Stock Markets May 18, 2026 04:35 PM

XP Inc. Shares Slide After CFO Succession Plan, Board Approves Dividend and Buyback

Company names Santander Brasil veteran as incoming CFO; board announces cash payout and R$1.0 billion repurchase authorization

By Avery Klein XP

XP Inc. shares fell 6.6% in after-hours trading following the announcement of a CFO succession plan that will see Victor Andreu Mansur Farinassi leave at the end of May 2026 and Gustavo Alejo Viviani assume the role on August 3, 2026. CEO Thiago Maffra will act as interim CFO during the transition. The board also declared a $0.20 per share cash dividend payable June 18, 2026 and authorized a new share repurchase program of up to R$1.0 billion running from May 19, 2026 through May 20, 2027, to be funded with existing cash.

XP Inc. Shares Slide After CFO Succession Plan, Board Approves Dividend and Buyback
XP

Key Points

  • XP Inc. shares declined 6.6% in after-hours trading following the company’s CFO succession announcement and capital allocation decisions.
  • Gustavo Alejo Viviani will become CFO effective August 3, 2026; current CFO Victor Andreu Mansur Farinassi will step down effective May 31, 2026, with CEO Thiago Maffra serving as interim CFO.
  • The board declared a $0.20 per Class A share cash dividend payable June 18, 2026 and authorized a share repurchase program of up to R$1.0 billion running from May 19, 2026 through May 20, 2027; XP expects to fund repurchases with existing cash.

XP Inc. (NASDAQ:XP) shares fell 6.6% in after-hours trading Monday after management disclosed a planned change in the company’s finance leadership and outlined two capital allocation actions.

The Board of Directors has appointed Gustavo Alejo Viviani as chief financial officer, with his appointment effective August 3, 2026. The company said current CFO Victor Andreu Mansur Farinassi will step down effective May 31, 2026, concluding more than 14 years with XP.

To bridge the interval between Mansur’s departure and Alejo’s start date, CEO Thiago Maffra will serve as interim CFO. The company also confirmed that André Parize will remain as Investor Relations Officer, preserving continuity in communications with shareholders and the investment community.

Gustavo Alejo Viviani joins XP with 26 years of experience at Santander Brasil. During his tenure there he held multiple senior roles, most recently serving as Chief Financial Officer, Investor Relations Officer, and Executive Vice-President with responsibility for the Consumer Finance Business. Prior positions cited by the company include Managing Director of Corporate and Investment Banking and Retail CFO.


Alongside the personnel announcement, XP’s board approved two capital return measures. First, the board declared a cash dividend of $0.20 per Class A common share, payable on June 18, 2026 to shareholders of record as of June 10, 2026. The company stated the distribution is expected to total approximately R$500 million at current exchange rates.

Second, the board authorized a new share buyback program permitting the repurchase of up to R$1.0 billion of outstanding Class A common shares. The buyback window is scheduled to run from May 19, 2026 through May 20, 2027, with execution subject to market conditions. XP indicated it expects to use existing cash resources to fund any repurchases.


The company’s announcements combined an executive succession timetable with immediate shareholder returns. The leadership handover includes a defined interim arrangement and continuity in investor relations, while the capital actions set a schedule and funding approach for a dividend and a year-long repurchase authorization.

The company-provided timeline and financial details are explicit: Mansur’s resignation becomes effective May 31, 2026; Viviani’s CFO term begins August 3, 2026; the dividend record date is June 10, 2026 and the payable date is June 18, 2026; the repurchase program runs from May 19, 2026 through May 20, 2027 with a maximum authorization of R$1.0 billion.

No additional commentary was provided by the board on the succession beyond the appointment dates, nor did the announcement add further guidance on the timing or scale of repurchases within the authorized envelope. The R$500 million dividend estimate is stated as being calculated at current exchange rates.

This release thus outlines the sequence of corporate actions and the people who will execute them, while setting parameters for capital returns without specifying an explicit cadence for buybacks within the authorized period.

Risks

  • Leadership transition timing - there is a gap between the outgoing CFO’s May 31, 2026 departure and the incoming CFO’s August 3, 2026 start date, during which the CEO will serve as interim CFO; this creates a temporary change in finance leadership that could affect the company’s financial oversight.
  • Repurchase execution depends on market conditions - the authorized buyback of up to R$1.0 billion runs over a one-year window and is subject to market conditions, creating uncertainty around the scale and timing of share repurchases.
  • Dividend estimate sensitivity to exchange rates - the approximately R$500 million total for the cash dividend is stated at current exchange rates, which implies the estimated aggregate amount could vary with currency movements.

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