Rumo Dividends and Buybacks
Dividend criteria checks 0/6
Rumo is a dividend paying company with a current yield of 0.76%. Next payment date is on 30th November, 2026 with an ex-dividend date of 29th April, 2026.
Key information
0.8%
Dividend yield
n/a
Buyback Yield
| Total Shareholder Yield | n/a |
| Future Dividend Yield | 2.6% |
| Dividend Growth | 60.5% |
| Next dividend pay date | 30 Nov 26 |
| Ex dividend date | 29 Apr 26 |
| Dividend per share | n/a |
| Payout ratio | 19% |
Recent dividend and buyback updates
Recent updates
Narrative Update • May 09
RAIL3: Higher Discount Rate And Lower P/E Will Pressure Future Returns
Analysts have reduced their Rumo fair value estimate from R$15.27 to R$14.64, citing updated assumptions for discount rates, revised revenue growth expectations, adjusted margin forecasts, and a new future P/E of 17.07x. What's in the News Rumo S.A. set an annual dividend of R$0.1084 per share, with payment scheduled for November 30, 2026 (Key Developments).
Narrative Update • Apr 21
RAIL3: Future Dividend Policy Will Support Stronger Profitability Outlook
Analysts have trimmed their price target on Rumo slightly from R$19.93 to R$19.67, reflecting updated views on modestly different revenue growth, profit margin and discount rate assumptions while keeping future P/E expectations broadly in line. What's in the News Rumo plans an annual dividend of R$0.1084 per share, with payment scheduled for November 30, 2026 (Key Developments).
Narrative Update • Apr 07
RAIL3: Higher Revenue Outlook Will Eventually Support Richer Earnings Multiple
Analysts have slightly trimmed their fair value estimate for Rumo from R$25.00 to R$24.00, reflecting updated assumptions that combine higher revenue growth expectations with a lower projected profit margin and a modestly higher future P/E multiple. What's in the News Rumo S.A. announced an annual dividend of R$0.1084 per share, scheduled to be paid on November 30, 2026.Narrative Update • Mar 24
RAIL3: Future Profitability Will Strengthen Despite Ongoing Freight Price Pressure
Analysts have reset their price target on Rumo to R$19.93 from R$21.84, reflecting updated expectations for freight price pressure and modest tweaks to revenue growth, profit margin, and forward P/E assumptions. Analyst Commentary JPMorgan resumed coverage of Rumo with a Neutral rating and a R$20 price target, signaling a balanced view on risk and reward at current levels.Narrative Update • Mar 07
RAIL3: Freight Price Pressure And Execution Will Shape A Cautiously Optimistic Outlook
Analysts have trimmed their Rumo fair value estimate from roughly R$16.50 to about R$15.27, aligning their updated price target with expectations for continued freight price pressure highlighted in recent research. Analyst Commentary Recent updates around Rumo suggest that, while coverage is active again, the tone remains cautious.Narrative Update • Feb 21
RAIL3: Freight Price Pressure Will Eventually Support Higher Earnings Multiple
Rumo's analyst price target has been reiterated at R$25.00, with analysts pointing to slightly stronger assumptions for revenue growth, profit margins and forward P/E, while still flagging near term freight price pressure as a key watchpoint. Analyst Commentary JPMorgan has resumed coverage of Rumo with a Neutral rating and a R$20 price target, highlighting that freight pricing remains a near term pressure point.Narrative Update • Feb 06
RAIL3: Freight Price Pressure Will Set Up Future P/E Repricing Potential
Analysts have reduced their fair value estimate for Rumo from R$27.00 to R$25.00, reflecting updated assumptions on growth, profitability, and future P/E, as well as recent Street research that highlights continued pressure on freight prices. Analyst Commentary Recent Street research points to a mixed but watchful stance on Rumo, with JPMorgan resuming coverage at Neutral and a R$20 price target.Narrative Update • Jan 23
RAIL3: Freight Pricing Discipline Will Support A More Optimistic Outlook
Narrative Update on Rumo The analyst price target for Rumo has been updated to R$20, with analysts citing freight price pressures and revised assumptions for discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Recent commentary around Rumo has centered on freight pricing pressure and how that filters through to earnings expectations, valuation assumptions, and price targets.Narrative Update • Jan 08
RAIL3: Freight Pricing Pressure Will Set Up Potential Upside Reassessment
Narrative Update on Rumo Our analyst price target for Rumo moves from R$31.70 to R$27.00, as analysts factor in more moderate revenue growth assumptions, a slightly higher discount rate and ongoing pressure on freight prices highlighted in recent Street research. Analyst Commentary Recent Street research on Rumo has been cautious on near term freight pricing, yet the new R$27.00 target remains above the R$20 reference from JPMorgan, which signals some residual optimism around the company’s ability to execute on its plan over time.Analysis Article • Dec 22
