The dividend declaration confirms the payout previewed in yesterday's 20-F. Monitor the USD/ARS exchange rate and Central Bank FX market access for foreign shareholders' USD option — any restriction could pressure GDS pricing. The dividend is large relative to market cap; watch for ex-date price adjustment and potential selling by income-oriented holders post-record date.
Price Chart
Executive Summary
IRSA announced a cash dividend of ARS 211 billion (ARS 249.41 per ordinary share, ARS 2,494.10 per GDS) for FY2026, approved at the October 22, 2026 shareholders' meeting. The dividend is payable November 3, 2026 to holders of record October 26, 2026, with foreign shareholders having an option to receive USD subject to FX market access. This follows the company's annual 20-F filed yesterday showing improved profitability and a proposed dividend of up to ARS 211 billion.
Key Facts
- Cash dividend of ARS 211,000,000,000 declared for FY2026
- Dividend per ordinary share: ARS 249.410459277493
- Dividend per GDS: ARS 2,494.10459277493
- Record date: October 26, 2026; Payment date: November 3, 2026
- Foreign shareholders may elect USD payment subject to FX market access
- 7% withholding tax applies under Argentine Income Tax Law
- Dividend charged to fiscal year ended June 30, 2026
Financial Impact
ARS 211 billion total cash dividend, representing 2,494% of par value capital
Risk Factors
- Foreign shareholders may receive ARS instead of USD if MULC access is restricted
- 7% withholding tax reduces net dividend for foreign holders
- Large cash outflow may reduce liquidity for other capital allocation priorities
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0000933267-26-000069 |
| Document: 0000933267-26-000069-index-headers.html | 0000933267-26-000069 |
| Document: 0000933267-26-000069-index.html | 0000933267-26-000069 |
| Document: 0000933267-26-000069.txt | 0000933267-26-000069 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 6-K | $14.65 | awaiting T+20 | — | $14.59 (−0.41%) |
Oct 22, 2026 4d ago | 6-K | $14.21 | awaiting T+20 | — | $14.59 (+2.67%) |
Oct 22, 2026 4d ago | 6-K | $14.21 | awaiting T+20 | — | $14.59 (+2.67%) |
Oct 21, 2026 5d ago | 20-F | $14.25 | awaiting T+20 | — | $14.59 (+2.39%) |
Oct 16, 2026 10d ago | 6-K | $14.13 | awaiting T+20 | — | $14.59 (+3.26%) |
Sep 23, 2026 4w ago | 6-K | $15.11 $14.25 | ▼ −5.69% | ▼ −6.38% | $14.59 (−3.44%) |
Sep 17, 2026 5w ago | 6-K | $16.02 $14.14 | ▼ −11.74% | ▼ −12.94% | $14.59 (−8.93%) |
Sep 3, 2026 7w ago | 6-K | $15.08 $13.92 | ▼ −7.69% | ▼ −6.57% | $14.59 (−3.25%) |
Aug 31, 2026 8w ago | 6-K | $15.03 $13.92 | ▼ −7.39% | ▼ −7.70% | $14.59 (−2.93%) |
Aug 21, 2026 9w ago | 6-K | $14.82 $15.60 | ▲ +5.26% | ▲ +5.79% | $14.59 (−1.55%) |
US Market Status
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