Welcome to our dedicated page for Stoneco Ltd. SEC filings (Ticker: STNE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 reported a strong 2025, with total revenue and income from continuing operations of R$14.15 billion, up 17.5%, and adjusted gross profit of R$6.32 billion, up 13.5%. Adjusted net income from continuing and discontinued operations reached R$2.61 billion, an 18.6% increase.
Adjusted basic EPS rose 33.6% to R$9.71 per share, helped by R$3.0 billion of share repurchases that cut the share count by 40.3 million. Fourth-quarter return on equity reached 26%, supported by higher prepayment and credit revenues and growing MSMB payment and banking relationships.
The company simplified its portfolio by divesting Linx software assets to TOTVS for more than R$3.0 billion and ended the year with adjusted net cash of R$2.59 billion. Credit exposure expanded, with the total credit portfolio more than doubling to R$2.84 billion and NPL over 90 days at 5.21%, while cost of risk was 17.1%, reflecting rapid growth and a tougher macro environment.
StoneCo Ltd. filed audited consolidated financial statements for 2025, showing a strong recovery to net income of R$ 2,339,159 thousand after a loss of R$ 1,507,050 thousand in 2024. Continuing operations generated total revenue and income of R$ 14,153,841 thousand and profit before tax of R$ 2,789,818 thousand.
The company reclassified most of its Software business and Simplesvet as a disposal group held for sale and as discontinued operations. These businesses produced a net loss of R$ 37,900 thousand in 2025, including an impairment loss of R$ 157,991 thousand, versus a much larger discontinued loss in 2024.
Total assets reached R$ 62,296,896 thousand at year-end 2025, with equity of R$ 11,034,771 thousand. Cash provided by operating activities from all operations was R$ 676,566 thousand, while the independent auditor Ernst & Young issued an unqualified opinion and highlighted critical audit matters around the disposal group and expected credit losses.
StoneCo Ltd. has completed the sale of its Linx business after all closing conditions were met, including unconditional regulatory approval from Brazil’s antitrust authority CADE on February 20th, 2026. The company highlights that it will keep supporting clients’ software needs through a partnership program and its own integrated business management solutions within the Stone ecosystem.
Details on how the sale proceeds will be distributed are expected to be discussed during StoneCo’s 4Q25 earnings call on March 2nd, 2026, which will give investors more clarity on the financial impact of this transaction.
BlackRock, Inc. filed Amendment No. 6 to a Schedule 13G/A reporting its beneficial ownership of Class A stock of StoneCo Ltd. as of 01/31/2026. BlackRock reports beneficial ownership of 25,517,531 shares, representing 10.0% of the class.
BlackRock has sole voting power over 24,666,419 shares and sole dispositive power over 25,517,531 shares, with no shared voting or dispositive power. The shares are held through certain BlackRock business units, and various underlying persons have economic interests, with no single person holding more than five percent. BlackRock certifies the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of StoneCo.
BlackRock, Inc. has filed an amended Schedule 13G reporting a significant passive ownership stake in StoneCo Ltd. Class A stock. As of 12/31/2025, BlackRock reports beneficial ownership of 25,016,428 Class A shares, representing 9.8% of the class. It has sole power to vote 24,171,180 shares and sole power to dispose of 25,016,428 shares, with no shared voting or dispositive power.
The filing explains that these securities are held by certain BlackRock business units in the ordinary course of business and are not held for the purpose of changing or influencing control of StoneCo. Various underlying clients or other persons have rights to receive dividends or sale proceeds from the StoneCo shares, but no single person has an interest in more than five percent of the total outstanding common shares.
A shareholder has filed a Rule 144 notice to sell 7,200 shares of Class A Common stock through Citigroup Global Markets Inc. on the NASDAQ, with an aggregate market value of $104,372.64. The issuer has 269,087,488 Class A shares outstanding, providing context for the planned sale size.
The shares to be sold were acquired on 04/21/2025 in an open market purchase from the issuer, with 78,000 shares bought for cash on that date. Over the past three months, an affiliated seller, Mail Investment Holdings Ltd, has already sold 6,000 Class A shares for $89,478.00. The signer represents that they are not aware of undisclosed material adverse information about the issuer’s operations.
StoneCo Ltd. is undergoing a planned leadership transition as Chief Executive Officer Pedro Zinner has decided to resign from his role, effective March 2026, for personal reasons. The Board intends to nominate him for election to the Board of Directors at the next general shareholders’ meeting and, subject to shareholder approval, expects to appoint him as Chairman, while current Chairman Mr. Luchetti would remain as a board member.
Current Chief Financial Officer and Investor Relations Officer Mateus Scherer has been appointed to become Chief Executive Officer effective March 2026, reflecting the Board’s preference for internal succession and strategic continuity. Treasury Officer and executive committee member Diego Salgado will take over as Chief Financial Officer and Investor Relations Officer, while executive Lia Matos will leave her operating role and continue as an advisor. Following the closing of the Linx divestiture, Sandro Bassili is expected to become Chief Operating Officer, as StoneCo emphasizes disciplined execution, strong governance, and long-term value creation.
Form 144 filed for StoneCo Ltd. (STNE) reports a proposed sale of 6,600 shares of Class A common stock through Citigroup Global Markets with an aggregate market value of $122,548.80, to be sold on 09/25/2025 on NASDAQ. The filer indicates these shares were acquired in the open market on 04/21/2025 for cash (56,600 shares acquired on that date in total). The filing also discloses a prior sale by the same account of 21,400 shares on 08/20/2025, generating gross proceeds of $318,119.56. The notice includes the standard representation that the seller is unaware of undisclosed material adverse information.