Banco Macro S.A.

NYSE:BMA Stok Raporu

Piyasa değeri: US$5.9b

Banco Macro Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Juan Parma

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresi1.3yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi5.8yrs
Yönetim Kurulu ortalama görev süresi9.2yrs

Son yönetim güncellemeleri

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.

CEO

Juan Parma (53 yo)

1.3yrs
Görev süresi

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Juan Parma
Chief Executive Officer1.3yrsVeri yokVeri yok
Jorge Francisco Scarinci
CFO & Finance Manager8.6yrsVeri yokVeri yok
Ernesto Eduardo Medina
Technology & Banking Operations Manager5.8yrsVeri yokVeri yok
Ernesto Lopez
Legal Manager6.5yrsVeri yokVeri yok
Nicolas Giacinti
Compliance Manager2.4yrsVeri yokVeri yok
Juan Domingo Mazzon
Strategyno dataVeri yokVeri yok
Francisco Muro
Distribution & Sales Manager11.7yrsVeri yokVeri yok
Mercedes Bembibre
People Manager1.4yrsVeri yokVeri yok
Gaston Alberto Mooney
Chief Risk Officerless than a yearVeri yokVeri yok
Valeria Berzal
Head of Financial Services Customer Serviceno dataVeri yokVeri yok
Adrian Scosceria
Corporate Banking Manager9.1yrsVeri yokVeri yok
Daniela Campiotti
Non Financial Risk Managerno dataVeri yokVeri yok
5.8yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: BMA 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Jorge Pablo Brito
Chairman of the Board24.3yrsVeri yok0.47%
$ 27.8m
Marcos Brito
Director4.9yrsVeri yok0.0015%
$ 91.2k
Constanza Brito
Non-Independent Director8.2yrsVeri yok0.16%
$ 9.4m
Delfin Ezequiel Carballo
Director10.2yrsVeri yokVeri yok
Carlos Alberto Giovanelli
Vice Chairman10.2yrsVeri yokVeri yok
Nelson Damian Pozzoli
Director10.2yrsVeri yokVeri yok
Sebastian Palla
Independent Director5.2yrsVeri yokVeri yok
Mario Luis Vicens
Independent Director10.2yrsVeri yokVeri yok
Jose Sanchez
Director10.2yrsVeri yokVeri yok
Fabian de Paul
Independent Director7.2yrsVeri yokVeri yok
Daniela Anahi Meilan
Independent Director1.2yrsVeri yokVeri yok
Agustin Alvarez
Independent Director1.2yrsVeri yokVeri yok
9.2yrs
Ortalama Görev Süresi
49.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BMA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.2 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/10 00:31
Gün Sonu Hisse Fiyatı2026/06/10 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Banco Macro S.A. 13 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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