Stocks that beat the Selic rate at 10.75% – Money Times


selic

(Image: iStock.com/Rmcarvalho)

A Selic rose again, after a cycle of interest rate cuts, the first of the Lula administration 3. This Wednesday, the directors of Banco Central They made the decision and raised the base rate by 0.25%, to 10.75%, amid inflation outside the target and a buoyant economy.

But while fixed income remains quite attractive, some stocks on the stock exchange still offer a consistent return.

According to a survey by Elos Ayta, at least 10 stocks have higher dividend yields than interest.

See the list below:

Enterprise Ticker Dividend return
Petrobras PETR4 18.79%
Petrobras PETR3 17.26%
Cemig CMIG4 16.01%
Marriage AURE3 13.48%
Bradespar BRAP4 12.47%
CSN CSNA3 11.75%
Safe deposit box CXSE3 11.72%
CSN Mining CMIG4 11.47%
Bank of Brazil BBAS3 10.59%
JBS JBSS3 10.57%

Leading the list, the Petrobras (PETR4) continues to attract the attention of investors who want to earn dividends. This week, the Itau BBA raised the recommendation to buy.

  • After a cycle of cuts, interest rates are expected to rise again in Brazil; economist analyzes the new scenario in the Super Wednesday Special Market Roundup, check it out

According to the broker, the company trades at 3 times the EV/Ebitda (firm value over operating income) and a price over profit of just 4.3 times, while the dividend yield can reach 14%.

Despite this, the BBA highlights that the potential payment expected for 2025 may be impacted by variations in oil prices, changes in the company's price positioning for fuels, the pace of growth in oil production and, of course, capex execution (investments).

According to analysts, the next Strategic Plan will undergo some regular annual adjustments that will include new studies of potential projects in the segments that were just reprioritized by the company. The company is expected to release a new plan in November for 2025-2029.

“But the focus must remain on growing production and replenishing the company’s reserves,” they say.

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