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BrasilAgro - Brazilian Agricultural Real Estate Co (LND) outlines operational estimates for the 2026/2027 harvest, planning a total planted area of 165,208 hectares, about 1% below 2025/2026. The planting plan was revised by crop and region given lower commodity prices and an expected strong El Niño.
The crop mix shifts materially: first-crop cotton area is cut by 70%, second-crop beans are discontinued, soybean area falls 5%, while first-crop corn rises 22%, second-crop cotton rises 36% (mostly irrigated), and pasture expands 21%. Estimated grain and cotton production reaches 452.9 thousand tons, about 6% above 2025/2026 realized volumes, driven mainly by soybeans and corn.
For sugarcane, 2026 harvest-year tons harvested are estimated at 2,176,350, up 25% versus 2025, with higher tons per hectare. Cattle operations are expected to grow, with the herd projected to rise to 15,554 head and meat production to 2,363,446 kg, a 62% increase. The company also provides per-hectare production cost estimates by crop and emphasizes that all figures are hypothetical estimates, not performance promises.
BrasilAgro - Brazilian Agricultural Real Estate Co (LND) reported mixed results for the year ended June 30, 2026. Operating net revenue from agricultural products rose to R$891.7 million, up 2% year over year, driven mainly by higher soybean and corn sales and volumes. Adjusted EBITDA from operations (excluding farm sales) increased 11% to R$97.3 million, supported by better crop yields, lower unit costs for grains and positive derivatives results.
Including the much smaller contribution from real estate disposals, Total Adjusted EBITDA fell to R$99.3 million from R$267.3 million, as farm-sale gains dropped sharply after a very strong prior year. The company posted a net loss of R$90.0 million, versus net income of R$138.0 million a year earlier, mainly due to lower real estate gains and higher financial expenses.
BrasilAgro’s property portfolio had an internal market value of R$3.34 billion, up 8.2%, and NAV per share (ex-treasury) was R$38.17. Adjusted net debt reached R$280.5 million, or 2.82x last-12-month Adjusted EBITDA, and management proposed dividends of R$30.0 million (R$0.3012 per share), subject to shareholder approval.
BrasilAgro - Brazilian Agricultural Real Estate Co director Gustavo Javier Lopez reported acquiring 4,000 AGRO3 shares on 2026-07-20 at $3.84 per share in a non-derivative transaction. After this trade, he directly owns 78,266 shares. The transaction was not made under a Rule 10b5-1 plan.
BrasilAgro - Brazilian Agricultural Real Estate Co director Gustavo Javier Lopez sold 2,000 AGRO3 shares in an open-market transaction at $3.49 per share. After this sale, he continues to hold 82,266 shares directly, indicating this was a relatively small change in his overall position.
BrasilAgro - Brazilian Agricultural Real Estate Co director buys more ADRs. Director Alejandro Gustavo Elsztain made two open-market purchases of the company’s American Depositary Receipts. He bought 14,500 ADRs on June 29 at an average price of $3.5799 and another 14,500 ADRs on June 30 at $3.5655 per ADR.
Across the two days, he acquired a total of 29,000 ADRs in the open market. Following the most recent transaction, he directly owns 670,370 ADRs of BrasilAgro.
BrasilAgro - Brazilian Agricultural Real Estate Co director Alejandro Gustavo Elsztain made open-market purchases of the company’s American Depositary Receipts. He bought 14,500 ADRs on June 25 at $3.5159 per ADR and another 14,500 ADRs on June 26 at $3.5805 per ADR, for a total of 29,000 ADRs acquired across the two days. Following these transactions, his direct ownership increased to 641,370 ADRs, signaling a larger personal stake in the company.
BrasilAgro - Brazilian Agricultural Real Estate Co director Gustavo Javier Lopez sold 2,000 AGRO3 shares in an open-market transaction at $3.62 per share. After this sale, he directly holds 84,266 AGRO3 shares, according to the Form 4 insider trading report.
BrasilAgro - Brazilian Agricultural Real Estate Co director buys shares. Director Alejandro Gustavo Elsztain reported open-market purchases of a total of 54,000 American Depositary Receipts (ADRs) in four transactions between May 19 and May 22, 2026 at prices around $3.74–$3.82 per ADR.
After these trades, he directly holds 612,370 ADRs. ADRs are certificates that represent shares of a foreign company and trade on U.S. markets like regular stocks.
BrasilAgro reported much weaker results for the third quarter and nine months ended March 31, 2026. Net revenue for 9M26 was R$637,271 thousand, down 27% from 9M25, as lower sugarcane revenue and negative fair-value movements weighed on results.
The company swung to a net loss of R$76,066 thousand in 9M26, compared with profit of R$76,738 thousand a year earlier. Adjusted EBITDA dropped to R$42,779 thousand from R$195,279 thousand, reflecting compressed margins from lower agricultural commodity prices, higher unit costs in several crops and increased financial expenses amid higher interest rates.
Farm-sale gains fell sharply to R$2,078 thousand in 9M26 from R$107,933 thousand, though the sale of 921 hectares at Morotí Farm in Paraguay still generated an estimated IRR above 14% in U.S. dollars. Adjusted net debt (net of cash) rose to R$887,293 thousand, with the ratio of adjusted net debt to last‑12‑month adjusted EBITDA at 1.82x. Management highlighted disciplined capital allocation, a reduced second-crop planting plan, and extensive hedging, including 82% of the 2025/26 soybean crop hedged at USD 10.85 per bushel.
BrasilAgro - Brazilian Agricultural Real Estate Co director reports initial holdings. Director Joao Almeida Sampaio Filho has filed a Form 3 showing direct ownership of 100.0000 AGRO3 shares after the reported event. This filing establishes his baseline equity position as a company insider and does not report any recent trades.