Brazil stocks futures, dollar and corporate news in focus

The Ibovespa futures contract (INDQ26, maturing on August 19, 2026) opened lower on Wednesday, June 24. At 9:38 a.m., it was down 1.07% at 173,005 points. While considered an indicator of how the market may behave, this index does not always anticipate the information that will shape trading from 10:00 a.m. onward.

At 9:23 a.m., the commercial dollar rose 0.39% to 5.209 reais on the sell side. Brent crude oil fell 3.01% to $74.7 per barrel. Brent is the benchmark for Petrobras. Gold (February 2026 contract, troy ounce) dropped 2.35% to $4,051.

In daytime trading, the iron ore futures contract on the Dalian exchange in China closed up 0.74% at 744 yuan ($109.5). This price may affect shares of Brazilian companies Vale (VALE3) and CSN Mineração (CMIN3). The contract price may still fluctuate in the coming hours.

At 9:20 a.m. on Wall Street, the Dow Jones futures were up 0.09%, and the S&P 500 futures were up 0.33%. The Nasdaq futures rose 0.64%.

Compass (PASS3) reported on Wednesday, June 24, that its subsidiary Edge signed its first off-grid mobility contract (not connected to the gas distribution pipeline network). Edge, together with Grupo Nimofast and Green Cargo, announced the launch of the GreenTech Integrated Logistics Project, a long-distance road transport platform powered by Liquefied Natural Gas (LNG). Edge will act as the LNG supplier, Green Cargo will provide JAC Motors trucks, and Grupo Nimofast will lead the operation and logistics management through Interconecta Logística.

The LNG supply will be carried out by Edge through an integrated solution, sourced from the Santos LNG Regasification Terminal (TRSP), combined with off-grid distribution logistics via road transport, under a ten-year contract. The agreement includes the incorporation of certified biomethane by attribute, from Onebio, the largest biomethane purification plant in the country, controlled by Edge, in Paulínia (SP). Replacing diesel with LNG, complemented by biomethane, reduces CO₂ emissions by up to 25% and particulate matter from heavy-duty fleets by up to 90%. The project starts in 2026 with the delivery of 60 JAC Motors trucks powered by LNG, with potential for growth in the coming years.

IRB-Brasil Resseguros (IRBR3) announced that the United Kingdom’s courts approved, on June 16, 2026, effective from June 20, 2026, the transfer of the portfolio (run-off) of the company’s London branch to Community Re (Carrick Group), after meeting various local requirements, including approval by independent audit and the country’s regulatory body. The transfer of this portfolio is the final step in the process, which began with the signing of a Loss Portfolio Transfer (LPT) contract between IRB Re and the Carrick Group on November 30, 2023. The goal was to relieve the company of commitments in that country (operational, regulatory, tax, and labor) through its branch, which had not operated in new business since 1983 and had been in a run-off situation since then.

The company explained that the accounting effects of this approval will be disclosed in IRB(Re)’s financial statement for the second quarter of 2026. “The completion of this process aligns with the company’s objectives and the new business plan, which includes, in addition to reducing expenses, diversifying underwriting lines in the domestic market, as well as expanding its international operations, in line with its strategy of growing premiums in global reinsurance, through the establishment of new reinsurance companies in Switzerland and Malta,” IRB said in a statement.

The board of directors of the Regulatory Agency for Delegated Public Services of Paraná deliberated on Tuesday, June 23, on a Technical Note prepared by the Intersectoral Working Group. This Technical Note upheld the understanding of another, determining that the total amount from the receipt of the court-ordered payment, net of taxes and fees, should be fully allocated to Sanepar users for tariff moderation purposes. As decided, the allocation will be 50% for non-remunerative investments and 50% for discounts on invoices, with a 25% discount applied to the minimum tariff (up to 5m³) established in the tariff structure (water and sewage), linearly to all users in their respective segments. According to the decision, regarding the amount applied, whether as a discount or as a non-remunerative investment, after September 1, 2025 (the date of actual receipt of the amount into the company’s cash), it will be updated by the regulatory WACC (Weighted Average Cost of Capital) rate, net of taxes, which in the current tariff cycle is 8.08% per year, in real terms.

In a material fact, Sanepar reiterated its position expressed in early April 2026, being opposed to the terms set forth by this regulatory statement. “The company informs that it will continue to take all appropriate administrative and/or legal measures to protect its rights and interests,” Sanepar said in the material fact.

The board of directors of Localiza (RENT3) authorized the payment to shareholders of interest on equity in the gross amount of 591,109,687.95 reais. Shareholders in the company’s shareholder position as of June 26, 2026, are entitled to receive the payment. Shares will be traded on the stock exchange “ex” these interest on equity starting June 29, 2026. The gross amount per share to be paid is equivalent to 0.535127379 reais. Payment will occur on August 20, 2026, with withholding of income tax at source.

Banco Bradesco (BBDC4) announced that its board of directors approved the payment of interim interest on equity, totaling 3.5 billion reais, with 0.315359035 reais per common share and 0.346894939 reais per preferred share. Shareholders registered in the company’s records as of July 3, 2026 (record date) will benefit, and shares will be traded “ex-right” to interim interest starting July 6, 2026. Payment will occur by January 29, 2027, at a net amount of 0.260171204 reais per common share and 0.286188324 reais per preferred share, after deducting the 17.5% withholding income tax.

Dimed – Panvel (PNVL3) announced that its board of directors approved the distribution of interest on equity, in the amount of 18 million reais, representing a total value of 0.12056259329 reais per common share. The net amount, after withholding income tax, is 0.09946413946 reais. Payment will be made without any monetary adjustment or interest, based on the shareholding position as of June 26, 2026. Payment will be made in four installments of 0.02 reais per share each. The first installment will be paid on March 31, 2027. The second installment will be paid on April 30, 2027. The third installment will be paid on May 31, 2027. The fourth installment will be paid on August 31, 2027.

The board of directors of Hypera (HYPE3) approved the distribution of interest on equity. The amount is 0.26304 reais per common share. The record date will be June 26, 2026, and shares issued by Hypera will be traded “ex-interest on equity” starting June 29. Payment will be made by the end of the 2027 fiscal year, on a date to be defined by the company.

The board of directors of Track&Field Co. (TFCO4) approved the payment to shareholders of interest on equity in the gross amount of 12,932,817.64 reais. Shareholders holding shares of the company as of June 26, 2026 (inclusive) are entitled, and shares will be traded on the stock exchange “ex” these interest on equity starting June 29, 2026 (inclusive). The gross amount per share of JCP is 0.00852202560 reais per common share and 0.08522025597 reais per preferred share. Payment will occur on July 31, 2026.