Stock Markets February 6, 2026

Brazil Equities Close Higher as Real Estate, Financials and Consumer Names Lead Gains

Bovespa edges up 0.31% in São Paulo trading; B3 shares hit three-year highs amid broad sector advances

By Leila Farooq
Brazil Equities Close Higher as Real Estate, Financials and Consumer Names Lead Gains

Brazil's stock benchmark finished Friday with modest gains, driven by advances in Real Estate, Financials and Consumption sectors. The Bovespa closed 0.31% higher in São Paulo. Individual movers included strong rallies in Direcional Engenharia, B3 SA and Auren Energia, while several industrial and banking names lagged. Market breadth was positive and volatility gauges eased, with mixed moves in commodities and currency pairs.

Key Points

  • Bovespa closed up 0.31% in São Paulo, led by Real Estate, Financials and Consumption sectors.
  • Top individual gains: Direcional Engenharia (DIRR3) +6.09%, B3 (B3SA3) +4.31% to three-year highs, Auren Energia (AURE3) +4.20%.
  • Notable declines included CSNA3 -3.84%, BBDC4 -3.03% and USIM5 -2.67%; market breadth was positive with 490 advancers vs 436 decliners.

Stocks in Brazil ended the trading day with small net gains on Friday, as sector strength in Real Estate, Financials and Consumption helped push the benchmark higher.

At the close in São Paulo the Bovespa index registered a 0.31% increase.

Top performers

  • Direcional Engenharia SA (BVMF:DIRR3) was the session's biggest gainer, climbing 6.09% - a rise of 0.90 points - to finish at 15.69.
  • B3 SA Brasil Bolsa Balcao (BVMF:B3SA3) advanced 4.31% or 0.70 points to close at 16.96. Shares in B3 reached three-year highs during the session.
  • Auren Energia SA (BVMF:AURE3) added 4.20%, increasing 0.46 points to end the day at 11.41.

Lagging names

  • Companhia Siderurgica Nacional (BVMF:CSNA3) fell 3.84%, down 0.38 points, to close at 9.52.
  • Banco Bradesco SA Pref (BVMF:BBDC4) declined 3.03%, a drop of 0.64 points, to finish at 20.51.
  • Usinas Siderurgicas de Minas Gerais SA USIMINAS Pref (BVMF:USIM5) decreased 2.67% or 0.17 points to settle at 6.20.

Market internals showed more advances than declines on the B3 Stock Exchange: 490 stocks gained, 436 declined and 59 were unchanged.

The CBOE Brazil Etf Volatility, which tracks implied volatility in Bovespa options, eased 0.88% to 33.85 by the close.

Commodities and currencies

  • Gold Futures for April delivery rose 1.76%, gaining 86.21 to trade at $4,975.71 per troy ounce.
  • Crude oil for March delivery inched up 0.14%, or 0.09, to $63.38 a barrel.
  • The March US coffee C contract fell 4.67%, down 14.40 to $294.00.

On currency markets, the Brazilian real strengthened: USD/BRL fell 1.00% to 5.22, and EUR/BRL declined 0.68% to 6.17. The US Dollar Index Futures slipped 0.21% to 97.50.


Overall, the session reflected selective buying across real estate, financial and consumer-related equities, while some industrial and banking names underperformed. Volatility measures eased slightly and commodity price moves were mixed into the close.

Risks

  • Select names, particularly in steel and banking, posted notable declines during the session, signaling sector-specific pressure that could weigh on investors focused on industrials and financials.
  • Commodities showed divergent moves - coffee and some energy contracts fell while gold rose sharply - introducing uncertainty for export-driven companies and commodity-linked sectors.
  • While volatility gauges eased, implied volatility remains elevated at 33.85, indicating potential for renewed swings that may affect equity and options strategies.

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