DLocal (NASDAQ:DLO) Shares Gap Up Following Dividend Announcement

DLocal Limited (NASDAQ:DLO) gapped up before the market opened on Thursday following a dividend announcement from the company. The stock had previously closed at $11.45, but opened at $12.44. DLocal shares last traded at $13.2430, with a volume of 2,973,817 shares changing hands.

The newly announced dividend which will be paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 27th will be given a $0.1939 dividend. This represents a $0.78 dividend on an annualized basis and a yield of 6.2%. The ex-dividend date of this dividend is Wednesday, May 27th.

Analysts Set New Price Targets

Several brokerages have recently weighed in on DLO. JPMorgan Chase & Co. lowered their target price on DLocal from $18.50 to $18.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of DLocal in a report on Wednesday, January 21st. Itau BBA Securities initiated coverage on DLocal in a research note on Wednesday, December 17th. They set an “outperform” rating and a $21.00 price objective for the company. Finally, Truist Financial dropped their price objective on DLocal from $17.00 to $15.00 and set a “buy” rating on the stock in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $17.00.

DLocal Stock Up 9.4%

The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.01. The firm has a market capitalization of $3.92 billion, a price-to-earnings ratio of 19.58 and a beta of 1.14. The stock has a 50 day moving average of $12.93 and a 200 day moving average of $13.73.

DLocal (NASDAQ:DLO) last announced its quarterly earnings data on Wednesday, March 18th. The company reported $0.18 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.18. DLocal had a return on equity of 41.82% and a net margin of 18.00%.The firm had revenue of $337.89 million for the quarter, compared to analysts’ expectations of $294.29 million. During the same quarter in the prior year, the firm posted $0.10 earnings per share. DLocal’s revenue for the quarter was up 65.2% compared to the same quarter last year. As a group, analysts expect that DLocal Limited will post 0.47 earnings per share for the current fiscal year.

Key Stories Impacting DLocal

Here are the key news stories impacting DLocal this week:

• Positive Sentiment: Record 2025 results and aggressive growth plan — DLocal reported >$1B revenue for 2025, strong TPV acceleration (Q4 TPV $13.1B), management guides for 50–60% TPV growth in 2026 and is targeting >$60B, signaling very strong top‑line momentum. DLocal: Entering 2026 At Escape Velocity
• Positive Sentiment: Revenue beat and improving profitability — Q4 revenue of ~$338M beat consensus by a wide margin (+65% YoY); adjusted EBITDA, gross profit and net income all expanded, supporting confidence in operating leverage. DLocal Shares Rise On Q4 Revenue Beat, Buyback Plan
• Positive Sentiment: Shareholder returns — management announced a quarterly dividend (annualized yield ~6.1%) and a new $300M buyback program plus special dividends and a stated 30% payout policy; strong cash (~$720M) and no debt make buybacks/dividends credible catalysts.
• Neutral Sentiment: EPS in line with consensus — Q4 EPS roughly met street estimates ($0.18), which limits an upside surprise narrative even as revenue and other metrics beat. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst view / valuation — several analysts are bullish (median TP ~$18) and the stock still looks relatively cheap on forward P/E; that supports upside but also raises expectations that must be met. dLocal Keeps Winning, but the Stock Still Has Something to Prove
• Negative Sentiment: Technical and positioning headwinds — MarketBeat notes the stock has been in a multi‑month downward channel and needs to clear ~$14 to confirm a breakout; some large institutions reduced positions per filings, which could cap near‑term upside. MarketBeat technical and positioning note
• Negative Sentiment: Short interest / data noise — reports around March short interest are inconsistent/zeroed in the feed (data anomalies), which can create volatility or confusion for traders until clear data is published.

Hedge Funds Weigh In On DLocal

Large investors have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd increased its stake in DLocal by 114.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,826 shares of the company’s stock valued at $26,000 after purchasing an additional 975 shares during the last quarter. IFP Advisors Inc bought a new position in shares of DLocal in the 3rd quarter worth about $26,000. Global Retirement Partners LLC bought a new position in shares of DLocal in the 3rd quarter worth about $29,000. University of Texas Texas AM Investment Management Co. acquired a new position in shares of DLocal in the 4th quarter valued at about $40,000. Finally, Jones Financial Companies Lllp boosted its holdings in shares of DLocal by 221.1% in the 3rd quarter. Jones Financial Companies Lllp now owns 4,816 shares of the company’s stock valued at $70,000 after buying an additional 3,316 shares during the period. 90.13% of the stock is currently owned by institutional investors.

DLocal Company Profile

dLocal is a fintech company specializing in cross-border payments and payouts for global merchants operating in emerging markets. Headquartered in Montevideo, Uruguay, the company offers a technology platform that simplifies complex payment flows, enabling businesses to connect with local payment methods through a single integration.

The dLocal platform supports a wide range of local payment options, including credit and debit cards, bank transfers, e-wallets and cash-based methods. It incorporates risk-management tools, compliance services and anti-fraud solutions to help clients navigate regulatory requirements and minimize payment failures across diverse jurisdictions.

dLocal serves merchants in sectors such as e-commerce, online marketplaces, digital content and gig economy platforms.