StoneCo Reports Strong FY25 Results, Details R$3.0B Share Buyback & R$3.3B Linx Sale Proceeds
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
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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
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.