DLocal Limited (DLO) Stock Rises on Q4 2025 Earnings

DLocal Limited (DLO) reported Q4 2025 revenue of $337.9 million, up 65.2% year-over-year.

Key profitability metrics:

Gross profit of $115.8 million, up 38.3% YoY.

Operating profit of $62.7 million, up 48.4% YoY.

Net income attributable to common shareholders of $55.5 million, up 87.1% YoY.

Diluted EPS of $0.18, up 100.0% YoY.

Cash flow and balance sheet highlights:

Cash from operating activities of $205.5 million, down 174.0% YoY.

Cash and cash equivalents of $719.9 million, up 69.3% YoY.

Purchases of property, plant and equipment of -$0.6 million, up 44.4% YoY.

Total liabilities of $971.5 million, up 42.4% YoY.

Cost of sales of $222.1 million, up 83.9% YoY.

How results compared with expectations:

Revenue beat the estimate: actual $337.9 million vs. estimate $300.3 million.

EPS roughly matched the estimate: actual $0.18 vs. estimate $0.18.

Market reaction: shares were up 7.2% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

DLocal Limited Hedge Fund Activity

We have seen 83 institutional investors add shares of DLocal Limited stock to their portfolio, and 92 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. added 3,827,996 shares (+inf%) to their portfolio in Q4 2025, for an estimated $54,127,863
AZORA CAPITAL LP added 1,547,965 shares (+inf%) to their portfolio in Q4 2025, for an estimated $21,888,225
JAIN GLOBAL LLC added 1,491,172 shares (+inf%) to their portfolio in Q4 2025, for an estimated $21,085,172
CITADEL ADVISORS LLC removed 1,397,857 shares (-77.6%) from their portfolio in Q4 2025, for an estimated $19,765,697
MILLENNIUM MANAGEMENT LLC removed 1,254,262 shares (-95.0%) from their portfolio in Q4 2025, for an estimated $17,735,264
JANE STREET GROUP, LLC removed 1,176,624 shares (-65.9%) from their portfolio in Q4 2025, for an estimated $16,637,463
BANK OF AMERICA CORP /DE/ removed 1,137,410 shares (-21.9%) from their portfolio in Q4 2025, for an estimated $16,082,977

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

DLocal Limited Analyst Ratings

Wall Street analysts have issued reports on $DLO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Itau BBA issued a "Outperform" rating on 12/17/2025
Goldman Sachs issued a "Buy" rating on 10/14/2025

To track analyst ratings and price targets for DLocal Limited, check out Quiver Quantitative's $DLO forecast page.

DLocal Limited Price Targets

Multiple analysts have issued price targets for $DLO recently. We have seen 5 analysts offer price targets for $DLO in the last 6 months, with a median target of $18.0.

Here are some recent targets:

Matthew Coad from Truist Securities set a target price of $15.0 on 03/17/2026
Guilherme Grespan from JP Morgan set a target price of $18.0 on 02/02/2026
William Barranjard from Itau BBA set a target price of $21.0 on 12/17/2025
Mariana Taddeo from UBS set a target price of $15.0 on 10/20/2025
Tito Labarta from Goldman Sachs set a target price of $19.0 on 10/14/2025