SCHEDULE 13G/A: Brandes Investment Partners Discloses 7.08% Stake in Embraer S.A.

Brandes Investment Partners, L.P. has filed an amended Schedule 13G, reporting a beneficial ownership of 7.08% in Embraer S.A. as of March 31, 2025.

Summary

• Brandes Investment Partners, L.P. reported beneficial ownership of 25,119,970 shares of Embraer S.A., comprising American Depository Receipts (ADRs) and Common Shares (ORDs).
• This holding represents 7.08% of Embraer S.A.'s class of securities.
• Brandes Investment Partners, L.P. holds no sole voting or dispositive power over these shares.
• They hold shared voting power over 19,153,425 ORDs and 6,567,262 ADRs.
• They hold shared dispositive power over 25,119,970 ORDs and 6,833,234 ADRs.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 7

Explanation: The filing indicates a significant, passive investment by a major institutional investor, which generally signals confidence in the company without implying any immediate negative intent or issues. It's a routine update for a substantial holding.

Positives

• A significant stake (7.08%) held by a reputable investment firm like Brandes Investment Partners may signal confidence in Embraer's long-term prospects.
• The filing indicates a passive investment, suggesting the firm is not seeking to influence control, which can be viewed positively by current management and other shareholders.

Future Outlook

This document is a beneficial ownership report 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 filing indicates continued institutional investor interest in the aerospace sector, specifically in Embraer, a major global player in regional jets and executive aircraft. Such disclosures provide transparency on significant holdings by large asset managers.

Comparison to Industry Standards

• This document is a standard regulatory filing for beneficial ownership, common for institutional investors holding significant stakes in publicly traded companies.
• The ownership percentage of 7.08% by an institutional investor like Brandes Investment Partners is a substantial holding, typical for large asset managers in their portfolio companies.
• No specific comparable companies, projects, or results are mentioned within this filing.

Stakeholder Impact

• Shareholders: Provides transparency on significant institutional holdings, potentially reinforcing confidence due to a large, passive investment by a reputable firm.

Key Dates

Keywords

Embraer S.A., Brandes Investment Partners, Schedule 13G, Beneficial Ownership, ADRs, Common Shares, Aircraft Manufacturing, Aerospace, Brazil