StoneCo Reports 13.5% Gross Profit Growth and BRL 2 Billion Buyback Approval
StoneCo delivered full-year adjusted gross profit of BRL 6.319 billion, up 13.5%, completed BRL 1.8 billion in share repurchases and approved BRL 2 billion buybacks plus BRL 3 billion Linx sale distribution while guiding 2026 gross profit of BRL 6.6–7.0 billion and EPS of BRL 10.8–11.4. Leadership shifts as Mateus Scherer becomes CEO and Pedro Zinner moves to non-executive chairman.
1. Financial Performance
StoneCo reported full-year adjusted gross profit of BRL 6.319 billion, up 13.5% year-over-year, while Q4 adjusted basic EPS reached BRL 2.87, a 27% increase. Adjusted basic DPS rose 34% to BRL 9.71 and ROE climbed to 26%, reflecting improved profitability and capital efficiency.
2. Capital Returns and Guidance
The board executed BRL 1.8 billion in H2 share repurchases, boosting gross profit by an estimated BRL 60 million, and approved BRL 2 billion of new buybacks for 2026. Management plans to distribute approximately BRL 3 billion from the Linx divestment and guided 2026 adjusted gross profit of BRL 6.6–7.0 billion and EPS of BRL 10.8–11.4.
3. Leadership Transition
Pedro Zinner will move to non-executive chairman and be succeeded by Mateus Scherer as CEO. Scherer inherits a platform focused on bundled payments, banking services and disciplined credit growth.
4. Strategic Outlook
The company plans to leverage bundled offerings, expand banking client deposits and deploy AI to simplify its technology stack and reduce costs. Recent product launches like TapTon and zero-settlement Payment Links underscore the emphasis on digital-native merchant adoption.