RDOR3, FLRY3, HYPE3, and 8 More Stocks: BTG Pactual’s Top Healthcare Picks for Q3 2025

• Why Is Healthcare the Market’s Darling in Q3 2025?
• BTG’s Q3 2025 Healthcare Scorecard: Winners and Losers
• The 4 Healthcare Stocks to Watch Now
• Beyond Healthcare: BTG’s 130-Company Earnings Preview
• How to Get the Full Report

The Q3 2025 earnings season is heating up, and the healthcare sector is in the spotlight. With mergers and acquisitions driving momentum, stocks like Rede D’Or (RDOR3), Hypera (HYPE3), and Fleury (FLRY3) have surged 61%, 26%, and 23% YTD, respectively. BTG Pactual’s latest report highlights 11 healthcare stocks—but only 4 are worth buying now. Here’s the breakdown.

Why Is Healthcare the Market’s Darling in Q3 2025?

Healthcare stocks are riding high on optimism, fueled by a wave of M&A activity and strong earnings potential. BTG Pactual’s analysts project mixed results for the sector, with revenue growth but margin volatility. Key drivers include seasonal demand, new unit expansions, and colder weather boosting hospital operators like Rede D’Or and Fleury. Meanwhile, health plans show divergence—SulAmérica benefits from lower claims, while Hapvida (HAPV3) faces slight pressure.

BTG’s Q3 2025 Healthcare Scorecard: Winners and Losers

Here’s the bank’s snapshot for 11 stocks:

• Hypera (HYPE3): +30% EBITDA growth YoY.
• Mater Dei (MATD3): -57% net profit slump.
• Rede D’Or (RDOR3): R$1.18B net profit.
• Qualicorp (QUAL3): 29% EBITDA margin.

But only four made BTG’s “buy” list—including one undisputed “top pick.”

The 4 Healthcare Stocks to Watch Now

BTG’s top recommendations (with detailed projections) are locked in their, free for download. Spoiler: The “top pick” isn’t just riding sector trends—it’s a structural winner.