTS3 ) were released last week, making it a good time to revisit its...내러티브 업데이트 • Nov 05
TOTS3: Upcoming Linx Acquisition And Techfin Developments Will Support Balanced Outlook
Analysts have raised their price target for TOTVS from R$44.85 to R$46.44, citing slight improvements in profit margin and a favorable adjustment to the discount rate, which supports their outlook. What's in the News A Special/Extraordinary Shareholders Meeting is scheduled for October 30, 2025, to decide on the acquisition of all shares of Linx Participações S.A. and address other business matters (Key Developments).내러티브 업데이트 • Sep 27
Linx Integration And Techfin Launches Will Unlock Market Opportunities
The slight downward revision in TOTVS’s price target appears driven by a modest decrease in its forward P/E ratio, with fair value now at R$44.85. What's in the News Board discussions on Linx integration, RD Station business unit operations, regulatory compliance action plan, and 2026 budget guidelines.분석 기사 • Sep 18
TOTVS (BVMF:TOTS3) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Aug 30
Linx Integration And Techfin Launches Will Unlock Market Opportunities
Analysts have raised their price target for TOTVS to R$46.30, citing robust sector fundamentals, resilient long-term growth, and supportive valuations. Analyst Commentary Robust structural drivers in the Brazilian software sector.분석 기사 • Aug 07
Pinning Down TOTVS S.A.'s (BVMF:TOTS3) P/E Is Difficult Right Now
BOVESPA:TOTS3 1 Year Share Price vs Fair Value Explore TOTVS's Fair Values from the Community and select yours TOTVS...분석 기사 • Jun 02
TOTVS (BVMF:TOTS3) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • May 10
TOTVS S.A. (BVMF:TOTS3) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a good week for TOTVS S.A. ( BVMF:TOTS3 ) shareholders, because the company has just released its latest...분석 기사 • May 01
At R$37.62, Is It Time To Put TOTVS S.A. (BVMF:TOTS3) On Your Watch List?
TOTVS S.A. ( BVMF:TOTS3 ), is not the largest company out there, but it saw a significant share price rise of 30% in...
새 내러티브 • Mar 02
Expanding Cloud And AI Services Will Capture Brazil's Growing SMB Market
TOTVS is focusing on an immature market in Brazil to drive revenue through cloud and AI with potential for capturing significant market share.분석 기사 • Feb 15
Here's What Analysts Are Forecasting For TOTVS S.A. (BVMF:TOTS3) After Its Yearly Results
Investors in TOTVS S.A. ( BVMF:TOTS3 ) had a good week, as its shares rose 2.6% to close at R$34.40 following the...분석 기사 • Feb 01
After Leaping 27% TOTVS S.A. (BVMF:TOTS3) Shares Are Not Flying Under The Radar
TOTVS S.A. ( BVMF:TOTS3 ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...분석 기사 • Jan 20
Is Now The Time To Look At Buying TOTVS S.A. (BVMF:TOTS3)?
TOTVS S.A. ( BVMF:TOTS3 ), might not be a large cap stock, but it saw significant share price movement during recent...분석 기사 • Jan 02
TOTVS (BVMF:TOTS3) Seems To Use Debt Rather Sparingly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Nov 04
Why We're Not Concerned About TOTVS S.A.'s (BVMF:TOTS3) Share Price
TOTVS S.A.'s ( BVMF:TOTS3 ) price-to-earnings (or "P/E") ratio of 33.7x might make it look like a strong sell right now...분석 기사 • Oct 17
Should You Think About Buying TOTVS S.A. (BVMF:TOTS3) Now?
While TOTVS S.A. ( BVMF:TOTS3 ) might not have the largest market cap around , it saw significant share price movement...분석 기사 • Sep 26
We Think TOTVS (BVMF:TOTS3) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 30
TOTVS S.A.'s (BVMF:TOTS3) Earnings Haven't Escaped The Attention Of Investors
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 9x, you may consider TOTVS...분석 기사 • Jul 11
Is Now An Opportune Moment To Examine TOTVS S.A. (BVMF:TOTS3)?
