LND
BrasilAgro - Brazilian Agricultural Real Estate CoPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B May 19 to May 22 4 days of insider buys: $204.6K by 1 insider, avg $3.79
- S Jun 8 1 insider sell $7.2K at $3.62
- B Jun 25 to Jun 30 4 days of insider buys: $206.5K by 1 insider, avg $3.56
- S Jul 1 1 insider sell $7.0K at $3.49
- S Jul 20 1 insider sell $15.4K at $3.84
- R Sep 4 BrasilAgro reported FY2026 (June 30) results with a net loss of R$90…
- B Sep 30 to Oct 5 4 days of insider buys: $199.7K by 1 insider, avg $3.52
- X Oct 15 Short interest falls 32.8% to 70.6K
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $610.8K at an average $3.62. 1 insider sold $29.6K. Price is 10% below their cost.
- InstitutionsMIXED
Q2 2026: 1 added (0 new), 2 trimmed or exited.
- Short sellersCOVERING
Short interest −32.8% to 70.6K shares. 1.2 days to cover, ≈0.1% of shares.
- TrendRANGE
11% below its 50-day average. New closing low $3.26 on Oct 27.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CITADEL ADVISORS LLC | ADD | $146.1K |
| MORGAN STANLEY | TRIM | $7.7K |
| Allworth Financial LP | TRIM | $607.00 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | $590.1K |
| BlackRock, Inc. | DOUBLED | $139.5K |
| MAI Capital Management | DOUBLED | $2.0K |
| UBS Group AG | ADD | $77.3K |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | $70.9K |
Quarterly 13F filings are due 45 days after each quarter ends.
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 5, 2026 | Elsztain Alejandro Gustavo Director | BUY | $43.8K |
| Oct 2, 2026 | Elsztain Alejandro Gustavo Director | BUY | $52.1K |
| Oct 1, 2026 | Elsztain Alejandro Gustavo Director | BUY | $51.5K |
| Sep 30, 2026 | Elsztain Alejandro Gustavo Director | BUY | $52.2K |
| Jul 20, 2026 | Lopez Gustavo Javier Director | SELL | $15.4K |
| Jul 1, 2026 | Lopez Gustavo Javier Director | SELL | $7.0K |
| Jun 30, 2026 | Elsztain Alejandro Gustavo Director | BUY | $51.7K |
| Jun 29, 2026 | Elsztain Alejandro Gustavo Director | BUY | $51.9K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $0.00 |
| Next Q | — | — | — | $0.00 |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 1 bullish · 1 bearish · 1 mixed · 3 neutral- NEUTRAL 6-KOct 22, 2026
BrasilAgro shareholders approved the merger of its wholly-owned subsidiary Agrifirma Agro Ltda…
The merger is a non-event for equity value as it consolidates a wholly-owned subsidiary without issuing new shares. The R$30M dividend is modest relative to market cap. Monitor next quarterly report…
- NEUTRAL 6-KOct 21, 2026
BrasilAgro announced the payment of R$30 million in interim dividends (R$0.30115808232 per share)…
Routine dividend declaration with no change to business outlook. Monitor next quarterly filing for operational performance and crop yield updates.
- BULLISH 6-KSep 30, 2026
BrasilAgro announced the sale of 1,752.66 arable hectares of Rio do Meio Farm for a present value…
Monitor the 1Q27 earnings release for recognition of the R$51.5 million pre-tax gain and any updates on the lease purchase option exercise. The sale demonstrates successful execution of the land…
- BEARISH 6-KSep 18, 2026
BrasilAgro filed a 6-K containing its management proposal for the Annual and Extraordinary General…
The FY2026 results reveal a business model heavily dependent on episodic farm sales — when those collapsed, the company swung to a deep loss despite improved agricultural operations. The proposed…
All LND filing & press-release reports (6)
- 6-K reportOct 22, 2026
- 6-K reportOct 21, 2026
- 6-K reportSep 30, 2026
- 6-K reportSep 18, 2026
- 6-K reportSep 18, 2026
- 6-K reportSep 4, 2026