Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp (NYSE:SBS) Announces Quarterly Earnings Results

Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp (NYSE:SBS) issued its quarterly earnings data on Tuesday. The utilities provider reported $0.51 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.06, reports. Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp had a return on equity of 16.08% and a net margin of 22.32%.The company had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.08 billion.

Here are the key takeaways from Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp’s conference call:

• Adjusted EBITDA
• BRL 15.2 billion CapEx in 2025 (more than double 2024) accelerated universalization—millions of people gained water/sewage access and targets for 2025 were met early, with a large project backlog and 38 projects slated for 2026.
• Balance-sheet liquidity and funding remain strong: gross debt BRL 40 billion (net BRL 28 billion), net-debt/adjusted-EBITDA ~2.2x, BRL 12 billion cash covering >3 years of amortizations, and a long weighted-average debt maturity (~5.6 years).
• Reported results include several one-offs and accounting adjustments (e.g., BRL 370 million tax gains, BRL 60 million logistics restructure, financial-asset bifurcation) that management excludes from “adjusted” figures, so underlying recurring performance may be less robust than headline adjusted metrics suggest.
• Key execution and regulatory risks remain: the updated, inflation-adjusted CapEx plan is still under discussion with the regulator, a small portion of injunctions/discount disputes (BRL 50–100 million) remain unresolved, and the MIE acquisition/tender process carries timing and approval uncertainty.

Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp Stock Performance

Shares of NYSE SBS traded down $0.33 during mid-day trading on Wednesday, hitting $28.43. The stock had a trading volume of 206,639 shares, compared to its average volume of 1,369,362. The firm has a market cap of $20.01 billion, a PE ratio of 15.73, a PEG ratio of 5.43 and a beta of 0.78. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.17 and a current ratio of 1.17. The company has a 50 day moving average of $27.33 and a two-hundred day moving average of $25.54. Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp has a twelve month low of $16.52 and a twelve month high of $30.63.

Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp Dividend Announcement

The company also recently announced a special dividend, which will be paid on Monday, May 11th. Investors of record on Monday, December 29th will be given a $0.4772 dividend. The ex-dividend date of this dividend is Monday, December 29th. Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp’s dividend payout ratio is presently 40.33%.

Analyst Ratings Changes

Several brokerages have weighed in on SBS. Zacks Research upgraded shares of Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 11th. Weiss Ratings reissued a “buy (b)” rating on shares of Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating and one has assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp currently has a consensus rating of “Strong Buy”.

Institutional Trading of Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp

Several large investors have recently added to or reduced their stakes in the company. Arax Advisory Partners acquired a new position in shares of Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp in the fourth quarter valued at about $26,000. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp during the fourth quarter worth about $44,000. EverSource Wealth Advisors LLC lifted its holdings in shares of Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp by 246.4% during the second quarter. EverSource Wealth Advisors LLC now owns 2,342 shares of the utilities provider’s stock worth $51,000 after purchasing an additional 1,666 shares during the period. Caitong International Asset Management Co. Ltd purchased a new stake in Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp in the fourth quarter valued at approximately $54,000. Finally, Atlas Capital Advisors Inc. purchased a new stake in Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp in the fourth quarter valued at approximately $86,000. Hedge funds and other institutional investors own 10.62% of the company’s stock.

About Companhia de saneamento Basico Do Estado De Sao Paulo – Sabesp

Companhia de Saneamento Básico do Estado de São Paulo (SABESP) is a Brazilian utility that provides water supply and wastewater collection and treatment services. As the principal sanitation company serving the state of São Paulo, SABESP operates a wide range of infrastructure spanning water capture, treatment plants, distribution networks and sewage systems. The company’s activities support residential, commercial and industrial customers and are focused on delivering potable water, ensuring water quality and expanding access to sanitation services.

SABESP’s service offering includes the operation and maintenance of water treatment and sewage treatment facilities, network expansion and rehabilitation, meter reading and billing, customer service and environmental programs aimed at improving sewage treatment rates and protecting water resources.

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