Nubank, XP e JBS devem entrar no Ibovespa em 2027
Os BDRs de empresas brasileiras poderão compor a carteira do Ibovespa no primeiro semestre de 2027, em data ainda a ser definida, anunciou a B3. O ingresso estará condicionado aos critérios do índice, que são focados em liquidez e não devem mudar. A B3 vinha mantendo há meses conversas com o mercado para modernizar a […] The post Nubank, XP e JBS devem entrar no Ibovespa em 2027 appeared first on…
The Brazilian Stock Exchange (B3) announced that Brazilian companies' BDRs (Benchmark Depositary Receipts) may enter the Ibovespa index in the first quarter of 2027. The entry will be subject to the index's criteria, which prioritize liquidity and remain unchanged. B3 had been holding talks with the market for months to modernize its primary index methodology, aiming for a better representation of the Brazilian market, as reported by Brazil Journal.
One challenge was that pension funds had a limit on investments in these assets. To address this, B3 also set a 10% participation limit for BDRs in the Ibovespa. The main candidates for entry into the Ibovespa are from the financial sector, including Nubank (NU), XP, Stone, and PagBank, along with JBS, which is among the most traded BDRs.
A key question remains about Mercado Livre, which has a significant portion of its revenues in Brazil but its corporate headquarters are in Montevideo. In the EWZ (the most liquid ETF of Brazilian companies outside Brazil), the financial sector accounts for 35.8% of its weight, while in the Ibovespa, it currently stands at around 29%.
In the EWZ, NU alone holds a weight of 9.32%, exceeding the 10% limit set for all BDRs in the Ibovespa. NU's weight is just below Vale, which holds 9.8%. Itaú's weight in the EWZ is 7.84%, and XP accounts for 1.5%.
Written by urgent.news from Brazil Journal's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
