Mirabella Financial Services LLP Acquires Shares of 151,342 DLocal Limited $DLO

Key Points

• Mirabella Financial Services established a new position in DLocal (NASDAQ: DLO), buying 151,342 shares valued at about $2.16 million during the third quarter.
• DLocal reported a strong quarter with revenue up ~65% YoY to $337.9M and improved profitability, though EPS was roughly in line with consensus and operating cash flow and rising liabilities pose near-term concerns.
• Institutional ownership is high at 90.13%, and analyst sentiment is mixed—the consensus rating is a "Moderate Buy" with an average price target near $17, but some firms have trimmed targets (e.g., Truist to $15).

Mirabella Financial Services LLP purchased a new position in DLocal Limited (NASDAQ:DLO - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 151,342 shares of the company's stock, valued at approximately $2,161,000.

A number of other hedge funds have also recently bought and sold shares of DLO. Royal Bank of Canada increased its holdings in DLocal by 562.7% during the 1st quarter. Royal Bank of Canada now owns 48,668 shares of the company's stock worth $406,000 after purchasing an additional 41,324 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of DLocal by 4.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 575,111 shares of the company's stock valued at $4,796,000 after buying an additional 22,803 shares during the last quarter. Empowered Funds LLC grew its position in shares of DLocal by 2.7% during the first quarter. Empowered Funds LLC now owns 48,688 shares of the company's stock worth $406,000 after buying an additional 1,281 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of DLocal by 0.8% in the second quarter. Geode Capital Management LLC now owns 142,677 shares of the company's stock worth $1,618,000 after buying an additional 1,130 shares during the last quarter. Finally, Main Management ETF Advisors LLC increased its stake in shares of DLocal by 1.7% in the second quarter. Main Management ETF Advisors LLC now owns 146,579 shares of the company's stock worth $1,662,000 after buying an additional 2,388 shares during the last quarter. Institutional investors and hedge funds own 90.13% of the company's stock.

DLocal Stock Performance

DLO stock opened at $11.45 on Thursday. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.01. The firm has a market cap of $3.58 billion, a P/E ratio of 20.45 and a beta of 1.14. DLocal Limited has a 12-month low of $7.61 and a 12-month high of $16.78. The stock's 50 day simple moving average is $12.97 and its 200 day simple moving average is $13.74.

DLocal (NASDAQ:DLO - Get Free Report) last announced its quarterly earnings data on Wednesday, March 18th. The company reported $0.18 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.18. The firm had revenue of $337.89 million for the quarter, compared to analysts' expectations of $294.29 million. DLocal had a return on equity of 37.66% and a net margin of 17.80%.The firm's revenue for the quarter was up 65.2% on a year-over-year basis. During the same period last year, the business posted $0.10 earnings per share. As a group, equities research analysts predict that DLocal Limited will post 0.47 EPS for the current year.

Trending Headlines about DLocal

Here are the key news stories impacting DLocal this week:

• Positive Sentiment: Revenue beat and strong top-line growth: Q4 revenue rose ~65% YoY to roughly $337.9M, materially above consensus — a key driver of the initial positive reaction. QuiverQuant: Q4 revenue beat
• Positive Sentiment: Profitability improved: gross profit, operating profit and net income all increased materially year-over-year (Quiver reports gross profit +38% YoY, operating profit +48% YoY, net income +87% YoY), supporting longer-term margin story. QuiverQuant: profitability metrics
• Positive Sentiment: Analyst coverage and price-target upside remain: recent analyst ratings skew positive (Buy/Outperform) and the median price target in recent reports (~$18) is well above the current price, leaving upside potential if growth continues. QuiverQuant: analyst ratings & targets
• Neutral Sentiment: EPS reported in line-to-slightly-better: headline EPS readings vary by outlet (some report $0.18 in line with consensus, one report shows $0.22 vs $0.18 estimate). Investors should review the company release/slides for reconciliations. Zacks: EPS beat note
• Neutral Sentiment: Mixed institutional flows: filings show large additions by some funds and sizable reductions by others — this increases trading volume and can amplify intraday moves but is not a clear directional signal. QuiverQuant: institutional activity
• Negative Sentiment: Operating cash flow weakness: cash from operations reportedly fell sharply year-over-year (Quiver shows a large percentage decline), which could concern investors about cash conversion despite the cash balance increase. QuiverQuant: cash flow data
• Negative Sentiment: Balance-sheet/liability growth and technicals: total liabilities rose significantly YoY (reported ~+42%), and the stock is trading below its 50- and 200-day moving averages — both can pressure sentiment near-term. QuiverQuant: liabilities & technicals
• Negative Sentiment: Price-target cut from Truist (to $15) despite a Buy rating signals some analyst caution on near-term upside; that, combined with mixed EPS prints and the cash-flow flag, likely explains the pullback after the initial rally. TickerReport / Benzinga: Truist target cut

Analyst Ratings Changes

Several analysts recently issued reports on the stock. JPMorgan Chase & Co. cut their price target on shares of DLocal from $18.50 to $18.00 and set an "overweight" rating on the stock in a report on Monday, February 2nd. Itau BBA Securities began coverage on shares of DLocal in a research report on Wednesday, December 17th. They issued an "outperform" rating and a $21.00 target price for the company. Weiss Ratings restated a "hold (c)" rating on shares of DLocal in a research note on Wednesday, January 21st. Finally, Truist Financial reduced their price target on shares of DLocal from $17.00 to $15.00 and set a "buy" rating on the stock in a research 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's stock. According to MarketBeat.com, DLocal currently has an average rating of "Moderate Buy" and an average price target of $17.00.

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.

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