XP Investimentos

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

XP Investimentos excels in Q1 2024, eyes growth opportunities

XP Investimentos delivered strong financial results in Q1 2024, showcasing growth in revenue, net new money, and operational efficiency. The company's strategic initiatives to enhance service offerings, control costs, and focus on client experience position it well for future growth. Despite facing macroeconomic challenges, XP remains confident in its 2024 plan and market positioning.

XP Investimentos excels in Q2 with record revenue and client growth

XP Investimentos delivered impressive Q2 results with robust financial performance across key metrics and business segments.
The company's strategic focus on retail and corporate client growth, coupled with efficient cost management, underpins its success.
While challenges like regulatory changes and cost control persist, XP Investimentos is well-positioned to capitalize on growth opportunities.
Overall, XP's strong performance, capital management, and strategic roadmap signal a positive outlook for future growth and profitability.

XP Investimentos excels in Q3 earnings, eyes retail growth

XP Investimentos reported robust financial results in Q3 2024, driven by strong revenue growth and increased client assets and adviser numbers.
The company's emphasis on capital discipline, efficient allocation, and cross-selling initiatives underscore its commitment to sustainable growth and shareholder value.
While facing challenges in a dynamic market environment, XP has opportunities to leverage its strengths in retail investments and diversification to drive future success.

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SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today its 2Q22 KPIs. The Portuguese version of this release can be accessed in the Press Release section on the IR website. 1. Investments Assets Under Custody (in R$ billion) *Concentrated custodies are custodies greater than R$ 5 billion per client/economic group. These custodies are more volatile by nature. Total AUC wa

XP Inc. Reports 2Q22 KPIs

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), announced today that it has signed a share purchase agreement with Itaú Unibanco. Under this agreement, XP will purchase 1,056,308 outstanding Class B common shares from Itaú Unibanco, equivalent to approximately U$24 million, or U$22.65 per share – the same price for which Itaú Unibanco sold 6,783,939 Class A shares on June 7th, 2022. XP should utilize its existing cash to fund this share repurchase and the shares should be held in treasury. Th

XP Inc. Announces Share Purchase Agreement With Itaú

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today the creation of XTAGE - a new trading platform for digital assets in collaboration with Nasdaq, a global leading technology company serving the capital markets and other industries. XTAGE represents a key milestone in democratizing access to the digital assets market in Brazil. Built on Nasdaq's leading trading techn

XP Inc. to Create XTAGE, Its Digital Assets Trading Platform

XP Inc. (NASDAQ:XP ) Q1 2022 Earnings Conference Call May 3, 2022 5:00 PM ET Company Participants Andre Martins – Head of Investor Relations Bruno Constantino – Chief Financial Officer Thiago Maffra – Chief Executive Officer Conference Call Participants Thiago Batista – UBS Jorge Kuri – Morgan Stanley Otavio Tanganelli – Bradesco Tito Labarta – Goldman Sachs Marcelo Telles – Credit Suisse Mario Pierry – Bank of America Andre Martins Okay, good evening, everyone. Welcome to XP's Earning Call for the First Quarter of 2022.

XP Inc's (XP) CEO Thiago Maffra on Q1 2022 Results - Earnings Call Transcript

XP Inc.A (XP) delivered earnings and revenue surprises of -9.68% and 6.62%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

XP Inc.A (XP) Q1 Earnings and Revenues Miss Estimates

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (NASDAQ: XP) (“XP” or the “Company”), a leading tech-enabled platform and a trusted pioneer in providing low-fee financial products and services in Brazil, reported today its financial results for the first quarter of 2022. Business Metrics 1Q22 1Q21 YoY 4Q21 QoQ Operating and Financial Metrics (unaudited)           Total AUC (in R$ bn) 873 715 22% 815 7% Active clients (in '000s) 3,504 2,993 17% 3,416 3% Retail – gross total revenues (in R$ mn) 2,425 2,088 1

XP Inc. Reports 1Q22 Financial Results

XP Inc.?A (XP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

XP Inc.?A (XP) to Report Q1 Results: Wall Street Expects Earnings Growth

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today that it has filed with the U.S. Securities and Exchange Commission (the "SEC") its Annual Report on Form 20-F for the fiscal year ended December 31, 2021. The report is available on the SEC's website, at www.sec.gov, and on XP Inc.'s Investor Relations website, at https://investors.xpinc.com. Shareholders may receive

XP Inc. Files Its Annual Report on Form 20-F for the Fiscal Year Ended December 31, 2021

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today its 1Q22 KPIs. The Portuguese version of this release can be accessed in the Press Release section on the IR website. 1. Investments Assets Under Custody (in R$ billion) *Concentrated custodies are custodies greater than R$ 5 billion per client/economic group. These custodies are more volatile by nature. Total AUC wa

XP Inc. Reports 1Q22 KPIs

XP increased its revenue by 47% in fiscal year 2021 compared to fiscal year 2020. This growth in revenue shows that the company is on track.

