IRSA Inversiones y Representaciones Sociedad Anónima (IRS)
Without a Roth, $60,000 in Dividend Income From These 5 Stocks Means You Owe the IRS $22,200
At the 37% top federal bracket, a portfolio throwing off $60,000 in non-qualified dividend income hands the IRS $22,200 every April, before state taxes and before the 3.8% net investment income tax (NIIT) surtax that also applies at this income level.
IRSA Inversiones Y Representaciones Q3 Earnings Call Highlights
IRSA Inversiones Y Representaciones NYSE: IRS reported a sharply higher net result for the first nine months of fiscal 2026, supported by stronger performance across its rental businesses and positive accounting impacts tied to inflation and currency movements in Argentina, executives said on the company's third-quarter results call.
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q3 2026 Earnings Call Transcript
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q3 2026 Earnings Call Transcript
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q2 2026 Earnings Call Transcript
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q2 2026 Earnings Call Transcript
IRSA: Monetizing Ramblas
I rate IRSA (IRS) a buy, citing robust mall operations and the transformative Ramblas development unlocking substantial earnings growth. IRS benefits from a resilient mall model—98% occupancy, inflation-linked leases, and expansion to 458k sqm GLA by 2028. Ramblas, now monetizing after decades of dormancy, could add US$50–80M annually, driving over 30% EBITDA growth by 2028.
IRSA: Strength In A Quarter That Was All Uncertainty
IRSA delivered resilient Q1 FY2026 results, maintaining high occupancy and revenue growth, despite Argentina's election-driven uncertainty. IRSA's rental segment and dollarized office portfolio provided stability, offsetting weaker mall sales, and hotel segment pressure from FX and seasonality. The company's disciplined financial management is evident in low leverage (1.6x EBITDA), high dividend yield (~9%), and continued development activity.
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q1 2026 Earnings Call Transcript
IRSA Inversiones y Representaciones Sociedad Anónima ( IRS ) Q1 2026 Earnings Call November 6, 2025 10:00 AM EST Company Participants Santiago Donato - Investor Relations Officer Matias Gaivironsky - Chief Financial & Administrative Officer Jorge Cruces - Chief Investment Officer Presentation Santiago Donato Investor Relations Officer Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the First Quarter 2026 Results Conference Call.
IRSA Inversiones Y Representaciones Sociedad Anónima (IRS) Q4 2025 Earnings Call Transcript
IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS ) Q4 2025 Earnings Call September 4, 2025 12:00 PM EDT Company Participants Santiago Donato - Investor Relations Officer Eduardo Elsztain - Chairman & CEO Jorge Cruces - Chief Investment Officer Matias Gaivironsky - Chief Financial & Administrative Officer Presentation Santiago Donato Investor Relations Officer Good afternoon, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Fiscal Year '25 Results Conference Call.
Real Estate As A Refuge: IRSA In The New Argentine Cycle
IRSA owns premium real estate assets across malls, offices, hotels, and land—trading far below book value despite resilient operations and strong occupancy. The company's NAV per ADR exceeds $18.5, yet it trades at just $15.5 —reflecting a steep discount and clear value asymmetry. After years of crisis, IRSA shows sustained recovery: real revenue growth, improved margins, and reduced net debt boost financial flexibility.
IRSA: Resilient Fundamentals And Long-Term Growth Potential
IRSA is a dominant player in Argentina's real estate sector, with shopping centers driving strong revenue recovery and market leadership. The Ramblas del Plata project and other developments offer significant medium- and long-term upside, leveraging undervalued property assets. Robust liquidity, low net debt-to-EBITDA, and prudent debt management position IRSA to weather Argentina's volatile macroeconomic environment.
IRSA Inversiones y Representaciones Sociedad Anónima (IRS) Q3 2025 Earnings Call Transcript
IRSA Inversiones y Representaciones Sociedad Anónima (NYSE:IRS ) Q3 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Santiago Donato - Investor Relations Matias Gaivironsky - Chief Administrative Officer & Chief Financial Officer Jorge Cruces - CIO Conference Call Participants Santiago Donato Good morning, everyone. I'm Santiago Donato, Investor Relations Officer of IRSA, and I welcome you to the Third Quarter of Fiscal Year 2025 Results Conference Call.
IRSA Is Only Fairly Valued After Dealing With Its Complex Accounting
IRSA Inversiones y Representaciones Sociedad Anónima's Q2 2025 results show a mixed picture, with declining sales in premium malls and hotels, but progress in real estate developments like Ramblas del Plata. Argentina's economic crisis significantly impacts IRSA's operations, with mall sales down up to 25% YOY and hotel occupancy falling. Despite complex accounting and volatile economic conditions, IRSA's valuation is fair but not particularly attractive, leading me to maintain a Hold rating.
