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    William Barranjard

    Senior Equity Analyst at Itaú BBA

    William Buonsanti Barranjard is a Senior Equity Analyst at Itaú BBA, specializing in Latin American financial institutions with a focus on banks and fintechs. He actively covers leading publicly traded companies such as Nubank, MercadoLibre, and PagSeguro, and has participated in multiple earnings calls and sector research reports, contributing to market outlooks and investment recommendations for portfolio managers. Barranjard previously held research positions at Itaú Corretora de Valores S.A. and has developed a track record for insightful sector analysis, with his work cited in financial research platforms, though specific performance metrics such as TipRanks success rates or returns are not publicly disclosed. He holds requisite securities qualifications for research coverage in Brazil and is recognized among the primary analysts covering banks and financials for Itaú BBA.

    William Barranjard's questions to Patria Investments (PAX) leadership

    William Barranjard's questions to Patria Investments (PAX) leadership • Q2 2025

    Question

    William Barranjard from Itau BBA questioned the impact of recent U.S. tariff news on international investor sentiment towards Brazil and asked what conditions would be necessary for a dividend increase, given the outlook for stable net debt.

    Answer

    CEO Alexandre Saigh stated that while the tariffs create uncertainty, their direct economic impact on Brazil's GDP is expected to be marginal (0.2-0.4% reduction). He observed that the geopolitical uncertainty is paradoxically driving more interest from Asian, Middle Eastern, and European investors into Latin America as they seek to diversify. Regarding capital returns, Saigh confirmed the plan is to maintain a stable net debt level and keep the share count within the guided range. He stated that the dividend will remain at $0.15 per share for the rest of the year, and any potential increase would be reviewed at year-end, contingent on continued fundraising momentum and receding macro uncertainty.

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    William Barranjard's questions to PagSeguro Digital (PAGS) leadership

    William Barranjard's questions to PagSeguro Digital (PAGS) leadership • Q4 2024

    Question

    William Barranjard from Itaú BBA inquired about the specific levers PagBank can use to further decrease its cost of funding below 90% of CDI and how this could impact the 2025 gross profit guidance.

    Answer

    Executive Ricardo da Silva explained that while the company does not provide a specific target for funding costs, its guidance assumes a 15% year-end SELIC rate. He identified levers such as adjusting yields on CDs, a strategy that previously helped reduce costs from 94% to 90% of CDI while deposits grew 31%. CFO Artur Schunck added that diversifying funding sources in 2024 has also improved their ability to manage costs.

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