Bladex 배당 및 자사주 매입
배당 기준 점검 5/6
Bladex 수익으로 충분히 충당되는 현재 수익률 4.44% 보유한 배당금 지급 회사입니다.
핵심 정보
4.4%
배당 수익률
-8.5%
자사주 매입 수익률
| 총 주주 수익률 | -4.0% |
| 미래 배당 수익률 | 5.4% |
| 배당 성장률 | 2.6% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 44% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • Jun 16
BLX: Rebranding And Stable Profitability Will Support A Bullish Outlook
Analysts have kept their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Jun 02
BLX: Rebranding To Bladex And Strong Margins Will Support Bullish Outlook
Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.
내러티브 업데이트 • May 15
BLX: Lower Funding Costs And Rebrand Will Support Long-Term Value Creation
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.Seeking Alpha • Apr 29
Bladex Can Benefit From The Middle East Conflict Incrementing Trade Financing
Summary Banco Latinoamericano de Comercio Exterior remains a Buy, with undervaluation supported by robust loan and fee business growth despite competitive margin pressure. BLX's commercial portfolio grew 13% YoY to $12B, while fee and commission income rose 24% YoY, offsetting modest NIM compression. Management guides for 13–15% commercial portfolio growth and NIM around 2.3%, with ROE expected at 14–15% and capital ratios trending toward 15–16%. Risks center on competition-driven margin erosion, but short-duration assets, low impaired credits (0.4%), and commodity tailwinds support the current risk/reward. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 27
BLX: Higher Dividend And New Name Will Support Future Returns
Analysts have lifted their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Apr 13
BLX: Higher Dividend Payout Will Support Bullish Outlook
Analysts have kept their average price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Mar 30
BLX: Higher Dividend And Trade Platform Expansion Will Support Bullish Outlook
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Mar 16
BLX: Higher Dividend And Trade Banking Expansion Will Drive Future Returns
Analysts are maintaining the Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Mar 02
BLX: Dividend Uplift And Trade Banking Shift Will Shape Future Returns
Analysts kept their $55.00 price target for Banco Latinoamericano de Comercio Exterior S. A., explaining that adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E expectations offset each other enough that their overall valuation view stays the same.내러티브 업데이트 • Feb 16
BLX: Higher Dividend And Trade Platform Shift Will Frame Balanced Outlook
Analysts have maintained their $55.50 price target for Banco Latinoamericano de Comercio Exterior S. A., updating their assumptions to reflect a slightly lower discount rate, modestly revised revenue growth expectations, a small change in profit margin, and an adjusted outlook for the future P/E multiple.내러티브 업데이트 • Feb 02
BLX: Fee-Focused Trade Banking Pivot Will Support Long-Term Value Creation
Analysts have lifted their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Jan 18
BLX: Transactional Trade Shift And Tech Focus Will Support Future Upside
Analysts maintained their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Jan 04
BLX: Future Earnings Multiple Expansion Will Drive Stronger Share Price Performance
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Dec 15
BLX: Stable Discount Rate Will Support Future Bullish Momentum
Analysts have modestly reaffirmed their outlook on Banco Latinoamericano de Comercio Exterior S. A., maintaining a fair value estimate of $55.50 per share, as slight adjustments to the discount rate and forward valuation assumptions were not sufficient to warrant a price target change.내러티브 업데이트 • Dec 01
BLX: Stable Outlook Will Support Bullish Momentum Amid Minimal Assumption Shifts
Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Nov 17
BLX: Stable Outlook And Lower Discount Rate To Drive Bullish Sentiment
Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Nov 02
BLX: Forward Profitability And Modest Growth Will Unlock Latin American Potential
Narrative Update on Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Oct 18
Digital Trade Finance Platform Will Unlock Latin American Opportunities
Analysts have maintained their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Oct 04
Digital Trade Finance Platform Will Unlock Latin American Opportunities
Analysts have raised their price target for Banco Latinoamericano de Comercio Exterior S. A.내러티브 업데이트 • Sep 19
Digital Trade Finance Platform Will Unlock Latin American Opportunities
With consensus revenue growth forecasts essentially unchanged but a modest increase in future P/E multiples, analysts have slightly raised their fair value estimate for Banco Latinoamericano de Comercio Exterior S. A from $47.33 to $49.33.내러티브 업데이트 • Sep 04
Digital Trade Finance Platform Will Unlock Latin American Opportunities
With both revenue growth forecasts and the discount rate holding steady, analysts see no material change in Banco Latinoamericano de Comercio Exterior S. A’s outlook, resulting in the consensus price target remaining unchanged at $47.33.Seeking Alpha • Apr 18
Bladex: A Trade Finance Bank During A Trade Rift
Summary Bladex's Q4 earnings exceeded expectations, reaching $5.60 per share, and credit quality remains pristine; whilst the current price is near intrinsic value, justifying my "hold" rating. The bank's loan book has grown significantly, particularly in the corporate client segment, making it more sensitive to regional economic activity but also contributing to lending margins. Despite potential risks from U.S. tariffs and immigration policies, Latin America has a relative advantage, and Bladex's short-term loan book allows flexibility in risk management. Positive macroeconomic changes in Argentina, including reduced inflation and lifted currency controls, present new opportunities for Bladex, especially given Argentina's significant stock holdings in the bank. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Bladex's Growth Cannot Offset Spread Contraction And Cycle Risks; Moving To Hold
