Market Cap
$18.7B
SBS
COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP
$5.38 ▲ +2.28%
Prev close $5.26Market cap$18.7B
12-mo target$6.74 (+25.2%)
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)48 New Institutional Positions Traditional Energy
Snapshot
The big-picture read on SBS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$1.9B
Inst. Activity
48 buys / 2 sells
Insider Activity
$0.00 buy / $649.7K sell
Insider Net $
-$649.7K
Social Sentiment
71° Bullish
SEC Reports
11
Price chart 30d +4.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Aug 21, 2026 SEC Short Volume: SBS — 58.5% short (1.2M / 2.0M)
Short: 1,190,115 | Exempt: 12 | TRF Vol: 2,034,882 | Short Ratio: 58.5% | Off-exchange volume (dark
A significant institutional cluster in SBS shows 17 buyers accumulating $37.5M net versus 7 sellers reducing $32.2M, wit
INST-CLUSTER — Impact 5/10
Sabesp reported 2Q26 results with adjusted EPS of R$0.33 (down 42.1% YoY from R$0.57) and adjusted net income of R$1,150
6-K — Impact 6/10
Sabesp shareholders approved the merger of all EMAE shares not already held by Sabesp, with Sabesp issuing common shares
6-K — Impact 4/10
Jun 30, 2026 Inst.
Impax Asset Management Group — DOUBLED
52,324,409 shares ($302.4M)
Jun 30, 2026 Inst.
Amundi — DOUBLED
26,095,862 shares ($150.9M)
Jun 15, 2026 Insider
Szlak Daniel sold 7,300 shares
Chief Financial Officer @ $28.30 ($206.6K)
Jun 15, 2026 Insider
Szlak Daniel sold 7,300 shares
Chief Financial Officer @ $5.59 ($40.8K)
Analyst ratings buy % +5.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 19, 2026 | Jefferies | INITIATE | Buy | 53% |
| Nov 14, 2019 | Goldman Sachs | INITIATE | Neutral | 54% |
| May 18, 2018 | Goldman Sachs | DOWNGRADE | Neutral | 54% |
| Mar 12, 2018 | Janney Montgomery Scott | DOWNGRADE | Neutral | 56% |
| Nov 27, 2017 | JP Morgan | UPGRADE | Overweight | 55% |
| Nov 22, 2017 | HSBC | UPGRADE | Buy | 55% |
| Aug 14, 2017 | Citigroup | DOWNGRADE | Sell | 55% |
| Mar 6, 2017 | Standpoint Research | DOWNGRADE | Hold | — |
| Aug 3, 2016 | Janney Montgomery Scott | DOWNGRADE | Neutral | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 14 | 1 | 0 | 0 | 95% | |
| Aug 1, 2026 | 6 | 14 | 1 | 0 | 0 | 95% | |
| Jul 1, 2026 | 6 | 14 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 6 | 13 | 2 | 0 | 0 | 90% | |
| May 1, 2026 | 6 | 14 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 6 | 14 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 5 | 14 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 5 | 14 | 1 | 0 | 0 | 95% |
Price targets
Where 5 covering analysts think SBS trades over the next 12 months.
$6.74 +25.2% upside Strong Buy
Current$5.38 Low$6.28 Median$6.50 High$7.60 5 analysts
$6.28$7.60
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 1 bearish, 2 mixed, 6 neutral · avg impact 4.3/10.
