BrasilAgro - Brazilian Agricultural Real Estate Co director Eduardo S. Elzstain has filed an initial ownership report on Form 3. The filing shows he directly holds 100 common shares following the reported position. This is a baseline disclosure of his stake and does not report any recent transactions.
BrasilAgro - Brazilian Agricultural Real Estate Co filed an initial insider ownership report for controller Peres Marcos Alexandre da Silva. The Form 3 shows that, as of the reported date, he held 0 AGRO3 shares directly, indicating no reported equity position in this class at that time.
BrasilAgro - Brazilian Agricultural Real Estate Co filed an initial insider ownership report for Chief Executive Officer and director Andre Guillaumon. The filing shows he directly holds 116,408 shares of AGRO3 following the reported position, and does not list any recent purchase or sale transactions.
BrasilAgro - Brazilian Agricultural Real Estate Co director Saul Zang has reported his ownership of the company’s stock. The filing shows he directly holds 100 common shares of BrasilAgro following the reported position.
BrasilAgro - Brazilian Agricultural Real Estate Co director Alejandro Gustavo Elsztain filed a Form 3 reporting his existing ownership in the company. He reported direct holdings of 527,071 Common Shares and 558,370 American Depositary Receipts (ADR). The filing lists holdings only and does not show any recent share purchases or sales.
BrasilAgro - Brazilian Agricultural Real Estate Co director Matias Ivan Gaivironsky has filed an initial Form 3, which is a statement of beneficial ownership for company insiders. The filing lists him as a director and shows no reported transactions in the company’s securities at the time of this report.
BrasilAgro updated its estimates for the 2025/2026 harvest, reporting a 2% reduction in total planted grain area versus the initial plan, mainly from lower soybean and second-crop bean acreage after strategic and budget adjustments.
The company still expects a positive crop year, projecting total production of 249,640 tons, 1% below the previous estimate but 17% above the 2024/25 harvest. Sugarcane output was 1.7 million tons in 2025 with 67.55 tons per hectare, and production for 2026 is estimated at 2.1 million tons with 79.51 tons per hectare. Cattle operations are projected at 11,637 head over 8,649 hectares, and updated production costs per hectare are provided by crop. All figures are hypothetical projections and not a performance promise.
Kopernik Global Investors, LLC and David B. Iben have reported a passive stake in BrasilAgro - Brazilian Agricultural Real Estate Co. They report beneficial ownership of 6,509,500 common shares, equal to 6.34% of BrasilAgro’s outstanding common shares, based on 102,683,444 shares outstanding.
Their clients hold all of the shares, with no shares held directly by the reporting persons. Voting power is shared for 6,183,700 shares and dispositive power is shared for 6,509,500 shares. The filers certify the position is held in the ordinary course of business and not for the purpose of changing or influencing control of BrasilAgro.
BrasilAgro (NYSE: LND) reported first‑quarter results for the period ended September 30, 2025. The company posted a net loss of R$64.3 million, reversing a profit in the year‑ago quarter. Net sales revenue was R$302.969 million and Net revenue was R$286.643 million, entirely from agricultural product sales, as there were no farm sales this quarter.
Adjusted EBITDA reached R$64.349 million with a 21% margin. Results were weighed by lower sugarcane sales volume (down 19%) and a negative financial result tied to higher debt costs and present value adjustments on farm‑sale receivables amid a stronger real and lower soybean prices, which management characterizes as non‑recurring and non‑cash effects.
Operationally, the company targets producing 20% more in grains and cotton on the same planted area, with 34% of soybean area sown and 64% of Mato Grosso within the optimal window. The sugarcane harvest reached 1.6 million tons by September with revised projections of 1.7 million tons. The Annual Shareholders’ Meeting approved R$75.0 million in dividends (R$0.75 per share), noted as a 9.6% yield.