SCHEDULE: Brandes Investment Partners Discloses 5.61% Stake in Embraer

Brandes Investment Partners, L.P. has filed an amendment to its Schedule 13G, reporting a 5.61% beneficial ownership stake in Embraer S.A. as of September 30, 2025.

Summary

• Brandes Investment Partners, L.P. reported beneficial ownership of 5,866,006 American Depository Receipts (ADRs) and 17,975,900 Ordinary Shares (ORDs) in Embraer S.A.
• The aggregate amount beneficially owned by Brandes Investment Partners, L.P. is 23,841,906 shares.
• This beneficial ownership represents 5.61% of the class of Embraer S.A. securities.
• Brandes Investment Partners, L.P. holds no sole voting or dispositive power over these securities.
• Shared voting power extends to 5,207,457.64 ADRs and 14,362,465 ORDs.
• Shared dispositive power extends to 5,866,006 ADRs and 17,975,900 ORDs.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Embraer S.A.

Sentiment

Score: 6

Explanation: The filing is a routine disclosure of beneficial ownership by an institutional investor, indicating continued interest in Embraer S.A. The presence of a significant institutional holder is generally viewed as a neutral to slightly positive signal, but the filing itself does not contain performance-related information.

Positives

• The continued significant stake by Brandes Investment Partners, L.P., a prominent investment adviser, signals ongoing institutional confidence in Embraer S.A.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance from Embraer S.A. or Brandes Investment Partners, L.P. regarding the issuer's future performance.

Industry Context

This Schedule 13G filing indicates that a major institutional investor, Brandes Investment Partners, L.P., maintains a significant passive stake in Embraer S.A., a key player in the global aerospace industry. Such disclosures provide transparency into institutional holdings, which can influence market sentiment and reflect long-term investment strategies within the sector.

Stakeholder Impact

• Shareholders are informed of a significant institutional investor's continued stake, providing transparency into the company's ownership structure.

Key Dates

Keywords

Embraer, Brandes Investment Partners, Schedule 13G, beneficial ownership, ADRs, common shares, institutional investment, aerospace