Totvs SA (TOTS3)

Currency in BRL
32.21
0.00(0.00%)
Closed·
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Fair Value
Day's Range
31.2032.85
52 wk Range
26.7648.40
Key Statistics
Bid/Ask
31.53 / 32.45
Prev. Close
32.21
Open
32.21
Day's Range
31.2-32.85
52 wk Range
26.76-48.4
Volume
5.38M
Average Volume (3m)
6.9M
1-Year Change
-25.0058%
Fair Value
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Fair Value Upside
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TOTS3 Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
48.08
Upside
+49.26%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Totvs SA News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

12 Buy
1 Hold
0 Sell
Ratings:
13 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 48.08
(+49.26% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Goldman Sachs
Buy45.00+39.71%-New CoverageJun 03, 2026
JPMorgan
Buy58.00+80.07%59.00MaintainMar 17, 2026
Jefferies
Buy56.00+73.86%-New CoverageNov 14, 2025

Totvs SA Earnings Call Summary for Q2/2026

  • TOTVS Q2 2026 revenue hit $1.93B, beating estimates by 2.1%, but EPS of $0.38 missed forecasts by 5.3%, sending shares down 2.46% to $31.71.
  • Gross ARR additions surged 28% YoY, accelerating from 9% in Q2 2025; recurring revenue now represents 93% of total revenue versus 74% seven years ago.
  • Adjusted EBITDA rose 22% YoY with 190 bps margin expansion; free cash flow jumped 50% QoQ, reflecting strong operational execution.
  • CEO Dennis cited AI adoption as key growth driver; October 2026 Universo event to unveil AI agent portfolio with task-based consumption pricing model.
  • Risks include elevated customer churn from high interest rates, increased Techfin credit provisions, and stock trading 34% below 52-week high despite growth.
Last Updated: 2026-08-06, 12:06 p/m
Read Full Transcript

Earnings

Latest Release
Aug 05, 2026
EPS / Forecast
0.38 / 0.40
Revenue / Forecast
1.95B / 1.89B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 1.47%
Dividend Yield
2.11%
Industry Median 0.66%
Annualized payout
0.68
Paid unevenly
5-Years Growth
-1.78%
Growth Streak

TOTS3 Income Statement

Compare TOTS3 to Peers and Sector

Metrics to compare
TOTS3
Peers
Sector
Relationship
P/E Ratio
21.4x17.5x12.6x
PEG Ratio
0.320.260.01
Price/Book
3.4x2.9x2.4x
Price / LTM Sales
2.9x3.4x2.3x
Upside (Analyst Target)
42.8%48.7%31.6%
Fair Value Upside
Unlock19.6%3.8%Unlock

TOTVS S.A. develops and sells management software, and productivity and collaboration platforms in Brazil and internationally. It offers an ERP platform, which integrates software management, social networks, real-time reporting, and other applications; business intelligence solutions comprising data integration; Fluig platform; and HR solutions, such as payroll, electronic point, social security and safety, and human capital management services. The company also provides implementation, consulting, advisory, maintenance services, e-commerce, and mobility solutions, as well as digital marketing solutions. In addition, it offers financial services, issuance, and credit card management services, including credit analysis and intermediation of financing requests. Further, the company is involved in investment and equity investment fund activities. It serves services, manufacturing, agribusiness, logistics, education, construction, healthcare, financial services, retail, legal, distribution, and hospitality industries. TOTVS S.A. was founded in 1983 and is headquartered in São Paulo, Brazil.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
232.79M40.15%7.50B
Other Institutional Investors
229.96M39.66%7.41B
Public Companies & Retail Investors
117.10M20.20%3.77B
Total
579.85M100.00%18.68B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.10.35%60,002,1151,932,668
Lc12 Participações E Empreendimentos Ltda8.74%50,682,6391,632,488

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FAQ

What Is the TOTVS ON (TOTS3) Stock Price Today?

The TOTVS ON stock price today is 32.21 BRL.

What Stock Exchange Does TOTVS ON Trade On?

TOTVS ON is listed and trades on the B3 Stock Exchange.

What Is the Stock Symbol for TOTVS ON?

The stock symbol for TOTVS ON is "TOTS3."

Does TOTVS ON Pay Dividends? What’s The Current Dividend Yield?

The TOTVS ON dividend yield is 2.11%.

What Is the TOTVS ON Market Cap?

As of today, TOTVS ON market cap is 18.68B BRL.

What Is TOTVS ON's Earnings Per Share (TTM)?

The TOTVS ON EPS (TTM) is 1.47.

When Is the Next TOTVS ON Earnings Date?

TOTVS ON will release its next earnings report on Nov 04, 2026.

From a Technical Analysis Perspective, Is TOTS3 a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has TOTVS ON Stock Split?

TOTVS ON has split 3 times.

What is the current trading status of TOTVS ON (TOTS3)?

As of Aug 09, 2026, TOTVS ON (TOTS3) is trading at a price of 32.21 BRL, with a previous close of 32.21 BRL. The stock has fluctuated within a day range of 31.20 BRL to 32.85 BRL, while its 52-week range spans from 26.76 BRL to 48.40 BRL.

What Is TOTVS ON (TOTS3) Price Target According to Analysts?

The average 12-month price target for TOTVS ON is 48.08 BRL, with a high estimate of 61 BRL and a low estimate of 34.5 BRL. 12 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +49.26% Upside potential.
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