Anima signs 20-year Einstein deal: target for Anima stock is BRL 4.00

Published on 10/25/2026 at 02:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached BRL 1.05 billion, up 4.40 percent year over year. Anima stock has a BRL 4.00 target dated October 20, 2026.

Deal and operating picture

Anima agreed to a 20-year Einstein partnership on October 19, 2026.
Second-quarter revenue rose 4.40 percent to BRL 1.05 billion.
Anima had a BRL 1.9 billion market capitalization on October 23, 2026.

Anima, BRANIMACNOR6, Illustration mit AI erstellt.

Anima stock (ISIN BRANIMACNOR6) is tied to a 20-year medical education agreement with Hospital Israelita Albert Einstein. According to BTG Pactual on October 20, 2026, the deal includes a BRL 150 million fixed payment and a 6.00 percent commission on net revenue from new students; the same source lists a BRL 4.00 target and a neutral recommendation.

Three dates frame the story

On August 14, 2026, Anima reported second-quarter net revenue of BRL 1.05 billion, up 4.40 percent from the year-earlier period, while net income reached BRL 29.10 million versus BRL 9.50 million. BTG Pactual also reported adjusted EBITDA excluding IFRS 16 of BRL 314.90 million, an 11.90 percent year-over-year increase.

On October 13, 2026, Anima set November 5, 2026, as the release date for third-quarter results. On October 19, 2026, Inspirali, Anima's medical education unit, signed the Einstein agreement covering 15 institutions and 1,892 annual places, according to BTG Pactual.

What does 20 years mean?

The contract gives the medical unit a long operating horizon, but its economics depend on enrollment and pricing. The fixed BRL 150 million payment and the 6.00 percent commission create clear terms, while the 1,892 annual places provide a measurable capacity reference. The next test is execution in the third quarter and beyond.

Results arrive November 5

FinancialFilings reported that Anima will publish third-quarter results on November 5, 2026, after the market close, followed by an earnings webinar on November 6, 2026, at 10:00 a.m. BRT. Those dates give investors the next scheduled checkpoints for revenue, profitability and cash generation.

B3 valuation and the next checkpoint

Anima's last available B3 quote stood at BRL 5.04 on October 23, 2026 at 4:04 p.m. BRT. Its market capitalization was BRL 1.9 billion on that date, while the 52-week range was BRL 1.92 to BRL 5.83. The November 5 results release is the next scheduled company event.