DLocal Limited (DLO) Stock Price & Analysis
DLocal Limited (DLO) closed at USD 14.84 on Thursday, October 22, 2026, down 2.05% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 15.15; the Oct 22, 2026 session ranged USD 14.74–15.2 on volume of 2,516,986 shares. Market capitalization is $4.37B, with a 52-week range of USD 10.64–16.15 (NMS). Source: Nexqual, retrieved October 23, 2026 at 08:41 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DLO.md
Key facts (DLO)
- 2 of 80 tracked superinvestors hold DLO (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $16.2M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $237K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 1.80 on a 1–5 scale) (10 analysts), mean target USD 18.8 (range 15–21).
- Total return with dividends: 1Y -0.7% vs S&P 500 +14.9%; 5Y -66.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.22, revenue estimate $405M.
Superinvestors (SEC 13F-HR, Q2 2026) (DLO)
2 of 80 tracked investors hold DLO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | 0.05% | $5.9M | Reduced -0.6% |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $799K | Added +37.6% |
Insider sales (SEC Form 4, open-market, last ~7 months) (DLO)
3 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-04…2026-08-05 | Kanovich Sebastian | Director | 77,453 | $1.2M | 100% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-07-07 | Kanovich Sebastian | Director | 25,700 | $398K | 100% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-07-01 | Kanovich Sebastian | Director | 1,000,000 | $14.6M | 100% | Yes (adopted November 26, 2025) | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (DLO)
1 purchase, $237K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-29 | Pruett William Rodney | Director | 20,000 | $237K | 11.85 | Too little history (no open-market trades in 2023–2025) |
Analysts (DLO)
Consensus Buy (mean 1.80 on a 1–5 scale), 10 analysts; mean target USD 18.8 (low 15, high 21).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-27 | Truist Securities | Target raised | Buy | $17 → $18 |
| 2026-07-31 | Goldman Sachs | Target raised | Buy | $17 → $19 |
| 2026-07-24 | Truist Securities | Target raised | Buy | $15 → $17 |
| 2026-07-01 | UBS | Upgrade | Neutral → Buy | $16 → $20 |
Total return (dividends reinvested) (DLO)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -0.7% | -66.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -0.7% | -19.7% |
| Volatility (annualized) | 43.8% | 67.8% |
| Max drawdown | -29.0% (Oct 2025→May 2026) | -85.3% (Oct 2021→Jul 2024) |
DLO suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Argentina | “For example, in Argentina (where revenue based on the country where the end users of our merchant customers executed their payments represented 15%, 11% and 12% of our revenue in 2025, 2024 and 2023, respectively) the economy has historically experienced very high rates of inflation that have undermined the Argentine economy and the Argentine government's ability to foster conditions for stable growth.” |
| Customer | Amazon (AMZN) | “The level of service provided by AWS, or regular or prolonged interruptions in the services provided by AWS, could also impact the use of our services by our merchant customers and could harm our business and reputation.” |
| Customer | EU | “Applicable anti-money laundering laws and regulations, including the US Bank Secrecy Act, as amended by the USA Patriot Act, the Anti-Money Laundering Act of 2020, or the AMLA 2020, the EU 4th, 5th and 6th AML Directives (EU 2015/849 or AMLD4, EU 2018/843 or AMLD5, and EU 2018/1673 or AMLD6), the UK Proceeds of Crime Act 2002, or the POCA, the UK Money Laundering Regulations 2017 and Criminal Finances Act 2017, th…” |
| Partner | Shopify (SHOP) | “We also partner with leading marketplaces such as Shopify to help their SMB clients and partners extend their geographic reach.” |
| Partner | Alphabet (Google) (GOOGL) | “To that end, as of December 31, 2025, over 760 global merchants, including brand names such as Shein, Didi, Payoneer, Temu, Google, Facebook, Rappi, Deel, Uber, SpaceX, Worldpay and Spotify, across multiple verticals including financial services, remittances, e-commerce, advertising, streaming, on-demand delivery, ride hailing, SaaS, travel, e-learning, gaming, and crypto, have turned to dLocal as a trusted partne…” |