TOTVS S.A. ( BVMF:TOTS3 ), is not the largest company out there, but it saw a decent share price growth of 14% on the...분석 기사 • May 10
These 4 Measures Indicate That TOTVS (BVMF:TOTS3) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 03
Earnings Tell The Story For TOTVS S.A. (BVMF:TOTS3)
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 10x, you may consider TOTVS...분석 기사 • Feb 27
Is There Now An Opportunity In TOTVS S.A. (BVMF:TOTS3)?
While TOTVS S.A. ( BVMF:TOTS3 ) might not have the largest market cap around , it received a lot of attention from a...분석 기사 • Jan 24
Does TOTVS (BVMF:TOTS3) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Dec 25
Investors Still Waiting For A Pull Back In TOTVS S.A. (BVMF:TOTS3)
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 11x, you may consider TOTVS...분석 기사 • Nov 24
Is It Too Late To Consider Buying TOTVS S.A. (BVMF:TOTS3)?
TOTVS S.A. ( BVMF:TOTS3 ), is not the largest company out there, but it led the BOVESPA gainers with a relatively large...분석 기사 • Nov 09
If EPS Growth Is Important To You, TOTVS (BVMF:TOTS3) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Aug 13
Is Now The Time To Look At Buying TOTVS S.A. (BVMF:TOTS3)?
While TOTVS S.A. ( BVMF:TOTS3 ) might not be the most widely known stock at the moment, it saw significant share price...분석 기사 • Jul 26
We Think TOTVS (BVMF:TOTS3) Can Manage Its Debt With Ease
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...분석 기사 • Jun 07
Does TOTVS (BVMF:TOTS3) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • May 06
At R$26.55, Is It Time To Put TOTVS S.A. (BVMF:TOTS3) On Your Watch List?
TOTVS S.A. ( BVMF:TOTS3 ), might not be a large cap stock, but it received a lot of attention from a substantial price...분석 기사 • Apr 15
TOTVS (BVMF:TOTS3) Seems To Use Debt Rather Sparingly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Mar 01
With EPS Growth And More, TOTVS (BVMF:TOTS3) Makes An Interesting Case
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jan 27
Is Now The Time To Look At Buying TOTVS S.A. (BVMF:TOTS3)?
TOTVS S.A. ( BVMF:TOTS3 ), is not the largest company out there, but it saw a double-digit share price rise of over 10...분석 기사 • Jan 12
Does TOTVS (BVMF:TOTS3) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Nov 28
Here's Why We Think TOTVS (BVMF:TOTS3) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Oct 14
What Is TOTVS S.A.'s (BVMF:TOTS3) Share Price Doing?
TOTVS S.A. ( BVMF:TOTS3 ), is not the largest company out there, but it saw a significant share price rise of over 20...분석 기사 • Sep 14
TOTVS (BVMF:TOTS3) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Aug 29
Is Now The Time To Put TOTVS (BVMF:TOTS3) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: TOTS3 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: TOTS3 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| TOTVS 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (TOTS3) | 2.1% |
| 시장 하위 25% (BR) | 3.4% |
| 시장 상위 25% (BR) | 11.7% |
| 업계 평균 (Software) | 1.0% |
| 분석가 예측 (TOTS3) (최대 3년) | 4.3% |
주목할만한 배당금: TOTS3 의 배당금( 2.15% )은 BR 시장에서 배당금 지급자의 하위 25%( 3.33% )와 비교해 주목할 만하지 않습니다.
고배당: TOTS3 의 배당금( 2.15% )은 BR 시장에서 배당금 지급자의 상위 25%( 11.48% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 합리적으로 낮은 지불 비율 ( 44.6% )로 TOTS3 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 40.8% )로 TOTS3 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/12 03:16 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
TOTVS S.A.는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Lucca Brendim | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Frederico Mendes | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |