Totvs SA (TOTS3)

Currency in BRL
30.57
+0.37(+1.23%)
Closed·
Advertisement
TOTS3 is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
30.0330.73
52 wk Range
26.7648.40
Key Statistics
Bid/Ask
30.00 / 30.86
Prev. Close
30.2
Open
30.07
Day's Range
30.03-30.73
52 wk Range
26.76-48.4
Volume
4.02M
Average Volume (3m)
6.63M
1-Year Change
-27.4905%
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
TOTS3 Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
48.23
Upside
+57.77%
Members' Sentiments
Bearish
Bullish
ProTips
Impressive gross profit margins

Totvs SA News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

12 Buy
1 Hold
0 Sell
Ratings:
13 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 48.23
(+57.77% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Goldman Sachs
Buy45.00+47.20%-New Coverage03/06/2026
JPMorgan
Buy58.00+89.73%59.00Maintain17/03/2026
Jefferies
Buy56.00+83.19%-New Coverage14/11/2025

Totvs SA Earnings Call Summary for Q2/2026

  • TOTVS Q2 2026 revenue hit $1.93B, beating estimates by 2.1%, but EPS of $0.38 missed forecasts by 5.3%, sending shares down 2.46% to $31.71.
  • Gross ARR additions surged 28% YoY, accelerating from 9% in Q2 2025; recurring revenue now represents 93% of total revenue versus 74% seven years ago.
  • Adjusted EBITDA rose 22% YoY with 190 bps margin expansion; free cash flow jumped 50% QoQ, reflecting strong operational execution.
  • CEO Dennis cited AI adoption as key growth driver; October 2026 Universo event to unveil AI agent portfolio with task-based consumption pricing model.
  • Risks include elevated customer churn from high interest rates, increased Techfin credit provisions, and stock trading 34% below 52-week high despite growth.
Last Updated: 06/08/2026, 17:06
Read Full Transcript

Earnings

Latest Release
05/08/2026
EPS / Forecast
0.35 / 0.40
Revenue / Forecast
1.93B / 1.89B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 1.49%
Dividend Yield
2.30%
Industry Median 0.66%
Annualised payout
0.68
Paid unevenly
5-Years Growth
-1.78%
Growth Streak

Compare TOTS3 to Peers and Sector

Metrics to compare
TOTS3
Peers
Sector
Relationship
P/E Ratio
20.0x17.4x12.4x
PEG Ratio
0.290.280.01
Price/Book
3.2x2.7x2.4x
Price / LTM Sales
2.7x3.3x2.3x
Upside (Analyst Target)
52.3%51.2%28.9%
Fair Value Upside
Unlock28.0%4.5%Unlock

TOTVS S.A. develops and sells management software, and productivity and collaboration platforms in Brazil and internationally. It offers an ERP platform, which integrates software management, social networks, real-time reporting, and other applications; business intelligence solutions comprising data integration; Fluig platform; and HR solutions, such as payroll, electronic point, social security and safety, and human capital management services. The company also provides implementation, consulting, advisory, maintenance services, e-commerce, and mobility solutions, as well as digital marketing solutions. In addition, it offers financial services, issuance, and credit card management services, including credit analysis and intermediation of financing requests. Further, the company is involved in investment and equity investment fund activities. It serves services, manufacturing, agribusiness, logistics, education, construction, healthcare, financial services, retail, legal, distribution, and hospitality industries. TOTVS S.A. was founded in 1983 and is headquartered in São Paulo, Brazil.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
235.55M40.62%7.11B
Other Institutional Investors
221.82M38.25%6.70B
Public Companies & Retail Investors
122.48M21.12%3.70B
Total
579.85M100.00%17.51B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.10.47%60,002,1151,812,064
LC-EH Participações e Empreendimentos SA8.84%50,682,6391,530,616

People Also Watch

23.80
SBSP3
+0.04%
47.52
PSSA3
+2.02%
4.10
POMO4
-0.24%

FAQ

What Is the TOTVS ON (B3: TOTS3) Share Price Today?

The TOTVS ON stock price today is 30.57 BRL.

What Stock Exchange Does TOTVS ON (TOTS3) Trade On?

TOTVS ON is listed and trades on the B3 Stock Exchange.

What Is the Ticker (Stock Symbol) for TOTVS ON?

The stock symbol (also called a 'ticker') for TOTVS ON is "TOTS3."

Does TOTVS ON Pay Dividends? What’s The Current TOTS3 Dividend Yield?

Yes, TOTS3 Pays Dividends to its Shareholders. The current TOTVS ON dividend yield is 2.22%.

What Is the Current TOTVS ON Market Capitalisation?

As of today, TOTVS ON (B3: TOTS3) market cap is 17.52B BRL.

What Is TOTVS ON's (TOTS3) Earnings Per Share (TTM)?

The TOTVS ON EPS is currently 1.49 (Trailing Twelve Months).

When Is the Next TOTVS ON Earnings Date?

TOTVS ON's next earnings report will be released on 04/11/2026.

Is TOTS3 a Buy or Sell From a Technical Analyst Perspective?

Based on today's TOTVS ON moving averages and other technical indicators, the daily buy/sell signal for TOTS3 stock is Neutral.

How Many Times Has TOTVS ON Stock Split?

TOTVS ON has split 3 times. (See the TOTS3 stock split history page for full effective split date and price information.)

What is the current trading status of TOTVS ON (B3: TOTS3)?

As of 18/08/2026, TOTVS ON (TOTS3) is trading at a share price of 30.57 BRL, with a previous close of 30.20 BRL. The stock has fluctuated within a day range of 30.03 BRL to 30.73 BRL, while its 52-week range spans from 26.76 BRL to 48.40 BRL.

What Is TOTVS ON (TOTS3) Price Target According to Analysts?

The average 12-month price target for TOTVS ON is 48.23 BRL, with a high estimate of 61 BRL and a low estimate of 36.5 BRL. 12 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +57.77% Upside potential.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.