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Banco do Brasil

BBAS3

Brazil's largest listed state bank, controlled by the federal government, with strong rural, payroll and wholesale lending.

6articles
10material mentions
6connections

Last 90 days

What sources are saying

Banco do Brasil began rural debt renegotiation on August 26 under MP 1,376, with an eligible book of about R$100 billion and 113,000 agribusiness clients — the bank's main move against the rural delinquency cycle squeezing provisions and results.

Updated September 13, 2026 · 6 verified articles

Market transmission

Why it matters

Financial margin, delinquency, provisions and governance and payout decisions drive earnings and the shares' pricing.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

06
EMPRESASBrazil

Caixa employees reject the final offer and keep the national strike, while Banco do Brasil signs a deal through 2028 and ends its stoppage

In assemblies closed on the night of September 11, Caixa employees rejected the bank's final collective-agreement offer, with 68% voting against in the São Paulo base, and keep the national strike begun on September 10; the sticking point is the Saúde Caixa plan, with contributions of 2.3% to 4.1% of salary, charges per dependant and a co-payment cap rising from R$ 3,600 to R$ 4,800, and the bank is expected to withdraw the offer and seek arbitration in the labour court. At Banco do Brasil most bases approved the offer, the agreement was signed on September 11 valid through 2028, with profit-sharing brought forward to September 16, R$ 360 million to the Cassi health plan and 35-day paternity leave, and the stoppage continues in only 18 bases.

5 sourcesSep 12, 2026
EMPRESASBrazil

Caixa staff start an open-ended national strike and Banco do Brasil sees partial stoppages in five regions

Caixa employees began an open-ended national strike on September 10 after more than 90% of union bases rejected the bank-specific collective agreement, with the Saúde Caixa health plan at the centre of the dispute; at Banco do Brasil the stoppage is partial, in Brasília, Rio de Janeiro, Porto Alegre, Pernambuco and Florianópolis, where bases rejected the convention. The general bank-workers convention, with INPC plus 0.6% real increase, was signed by Fenaban on September 9.

5 sourcesSep 10, 2026
MACROBrazil

CMN widens renegotiation of climate-hit rural debt, with a November 12 deadline

The National Monetary Council approved on September 4 a measure widening access to debt renegotiation for farmers and cooperatives hit by adverse weather, per Agência Brasil and Poder360. The deadline to contract the debt restructuring is November 12, with payment over up to eight years and two years of grace, per CNN Brasil, which also records the reclassification of rural credit operations.

3 sourcesSep 04, 2026