DLocal (NASDAQ:DLO) Announces Quarterly Earnings Results

DLocal (NASDAQ:DLO) issued its quarterly earnings data on Thursday. The company reported $0.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.01, FiscalAI reports. DLocal had a net margin of 15.85% and a return on equity of 42.15%. The company had revenue of $335.86 million for the quarter, compared to the consensus estimate of $331.20 million. During the same period last year, the firm posted $0.15 EPS. DLocal’s revenue for the quarter was up 54.9% on a year-over-year basis.

Here are the key takeaways from DLocal’s conference call:

• dLocal delivered record Q1 TPV of $14.1 billion, up 73% year over year, marking its sixth straight quarter above 50% growth.
• Gross profit hit a new high of $119 million, supported by Argentina recovery, growth in Africa and Asia, and broad-based strength across markets and products.
• Management said reported operating profit and net income were weighed down by a one-time prior-period tax adjustment of $9.7 million, but emphasized the item should not recur.
• Operating expenses were higher than expected due to the carryover of 2025 investment cycle costs and smaller discretionary items, though management expects OpEx growth to moderate later in 2026.
• Leadership said full-year guidance remains unchanged and pointed to improving operating leverage in the second half as top-line momentum continues and the investment cycle rolls off.

DLocal Price Performance

DLocal stock traded down $1.65 during trading hours on Friday, hitting $11.01. The stock had a trading volume of 8,365,701 shares, compared to its average volume of 1,807,138. The stock has a market capitalization of $3.25 billion, a price-to-earnings ratio of 17.48 and a beta of 1.04. DLocal has a 1-year low of $9.75 and a 1-year high of $16.78. The stock’s fifty day moving average is $12.78 and its two-hundred day moving average is $13.35.

DLocal Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 27th will be issued a $0.1939 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $0.78 annualized dividend and a yield of 7.0%. DLocal’s dividend payout ratio is 122.22%.

Key Stories Impacting DLocal

Here are the key news stories impacting DLocal this week:

• Positive Sentiment: dLocal reported record total payment volume of more than $14 billion, up 73% year over year, showing continued rapid expansion in its core business. dLocal Reports First Quarter 2026 Financial Results
• Positive Sentiment: Revenue rose 54.9% year over year to $335.9 million and the company beat EPS estimates, with reported EPS of $0.17 versus expectations of $0.16. DLocal Q1 earnings report
• Positive Sentiment: The company highlighted record gross profit and said guidance was unchanged, suggesting management still sees room for growth ahead. dLocal Reports First Quarter 2026 Financial Results

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Truist Financial cut their price target on DLocal from $17.00 to $15.00 and set a “buy” rating for the company in a research note on Tuesday, March 17th. Wall Street Zen upgraded DLocal from a “hold” rating to a “buy” rating in a research note on Sunday, May 10th. The Goldman Sachs Group restated a “buy” rating and set a $17.00 price target on shares of DLocal in a research note on Thursday, April 30th. JPMorgan Chase & Co. cut their price target on DLocal from $18.50 to $18.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of DLocal in a research note on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, DLocal currently has a consensus rating of “Moderate Buy” and an average price target of $16.63.

Institutional Trading of DLocal

Several large investors have recently bought and sold shares of DLO. IFP Advisors Inc acquired a new stake in DLocal in the third quarter valued at $26,000. Kestra Advisory Services LLC acquired a new stake in DLocal in the fourth quarter valued at $95,000. Advisory Services Network LLC acquired a new stake in shares of DLocal during the third quarter valued at $103,000. Osaic Holdings Inc. increased its position in DLocal by 17.1% during the 2nd quarter. Osaic Holdings Inc. now owns 9,108 shares of the company’s stock worth $103,000 after purchasing an additional 1,329 shares in the last quarter. Finally, Boothbay Fund Management LLC purchased a new stake in DLocal during the 2nd quarter worth about $122,000. Institutional investors and hedge funds own 90.13% of the company’s stock.

DLocal Company Profile

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.