🇺🇸 SECTELEFONICA BRASIL S.A.Doubao · 实盘不做把握 8/10不做原因:无增量信息🔁 +1 同一事件
北京时间·🕒 发布 05:26:20·⟳ 抓取 05:26:42 +22s·⚡ 决策 09-15 05:28:38 +1m56s·42.8 天前
巴西电信Telefônica Brasil董事会批准派发5亿雷亚尔资本利息(IoC)，属2026年度强制分红一部分的例行派息
这是Telefônica Brasil依据公司章程第26条、按巴西税法进行的常规资本利息(IoC)宣派，明确计入2026财年强制分红，属于高股息电信股每年重复、被市场充分预期的股东回报动作；不含业绩、指引、订单或控制权变化等增量信息。除息日(R$0.1565/股，相对其股价仅约1%上下)股价机械除权，无法获得超额收益，支付日还远在2027年4月前，无事件驱动交易价值。
📄 原文TELEFONICA BRASIL S.A.↗ 原文
----- viv20260914_6k.htm ----- 6-K 1 viv20260914_6k.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington…
不做 Telefônica Brasil S.A. (NYSE ADR)（VIV.US）
例行资本利息(IoC)派息，计入2026财年强制分红，无盈利/指引/经营增量；9月25日后除息股价机械下调，支付在2027年4月前，无事件驱动超额收益，不具做多或做空edge
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
VIV董事会批准R$5亿资本利息派息，为2026财年强制分红的例行组成部分，金额常规、节奏可预期且除息机械除权，对盈利预期与估值无新增信息，故不构成可交易催化，AVOID。
🔎 新鲜度:最早出现 2026-09-14 · 扩散 low · price-in 风险 high ↗
主要风险
- 登记日后除息，股价按派发额机械下调，单纯抢息无超额收益且需承担期间股价波动；金额可能因进行中的回购计划而重算
- 派息属强制分红且支付在2027-04-30前，不含任何经营层面正向surprise，若误当利好买入将面对除权回撤
先例如何影响了这次决策
对本次决策的影响:确认无edge，直接AVOID，不设任何交易腿
方向:无可对照的事件驱动先例；常规现金/资本利息派息在除息日机械除权，学术与市场惯例上不产生正向异常收益
涨幅量级:无高相似交易型先例，不用以校准tp/sl；每股R$0.1565相对VIV股价为约1%量级的常规股息
形态:例行派息公告通常为市场已知的分红政策落地，不构成方向性催化，未见可交易的见光/抢跑模式
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{"result": "search_processed_events:agent query=`telefonica brasil dividend ioc deliberation september 14 2026 | telefônica brasil interest on capital r$500 million declaration september 2026 | viv 6-k interest on capital 0.15646`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agen
原文全文
展开原文 · 4,631 字
----- viv20260914_6k.htm -----
6-K
1
viv20260914_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of September, 2026
Commission File Number: 001-14475
TELEFÔNICA BRASIL S.A.
(Exact name of registrant as specified in its charter)
TELEFONICA BRAZIL S.A.
(Translation of registrant’s name into English)
Av. Eng° Luís Carlos Berrini, 1376 - 28º andar
São Paulo, S.P.
Federative Republic of Brazil
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
Form 20-F
X
Form 40-F
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
Yes
No
X
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
Yes
No
X
TELEFÔNICA BRASIL S.A.
Publicly Held Company
Corporate Taxpayer’s ID (CNPJ) 02.558.157/0001-62
Company Registry (NIRE) 35.3.001.5881-4
NOTICE TO SHAREHOLDERS
DELIBERATION OF INTEREST ON CAPITAL
Telefônica Brasil S.A. (“
Company
”)
communicates to its Shareholders that its Board of Directors, at a meeting held on September 14, 2026, approved the declaration of Interest
on Capital (“
IoC
”), pursuant to Article 26 of the Company’s Bylaws, Article 9 of Law 9,249/95 and CVM Resolution
143/2022, in the gross amount of R$500,000,000.00 (five hundred million reais), withholding income tax at the rate of 17.5%, resulting
in a net amount of R$412,500,000.00 (four hundred and twelve million, five hundred thousand reais)
1
,
based on the balance sheet of August 31, 2026. The amount per share is described in the table below:
Type of Payment
Declaration Date
Shareholding Position
Gross Amount per Share (R$)
2
Withholding Income Tax (17.5%)
1
Net Amount per Share (R$)
1, 2
Interest on Capital
09/14/2026
09/25/2026
0.15646482856
0.02738134500
0.12908348356
As established in article 26 of the Company’s Bylaws, said IoC will
be considered as part of the mandatory dividends for the fiscal year ending on December 31, 2026,
ad referendum
of the Ordinary
General Shareholders’ Meeting to be held in 2027.
The IoC will be paid individually to each shareholder, based on the shareholding
position in the Company’s records at the end of September 25, 2026. After this date, the shares will trade as “ex-IoC”.
The payment of these proceeds will be made by April 30, 2027, with the Company’s Executive Board being responsible for setting the
exact date.
1
Considers the standard tax rate of 17.5%, which may vary
due to international treaties, tax immunities and exemptions, countries with favorable taxation, and privileged tax regimes.
2
Amount per share calculated based on the shareholding position of August 31,
2026.
TELEFÔNICA BRASIL S.A.
