StoneCo sees adjusted earnings per share of up to $2.20 in 2026 (updated)

StoneCo

02/03/2026 21:52

Recast story with details from 2026 projections, fourth-quarter earnings and capital allocation announcements

SAO PAULO, March 2 (Reuters) - Brazilian payments and banking firm StoneCo STNE.O said on Monday it expects its adjusted earnings per share (EPS) to land between 10.8 reais and 11.4 reais ($2.09 and $2.20) in 2026.

StoneCo projected adjusted gross profit between 6.6 billion reais and 7 billion reais this year.

For 2027, StoneCo estimated adjusted EPS between 11.8 reais and 13.4 reais, and adjusted gross profit between 7.2 billion reais and 8.3 billion reais.

Q4 RESULTS

StoneCo posted a 707 million real adjusted net profit for the October-to-December quarter, up 12% year-on-year; analysts polled by LSEG had it at 743 million reais.

Revenue stood at 3.7 billion reais, up 13% from a year earlier and compared to 3.8 billion reais seen by analysts.

CAPITAL DISTRIBUTION

StoneCo said it will distribute 2 billion reais to shareholders through share buyback over the course of 2026.

It will also make an extraordinary distribution of 3 billion reais from the sale of its
Linx software unit
, with the distribution mechanisms to be defined in April.

($1 = 5.1712 reais)

 (Reporting by Andre Romani; Editing by Natalia Siniawski and Sarah Morland)

 ((Andre.Romani@thomsonreuters.com; 11 991314109;11 56447500;))