Petrobras (Petr4) keeps the post? See the preferred action between 13 analysts to pocket dividends

Leaves month, enter month, and the Petrobras (Petr4) follows as the preferred action between bank analysts and brokerages when it comes to seeking dividends. For July, survey of Money Times It shows that the state -owned company again occupies the most appointed post, present in nine recommended wallets.

Continues after advertising

Continues after advertising

The survey, which mapped 13 portfolios aimed at dividends, shows the Itaú (Itub4) as the second most suitable, with seven nominations, followed by Copel (CPLO6) and CEMIG (CMIG4), with five indications each.

Petrobras remains attractive

Even though the prices of oil Pain as a possible negative impact factor for Petrobras, the company remains attractive.

THE BTG Pactual recognizes that it has not fully foresaw the risks of falling prices of commodity in relation to the rhetoric of the “day of liberation” of Donald Trumpwhich contributed to the significantly lower performance of Petrobras in relation to the market.

“Petrobras may no longer be the obvious prominence of before, but it remains attractive. The combination of solid -based assets, competitiveness in extraction costs and a dividend yield (Dividend Yield) Reasonable still offers value within the sector in Latin America ”, ponders the bank.

Continues after advertising

Continues after advertising

BTG analysts estimate a dividend yield From 11% to 2025 and 13% to 2026.

THE Santander projects that, with Brent oil prices around $ 65 per barrel to 2025 and 2026, the dividend yield Middle is around 10%, considering only the ordinary ones, as analysts do not expect the administration of the oil company to leverage the company to pay extraordinary dividends.

“Although short -term view is more cautious (due to a tight financial situation, which may be accentuated if the oil quotation or the crack spreads Fall in the next quarters), we follow a constructive view for the company in the long run, ”put the bank’s analysts.

In addition to Petrobras, highlight to Itaú

For those who want to seek dividends exposing themselves to another sector, the Itaú accumulates seven nominations for July.

Continues after advertising

Continues after advertising

THE Agora Investments It points out that the bank results in the first half of the year were great, especially the strong expansion of the margin with customers, reflecting a better mix of products and spread bigger.

“In addition, provisional expenses and default loans (under the old rule for comparability) follow positive trends, while operating expenses have been within expectations. As such, we continue confident with the Itub4 thesis for the second half of the year,” analysts say.

THE Empiricus Research It evaluates that the bank negotiates with a good discount for its historical average, which see as a good entry point.

“In addition, it is important to remember that Itaú pays earnings monthly to its shareholders and makes complementary distributions, when appropriate” put the analysts.

Continues after advertising

Continues after advertising

See the most recommended actions to seek dividends

Survey

The survey of Money Times It took into account the information of the action portfolios released by 13 institutions. For May, 40 actions were indicated, totaling 100 recommendations.

Participated in the survey Investments, Active Investments, BB Investments, BTG Pactual, Empiricus Research, Genial Investments, Nova Futura, Itaú BBA, Planner, Rico, Terra Investimentos, Santander and XP Investments.