Stock Markets February 12, 2026

Bovespa Ends Lower as Basic Materials, Real Estate and Utilities Weigh on Market

Index falls 0.90% at the close in Sao Paulo amid sectoral losses and rising volatility

By Ajmal Hussain
Bovespa Ends Lower as Basic Materials, Real Estate and Utilities Weigh on Market

Brazil's Bovespa slipped 0.90% after trading on Thursday, driven by declines across Basic Materials, Real Estate and Public Utilities. Market breadth favored decliners, with notable drops in Braskem, Raizen and Companhia Siderurgica Nacional, while Ambev and Banco do Brasil were among the session's gainers. Volatility ticked higher and key commodities and currency pairs moved sharply.

Key Points

  • Bovespa fell 0.90% at Thursday's close, with losses concentrated in Basic Materials, Real Estate and Public Utilities.
  • Market breadth skewed toward decliners (623 vs. 305), while Ambev reached three-year highs and Raizen hit an all-time low.
  • Implied volatility rose - CBOE Brazil Etf Volatility was up 3.04% to 32.24 - and key commodities and FX pairs saw notable moves.

Brazilian equities closed lower after the session on Thursday in Sao Paulo, with the Bovespa ending the day down 0.90% as losses in several sectors overshadowed gains elsewhere.

Top movers

The best-performing stocks on the Bovespa were Ambev SA (BVMF:ABEV3), which climbed 5.52% or 0.87 points to finish at 16.64, Banco do Brasil SA (BVMF:BBAS3), which gained 3.53% or 0.88 points to close at 25.79, and Sendas Distribuidora SA (BVMF:ASAI3), up 3.90% or 0.36 points to end the session at 9.59.

At the other end of the tape, Braskem SA (BVMF:BRKM5) fell 10.53% or 1.14 points to trade at 9.69 at the close. Raizen SA Preferred (BVMF:RAIZ4) declined 9.09% or 0.07 points to finish at 0.70, and Companhia Siderurgica Nacional (BVMF:CSNA3) lost 8.63% or 0.83 points to close at 8.79.

Market breadth and notable price extremes

On the B3 Stock Exchange, decliners outnumbered advancers by 623 to 305, and 50 stocks ended unchanged. Shares of Ambev SA (BVMF:ABEV3) reached three-year highs, rising 5.52% to 16.64. In contrast, Raizen SA Preferred (BVMF:RAIZ4) dropped to an all-time low, falling 9.09% to 0.70.

Volatility and commodities

The CBOE Brazil Etf Volatility, which measures implied volatility of Bovespa options, increased 3.04% to 32.24. In commodities markets, Gold Futures for April delivery fell 3.10% or 158.26 to $4,940.24 a troy ounce. Crude oil for March delivery declined 2.74% or 1.77 to $62.86 a barrel, while the March US coffee C contract rose 2.26% or 6.65 to trade at $301.45.

FX and dollar strength

Currency moves included USD/BRL rising 0.50% to 5.21, while EUR/BRL was essentially flat - up 0.07% to 6.18. The US Dollar Index Futures was up 0.16% at 96.88.

This combination of sector weakness, concentrated stock declines and rising implied volatility contributed to the negative finish for the Bovespa on Thursday, with commodity and currency shifts also notable across markets.


Key data recap

  • Bovespa -0.90% at the close in Sao Paulo.
  • Top gainers: ABEV3 +5.52% (16.64), BBAS3 +3.53% (25.79), ASAI3 +3.90% (9.59).
  • Top losers: BRKM5 -10.53% (9.69), RAIZ4 -9.09% (0.70), CSNA3 -8.63% (8.79).
  • Decliners 623, advancers 305, unchanged 50.
  • CBOE Brazil Etf Volatility +3.04% to 32.24.
  • Gold Apr futures -3.10% to $4,940.24/oz; Crude Mar -2.74% to $62.86/bbl; Coffee Mar +2.26% to $301.45.
  • USD/BRL +0.50% to 5.21; EUR/BRL +0.07% to 6.18; US Dollar Index Futures +0.16% at 96.88.

Risks

  • Rising implied volatility, as shown by the CBOE Brazil Etf Volatility increase, signals elevated uncertainty for equity options and may affect trading costs and hedging strategies - impacts equity and derivatives markets.
  • Concentrated large declines in Basic Materials names such as Braskem and Companhia Siderurgica Nacional may pressure the Basic Materials sector and related supply-chain participants - impacts industrial and materials sectors.
  • Significant currency and commodity fluctuations - including USD/BRL appreciation and sharp moves in gold and crude oil futures - could add earnings volatility for companies with exposure to FX or commodity prices - impacts exporters, importers and commodities-linked firms.

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