| Partner | Meta Platforms (META) | “To that end, as of December 31, 2025, over 760 global merchants, including brand names such as Shein, Didi, Payoneer, Temu, Google, Facebook, Rappi, Deel, Uber, SpaceX, Worldpay and Spotify, across multiple verticals including financial services, remittances, e-commerce, advertising, streaming, on-demand delivery, ride hailing, SaaS, travel, e-learning, gaming, and crypto, have turned to dLocal as a trusted partne…” |
| Partner | Uber (UBER) | “To that end, as of December 31, 2025, over 760 global merchants, including brand names such as Shein, Didi, Payoneer, Temu, Google, Facebook, Rappi, Deel, Uber, SpaceX, Worldpay and Spotify, across multiple verticals including financial services, remittances, e-commerce, advertising, streaming, on-demand delivery, ride hailing, SaaS, travel, e-learning, gaming, and crypto, have turned to dLocal as a trusted partne…” |
| Partner | SpaceX | “To that end, as of December 31, 2025, over 760 global merchants, including brand names such as Shein, Didi, Payoneer, Temu, Google, Facebook, Rappi, Deel, Uber, SpaceX, Worldpay and Spotify, across multiple verticals including financial services, remittances, e-commerce, advertising, streaming, on-demand delivery, ride hailing, SaaS, travel, e-learning, gaming, and crypto, have turned to dLocal as a trusted partne…” |
| Partner | Spotify (SPOT) | “To that end, as of December 31, 2025, over 760 global merchants, including brand names such as Shein, Didi, Payoneer, Temu, Google, Facebook, Rappi, Deel, Uber, SpaceX, Worldpay and Spotify, across multiple verticals including financial services, remittances, e-commerce, advertising, streaming, on-demand delivery, ride hailing, SaaS, travel, e-learning, gaming, and crypto, have turned to dLocal as a trusted partne…” |
| Partner | Citibank Colombia | “(ii)In December 2024, dLocal Colombia S.A.S, entered into a loan agreement with Citibank Colombia S.A. in a total of COP 14,000,000 (US$3,177), which matured on March 01, 2025.” |
| Partner | Dlocal Argentina | “In June 2023, Dlocal Argentina S.A. entered into a loan agreement with Dlocal Group for a total amount of US$100,000, which matured in August 2025.” |
Quoted from the company's 20-F filed Mar 18, 2026.
DLO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.22 | $0.23 | -8.1% | $404.9M | 3 |
| Next quarter (ends Dec 2026) | $0.27 | $0.24 | +10.5% | $446.6M | 3 |
| Current fiscal year (ends Dec 2026) | $0.85 | $0.86 | -1.0% | $1.59B | 4 |
| Next fiscal year (ends Dec 2027) | $1.14 | $1.10 | +3.6% | $2.07B | 4 |
DLO options: expected move
Options price a move of about ±13.4% (±$2.00) by Nov 20, 2026, which includes earnings on Nov 12, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 59.4% | ±13.4% |
| Dec 18, 2026 | 56 | 50.4% | ±15.9% |
| Jan 15, 2027 | 84 | 47.0% | ±17.9% |
| Feb 19, 2027 | 119 | 45.6% | ±20.9% |
| May 21, 2027 | 210 | 49.8% | ±29.9% |
30-day implied volatility 58% vs 28.5% realized over the last 30 trading days. Put/call ratio (volume) 0.1. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:41 UTC)
| Price | USD 14.84 |
|---|---|
| Change | ▼ 2.05% (down) |
| Previous Close | USD 15.15 |
| Open | USD 15 |
| Day Range | USD 14.74 – 15.2 |
| 52-Week Range | USD 10.64 – 16.15 |
| Volume | 2,516,986 shares |
| Market Cap | $4.37B |
| Exchange | NMS |
Technical Analysis (DLO)
Nexqual's technical model rates DLO "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 08:41 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 48.73 (neutral) |
| vs SMA50 | Above (USD 14.65) |
| MACD | 0.14 (positive) |
Analyst Ratings (DLO)
Wall Street analysts rate DLO "Buy" based on 10 analysts, with a mean price target of USD 18.8 (range USD 15–21), per Nexqual as of October 23, 2026 at 08:41 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 18.8 |
| High Target | USD 21 |
| Low Target | USD 15 |
| Buy / Hold / Sell | 9 / 1 / 0 |
Earnings (DLO)
| Next Earnings Date | 2026-11-12 |
|---|---|
| EPS Estimate | USD 0.22 |
| Revenue Estimate | $404.86M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.18 vs est 0.19 ▼ miss |
| 2026-03-31 | USD 0.17 vs est 0.17 ▼ miss |
| 2025-12-31 | USD 0.22 vs est 0.18 ▲ beat |
| 2025-09-30 | USD 0.21 vs est 0.17 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:41 UTC.
