Overall, while recent upgrades point to improved sentiment and recognition of Banco Macro’s execution quality and capital strength, some analysts continue to highlight important risks, especially around valuation and macroeconomic uncertainty. Investors should weigh both the promising developments and the lingering concerns as sentiment continues to shift.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Banco Macro’s Board of Directors has scheduled a meeting for November 12, 2025, to consider the payment of a cash dividend to shareholders.

• The company has launched a major share repurchase program. It has authorized the buyback of up to 30,000,000 shares, equivalent to 10% of its issued share capital. The program has a total allocation of ARS 225,000 million and sets a maximum purchase price of ARS 7,500 per share. It will remain active for 60 calendar days from its official publication on the Buenos Aires Stock Exchange.

• On October 8, 2025, the Board of Directors approved the share buyback plan, reinforcing Banco Macro’s focus on capital management.

• A Board Meeting held on September 10, 2025, reviewed the payment of the fourth instalment of the cash dividend to shareholders, highlighting the company’s continued commitment to returning value.

• Consensus Analyst Price Target (Fair Value) has increased substantially from ARS 12,062 to ARS 16,878, which indicates heightened market optimism.

• Discount Rate has edged lower from 29.92% to 29.37%, reflecting slightly reduced perceived risk or improved macroeconomic stability.

• Revenue Growth forecast has risen modestly, with projected growth up from 32.86% to 33.56%.

• Net Profit Margin expectation has decreased slightly, moving from 21.30% to 20.97%.

• Future P/E ratio has climbed from 11.03x to 15.24x, suggesting that a higher valuation multiple is being applied to forward earnings.

Narratives on Simply Wall St let investors connect the dots between the numbers and the story behind a company’s performance. A Narrative explains the “why” behind forecasts and fair value by combining a company’s business context, estimated growth, and earnings outlook. Millions of investors use Narratives in the Community to judge when the price makes sense, and each one updates automatically when new information arrives so you never fall behind.

Read the original Banco Macro Narrative to see what’s shaping the outlook, and follow along for:

• Sector-leading capital strength and digital expansion that drive resilience and growth, even as Argentina’s economy stabilizes.

• Balanced analysis of both opportunities such as rapid loan and fee income growth, and risks from tight margins and macro uncertainty.

• Dynamic updates whenever earnings, news, or macro shifts change the fair value, helping you stay informed about key changes.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BMA.

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