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PagSeguro Digital Ltd. (NYSE:PAGS – Get Free Report) Director Alexandre Mr Magnani sold 100,000 shares of the firm’s stock in a transaction dated Wednesday, October 7th. The shares were sold at an average price of $10.60, for a total value of $1,060,000.00. Following the completion of the sale, the director directly owned 507,390 shares in the company, valued at approximately $5,378,334. The trade was a 16.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

PagSeguro Digital Trading Up 4.3% Shares of PAGS opened at $11.13 on Friday. PagSeguro Digital Ltd. has a 12-month low of $8.42 and a 12-month high of $12.32. The company has a market cap of $3.11 billion, a PE ratio of 7.79, a price-to-earnings-growth ratio of 0.45 and a beta of 1.27. The stock has a 50-day moving average price of $9.36 and a 200-day moving average price of $9.50.

PagSeguro Digital (NYSE:PAGS – Get Free Report) last posted its quarterly earnings data on Tuesday, August 11th. The company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.39 by $0.02. The company had revenue of $942.97 million for the quarter, compared to analysts’ expectations of $1 billion. PagSeguro Digital had a net margin of 10.46% and a return on equity of 16.36%. As a group, analysts predict that PagSeguro Digital Ltd. will post 1.65 earnings per share for the current year.

PagSeguro Digital Increases Dividend The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th were paid a $0.28 dividend. The ex-dividend date of this dividend was Wednesday, September 16th. This represents a $1.12 dividend on an annualized basis and a yield of 10.1%. This is a boost from PagSeguro Digital’s previous quarterly dividend of $0.26. PagSeguro Digital’s dividend payout ratio is presently 78.32%. Analyst Ratings Changes PAGS has been the topic of a number of research analyst reports. Bank of America lowered shares of PagSeguro Digital from a “buy” rating to a “neutral” rating and set a $10.00 price target on the stock. in a report on Wednesday, July 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of PagSeguro Digital in a report on Friday, September 18th. Jefferies Financial Group initiated coverage on shares of PagSeguro Digital in a report on Thursday, July 23rd. They set a “hold” rating and a $10.40 price objective for the company. Finally, UBS Group cut their target price on shares of PagSeguro Digital from $12.50 to $11.00 and set a “buy” rating for the company in a research report on Tuesday, September 29th. Two equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $10.73.

View Our Latest Stock Analysis on PAGS

Institutional Investors Weigh In On PagSeguro Digital Several hedge funds have recently modified their holdings of the business. DGS Capital Management LLC boosted its stake in shares of PagSeguro Digital by 8.7% during the fourth quarter. DGS Capital Management LLC now owns 15,814 shares of the company’s stock valued at $152,000 after purchasing an additional 1,271 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its stake in PagSeguro Digital by 77.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 4,185 shares of the company’s stock worth $40,000 after buying an additional 1,821 shares in the last quarter. First Trust Advisors LP raised its stake in PagSeguro Digital by 10.9% in the first quarter. First Trust Advisors LP now owns 18,678 shares of the company’s stock worth $187,000 after buying an additional 1,835 shares in the last quarter. Royal Bank of Canada lifted its holdings in PagSeguro Digital by 3.7% during the first quarter. Royal Bank of Canada now owns 56,092 shares of the company’s stock worth $562,000 after buying an additional 1,998 shares during the period. Finally, Amundi lifted its holdings in PagSeguro Digital by 6.0% during the first quarter. Amundi now owns 54,586 shares of the company’s stock worth $547,000 after buying an additional 3,067 shares during the period. Hedge funds and other institutional investors own 45.88% of the company’s stock.

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PagSeguro Digital Ltd. is a Brazilian financial technology company that operates the PagBank ecosystem. The company provides payment acceptance and digital banking services primarily to micro, small and medium-sized businesses, self-employed professionals and individual consumers in Brazil.

Its products and services include point-of-sale payment terminals, online payment processing, digital accounts, payment cards, money transfers, bill payment and other financial services. PagSeguro also offers tools designed to help merchants manage transactions and business finances through digital platforms and mobile applications.

PagSeguro was developed as part of Brazil’s UOL group and became a publicly traded company on the New York Stock Exchange in 2018.

Recommended Stories Five stocks we like better than PagSeguro Digital 3 Unique ETFs With Strong Momentum for the End of the Year 3 Beaten-Down Biotech Stocks With Triple-Digit Upside and Big Catalysts Ahead Schneider Just Paid Up for PTC—Is the SaaSpocalypse Overdone? Delta Air Lines Faces a Fuel Crisis—But There’s a Silver Lining Receive News & Ratings for PagSeguro Digital Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for PagSeguro Digital and related companies with MarketBeat.com's FREE daily email newsletter.

