StoneCo Announces Successful Closing of Linx Sale

Rhea-AI Summary

StoneCo (NASDAQ: STNE) announced the successful closing of its sale of Linx after satisfaction of all closing conditions, including unrestricted regulatory approval from CADE on February 20, 2026. StoneCo said it will continue supporting clients via its partnership program and integrated horizontal business management solutions. Details on proceeds distribution will be provided on the 4Q25 earnings call on March 2, 2026.

Positive

• Sale closed following satisfaction of all closing conditions
• CADE approval granted without restrictions on February 20, 2026
• Continued client support via partnership program and integrated solutions

Negative

• No proceeds amount or distribution details disclosed in the announcement
• Proceeds timing and allocation remain uncertain until 4Q25 call on March 2, 2026

Key Figures

CADE approval date: February 20, 2026 4Q25 earnings call date: March 02, 2026 BlackRock ownership: 25,517,531 shares (10.0%) +5 more

8 metrics

CADE approval date February 20, 2026 Brazilian antitrust approval for Linx sale

4Q25 earnings call date March 02, 2026 Planned discussion of Linx proceeds distribution

BlackRock ownership 25,517,531 shares (10.0%) Schedule 13G/A as of 01/31/2026

Prior BlackRock ownership 25,016,428 shares (9.8%) Schedule 13G/A as of 12/31/2025

Rule 144 sale size 7,200 shares; $104,372.64 Proposed Class A sale via Citigroup on NASDAQ

Shares outstanding 269,087,488 Class A shares Issuer share count referenced in Form 144

Form 144 sale 70,000 shares; $1,296,645.00 Proposed sale on 09/15/2025 via Morgan Stanley

Form 144 sale 41,057 shares; $682,970.88 Proposed sale on 08/28/2025 via Morgan Stanley

Market Reality Check

Price: $16.80 Vol: Volume 5,177,253 is rough...

normal vol

$16.80 Last Close

Volume Volume 5,177,253 is roughly in line with the 20-day average of 5,217,437. normal

Technical Trading above its 200-day MA, with price at 16.8 versus MA(200) at 15.89.

Peers on Argus

Peers show mixed moves: gains in BOX (+0.38%), ACIW (+0.2%), QLYS (+1.81%) versu...

Peers show mixed moves: gains in BOX (+0.38%), ACIW (+0.2%), QLYS (+1.81%) versus declines in ZETA (-4.51%) and OS (-0.17%), suggesting today’s modest -0.65% move in STNE is more stock-specific than sector-driven.

Historical Context

4 past events · Latest: Jan 22 (Neutral)

Pattern 4 events

Date	Event	Sentiment	Move	Catalyst
Jan 22	Earnings date set	Neutral	+7.8%	Scheduled 4Q25 and FY2025 results release with associated earnings call details.
Jan 07	Management change	Neutral	-6.9%	CEO resignation and internal succession plan with new CEO and executive reshuffle.
Nov 06	Earnings release	Negative	-10.8%	Reported 3Q25 financial results and hosted earnings conference call.
Oct 06	Earnings date set	Neutral	-1.0%	Announced timing and access details for upcoming 3Q25 earnings release.

Pattern Detected

Recent news has triggered sizable moves around earnings and management updates, with both positive and negative reactions, indicating investors respond strongly to company-specific developments.

Recent Company History

Over the past few months, StoneCo has seen notable reactions to corporate events. An earnings-date announcement on Jan 22, 2026 preceded a +7.81% move, while a CEO transition update on Jan 7, 2026 coincided with a -6.88% reaction. The 3Q25 earnings release on Nov 6, 2025 saw a -10.81% move. Another 3Q25 earnings-date notice on Oct 6, 2025 was followed by a smaller -1.01% change. Today’s Linx sale closing fits into this pattern of material corporate updates driving sentiment.

Market Pulse Summary

This announcement confirms completion of the Linx divestiture after CADE’s unconditional approval on...

