Finvest
BBD Banks · Brazil · Bank · Insurance · Thesis updated July 17, 2026

Bradesco's repair is real, but not finished

01 Running thesis

A cleaner bank, still proving itself

The bull case is simple. Bradesco is fixing the loan book. It is moving away from lower-income, higher-risk credit and toward affluent customers, small and medium businesses, payroll loans, and secured loans. In Q4 2025, that plan had proof: ROAE, a return measure for bank shareholders, reached 15.2% and finally beat management's cost of capital for the quarter.

Two growth areas matter most. The SME business reached 16.6% market share by late 2025. Bradesco Principal, the tier between Prime and Private for richer clients, grew to about 320,000 clients across 62 offices by the end of 2025. These clients should bring better credit quality, more fees, and deeper banking relationships.

The bear case is that the repair is not free. Brazil remains a hard lending market because interest rates have been high. Loan demand can slow when money is expensive. At the same time, Bradesco is spending heavily on its digital rebuild and branch network changes. If revenue growth stalls, those costs can hurt efficiency.

The newest change is the health business reorganization. On February 27, 2026, Bradesco agreed to put its healthcare operations under Odontoprev, to be renamed Bradsaúde S.A., with Bradesco holding 91.35%. If this works, it should make the insurance group simpler and more efficient. If it does not, it adds one more integration job to an already busy turnaround.

Mar 2026The 2025 Form 20-F confirmed net interest income growth of 8.6% and added the February 2026 plan to consolidate healthcare under Bradsaúde S.A. That supports the efficiency part of the bull case.
Feb 2026Q4 2025 showed the turnaround gaining force. ROAE reached 15.2%, Bradesco Principal scaled to about 320,000 clients, SME share reached 16.6%, and Stage 3 loans kept falling.
Oct 2025Q3 2025 showed better secured lending and a lower Stage 3 ratio, but a BRL 500 million one-off wholesale provision kept the risk view balanced.
Jul 2025Q2 2025 continued the recovery with 14.6% ROAE and stronger market NII, but management warned that peak rates could slow loan demand in the second half.
May 2025Q1 2025 showed 14.4% ROAE, strong SME loan growth, and reported GenAI productivity gains. The John Deere loan portfolio was added, but near-term net income contribution was immaterial.
Mar 2025The 2024 Form 20-F confirmed completion of the 50% investment in Banco John Deere S.A. in February 2025, adding a new agribusiness and construction finance growth option.
Feb 2025Q4 2024 confirmed progress in higher-income cards and the new Principal segment, but management said the cost of capital was above 15%, delaying the normalized return goal.
Oct 2024Q3 2024 gave early proof of the strategic shift. Management emphasized risk-adjusted return, launched Bradesco Principal, and showed recurring net income growth.
02 Business model

Loans, fees, and insurance float

Bradesco makes money like a large bank. It takes deposits and other funding, lends to people and companies, and earns the spread between what borrowers pay and what funding costs. In 2025, net interest income rose 8.6% to R$73,269 million, helped by higher rates and more revenue from loans and financial assets.

The bank also earns fees from cards, checking accounts, asset management, consortia, capital markets advice, and other services. Fee and commission income rose 9.7% in 2025. That matters because fees can be less tied to credit losses than lending income.

Insurance is the second pillar. Bradesco sells health, auto, life, pension plans, and capitalization bonds. The insurance service result rose 26.7% in 2025, and the insurance segment produced R$10,069.8 million of segment net income before consolidation adjustments.

Where it breaks is credit and cost control. A bank can look profitable until bad loans rise. Bradesco's Stage 3 loans were dropping quarter after quarter by Q4 2025, but expected credit losses on loans and advances were still large. The other pressure point is spending, since technology investments grew 22% in 2025 while management tries to modernize the bank.

03 Product portfolio

What Bradesco sells

Steady

Retail and secured lending

Bradesco offers personal loans, payroll-deductible loans, real estate loans, rural loans, credit cards, and other consumer credit. The strategic push is toward collateralized and payroll-linked loans, which should carry lower risk than unsecured mass-market credit.

Growth engine

SME and MSME banking

This is a key growth engine. Management said the SME segment reached 16.6% market share by late 2025, helped by stronger lending and tighter risk selection.