Pagbank (PAGS +23.00%), the Brazilian fintech stock and digital bank, flew higher Monday morning, soaring 21.7% through 11:50 a.m. ET.

You can thank the voters of Brazil for that.

Election Brazil 2026Brazil wrapped up its first round of voting for a new President Sunday night. With 98% of votes counted, conservative candidate Flávio Bolsonaro -- son of the former President Jair Bolsonaro and a Brazilian senator in his own right -- won 47.3% of the vote to incumbent President Luiz Inácio Lula da Silva's 44.8%.

Bolsonaro the younger didn't win the election outright; he'd have needed more than 50% of the vote for that. He does seem well-positioned to win the presidency, however, when a second round of voting concludes on Oct. 25. As The Wall Street Journal reports, "other right-wing candidates" won about 5% of the votes in the first round. Those voters are more likely to shift their votes to Bolsonaro than to Lula. If even half of them do so, it's likely to put Bolsonaro over the top.

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What does any of this have to do with PagSeguro?The Journal says voters are upset about high taxes and Lula's "stewardship of the economy." Investors seem to think that change is needed, and that a Bolsonaro presidency will be good news for Brazilian business. And since PagSeguro conducts 99.1% of its business in the country, investors also assume that what's good for Brazil will be good for PagSeguro stock.

It wouldn't take much to prove them right.

Valued at just 6.2 times trailing earnings, PagSeguro stock is priced to move. Analysts already forecast the company will grow earnings by more than 10% annually over the next five years. At its current price, this stock could perform well... whoever wins the election.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool recommends PagSeguro Digital. The Motley Fool has a disclosure policy.

PagSeguro Digital NYSE: PAGS reported second-quarter results marked by continued growth in banking engagement, credit balances and deposits, while management said it maintained its full-year targets despite a more challenging macroeconomic environment and elevated interest rates in Brazil.

Total payment volume reached BRL 133 billion, up 3% from a year earlier, which Principal Executive Officer Ricardo Dutra said reinforced a gradual reacceleration trend. Net revenue and income excluding interchange fees totaled BRL 3.4 billion, up 2% year over year and 1% sequentially. Recurring non-GAAP net income rose 2% to BRL 576 million, while diluted non-GAAP earnings per share increased 10% to BRL 2.06.

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“We continued to increase client engagement while expanding our multi-product ecosystem across payments, banking and credit,” Dutra said, adding that the company’s profitability remained resilient despite a difficult macroeconomic backdrop.

Banking engagement and product adoption increase Chief Executive Officer Carlos Mauad said PagBank continued to deepen its relationship with active customers through payments, banking and credit offerings. Cash-in volumes excluding acquiring-related inflows rose 23% year over year and 19% from the first quarter to nearly BRL 100 billion.

Cash-active banking clients reached 5.7 million, an increase of 27% from the prior-year period. Bill payments and Pix transactions increased 12% year over year. Investment penetration among active clients increased to 28% from 23%, while insurance penetration rose to 16% from 11%.

Credit-product penetration, excluding payroll clients, increased from 4% to 6%. Mauad said the broader adoption of financial products supports engagement, monetization and customer lifetime value.

The company also highlighted product launches and planned rollouts, including Minizinha Voz, a payment terminal with an AI-powered sales assistant; cashback on international credit card transactions; private payroll loans; Pix Finance, an installment-payment solution; zero-fee investments; pension plans; collections-management tools; and insurance products.

Credit expansion continues with asset quality below market average PagBank’s total credit portfolio reached BRL 5.1 billion, up 31% year over year. The company said growth was driven primarily by working-capital loans and credit cards. Working-capital balances grew 204% to BRL 600 million, while credit-card balances rose 35% to BRL 1.1 billion. Payroll loans and other credit products totaled BRL 3.4 billion, up 18%.

Including financial operations linked to merchant prepayments, PagBank’s expanded credit portfolio was BRL 52.4 billion, up 9% year over year and 3% sequentially.

Nonperforming loans more than 90 days past due stood at 3.4%, below the 6.2% Brazilian market average cited by management. Mauad said the company remains confident in its long-term credit strategy, even as macroeconomic conditions have become tougher than anticipated earlier in the year.

