BrasilAgro (ADR) (LND)
Transforms rural properties into productive farms, then operates or sells them.
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Acquires rural land, invests in infrastructure and technology, and develops it for crop production, leasing or sale. The portfolio spans Brazil, Paraguay and Bolivia, combining farm operations with land-value creation.
Acquires rural properties with cash-flow and appreciation potential, then invests in infrastructure and technology to introduce higher-value crops or lease arrangements. It also operates the properties before selectively selling mature assets. Disclosed activities include agricultural production and inputs, cattle and forestry, rural and urban real-estate transactions and brokerage, plus management of its own and third-party assets.
Operations extend across Brazil, Paraguay and Bolivia. An Agricultural Operations Center supports real-time monitoring and telemetry across fixed-pivot irrigated areas. The model depends on turning land improvements and production performance into property value before management decides a target return has been reached.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $36.1M · Total debt $279.5M · Total assets $723.5M · Shareholders' equity $395.3M
- Revenue
- $49.8M
- Operating income
- $3.4M
- Net income
- −$2.7M
Reported in BRL, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | 1.60% | 1.59M ADS | |
|---|---|---|---|
| 26 holders · as of Jun 30, 2026 | |||
| Insiders | 40.90% | 40.75M ADS | |
| 4 holders · as of Jun 30, 2026 | |||
| Other | 57.50% | 57.28M ADS | |
| remainder | |||
99.62M ADS as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Jun 2021 annual report; nothing newer is on file here.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
EduardoS. ElsztainInsider | 39.70% | 39.55M | filed Feb 11, 2022 |
Kopernik Global Investors, LLCInstitution | 6.53% | 6.51M | filed Feb 2, 2026 |
Alejandro Gustavo ElsztainInsiderdirector | 1.20% | 670,370 ADS · 527,071 ordinary | filed Jun 30, 2026 |
Grace & White Inc /NYInstitution | 0.78% | 773,582 ADS | as of Jun 30, 2026 |
Renaissance Technologies LLCInstitution | 0.17% | 173,500 ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 20, 2026 | Gustavo Javier Lopez | director | −4,000 | $3.84 |
| Jul 1, 2026 | Gustavo Javier Lopez | director | −2,000 | $3.49 |
| Jun 29, 2026 | Alejandro Gustavo Elsztain | director | +14,500 | $3.58 |
| Jun 30, 2026 | Alejandro Gustavo Elsztain | director | +14,500 | $3.57 |
| Jun 25, 2026 | Alejandro Gustavo Elsztain | director | +14,500 | $3.52 |
