StoneCo Ltd. filings document a foreign private issuer that reports on Form 20-F and furnishes current reports on Form 6-K. The records include annual consolidated financial statements, earnings releases, operating and financial results, and notes reflecting continuing operations after divestment-related presentation changes.
StoneCo’s SEC disclosures also cover shareholder meeting notices, proxy materials, voting results, director elections, capital-structure matters and board-approved distributions. Form 6-K exhibits document material events such as extraordinary dividends, long-term incentive plan share-pool updates, incorporation by reference into Form S-8 registration materials, and governance matters under the company’s memorandum and articles.
StoneCo Ltd. CFO and IR Officer Ventura Salgado Diego reported open-market purchases of the company’s Common Stock. On May 15, 2026, an entity associated with him, Brusaltur Ltd., bought 10,880 shares at $9.656 per share, bringing his indirect holdings to 52,580 shares. The same day, he also bought 11,610 shares directly at $9.656 per share, increasing his direct holdings to 238,115 shares. In total, the filing shows net open-market purchases of 22,490 shares of StoneCo Common Stock.
StoneCo reported first-quarter 2026 results showing moderate growth but rising credit risk. Total revenue and income from continuing operations reached R$3,578.0 million, up 6.5% year over year and down 4.0% from the prior quarter, reflecting seasonally softer volumes. Adjusted net income from continuing operations was R$549.1 million, up 3.5% year over year, helped by a lower 14.3% effective tax rate, while adjusted net margin slipped to 15.3%.
Adjusted gross profit was broadly flat at R$1,487.8 million, with margin compressing to 41.6% as provisions for expected credit losses rose sharply. The consolidated credit portfolio grew to R$3,224.9 million, and credit revenues nearly tripled year over year, but cost of risk jumped to 21.9%, with NPLs over 90 days increasing to 6.98%.
The company strengthened its balance sheet, ending the quarter with R$4,939.1 million in adjusted net cash, supported by proceeds from the Linx sale. Following that divestiture, the board approved an extraordinary cash dividend of US$2.53 per share, totaling about R$3.08 billion based on shares outstanding as of March 31, 2026.
StoneCo Ltd. reports strong first-quarter 2026 results, with net income of R$1,711,339 thousand versus R$516,747 thousand a year earlier, helped by a large deferred tax gain. Net income from continuing operations reached R$1,780,277 thousand, while discontinued operations posted a loss of R$68,938 thousand.
Total revenue and income from continuing operations were R$3,578,024 thousand, slightly above R$3,360,802 thousand in 2025, as higher financial and subscription revenues offset weaker transaction revenues. Basic earnings per share from continuing operations rose to R$7.17 from R$1.83.
StoneCo generated operating cash flow of R$3,343,319 thousand and ended March 31, 2026 with cash and cash equivalents of R$6,092,289 thousand. Total assets were R$59,868,160 thousand and total equity increased to R$12,282,671 thousand, supported by higher retained earnings and share cancellations.
StoneCo Ltd. director Marcelo Kopel received an equity grant of 4,312 shares of Common Stock. The award was made at a price of $0.00 per share and is described as a grant or award acquisition rather than a market purchase.
Footnotes explain that the position includes restricted stock units that each represent a contingent right to receive one StoneCo common share. These restricted stock units were credited at no cash cost under the company’s Long Term Incentive Plan. Following this grant, Kopel directly holds 4,312 shares, including these units.
Morais Silvio Jose reported acquisition or exercise transactions in this Form 4 filing.
StoneCo Ltd. director Silvio Jose Morais reported a compensation-related equity award rather than an open-market trade. He received 6,785 shares of Common Stock at $0.00 per share as a grant of dividend equivalent rights on existing restricted stock unit (RSU) awards. These additional RSUs are subject to the same vesting terms and conditions as the underlying RSUs. After this grant, he directly holds 66,518 shares of Common Stock, and indirectly holds 30,000 shares through Mail Investment Holdings Ltd.
StoneCo Ltd. director Jose Alexandre Scheinkman received an award of 2,726 shares of Common Stock on a grant or award basis. These were credited as dividend equivalent rights on previously granted restricted stock unit awards and carried no cash cost to him.
Following this acquisition, he directly holds 46,974 shares, a figure that includes both restricted stock units and Common Stock. He also holds a stock option to acquire 10,416 shares of Common Stock at an exercise price of $24.00 per share, exercisable until October 29, 2027.
Vieira Kapitanovas Fabio reported acquisition or exercise transactions in this Form 4 filing.
StoneCo Ltd. Chief People Officer Fabio Vieira Kapitanovas received a grant of 25,082 additional restricted stock units tied to the company’s Common Stock. These units were credited as dividend equivalent rights on previously granted RSU awards at no cash cost and follow the same vesting terms as the original RSUs. After this grant, his direct holdings, including RSUs and Common Stock, total 137,184 shares.
StoneCo Ltd. CFO and IR Officer Diego Ventura Salgado reported an acquisition of additional equity-based awards. On the reported date, he received 34,235 additional restricted stock units as dividend equivalent rights tied to StoneCo’s dividend on previously granted RSU awards, at no cash cost.
These new units follow the same vesting terms as the original RSUs and increase his directly held common stock and RSU-equivalent position to 226,505 shares, with a further 41,700 shares held indirectly through Brusaltur Ltd.
StoneCo Ltd. reported that Chief Legal and Compliance Officer Tatiana Malamud acquired 18,403 shares and restricted stock units of Common Stock as a grant/award. These were credited as dividend equivalent rights tied to the company’s dividend on previously granted restricted stock unit awards, at no cash cost to her.
These additional units are subject to the same vesting and other terms as the original restricted stock units. Following this compensation-related acquisition, she directly holds a total of 108,382 shares and restricted stock units representing rights to StoneCo Common Stock.
StoneCo Ltd.'s Chief Risk Officer, Thomas Gregor Ilg, received 34,089 additional common stock units as a stock-based compensation adjustment. These units were credited as dividend equivalent rights on previously granted restricted stock unit (RSU) awards at no cash cost to him.
The new units are subject to the same vesting and other terms as the underlying RSUs they relate to. Following this acquisition, Ilg directly holds 223,211 units and shares of StoneCo common stock, including both RSUs that each represent a contingent right to one share and already-issued shares.