Analysis

This announcement confirms completion of the Linx divestiture after CADE’s unconditional approval on February 20, 2026, with proceeds distribution details deferred to the 4Q25 earnings call on March 2, 2026. It follows a period of notable reactions to earnings and management news. Investors may focus on how sale proceeds are allocated and how StoneCo’s partnership-based software strategy integrates within its broader ecosystem and supports long-term positioning.

Key Terms

administrative council for economic defense (cade), schedule 13g/a, rule 144, form 144

4 terms

administrative council for economic defense (cade) regulatory

"including regulatory approval without restrictions from the Brazilian Administrative Council for Economic Defense (CADE) on February 20th, 2026"

The Administrative Council for Economic Defense (CADE) is Brazil’s federal competition regulator that reviews mergers, blocks anti-competitive deals, and enforces rules to keep markets fair. Investors care because CADE’s decisions can change whether a transaction goes through, alter competitive dynamics or incur fines—much like a referee whose calls can decide the outcome of a game and affect the value of the teams involved.

schedule 13g/a regulatory

"BlackRock, Inc. filed Amendment No. 6 to a Schedule 13G/A reporting its beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

rule 144 regulatory

"A shareholder has filed a Rule 144 notice to sell 7,200 shares of Class A Common stock"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

form 144 regulatory

"Form 144 filed for StoneCo Ltd. (STNE) reports a proposed sale of 6,600 shares"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

AI-generated analysis. Not financial advice.

George Town, Grand Cayman--(Newsfile Corp. - February 27, 2026) - StoneCo Ltd. (NASDAQ: STNE) ("Stone" or "the Company") today announced the successful closing of Linx sale, following the satisfaction of all closing conditions, including regulatory approval without restrictions from the Brazilian Administrative Council for Economic Defense (CADE) on February 20^th, 2026.

Stone continues to serve its clients' software needs through its robust partnership program and native horizontal business management solutions fully integrated within the Stone ecosystem.

Further information regarding the proceeds distribution will be provided in the 4Q25 earnings call on March 02^nd, 2026.

About StoneCo

Stone Co. is a leading provider of financial technology solutions that empower merchants to conduct commerce seamlessly across multiple channels and help them grow their businesses with our payments, banking, and credit solutions.

Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. These statements identify prospective information and may include words such as "believe," "may," "will," "aim," "estimate," "continue," "anticipate," "intend," "expect," "forecast," "plan," "predict," "project," "potential," "aspiration," "objectives," "should," "purpose," "belief," and similar, or variations of, or the negative of such words and expressions, although not all forward-looking statements contain these identifying words.

Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Stone's control.

Stone's actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to: more intense competition than expected, lower addition of new clients, regulatory measures, more investments in our business than expected, and our inability to execute successfully upon our strategic initiatives, among other factors.

Contact:

Investor Relations
investors@stone.co

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/285751

FAQ

What did StoneCo (STNE) announce about the Linx sale on February 27, 2026?

StoneCo announced the successful closing of the Linx sale after all conditions were met. According to StoneCo, regulatory approval from CADE was received without restrictions on February 20, 2026, and the company will discuss proceeds distribution on its 4Q25 earnings call.

Did Brazilian regulator CADE approve StoneCo's Linx sale for STNE?

Yes. According to StoneCo, CADE granted unrestricted approval for the Linx sale on February 20, 2026. The company said all closing conditions were satisfied and the transaction has now closed.

When will StoneCo (STNE) disclose Linx sale proceeds distribution details?

StoneCo will provide proceeds distribution details during its 4Q25 earnings call on March 2, 2026. According to StoneCo, further information regarding how proceeds will be allocated will be shared on that call.

How will StoneCo continue supporting Linx clients after the STNE transaction close?

StoneCo said it will continue serving clients through its partnership program and native horizontal business management solutions. According to StoneCo, these solutions remain fully integrated within the Stone ecosystem after the sale.

Does the announcement state the amount StoneCo received from the Linx sale (STNE)?

No. According to StoneCo, the announcement does not disclose the sale proceeds amount. The company indicated that specific distribution and financial details will be provided on the 4Q25 earnings call on March 2, 2026.