Publicly Held Company
Corporate Taxpayer’s ID (CNPJ) 02.558.157/0001-62
Company Registry (NIRE) 35.3.001.5881-4
The amount per share of the IoC may be adjusted considering the
Company’s shareholding base on September 25, 2026, due to possible acquisitions of shares under the Company’s ongoing Share
Buyback Program. In the event of share repurchases, the Company will disclose a Notice to the Market informing the recalculated amount
per share. If no share repurchases occur during the respective period, the information contained in this Notice shall remain valid, and
no additional Notice to the Market will be issued to confirm the amount per share.
Shareholders subject to a differentiated withholding income tax (IRRF)
regime based on international agreements and treaties, as well as shareholders that are exempt or immune, must provide evidence of such
status
, in accordance with current legislation, by October 2, 2026, to the Shares and Custody Department
of Banco Bradesco S.A., the depositary institution of the Company’s book-entry shares, located at Cidade de Deus, s/n, Prédio
Amarelo Velho, subsolo – Vila
Yara – Zip Code: 06029-900 – Osasco – SP.
São Paulo, September 14, 20
26
.
Rodrigo Rossi Monari
CFO and Investor Relations Officer
Telefônica Brasil – Investor Relations
Email: ir.br@telefonica.com
https://ri.telefonica.com.br/en
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
TELEFÔNICA BRASIL S.A.
Date:
September 14, 2026
By:
/s/ João Pedro Carneiro
Name:
João Pedro Carneiro
Title:
Investor Relations Director
6-K
1
viv20260914_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of September, 2026
Commission File Number: 001-14475
TELEFÔNICA BRASIL S.A.
(Exact name of registrant as specified in its charter)
TELEFONICA BRAZIL S.A.
(Translation of registrant’s name into English)
Av. Eng° Luís Carlos Berrini, 1376 - 28º andar
São Paulo, S.P.
Federative Republic of Brazil
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F:
Form 20-F
X
Form 40-F
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
Yes
No
X
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
Yes
No
X
TELEFÔNICA BRASIL S.A.
Publicly Held Company
Corporate Taxpayer’s ID (CNPJ) 02.558.157/0001-62
Company Registry (NIRE) 35.3.001.5881-4
NOTICE TO SHAREHOLDERS
DELIBERATION OF INTEREST ON CAPITAL
Telefônica Brasil S.A. (“
Company
”)
communicates to its Shareholders that its Board of Directors, at a meeting held on September 14, 2026, approved the declaration of Interest
on Capital (“
IoC
”), pursuant to Article 26 of the Company’s Bylaws, Article 9 of Law 9,249/95 and CVM Resolution
143/2022, in the gross amount of R$500,000,000.00 (five hundred million reais), withholding income tax at the rate of 17.5%, resulting
in a net amount of R$412,500,000.00 (four hundred and twelve million, five hundred thousand reais)
1
,
based on the balance sheet of August 31, 2026. The amount per share is described in the table below:
Type of Payment
Declaration Date
Shareholding Position
Gross Amount per Share (R$)
2
Withholding Income Tax (17.5%)
1
Net Amount per Share (R$)
1, 2
Interest on Capital
09/14/2026
09/25/2026
0.15646482856
0.02738134500
0.12908348356
As established in article 26 of the Company’s Bylaws, said IoC will
be considered as part of the mandatory dividends for the fiscal year ending on December 31, 2026,
ad referendum
of the Ordinary
General Shareholders’ Meeting to be held in 2027.
The IoC will be paid individually to each shareholder, based on the shareholding
position in the Company’s records at the end of September 25, 2026. After this date, the shares will trade as “ex-IoC”.
The payment of these proceeds will be made by April 30, 2027, with the Company’s Executive Board being responsible for setting the
exact date.
1
Considers the standard tax rate of 17.5%, which may vary
due to international treaties, tax immunities and exemptions, countries with favorable taxation, and privileged tax regimes.
2
Amount per share calculated based on the shareholding position of August 31,
2026.
TELEFÔNICA BRASIL S.A.
Publicly Held Company
Corporate Taxpayer’s ID (CNPJ) 02.558.157/0001-62
Company Registry (NIRE) 35.3.001.5881-4
The amount per share of the IoC may be adjusted considering the
Company’s shareholding base on September 25, 2026, due to possible acquisitions of shares under the Company’s ongoing Share
Buyback Program. In the event of share repurchases, the Company will disclose a Notice to the Market informing the recalculated amount
per share. If no share repurchases occur during the respective period, the information contained in this Notice shall remain valid, and
no additional Notice to the Market will be issued to confirm the amount per share.
Shareholders subject to a differentiated withholding income tax (IRRF)
regime based on international agreements and treaties, as well as shareholders that are exempt or immune, must provide evidence of such
status
, in accordance with current legislation, by October 2, 2026, to the Shares and Custody Department
of Banco Bradesco S.A., the depositary institution of the Company’s book-entry shares, located at Cidade de Deus, s/n, Prédio
Amarelo Velho, subsolo – Vila
Yara – Zip Code: 06029-900 – Osasco – SP.
São Paulo, September 14, 20
26
.
Rodrigo Rossi Monari
CFO and Investor Relations Officer
Telefônica Brasil – Investor Relations
Email: ir.br@telefonica.com
https://ri.telefonica.com.br/en
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
TELEFÔNICA BRASIL S.A.
Date:
September 14, 2026
By:
/s/ João Pedro Carneiro
Name:
João Pedro Carneiro
Title:
Investor Relations Director
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