BULLISHINST-CLUSTER5/10
A significant institutional cluster in SBS shows 17 buyers accumulating $37.5M net versus 7 sellers
Aug 21, 2026
BEARISH6-K6/10
Sabesp reported 2Q26 results with adjusted EPS of R$0.33 (down 42.1% YoY from R$0.57) and adjusted n
Aug 14, 2026
NEUTRAL6-K4/10
Sabesp shareholders approved the merger of all EMAE shares not already held by Sabesp, with Sabesp i
Jul 31, 2026
NEUTRAL6-K4/10
Sabesp and its subsidiary EMAE executed a Protocol and Justification for the merger of all EMAE shar
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: SBS — 58.5% short (1.2M / 2.0M)
Short: 1,190,115 | Exempt: 12 | TRF Vol: 2,034,882 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SBS — 67.5% short (1.3M / 1.9M)
Short: 1,301,111 | Exempt: 1,228 | TRF Vol: 1,928,649 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SBS — 64.1% short (0.9M / 1.4M)
Short: 873,950 | Exempt: 1,232 | TRF Vol: 1,363,073 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SBS — 69.0% short (1.5M / 2.1M)
Short: 1,466,507 | Exempt: 658 | TRF Vol: 2,125,757 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: SBS — 61.2% short (1.7M / 2.7M)
Short: 1,679,137 | Exempt: 8,960 | TRF Vol: 2,742,647 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.07 | $0.07–$0.07 | 5.1% | +10.8% | 0↑ 1↓ | $6.1B | 1 |
| Next Q | $0.08 | $0.08–$0.08 | -27.9% | +0.0% | 0↑ 1↓ | $6.4B | 1 |
| Current FY | $0.34 | $0.29–$0.38 | -3.4% | +17.1% | 0↑ 1↓ | $25.2B | 2 |
| Next FY | $0.43 | $0.43–$0.43 | 27.7% | -10.0% | 0↑ 1↓ | $30.0B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.072 | — |
| 7d ago | $0.067 | +0.005 |
| 30d ago | $0.065 | +0.007 |
| 60d ago | $0.088 | -0.016 |
| 90d ago | $0.088 | -0.016 |
Institutional ownership
Which big funds own SBS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.9B total value (321,299,728 shares) as of 2026-Q2. Top holders: Erste, NOMURA, Impax. Net buying activity: 48 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| Impax Asset Management Group plc | 52,324,409 | $302.4M | 16.0% | DOUBLED +676.1% |
| BlackRock, Inc. | 29,944,581 | $173.1M | 9.2% | — |
| Amundi | 26,095,862 | $150.9M | 8.0% | DOUBLED +397.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 20,552,459 | $118.8M | 6.3% | DOUBLED +673.7% |
| DEUTSCHE BANK AG\ | 19,192,518 | $110.9M | 5.9% | DOUBLED +418.2% |
| WCM INVESTMENT MANAGEMENT, LLC | 15,916,320 | $92.5M | 4.9% | DOUBLED +623.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 12,283,156 | $71.0M | 3.8% | DOUBLED +496.6% |
| UBS Group AG | 12,048,286 | $69.6M | 3.7% | ADD +68.0% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | DOUBLED | 6,742,360 | 52,324,409 | +676.1% | $302.4M |
| Amundi | DOUBLED | 5,248,440 | 26,095,862 | +397.2% | $150.9M |
| ROYAL LONDON ASSET MANAGEMENT LTD | DOUBLED | 2,656,532 | 20,552,459 | +673.7% | $118.8M |
| DEUTSCHE BANK AG\ | DOUBLED | 3,703,345 | 19,192,518 | +418.2% | $110.9M |
| WCM INVESTMENT MANAGEMENT, LLC | DOUBLED | 2,198,987 | 15,916,320 | +623.8% | $92.5M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 2,058,779 | 12,283,156 | +496.6% | $71.0M |
| UBS Group AG | ADD | 1,434,049 | 12,048,286 | +68.0% | $69.6M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 2,167,329 | 11,033,555 | +409.1% | $63.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | 1,877,704 | 9,388,520 | +400.0% | $54.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 1,581,362 | 7,855,000 | +396.7% | $45.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
3 insiders, 8 transactions. Net -$649.7K — $0.00 bought, $649.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Szlak Daniel | Chief Financial Officer | SELL | 7,300 | $28.30 | $206.6K |
| Jun 15, 2026 | Szlak Daniel | Chief Financial Officer | SELL | 7,300 | $5.59 | $40.8K |
| Jun 15, 2026 | Szlak Daniel | Chief Financial Officer | SELL | 81 | $5.58 | $451.98 |
| Jun 15, 2026 | Szlak Daniel | Chief Financial Officer | SELL | 81 | $28.30 | $2.3K |
| May 25, 2026 | Tavares de Sousa Roberval | Engineering Officer | SELL | 5,900 | $28.81 | $170.0K |
| May 25, 2026 | Tavares de Sousa Roberval | Engineering Officer | SELL | 5,900 | $5.74 | $33.9K |
| May 21, 2026 | Tavares de Sousa Samanta I.S. | Inst. Rel. & Sustain. Officer | SELL | 5,700 | $28.61 | $163.1K |
| May 21, 2026 | Tavares de Sousa Samanta I.S. | Inst. Rel. & Sustain. Officer | SELL | 5,700 | $5.72 | $32.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SBS.
Shares short
13,788,023
Settlement Sep 15, 2026
Change vs prior
-20.5%
Semi-monthly cycle
Days to cover
1.5
At avg daily volume
Of shares outstanding
≈0.4%
Estimate — not % of float
All SBS filing & press-release reports (11)
- INST-CLUSTER reportAug 21, 2026
- 6-K reportAug 14, 2026
- 6-K reportJul 31, 2026
- 6-K reportJun 30, 2026
- CLUSTER reportJun 17, 2026
- CLUSTER reportMay 29, 2026
- 6-K reportMay 8, 2026
- 6-K reportMay 8, 2026
- 20-F reportApr 29, 2026
- 6-K reportApr 28, 2026
- 6-K reportApr 27, 2026