XP: Strong Growth Potential Via New Business Area Credit Cards

Charlie Wilson, a portfolio manager at Thornburg Investment Management, has a $55 price target by fiscal 2023 for the Brazilian financial services company.

XP Is the Charles Schwab of Brazil. The Case for Buying Its Stock.

XP Inc.?A (XP) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

Bears are Losing Control Over XP Inc.?A (XP), Here's Why It's a 'Buy' Now

XP Inc.?A (XP) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Will XP Inc.?A (XP) Gain on Rising Earnings Estimates?

XP Inc.?A (XP) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

XP Inc.?A (XP) Upgraded to Buy: What Does It Mean for the Stock?

The mean of analysts' price targets for XP Inc.?A (XP) points to a 55.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts See a 56% Upside in XP Inc.?A (XP): Can the Stock Really Move This High?

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (NASDAQ: XP) (“XP” or the “Company”), a leading tech-enabled platform and a trusted pioneer in providing low-fee financial products and services in Brazil, today reported its financial results for the fourth quarter of 2021. To our shareholders 2021 was another very important chapter in our history. In Investments, our core business, we continued to expand at a fast pace, reaching R$815 billion in AUC and 3.4 million active clients in December. At the same ti

XP Inc. Reports 4Q21 Financial Results

XP's ongoing transition into a one-stop solution is driving a compelling medium to longer-term growth outlook across its new verticals. With the overall business also potentially benefiting from rising interest rates, XP offers investors a hedge against an uncertain rate backdrop.

XP: A Compelling Medium To Longer-Term Growth Story

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today its 4Q21 KPIs. The Portuguese version of this release can be accessed in the Press Release section on the IR website. 1. Investments Assets Under Custody (in R$ billion) *Concentrated custodies are custodies greater than R$ 5 billion per client/economic group. These custodies are more volatile by nature. Total AUC wa

XP Inc. Reports 2021 Year-End KPIs

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today the signing of a binding agreement (“Binding Agreement”) to merge up to 100% of Banco Modal S.A. (B3: MODL11) (“Banco Modal”), which will be paid with up to 19.5 million newly issued XP Inc. Class A shares or Brazilian Depositary Receipts (BDR), implying a premium of 35% over Banco Modal's last thirty days average pr

XP Inc. and Banco Modal Join Forces to Accelerate Disruption in the Brazilian Financial Industry

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today the signing of an agreement with Direcional Engenharia (BVMF: DIRR3) to invest in the real estate financing startup Direto. The acquisition of 49.9% of Direto's capital, still subject to regulatory approval, represents an important milestone for XP Inc. in a market with high potential and in which Direcional has prov

XP Inc. Acquires Minority Stake in Real Estate Financing Startup Direto

SÃO PAULO--(BUSINESS WIRE)--XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today that it will host its Investor Day 2021 on Wednesday, December 15, 2021. The event will be hosted virtually from 8:00am to 11:00am ET and will be streamed to both English and Portuguese. More information on connection details will be provided on the upcoming weeks. The event replay will be available on XP's investor

XP Inc. to Host Its Investor Day 2021 on Wednesday, December 15, 2021

SÃO PAULO, Brazil, Nov. 16, 2021 (GLOBE NEWSWIRE) -- XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today the acquisition of a minority stake in Vista Capital, one of the main independent equity and hedge funds managers in Brazil, with over R$4.5bn in Assets Under Management (AUM). This transaction reinforces XP's strategy to develop the most complete ecosystem of managers and distributors in Brazil.

XP Inc. Acquires Minority Stake in Vista Capital, a Leading Brazilian Asset Manager

XP Inc. (XP) CEO Thiago Maffra on Q3 2021 Results - Earnings Call Transcript

SÃO PAULO, Brazil, Nov. 03, 2021 (GLOBE NEWSWIRE) -- XP Inc. (NASDAQ: XP) (“XP” or the “Company”), a leading tech-enabled platform and a trusted pioneer in providing low-fee financial products and services in Brazil, reported today its financial results for the third quarter of 2021.

XP Inc. Reports 3Q21 Financial Results

SÃO PAULO, Brazil, Oct. 19, 2021 (GLOBE NEWSWIRE) -- XP Inc. (Nasdaq: XP), a leading, technology-driven platform and a trusted provider of low-fee financial products and services in Brazil, announced today the acquisition of a minority stake in AZ Quest, one of the largest and most traditional independent asset management companies in Brazil, and part of Italian Azimut Group since 2015. AZ Quest has a diversified platform of products that include Equities, Macro, Private Credit and Arbitrage strategies. The acquisition is part of XP's strategy to develop the most complete ecosystem of managers and distributors in Brazil.

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