Growth engine

Bradesco Principal

Principal serves high-net-worth clients below the Private tier and above the mass-affluent Prime tier. It had about 320,000 clients across 62 offices by the end of 2025.

Steady

Wholesale and large corporate banking

Bradesco lends to larger companies and provides treasury, foreign trade, working capital, and capital markets services. This business can produce big relationships, but Q3 2025 showed that one corporate provision can still hit results.

Cash cow

Insurance, pensions, and capitalization bonds

The insurance group is a large profit source across health, auto, life, pensions, and bonds. The 2026 Bradsaúde plan aims to simplify the healthcare structure and capture operating and sales benefits.

Steady

Asset management and capital markets fees

Bradesco earns fees from managing money and advising clients in capital markets. In 2025, the filing said capital markets and financial advisory services helped fee growth.

Option

Banco John Deere partnership

Bradesco completed its 50% investment in Banco John Deere S.A. in February 2025. The partnership expands financing for agribusiness and construction equipment, though management said the near-term net income contribution was immaterial at the start.

04 Business segments

Two reported engines

Banking59%growing fast
Insurance, Pension Plans and Capitalization Bonds41%modest

The mix uses 2025 segment net income before other activities, eliminations, and consolidation adjustments from the 2025 Form 20-F. Bradesco reports two operating segments, so the banking segment includes retail, SME, and wholesale banking together.

05 Risk factors

What can still go wrong

Credit cycle relapse

High impact · Medium odds

The turnaround depends on fewer bad loans. Q4 2025 was better, with over-90-day NPLs flat and Stage 3 loans dropping quarter after quarter. But Bradesco is still a lender in a high-rate economy, so a weaker borrower base can quickly raise provisions.

We watchWatch over-90-day NPLs, Stage 3 loans, and expected credit losses as a share of loans.

Brazil rate squeeze

High impact · Medium odds

High rates help asset yields, but they also slow loan demand and raise funding costs. The 2025 filing shows average base interest rates of 14.3% for the year, while management warned that peak rates could slow the economy. If growth slows too much, net interest income may not offset credit costs and expenses.

We watchWatch Selic rate cuts, loan growth, and management comments on demand from individuals and SMEs.

Digital spending outruns savings

Medium impact · High odds

Bradesco is spending to rebuild its app, systems, and branch model. Technology investments grew 22% in 2025, and the filing showed information technology capital expenditures of R$7,488.1 million. These investments need to turn into lower costs and better customer growth, not just higher depreciation and project expense.

We watchWatch the efficiency ratio, technology capex, digital client count, and management's path toward the 40% efficiency target.

Bradsaúde integration misses

Medium impact · Medium odds

The healthcare reorganization could simplify the insurance business. Bradesco will hold 91.35% of Odontoprev after it is renamed Bradsaúde S.A. The risk is that systems, sales teams, regulation, or minority-holder issues slow the benefits.

We watchWatch deal closing updates, insurance expense growth, health premium growth, and any synergy targets disclosed by management.

Wholesale surprise provisions

Medium impact · Medium odds

Q3 2025 included a BRL 500 million one-off provision in the wholesale bank. It did not repeat in Q4, which helped confidence. Still, large corporate loans can create sudden losses even when retail credit is improving.

We watchWatch single-name corporate provisions and management comments on wholesale cost of credit.
06 Quick answers

In one breath

Is Banco Bradesco a turnaround stock?

Yes. The main story is a repair of the loan book, cost base, and digital platform. The Q4 2025 ROAE of 15.2% showed progress, but investors still need several quarters of cleaner credit and better efficiency.

What is Bradesco Principal?

Bradesco Principal is a client tier for high-net-worth individuals between Prime and Private. It grew to about 320,000 clients by the end of 2025 and is part of the bank's move toward richer, lower-risk customers.

Why does insurance matter so much for Bradesco?

Insurance gives Bradesco a second profit engine besides lending. In 2025, the insurance, pension plans, and capitalization bonds segment produced R$10,069.8 million of segment net income before consolidation adjustments.

What should investors watch next?

Watch Stage 3 loans, over-90-day NPLs, SME growth, Principal client conversion, and the efficiency ratio. Also watch whether Bradsaúde turns the healthcare reorganization into real cost and sales benefits.