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Fidelity Investments acquires 5.14% of Inter & Co

EditorNatashya Angelica
Published 17/07/2024, 22:38
INTR
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Inter & Co, Inc. (NASDAQ: INTR; B3: INBR32), a commercial banking entity, disclosed today that Fidelity Investments, through its managed funds and non-resident investors, has acquired a significant equity interest in the company. As of today, Fidelity Investments holds 16,538,186 Class A Common Shares, representing approximately 5.14% of the total Class A shares issued by Inter & Co.

The acquisition was reported to be strictly for investment purposes, with Fidelity Investments asserting that it does not intend to seek a change in the control or the management structure of Inter & Co. This statement aligns with regulatory compliance, specifically with Article 12 of Resolution No. 44 issued by the Brazilian Securities Commission on August 23, 2021.

The legal representatives of the funds and accounts holding the shares are Citibank Distribuidora de Títulos e Valores Mobiliários S.A., HSBC (LON:HSBA) Bank Brasil S.A. – Banco Múltiplo, and Itaú Unibanco, all of which are registered in Brazil.

Fidelity Investments, headquartered in Hamilton, Bermuda, has clarified that neither the funds nor the accounts managed by its investment adviser subsidiaries hold any convertible securities or derivatives related to Inter & Co's shares. Furthermore, no agreements have been made that would affect the governance of voting rights or the buying and selling of the company's securities, other than standard asset management contracts.

The notification to Inter & Co was made by FIL Limited, a subsidiary of Fidelity Investments, and was signed by Caitlin Munroe, duly authorized under Power of Attorney effective as of April 18, 2024. Any further inquiries or comments regarding this transaction can be directed to Munroe.

This news is based on the latest SEC filing by Inter & Co and reflects the company's ongoing transparency with its shareholders and the investment community.

In other recent news, Airbus SE (OTC:EADSY) experienced a downward revision in its FY24 EBIT guidance from EUR 6.5-7.0 billion to EUR 5.5 billion, primarily due to problematic projects in the Space division and ongoing supply chain challenges.

Despite this, Stifel maintained a Buy rating on Airbus, maintaining confidence in the company's long-term prospects. Meanwhile, Inter & Co Inc. received an upgrade from Citi from Neutral to Buy, along with a raised price target for the company’s shares, following strategic moves towards achieving a higher return on equity.

In other developments, Inter & Co appointed a new Investor Relations Officer, Rafaela de Oliveira Vitória, as part of a strategic move to enhance communication with shareholders. The company also reported a robust first quarter, marked by significant client base growth and increased revenue.

Moreover, investment management firms Squadra Investimentos Gestão de Recursos Ltda. and Squadra Investments Gestão de Recursos Ltda. informed Inter & Co of a substantial equity sale, now holding approximately 9.97% of the company's Class A Common Shares. These are the recent developments for both Airbus SE and Inter & Co Inc.

InvestingPro Insights

In light of Fidelity Investments' recent acquisition of a substantial equity interest in Inter & Co, investors may find the following real-time data and insights from InvestingPro valuable. The company currently boasts a market capitalization of $3.02 billion and has experienced impressive revenue growth of 34.01% over the last twelve months as of Q1 2024. Additionally, the revenue growth for Q1 2024 alone was an even higher 46.99%. Inter & Co's stock has demonstrated strong performance with a 1-year price total return of 111.58% and is trading near its 52-week high at 97.13% of the peak price.

InvestingPro Tips suggest that Inter & Co is expected to see net income growth this year, with analysts also anticipating sales growth in the current year. However, it is worth noting that the company has been quickly burning through cash, which could be a point of concern for potential investors. For those interested in further insights, there are additional tips available on InvestingPro, including analysts' revised earnings expectations and considerations on the company's earnings multiple and profit margins.

For more detailed analysis and additional tips, visit InvestingPro. To access these exclusive insights, consider using the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription. Unlock the full potential of your investment decisions with the complete suite of tools and data available through InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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