Banco Macro (BMA) Aktievy
Banco Macro S.A. tillhandahåller olika bankprodukter och tjänster till privat- och företagskunder i Argentina. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 2/6 |
BMA Community Fair Values
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Analyst Price Targets
Banco Macro S.A. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | AR$11,610.00 |
| 52 veckors högsta | AR$16,240.00 |
| 52 veckors lägsta | AR$5,895.00 |
| Beta | 0.46 |
| 1 månads förändring | -2.19% |
| 3 månaders förändring | -12.90% |
| 1 års förändring | 7.50% |
| 3 års förändring | 1,224.66% |
| 5 års förändring | 4,470.87% |
| Förändring sedan börsintroduktionen | 77,819.46% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • May 03
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).
Uppdatering av berättelse • Apr 18
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).Recent updates
Uppdatering av berättelse • May 03
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).Uppdatering av berättelse • Apr 18
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).Uppdatering av berättelse • Apr 03
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).Uppdatering av berättelse • Mar 20
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.Uppdatering av berättelse • Mar 06
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).Uppdatering av berättelse • Feb 19
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.Uppdatering av berättelse • Feb 05
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.
Uppdatering av berättelse • Jan 22
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.Uppdatering av berättelse • Jan 07
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.Uppdatering av berättelse • Dec 14
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.Uppdatering av berättelse • Nov 29
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.Uppdatering av berättelse • Nov 15
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.Uppdatering av berättelse • Nov 01
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.Uppdatering av berättelse • Oct 17
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.Uppdatering av berättelse • Oct 03
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.Uppdatering av berättelse • Aug 27
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.
Ny berättelse • Dec 06
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.Aktieägarnas avkastning
| BMA | AR Banks | AR Marknad | |
|---|---|---|---|
| 7D | 9.1% | 2.0% | 2.3% |
| 1Y | 7.5% | -9.9% | 15.5% |
Avkastning vs industri: BMA översteg AR Banks branschen som gav -9.9 % under det senaste året.
Avkastning vs Marknaden: BMA presterade sämre än AR marknaden som gav 15.5 % under det senaste året.
Prisvolatilitet
| BMA volatility | |
|---|---|
| BMA Average Weekly Movement | 8.0% |
| Banks Industry Average Movement | 7.7% |
| Market Average Movement | 5.8% |
| 10% most volatile stocks in AR Market | 7.7% |
| 10% least volatile stocks in AR Market | 3.8% |
Stabil aktiekurs: BMA s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för AR.
Volatilitet över tid: BMA s veckovolatilitet ( 8% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av AR aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1966 | n/a | Juan Parma | www.macro.com.ar |
Banco Macro S.A. tillhandahåller olika bankprodukter och tjänster till privat- och företagskunder i Argentina. Företaget erbjuder olika bankprodukter och tjänster för privatpersoner, såsom spar- och checkkonton, tidsinsättningar, kredit- och betalkort, konsumentkrediter, hypotekslån, billån, checkräkningskrediter, kreditrelaterade tjänster, hem- och bilförsäkringar, skatteuppbörd, betalningar för allmännyttiga tjänster, bankomater och penningöverföringar. Bolaget tillhandahåller också privatlån, dokumentrabatter, bolån, checkräkningskrediter, pantsatta lån och kreditkortslån till privatkunder.
Banco Macro S.A. Sammanfattning av grunderna
| BMA grundläggande statistik | |
|---|---|
| Börsvärde | AR$6.83t |
| Vinst(TTM) | AR$289.49b |
| Intäkter(TTM) | AR$4.06t |
25.6x
P/E-förhållande1.4x
P/B-förhållandeÄr BMA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| BMA resultaträkning (TTM) | |
|---|---|
| Intäkter | AR$4.06t |
| Kostnad för intäkter | AR$60.32b |
| Bruttovinst | AR$4.00t |
| Övriga kostnader | AR$3.71t |
| Intäkter | AR$289.49b |
Senast redovisade vinst
Dec 31, 2025
Nästa vinstdatum
May 27, 2026
| Vinst per aktie (EPS) | 452.75 |
| Bruttomarginal | 98.52% |
| Nettovinstmarginal | 7.12% |
| Skuld/egenkapitalförhållande | 28.6% |
Hur har BMA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
4.2%
Aktuell utdelningsavkastning137%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/21 02:11 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Banco Macro S.A. bevakas av 14 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ernesto Gabilondo Márquez | BofA Global Research |
| Rafael Berger Frade | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Alonso Aramburú | BTG Pactual |