Management said working-capital origination slowed during the second quarter because PagBank deployed a new credit model and waited to assess its initial loan cohorts. July production subsequently reached about BRL 80 million, above the second-quarter average and prior-quarter averages. The company said it had also begun originating private payroll loans outside its economic group, starting with higher-credit-quality borrowers.

PagBank said it was not seeing deterioration across its credit products and did not identify a major impact from Brazil’s second Desenrola debt-renegotiation program.

Funding costs decline as capital returns continue Total deposits reached nearly BRL 43 billion, up 15% from a year earlier, while total funding rose 10% to BRL 47 billion. More than 90% of deposits were generated on the company’s platform, according to management.

Chief Financial Officer Gustavo Sechin said PagBank recorded its ninth consecutive quarter of funding-cost reductions as a percentage of CDI. Financial costs declined 5% from the first quarter, despite still-elevated Selic rates. He said the company expects more favorable comparisons in financial expenses during the second half, although its prior assumption for year-end Selic of about 12.5% is now closer to a range of 13.75% to 14%.

Gross profit was approximately BRL 2 billion, up 3% year over year and 6% sequentially. Total losses increased 9% year over year, reflecting the expansion and changing mix of the credit portfolio. Operating expenses represented 25.9% of revenue and income excluding interchange fees.

Management said it is pursuing additional efficiency through process redesign, automation, AI applications in customer service and back-office functions, and improved management of point-of-sale terminals. Sechin said the company aims to grow expenses below revenue growth, or at least below inflation, rather than forecasting an absolute expense reduction.

PagBank’s annualized non-GAAP return on equity was 15.6%, up 30 basis points year over year. Its adjusted Basel ratio declined to 22.5% from 24.1% in the first quarter, moving closer to its long-term target range of 18% to 22%.

Over the past 12 months, the company returned about BRL 2 billion to shareholders through dividends and buybacks. PagBank completed its third repurchase program during the first half, repurchasing more than BRL 307 million of shares. A third dividend tranche of $0.28 per common share is scheduled for payment on Sept. 30 to shareholders of record on Sept. 16.

Sechin said the company currently favors dividends as a more predictable capital-return tool, while noting that buybacks could still be used in the future. Management said its 2026 EPS outlook does not assume additional repurchases this year.

PagBank also announced the appointment of Enrique Fragata as chief operating officer. Mauad said Fragata’s experience in financial services would support the company’s focus on execution, efficiency and operational excellence.

About PagSeguro Digital (NYSE:PAGS)PagSeguro Digital Ltd. is a Brazil-based financial technology company that specializes in digital payment solutions for merchants and consumers. Through its online platform and a suite of physical point-of-sale devices, the company enables businesses of all sizes to accept credit and debit cards, process e-commerce transactions, and manage payments via QR codes and digital wallets. In addition to payment acceptance, PagSeguro offers prepaid accounts, funds transfers, and working-capital credit lines designed to support small and medium-sized enterprises.

The company's product portfolio includes portable card readers, countertop terminals, and mobile point-of-sale devices that connect via Bluetooth or cellular networks.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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In the latest close session, PagSeguro Digital Ltd. (PAGS - Free Report) was up +2.78% at $9.25. The stock's performance was ahead of the S&P 500's daily gain of 0.42%. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.29%.

Heading into today, shares of the company had gained 0.67% over the past month, lagging the Business Services sector's gain of 2.8% and the S&P 500's gain of 2.2%.

The upcoming earnings release of PagSeguro Digital Ltd. will be of great interest to investors. On that day, PagSeguro Digital Ltd. is projected to report earnings of $0.4 per share, which would represent year-over-year growth of 17.65%. Alongside, our most recent consensus estimate is anticipating revenue of $1.05 billion, indicating a 17.55% upward movement from the same quarter last year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.7 per share and revenue of $4.25 billion, indicating changes of +19.72% and +16.27%, respectively, compared to the previous year.

Investors might also notice recent changes to analyst estimates for PagSeguro Digital Ltd. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. PagSeguro Digital Ltd. is currently a Zacks Rank #2 (Buy).

Valuation is also important, so investors should note that PagSeguro Digital Ltd. has a Forward P/E ratio of 5.31 right now. This expresses a discount compared to the average Forward P/E of 11.31 of its industry.

Also, we should mention that PAGS has a PEG ratio of 0.36. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Financial Transaction Services stocks are, on average, holding a PEG ratio of 0.83 based on yesterday's closing prices.

The Financial Transaction Services industry is part of the Business Services sector. Currently, this industry holds a Zacks Industry Rank of 67, positioning it in the top 28% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.