Rumo (BVMF:RAIL3) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Narrative Update • Dec 22
RAIL3 Stronger Profit Margins Will Support A More Optimistic Outlook
Narrative Update on Rumo Analysts have modestly raised their price target on Rumo to R$16.50, reflecting higher expected profitability and a slightly improved valuation multiple despite slower projected revenue growth. Valuation Changes Fair Value Estimate remains unchanged at R$16.50, indicating no revision to the intrinsic price target.Narrative Update • Dec 08
RAIL3: Future Profitability Will Improve As Margins Expand
Analysts have slightly reduced their price target on Rumo to reflect a modest downward revision in fair value and revenue growth assumptions, partially offset by expectations for improved profit margins and a lower future price-to-earnings multiple. Valuation Changes Fair Value: reduced slightly from R$22.56 to R$21.84 per share, reflecting a modest downward revision in intrinsic valuation.Narrative Update • Nov 24
RAIL3: Future Profitability Will Strengthen As Margins Stabilize
Rumo's Analyst Price Target Sees Modest Adjustment Analysts have slightly lowered their price target for Rumo from $23.02 to $22.56. This reflects more cautious expectations on revenue growth and profit margins in their latest assessment.Analysis Article • Nov 16
Rumo S.A.'s (BVMF:RAIL3) Price Is Out Of Tune With Revenues
Rumo S.A.'s ( BVMF:RAIL3 ) price-to-sales (or "P/S") ratio of 2.2x may not look like an appealing investment...Analysis Article • Oct 29
Is Rumo (BVMF:RAIL3) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative Update • Sep 14
Mato Grosso Rail Investment Will Boost Brazilian Food Exports
The slight reduction in Rumo's fair value target to R$23.02 primarily reflects lowered consensus revenue growth expectations, despite some improvement in net profit margin. Valuation Changes Summary of Valuation Changes for Rumo The Consensus Analyst Price Target has fallen slightly from R$23.68 to R$23.02.Narrative Update • Aug 30
Mato Grosso Rail Investment Will Boost Brazilian Food Exports
Rumo’s consensus price target was revised downward to R$24.09, reflecting a weakening in fundamentals as the company’s net profit margin declined and its future P/E multiple increased. What's in the News Rumo S.A. announced an annual dividend of BRL 0.8104 per share.Analysis Article • Aug 14
The Strong Earnings Posted By Rumo (BVMF:RAIL3) Are A Good Indication Of The Strength Of The Business
BOVESPA:RAIL3 1 Year Share Price vs Fair Value Explore Rumo's Fair Values from the Community and select yours Rumo...Analysis Article • Aug 04
Rumo S.A.'s (BVMF:RAIL3) Share Price Not Quite Adding Up
Rumo S.A.'s ( BVMF:RAIL3 ) price-to-sales (or "P/S") ratio of 2.2x may not look like an appealing investment...Analysis Article • Jul 14
The Return Trends At Rumo (BVMF:RAIL3) Look Promising
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analysis Article • Jun 01
Rumo (BVMF:RAIL3) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Narrative • Dec 02
Decisive Expansion In Mato Grosso And Infrastructure Investments Set To Boost Revenue Growth
Expansion projects and infrastructure investments are set to boost transported volumes and yields, driving long-term revenue growth.Stability and Growth of Payments
Fetching dividends data
Stable Dividend: RAIL3 is not paying a notable dividend for the BR market, therefore no need to check if payments are stable.
Growing Dividend: RAIL3 is not paying a notable dividend for the BR market, therefore no need to check if payments are increasing.
Dividend Yield vs Market
| Rumo Dividend Yield vs Market |
|---|
| Segment | Dividend Yield |
|---|---|
| Company (RAIL3) | 0.8% |
| Market Bottom 25% (BR) | 3.6% |
| Market Top 25% (BR) | 11.8% |
| Industry Average (Transportation) | 3.9% |
| Analyst forecast (RAIL3) (up to 3 years) | 2.6% |
Notable Dividend: RAIL3's dividend (0.76%) isn’t notable compared to the bottom 25% of dividend payers in the BR market (3.61%).
High Dividend: RAIL3's dividend (0.76%) is low compared to the top 25% of dividend payers in the BR market (11.85%).
Earnings Payout to Shareholders
Earnings Coverage: RAIL3 is not paying a notable dividend for the BR market.
Cash Payout to Shareholders
Cash Flow Coverage: RAIL3 is not paying a notable dividend for the BR market.
Discover strong dividend paying companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/27 01:16 |
| End of Day Share Price | 2026/05/26 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Rumo S.A. is covered by 23 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mauro Suarez | Alliance Global Partners |
| Daniel Spilberg | Barclays |
| Rogério Araújo | BofA Global Research |