DLocal (NASDAQ:DLO) Issues Earnings Results

DLocal (NASDAQ:DLO) posted its earnings results on Friday. The company reported $0.18 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.18, Zacks reports. DLocal had a return on equity of 41.22% and a net margin of 15.85%.The firm had revenue of $399.66 million during the quarter, compared to analysts’ expectations of $366.77 million. During the same period in the previous year, the firm earned $0.14 earnings per share. The company’s revenue was up 55.9% on a year-over-year basis.

DLocal Stock Performance

DLocal stock traded down $0.59 during midday trading on Friday, reaching $14.17. The stock had a trading volume of 5,066,685 shares, compared to its average volume of 2,009,462. The stock has a market capitalization of $4.18 billion, a P/E ratio of 22.49 and a beta of 0.97. The firm’s fifty day simple moving average is $13.88 and its 200-day simple moving average is $13.10. DLocal has a 1-year low of $10.64 and a 1-year high of $16.78.

Insider Activity at DLocal

In other DLocal news, Director William Rodney Pruett bought 20,000 shares of DLocal stock in a transaction that occurred on Friday, May 29th. The stock was acquired at an average price of $11.85 per share, for a total transaction of $237,000.00. Following the completion of the acquisition, the director owned 108,043 shares of the company’s stock, valued at $1,280,309.55. This trade represents a 22.72% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Sebastian Kanovich sold 1,000,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $14.63, for a total transaction of $14,630,000.00. Following the completion of the transaction, the director directly owned 1,000,000 shares of the company’s stock, valued at approximately $14,630,000. This trade represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,103,153 shares of company stock valued at $16,231,782 over the last ninety days. Company insiders own 45.44% of the company’s stock.

Hedge Funds Weigh In On DLocal

Several hedge funds have recently modified their holdings of DLO. Brooklyn Investment Group acquired a new position in shares of DLocal during the 4th quarter worth approximately $199,000. JT Stratford LLC acquired a new stake in shares of DLocal in the 4th quarter valued at approximately $149,000. Stirlingshire Investments Inc. bought a new position in shares of DLocal in the fourth quarter valued at $235,000. LPL Financial LLC bought a new position in shares of DLocal in the fourth quarter valued at $196,000. Finally, Envestnet Asset Management Inc. acquired a new position in DLocal during the third quarter worth $225,000. Institutional investors own 90.13% of the company’s stock.

Key Stories Impacting DLocal

Here are the key news stories impacting DLocal this week:

• Positive Sentiment: Second-quarter TPV reached nearly $18 billion, up 92% year over year and marking the company’s seventh consecutive quarter of more than 50% growth. Revenue rose 55.9% to $399.66 million, exceeding the roughly $366.77 million analyst estimate, while gross profit reached a record $127 million, up 29%. DLocal Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management is targeting 60%–70% TPV growth and 25%–30% gross-profit growth in 2026, with operating leverage expected to improve. The outlook supports the long-term growth case, although gross-profit growth is projected to trail TPV growth. DLocal 2026 Growth Targets
• Positive Sentiment: DLocal expanded its relationship with ACI Worldwide to broaden access to local payment methods across Latin America, potentially strengthening its regional payments network and merchant offering. ACI Worldwide and DLocal Expand Local Payment Access
• Neutral Sentiment: Unusually high options activity included purchases of 21,694 call contracts, about 219% above typical daily volume. This may indicate speculative bullish positioning but does not confirm a fundamental change in valuation.
• Neutral Sentiment: A technical analysis report identified possible support around the stock after recent weakness, while analysts have generally raised earnings estimates. This could help sentiment but is less significant than the quarterly results. DLocal Technical Analysis
• Negative Sentiment: Adjusted earnings of $0.18 per share missed the Zacks consensus estimate of $0.20, although they matched another consensus estimate and improved from $0.14 a year earlier. The earnings miss likely contributed to the negative investor reaction despite the revenue and TPV beats. DLocal Q2 Earnings Estimate Miss

Analyst Ratings Changes

DLO has been the topic of several recent analyst reports. Wall Street Zen cut DLocal from a “buy” rating to a “hold” rating in a report on Monday, May 18th. Weiss Ratings restated a “hold (c)” rating on shares of DLocal in a report on Friday, July 17th. UBS Group raised shares of DLocal from a “neutral” rating to a “buy” rating and lifted their price target for the company from $16.00 to $20.00 in a research note on Wednesday, July 1st. Truist Financial upped their price target on shares of DLocal from $15.00 to $17.00 and gave the company a “buy” rating in a report on Friday, July 24th. Finally, The Goldman Sachs Group increased their price objective on shares of DLocal from $17.00 to $19.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $18.67.

About DLocal

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.