Stock Fundamentals

Company Information

Company Name
Inter & Co. Inc. Class A Common Shares
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: KYG4R20B1074
CIK: 0001864163
Currency: USD
Full Time Employees: 0
Phone: 55 31 2138 7978
Fiscal Year End: December
IPO Date: Jun 23, 2022
Description:

Inter & Co, Inc., through its subsidiaries, engages in the banking and spending, investments, insurance brokerage, and inter shop businesses in Brazil and the United States. The company offers banking products and services, including checking accounts; cards; deposits; loans and advances; and other services, as well as debt collection; foreign exchange and financial services; and global account digital solution. It also provides acquisition, sale, and custody of securities; structures and distributes securities; and operates management of fund portfolios and other assets. In addition, the company offers insurance products including warranties, life, property, and automobile insurance; pension products; and consortium products. Further, it engages in the sale of goods and/or services through digital platform. Inter & Co, Inc. was founded in 1994 and is headquartered in Belo Horizonte, Brazil.

Address:

Avenida Barbacena, No. 1,219, Belo Horizonte, MG, Brazil, 30190-131

Directors & Officers

Name Title Year Born
Mr. Joao Vitor Nazareth Menin Teixeira de Souza Global Chief Executive Officer 1983
Mr. Santiago Horacio Stel Senior VP of Finance & Risks and CFO 1981
Mr. Ray Tarick Pereira Chalub Chief Operations Officer 1986
Mr. Guilherme Ximenes De Almeida Chief Information Officer 1977
Ms. Rafaela de Oliveira Vitoria C.F.A., Ph.D. Chief Investor Relations Officer 1974
Mr. Marco Antonio Martins de Araújo Filho Global Chief Legal Officer 1965
Ms. Andrea Nocciolini Marketing & Branding Director NA
Ms. Thais Leite Lemos Chief Human Resources Officer NA
Mr. Alexandre Riccio De Oliveira Chief Executive Officer of Brazil 1982
Mr. Thiago Garrides Cabral de Lima Chief Risk Officer and Director Risks & Internal Controls NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
SoftBank Group Corp 64.51M Sep 30, 2025 14.62% $2.29 0.00%
Wasatch Advisors LP 15.39M Dec 31, 2025 3.49% $0.78 170.83%
WCM Investment Management 11.05M Dec 31, 2025 2.50% $0.19 4.38%
Samlyn Capital, LLC 8.64M Dec 31, 2025 1.96% $1.17 1.50%
BlackRock Inc 6.67M Sep 30, 2025 1.51% $0.00 8.13%
Squadra Investimentos Gestão de Recursos Ltda 6.25M Dec 31, 2025 1.42% $9.92 6.05%
William Blair Investment Management, LLC 5.60M Dec 31, 2025 1.27% $0.13 60.58%
Fidelity International Ltd 4.75M Dec 31, 2025 1.08% $0.03 -12.02%
Marshall Wace Asset Management Ltd 4.75M Sep 30, 2025 1.08% $0.04 0.94%
ClearBridge Advisors, LLC 3.46M Sep 30, 2025 0.78% $0.02 0.00%
Swedbank AB 2.76M Dec 31, 2025 0.63% $0.02 -11.19%
SEI Investments Co 2.63M Sep 30, 2025 0.60% $0.03 56.01%
(Junk)CommonWealth PPS 2.26M Dec 31, 2025 0.51% $0.10 36.82%
JPMorgan Chase & Co 2.25M Sep 30, 2025 0.51% $0.00 142,340.46%
SPX Gestao de Recursos Ltda 2.05M Sep 30, 2025 0.46% $1.57 0.00%
Sharp Capital Gestora de Recursos Ltda. 1.97M Sep 30, 2025 0.45% $15.76 -1.60%
State Street Corp 1.85M Sep 30, 2025 0.42% $0.00 -1.71%
Two Sigma Investments LLC 1.69M Dec 31, 2025 0.38% $0.02 -23.10%
Candriam Luxembourg S.C.A. 1.45M Sep 30, 2025 0.33% $0.07 1.68%
Millennium Management LLC 1.39M Sep 30, 2025 0.32% $0.01 121.37%

Shares Statistics

Shares Outstanding: 324.28M
Shares Float: 179.05M
% Insiders: 1,872.40%
% Institutions: 3,871.40%
Short % Float: 11.69%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 SoftBank Group Corp 64.51M 14.62% ▲ 0.00% Sep 30, 2025
2 Wasatch Advisors LP 15.39M 3.49% ▲ 170.83% Dec 31, 2025
3 WCM Investment Management 11.05M 2.50% ▲ 4.38% Dec 31, 2025
4 Samlyn Capital, LLC 8.64M 1.96% ▲ 1.50% Dec 31, 2025
5 BlackRock Inc 6.67M 1.51% ▲ 8.13% Sep 30, 2025
6 Squadra Investimentos Gestão de Recursos Ltda 6.25M 1.42% ▲ 6.05% Dec 31, 2025
7 William Blair Investment Management, LLC 5.60M 1.27% ▲ 60.58% Dec 31, 2025
8 Fidelity International Ltd 4.75M 1.08% ▼ 12.02% Dec 31, 2025
9 Marshall Wace Asset Management Ltd 4.75M 1.08% ▲ 0.94% Sep 30, 2025
10 ClearBridge Advisors, LLC 3.46M 0.78% ▲ 0.00% Sep 30, 2025

Valuation Metrics

Enterprise Value: $18.08B
Trailing P/E: 15.02
Forward P/E: 10.12

Financial Highlights

Market Cap: $3.84B
P/E Ratio: $15.02
Book Value: $4.48
Dividend/Share: $0.62
Dividend Yield: 7.01%
Earnings/Share: $0.58
Profit Margin: 21.93%
Operating Margin: 28.15%
ROA (TTM): 1.60%
ROE (TTM): 14.36%
Revenue (TTM): $5.98B
Revenue/Share (TTM): $13.59
Earnings Growth (YOY): 35.50%
Revenue Growth (YOY): 26.40%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 N/A N/A N/A 0.27x 0.00x
2024-12-31 0.54x 1.32x 0.88x 0.36x 8.30x
2023-12-31 0.52x 1.23x 0.87x 0.15x 15.36x
2022-12-31 0.52x 1.16x 0.85x -0.09x -557.60x
2021-12-31 0.70x 1.72x 0.77x -0.43x -26.46x
2020-12-31 0.83x 0.56x 0.83x 0.46x -95.00x
2019-12-31 0.86x 0.39x 0.78x 0.33x 8.88x
2018-12-31 0.81x 0.63x 0.83x 0.43x 6.20x
2017-12-31 0.62x 0.00x 0.89x 0.22x 0.02x
2016-12-31 0.57x 0.00x 0.89x 0.09x 0.00x
2015-12-31 0.36x 0.00x 0.87x 0.19x 0.00x
2014-12-31 N/A 0.00x 0.02x N/A 0.00x
2013-12-31 0.26x 2.68x 0.00x N/A 445.58x
2012-12-31 1.96x 0.43x 0.00x N/A 31.69x

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