StoneCo Reports Strong FY25 Results, Details R$3.0B Share Buyback & R$3.3B Linx Sale Proceeds
STNE sits 91% above its 52-week low of $8.644.
Summary
StoneCo Ltd. reported strong full-year 2025 financial results, with net income from continuing operations reaching R$2.38 billion, alongside detailing a R$2.99 billion share buyback and R$3.27 billion in proceeds from the Linx software business sale.
Key Events · Earnings and Guidance · STNE
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Strong Full-Year 2025 Financial Performance
Net income from continuing operations for the full year 2025 reached R$2,377,059 thousand, a significant increase from R$2,020,620 thousand in 2024. Basic earnings per share from continuing operations was R$8.85 for 2025, up from R$6.68 in 2024.
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Substantial Share Repurchase Program
The company repurchased 40,290,099 shares for a total of R$2,987,034 thousand during 2025. A new program to repurchase up to 2,000,000 shares was authorized in December 2025.
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Completion of Linx Software Business Sale
The sale of the Software Businesses (Linx) was completed on February 27, 2026, with total proceeds of R$3,272,193 thousand received. This follows the classification of these businesses as held for sale in the second quarter of 2025.
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Goodwill Impairment Related to Divestiture
An impairment loss of R$157,991 thousand was recognized in 2025 for assets classified as held for sale, reflecting adjustments to the recoverable amount of the divested Software Business.
Analysis · STNE · Technology
This filing provides the detailed financial statements for the full year 2025, confirming the robust performance previously announced. The company reported a significant turnaround in overall profitability and strong growth in continuing operations. Crucially, it details the substantial R$2.99 billion share repurchase program executed in 2025, demonstrating a strong commitment to shareholder returns. Furthermore, it provides the specific R$3.27 billion in proceeds received from the recently completed divestiture of the Linx Software Businesses, a major strategic move that simplifies the business and significantly boosts cash reserves. These concrete financial figures underscore a period of strong operational execution and strategic capital management.
At the time of this filing, STNE was trading at $16.50 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.6B. The 52-week trading range was $8.64 to $19.95. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.