StoneCo’s Q1 EPS Hits $0.42 as Merchant Churn and Credit Provisions Rise

STNESTNE

StoneCo recorded Q1 2026 EPS of $0.42, matching consensus, while merchant churn rose and credit provisions increased. Management flagged weaker small-business demand and elevated churn as headwinds and forecast a softer first-half performance.

1. Q1 2026 Earnings in Line with Consensus

StoneCo recorded earnings per share of $0.42 for the first quarter, matching analyst consensus and reflecting broadly in-line performance against expectations.

2. Elevated Merchant Churn and Credit Provisions

The company experienced elevated merchant churn amid weaker small-business conditions and increased credit provisions to cover potential loan losses.

3. Softer First-Half Outlook

Management highlighted ongoing headwinds from reduced small-business activity and higher churn, forecasting softer performance for the first half of 2026.

Sources

MNZ