Planner includes Bradesco, Bradespar, Caixa Seguridade and Santander in dividend portfolio for October (Image: Getty Images)
A Planner exchanged 80% of its recommended portfolio of dividends for the month of October.
The house withdrew the shares of Bank of Brazil (BBAS3), Copasa (CSMG3), Ferbasa (FESA4), Itaú Unibanco (ITUB4) to include Bradesco (BBDC4), Bradespar (BRAP4), Safe deposit box (CXSE3) e Santander (SANB11).
Just Vivo (VIVT3) was kept in the portfolio. According to analysts, the company is a traditional payer of good earnings and holds part of these events in advance each year.
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“We expect a new salary announcement this month. We estimate a JCP of around R$0.15 per share”, say Mario Mariante and Ricardo Martins.
In September, the Planner selection recorded a negative performance of 0.50%, compared to the 0.72% drop in the Index Dividends (IDIV).
New portfolio members
Regarding Bradesco, analysts comment that the bank's board approved the distribution of interest on equity (JCP) intermediaries of R$2 billion, equivalent to R$0.197527743 per share.
Shareholders will benefit on September 30th and payment will occur until April 30th, 2025, with a net return of 1.1%.
For Bradespar, they remember that the company distributes earnings on a semi-annual basis. “We expect the next JCP distribution in November, equivalent to R$1.35/share. The estimated net return is 5.7%.”
Regarding Caixa Seguridade, the company expects the distribution of dividends complementary to the results of this year in the amount of R$0.35 per share. “The estimated return is 2.4%”, they say.
Santander, finally, must approve the distribution of JCP in the gross value of R$0.40 per unit this month. Planner's expected net return is 1.2%
Stocks to seek dividends in October
| Enterprise | Ticker | Income | Situation | Value per share (R$) | “Ex-earnings” date | Payment | Return (%) |
|---|---|---|---|---|---|---|---|
| Bradesco | BBDC4 | JCP | Approved | 0,1679 | October 1st | Until April 30, 2025 | 1,14 |
| Bradespar | BRAP4 | JCP | Estimated | 1,1475 | – | – | 5,68 |
| Safe deposit box | CXSE3 | Dividends | Estimated | 0,3500 | – | – | 2,41 |
| Santander | SANB11 | JCP | Estimated | 0,3400 | – | – | 1,20 |
| Vivo | VIVT3 | JCP | Estimated | 0,1500 | – | – | 0,27 |