TIM S.A.
boothcheck covers TIM S.A. (TIMB) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 11, 2026.
• TIM S.A. is a Brazilian mobile operator whose engine is running well: first-quarter 2026 service revenue grew 6.5% year over year, EBITDA rose 7.8%, and operational cash flow jumped 16.8%, while the 20-F shows the fixed side barely moving, up 0.4% in 2025 to R$1.34 billion [Source: Q1 2026 earnings presentation]. • The biggest risk is the price itself: at $22.29 the market pays about 46 times company-wide operating income, a level no family of valuation method reaches, and the bet requires gro
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158 institutional managers reported holding TIMB in 13F filings for the quarter ended 2026-03-31. Together they hold about 1% of the company; the top 10 hold 1%. 40 opened new positions that quarter. Held by Renaissance Technologies, AllianceBernstein, BlackRock, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 0.1% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TIMB's share count is about flat over the past five years. It pays a dividend, and has paid one every year in our records (8 and counting), raised 4 years straight. Cash returned over the past three years: $2.01B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at TIMB over the trailing three years. Absence is a fact about the company, not a signal. 8 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.