Summary Bladex's loan book is expanding, but margin compression continues due to lower rates and higher liquidity, impacting net interest margins. The LatAm macroeconomic environment is uncertain, affecting loan growth and credit risk, with concerns around US/Mexico tariffs and commodity price weakness. Despite strong risk management and low delinquencies, Bladex's valuation has become less attractive, moving from a Buy to a Hold rating. Long-term business expansion in treasury and trade finance could diversify earnings, but the current valuation and risk-reward profile no longer justify a Buy rating. Read the full article on Seeking Alpha분석 기사 • Mar 03
Banco Latinoamericano de Comercio Exterior S. A's (NYSE:BLX) Shareholders Will Receive A Bigger Dividend Than Last Year
Banco Latinoamericano de Comercio Exterior, S. A. ( NYSE:BLX ) will increase its dividend on the 25th of March to...Seeking Alpha • Jan 20
Mr. Market Is No Longer Wrong On Bladex
Summary Bladex saw significant fundamental improvement, with its loan book growing to $9.7 billion and profitability increasing to over $5/share. Management has effectively grown the loan book without incurring additional credit losses, maintaining a strong risk-weighted capital ratio and doubling dividends. Despite increased expenses, conservative underwriting practices and short-term loan durations mitigate funding risks, ensuring liquidity even if capital markets shut down. With the stock re-rated to $39/share, I have reduced my position by 30%, but will hold for dividends and expect returns around management’s 14% ROE target. Read the full article on Seeking Alpha
새로운 내러티브 • Nov 03
Bladex's Decisive Evolution And Innovative Platforms Drive Bright Financial Horizons
Shift towards cost-efficient deposits and strategic expansion is expected to boost net interest margins and support loan growth.Seeking Alpha • Nov 02
Bladex Continues To Grow But Warns Of Higher Competition, Still A Buy
Summary Bladex results are in line with continued growth in assets and flat spreads. However, the bank has warned of increasing competition. The company is expecting to grow its fee-based revenues, to reduce exposure to spread and interest rate risk. The bank offers a yield of more than 15%, at the same time as it grows its loan book at mid-teens. This seems very attractive. Even assuming a return to very loose credit conditions like 2021, and no reduction in OpEx, the bank continues to offer a good 8% yield. Read the full article on Seeking Alpha분석 기사 • Aug 30
Here's Why Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Jul 25
Bladex: Q2 2024 Keeps The Performance Trend, The Bank Is Still A Buy
Summary Bladex reported strong 2Q24 results with continued growth in book size, income, and fees. The bank's efficiency ratio is below 25%, making it one of the most efficient globally. Main risk is a global recession affecting Latin American trade patterns, but the stock remains attractive with a Buy rating. Read the full article on Seeking Alpha분석 기사 • May 01
Do Banco Latinoamericano de Comercio Exterior S. A's (NYSE:BLX) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Apr 12
Bladex Still An Opportunity, With Caution On New Business Segments
Summary Banco Latinoamericano de Comercio Exterior (Bladex) reports record FY23 results with net income, credit book, and net interest income all showing significant growth. Bladex is expanding into new areas of bank finance, including project finance, working capital, and treasury solutions. The company recognizes the need for limited growth and plans to return capital to shareholders while maintaining high returns on equity. Read the full article on Seeking Alpha분석 기사 • Jan 06
Here's Why We Think Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) 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...Seeking Alpha • Dec 15
Bladex Is Still A Lopsided Bet On Latin American Growth
Summary BLX is a Panamanian bank with Latin American central banks as its primary depositors. BLX has experienced recent outperformance due to more lending and higher interest rates, leading to higher net interest income. The bank's profitability in the future will depend on global interest rates and the growth of the Latin American economy. Still, it is currently priced to yield 10% even in the worst-case scenario. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
Bladex: Moving To Hold As Bull Thesis Has Played Out
Summary Bladex reported another strong quarter, and profits continue to hit new highs. However, I believe growth is about to slow down in 2024. Bladex shares have rallied sharply in 2023, and I no longer see much near-term upside. Read the full article on Seeking Alpha분석 기사 • Sep 06
If EPS Growth Is Important To You, Banco Latinoamericano de Comercio Exterior S. A (NYSE:BLX) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Aug 11
Bladex: A Speculative LatAm Play With Growth, Value, And Momentum
Summary Bladex's revenue, net income, and FCF are at or near record highs since 2014. Valuation multiples such as P/E, P/S, and P/B are near the bottom of their post-2014 ranges. Deposits recently hit a record high and became a larger fraction of Bladex's total funding, and the firm expects this trend to continue. Despite risks including an elevated exposure to the oil and gas sector and a geographically concentrated base of borrowers, Bladex’s strong financials, low multiples, and upward price momentum present an interesting opportunity for investors. Read the full article on Seeking Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: BLX 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: BLX 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Bladex 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (BLX) | 4.4% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Diversified Financial) | 1.1% |
| 분석가 예측 (BLX) (최대 3년) | 5.4% |
주목할만한 배당금: BLX 의 배당금( 4.44% )은 US 시장에서 배당금 지급자의 하위 25%( 1.37% )보다 높습니다.
고배당: BLX 의 배당금( 4.44% )은 US 시장( 4.18% )
현재 주주 배당
수익 보장: 합리적으로 낮은 지불 비율 ( 43.7% )로 BLX 의 배당금 지급은 수익으로 충분히 충당됩니다.
향후 주주 배당
미래 배당 보장: BLX 의 3년 배당금은 수익( 41.9% 지급 비율)으로 충분히 충당될 것으로 예상됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/25 09:19 |
| 종가 | 2026/06/25 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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
Bladex Inc.는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gilberto Garcia | Barclays |
| Ricardo Buchpiguel | BTG Pactual |
| Iñigo Vega Zabala | Jefferies LLC |