StoneCo Posts Q4 EPS Up 27%, Approves BRL2B Buybacks and BRL3B Distribution
StoneCo reported Q4 adjusted EPS of BRL 2.87 (+27%) and annual adjusted gross profit of BRL 6.319B (+13.5% YoY) with H2 repurchases of BRL 1.8B. The board approved BRL 2B buybacks, will distribute BRL 3B Linx proceeds and set 2026 guidance of BRL 6.6–7.0B gross profit, EPS BRL 10.8–11.4.
1. Q4 Financial Performance
In Q4 2025, StoneCo generated BRL 3.7 billion in revenue, up 13% year-over-year, driven by mid-single-digit TPV growth and disciplined pricing. Adjusted gross profit from continuing operations rose 9% to BRL 1.7 billion, and adjusted EPS increased 27% to BRL 2.87 per share.
2. Capital Allocation and Guidance
The board approved BRL 2 billion in share buybacks for 2026 and plans to distribute BRL 3 billion in proceeds from the Linx divestment after April. Management issued 2026 guidance for adjusted gross profit of BRL 6.6–7.0 billion and adjusted EPS of BRL 10.8–11.4.
3. Leadership Transition and Strategic Focus
Pedro Zinner transitioned to non-executive chairman as Mateus Scherer became CEO, reiterating the company’s role as a financial partner for Brazilian entrepreneurs. The team emphasized bundled offerings in payments, banking and credit, recent product launches and AI-driven technology integration to enhance cost efficiency and service quality.