DLocal Sees Unusually Large Options Volume (NASDAQ:DLO)

DLocal Limited (NASDAQ:DLO) was the recipient of unusually large options trading activity on Thursday. Stock investors bought 21,694 call options on the company. This represents an increase of approximately 219% compared to the typical volume of 6,804 call options.

DLocal News Roundup

Here are the key news stories impacting DLocal this week:

• Positive Sentiment: Second-quarter TPV reached nearly $18 billion, up 92% year over year and marking the company’s seventh consecutive quarter of more than 50% growth. Revenue rose 55.9% to $399.66 million, exceeding the roughly $366.77 million analyst estimate, while gross profit reached a record $127 million, up 29%. DLocal Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Management is targeting 60%–70% TPV growth and 25%–30% gross-profit growth in 2026, with operating leverage expected to improve. The outlook supports the long-term growth case, although gross-profit growth is projected to trail TPV growth. DLocal 2026 Growth Targets
• Positive Sentiment: DLocal expanded its relationship with ACI Worldwide to broaden access to local payment methods across Latin America, potentially strengthening its regional payments network and merchant offering. ACI Worldwide and DLocal Expand Local Payment Access
• Neutral Sentiment: Unusually high options activity included purchases of 21,694 call contracts, about 219% above typical daily volume. This may indicate speculative bullish positioning but does not confirm a fundamental change in valuation.
• Neutral Sentiment: A technical analysis report identified possible support around the stock after recent weakness, while analysts have generally raised earnings estimates. This could help sentiment but is less significant than the quarterly results. DLocal Technical Analysis
• Negative Sentiment: Adjusted earnings of $0.18 per share missed the Zacks consensus estimate of $0.20, although they matched another consensus estimate and improved from $0.14 a year earlier. The earnings miss likely contributed to the negative investor reaction despite the revenue and TPV beats. DLocal Q2 Earnings Estimate Miss

Analysts Set New Price Targets

Several equities research analysts recently weighed in on DLO shares. Weiss Ratings restated a “hold (c)” rating on shares of DLocal in a research note on Friday, July 17th. Wall Street Zen cut shares of DLocal from a “buy” rating to a “hold” rating in a report on Monday, May 18th. UBS Group raised shares of DLocal from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $16.00 to $20.00 in a report on Wednesday, July 1st. Truist Financial upped their target price on shares of DLocal from $15.00 to $17.00 and gave the company a “buy” rating in a report on Friday, July 24th. Finally, The Goldman Sachs Group upped their target price on shares of DLocal from $17.00 to $19.00 and gave the company a “buy” rating in a report on Friday, July 31st. Six investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $18.67.

DLocal Trading Down 4.0%

Shares of DLocal stock traded down $0.59 on Friday, hitting $14.17. The stock had a trading volume of 5,066,685 shares, compared to its average volume of 1,812,261. DLocal has a 52-week low of $10.64 and a 52-week high of $16.78. The stock has a market cap of $4.18 billion, a price-to-earnings ratio of 21.15 and a beta of 0.97. The company’s 50 day moving average price is $13.94 and its 200 day moving average price is $13.11.

DLocal (NASDAQ:DLO) last announced its earnings results on Thursday, August 13th. The company reported $0.18 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.18. The firm had revenue of $399.66 million during the quarter, compared to analysts’ expectations of $366.77 million. DLocal had a return on equity of 41.60% and a net margin of 15.04%.The business’s revenue was up 55.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.14 EPS. Analysts predict that DLocal will post 0.82 EPS for the current fiscal year.

Insiders Place Their Bets

In other DLocal news, Director William Rodney Pruett bought 20,000 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The shares were purchased at an average price of $11.85 per share, with a total value of $237,000.00. Following the completion of the acquisition, the director directly owned 108,043 shares of the company’s stock, valued at $1,280,309.55. This represents a 22.72% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Sebastian Kanovich sold 1,000,000 shares of DLocal stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $14.63, for a total value of $14,630,000.00. Following the sale, the director directly owned 1,000,000 shares of the company’s stock, valued at $14,630,000. This trade represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,103,153 shares of company stock valued at $16,231,782. Insiders own 45.44% of the company’s stock.

Hedge Funds Weigh In On DLocal

Hedge funds have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd raised its position in DLocal by 114.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,826 shares of the company’s stock valued at $26,000 after purchasing an additional 975 shares during the last quarter. IFP Advisors Inc purchased a new position in DLocal during the 3rd quarter worth $26,000. University of Texas Texas AM Investment Management Co. acquired a new position in DLocal in the fourth quarter valued at $40,000. Banque Cantonale Vaudoise purchased a new stake in shares of DLocal in the first quarter valued at about $42,000. Finally, Kestra Advisory Services LLC purchased a new stake in shares of DLocal in the fourth quarter valued at about $95,000. 90.13% of the stock is currently owned by hedge funds and other institutional investors.

About DLocal

dLocal is a fintech company specializing in cross-border payments and payouts for global merchants operating in emerging markets. Headquartered in Montevideo, Uruguay, the company offers a technology platform that simplifies complex payment flows, enabling businesses to connect with local payment methods through a single integration.

The dLocal platform supports a wide range of local payment options, including credit and debit cards, bank transfers, e-wallets and cash-based methods. It incorporates risk-management tools, compliance services and anti-fraud solutions to help clients navigate regulatory requirements and minimize payment failures across diverse jurisdictions.

dLocal serves merchants in sectors such as e-commerce, online marketplaces, digital content and gig economy platforms.