Banco Macro S.A. (BMA) Q3 2025 Earnings Call Transcript

Banco Macro S.A. ( BMA ) Q3 2025 Earnings Call December 1, 2025 11:00 AM EST Company Participants Nicolas Torres - Investor Relations Jorge Francisco Scarinci - CFO, Finance Manager & IR Manager Conference Call Participants Carlos Gomez-Lopez - HSBC Global Investment Research Ernesto María Gabilondo Márquez - BofA Securities, Research Division Brian Flores - Citigroup Inc., Research Division Pedro Leduc - Itaú Corretora de Valores S.A.

Seeking Alpha • Dec 1, 2025

Banco Macro: Why 2026 Matters More Than Any Quarter In 2025

Banco Macro S.A. remains structurally well-positioned despite weak Q3 '25 results, with excess capital, low leverage, and a dominant retail/SME franchise. BMA's profitability is currently suppressed by Argentina's monetary transition, but core pillars—solid funding, liquidity, and manageable NPLs—remain intact. The investment thesis hinges on Argentina's ongoing disinflation and expected economic stabilization in 2026, which should revive NIM, ROE, and credit growth for BMA.

Seeking Alpha • Nov 28, 2025

Banco Macro Announces Results for the Third Quarter of 2025

BUENOS AIRES, Argentina , Nov. 26, 2025 /PRNewswire/ -- Banco Macro S.A. (NYSE: BMA; BYMA: BMA) ("Banco Macro" or "BMA" or the "Bank") announced today its results for the third quarter ended September 30, 2025 ("3Q25").

PRNewsWire • Nov 26, 2025

Argentina's Financial Rebirth: Banco Macro Leads The Post-Election Rally

Banco Macro surged after Milei's pro-market victory, supported by strong Q2 results showing 209% YoY profit growth and rising efficiency amid improving macro conditions. Solid fundamentals underpin the rally: robust capital ratios (Tier 1 29.9%), high liquidity (67%), and strong credit quality with 140% coverage. Political stability and structural reforms could spark a new credit cycle, positioning Banco Macro as one of Argentina's best-leveraged banks for recovery.

Seeking Alpha • Oct 28, 2025

MFG or BMA: Which Is the Better Value Stock Right Now?

Investors with an interest in Banks - Foreign stocks have likely encountered both Mizuho (MFG) and Banco Macro (BMA). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Oct 28, 2025

Why Investors Were Banking on Banco Macro Stock Today

Argentinian lender Banco Macro (BMA 17.46%) is preparing to spend millions of dollars on buying back its own stock, and investors were over the moon about it. They expressed this by pushing the South American bank's American Depositary Receipts (ADRs) up by over 17% that trading session.

The Motley Fool • Oct 9, 2025

Banco Macro S.A. Announces Share Buyback Program

BUENOS AIRES, Argentina , Oct. 8, 2025 /PRNewswire/ -- Banco Macro S.A. (NYSE: "BMA"; ByMA: "BMA") ("Banco Macro" or the "Bank") announces today that the Board of Directors of the Bank has decided to establish the terms and conditions for the repurchase of shares issued by the Bank, in accordance with Article 64 of Law No 26,831 and Rules of the CNV (Comisión Nacional de Valores) This decision has been adopted based on the current domestic and international macroeconomic context and the fluctuations in the capital market in general, which has materially affected the price of domestic shares, including the quotation of the shares of the Bank.

PRNewsWire • Oct 8, 2025

Banco Macro Stock Under Pressure As Outlook Dims

Banco Macro (NYSE:BMA) stock currently sits in Phase 8 of its 18-phase Adhishthana cycle on the weekly chart, and its outlook isn't looking promising. Here's a breakdown under the lens of the Adhishthana Principles.

Benzinga • Oct 2, 2025

26 Ideal 'Safer' MoPay October Dividend Equities And 80 Funds To Buy

October's top monthly dividend stocks offer high yields, with many providing annual dividends from $1,000 invested exceeding share prices, but carry volatility risks. Banco Macro, ARMOUR Residential, and Horizon Technology Finance lead projected gains, with average net gain estimates of 39.98% on $1,000 invested. Analyst estimates suggest the five lowest-priced MoPay stocks may outperform the top ten overall, highlighting contrarian opportunities for income-focused investors.

Seeking Alpha • Oct 2, 2025

Banco Macro: Should You Buy The Dip?

Banco Macro remains a strong play on Argentina's macro turnaround, but recent political setbacks have increased risk and triggered a sharp selloff. Despite political headwinds, the bank's fundamentals are improving, with strong loan growth, declining reliance on government bonds, and robust capitalization. Valuation has become attractive after a significant de-rating, offering a compelling entry point for contrarian investors if reforms continue.

Seeking Alpha • Sep 9, 2025