Financials & Fundamentals (DLO)
| Total Revenue | $1.36B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +55.80% |
| Gross Margin | +34.28% |
| Operating Margin | +16.05% |
| Profit Margin | +15.04% |
| ROE | +41.29% |
| Debt / Equity | 0.12 |
| Current Ratio | 1.25 |
| Total Cash | $815.30M |
| Total Debt | $67.37M |
Source: Nexqual, October 23, 2026 at 08:41 UTC.
Financial Health Score (DLO)
Nexqual rates DLocal Limited's overall financial health "Strong" across five dimensions, as of October 23, 2026 at 08:41 UTC.
| Growth | Strong — Revenue +47% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 34%, operating 16% (last 12 months) |
| Balance Sheet | Strong — $815M cash vs $67M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $429M (TTM) |
| Efficiency | Strong — ROE 41%, ROA 8.6% |
Ownership (DLO)
| Insider Ownership | +22.59% |
|---|---|
| Institutional Ownership | +72.88% |
| Shares Outstanding | 178.04M |
| Float | 92.15M |
| Short % of Float | +14.36% |
Source: Nexqual, October 23, 2026 at 08:41 UTC.
Leadership (DLO)
DLocal Limited is led by Pedro Arnt, CEO & Director, per Nexqual as of October 23, 2026 at 08:41 UTC.
| CEO & Director | Pedro Arnt |
|---|---|
| Chief Financial Officer | Guillermo Lopez Perez |
| Chief Operating Officer | Carlos J. Menendez |
| Chief Technology Officer | Alberto Almeida |
| Senior Vice President of Corporate Development | Christopher Stromeyer |
Major Backers & Investors (DLO)
Notable institutional backers of DLocal Limited include General Atlantic, L.P., Summit Trail Advisors, LLC, Bank of America Corporation, according to Nexqual as of October 23, 2026 at 08:41 UTC.
Active Investors
| Investor | Stake |
|---|---|
| General Atlantic, L.P. | 15.82% |
| Summit Trail Advisors, LLC | 2.6% |
| Bank of America Corporation | 1.67% |
| Cria, Inc. | 1.36% |
| Atmos Capital Gestao de Recursos Ltda | 1.35% |
| Fourth Sail Capital LP | 1.34% |
| Ribbit Management Company, LLC | 1.32% |
| Paradice Investment Management, LLC | 0.93% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 1.72% |
Source: Nexqual, October 23, 2026 at 08:41 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| BLSH | Bullish | USD 29.19 | ▼ 1.95% |
| TENB | Tenable Holdings, Inc. | USD 42 | ▲ 3.27% |
| WIX | Wix.com Ltd. | USD 82.55 | ▲ 4.84% |
| BB | BlackBerry Limited | USD 8.59 | ▼ 8.71% |
| RELY | Remitly Global, Inc. | USD 25.32 | ▼ 0.39% |
| VRNS | Varonis Systems, Inc. | USD 48.89 | ▲ 0.41% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:41 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt