BTIG Research Initiates Coverage on StoneCo With Buy Rating, $22 Price Target
BTIG Research has initiated coverage on StoneCo (STNE) with a "Buy" rating and a price target of $22. This positive outlook follows recent significant company news, including CEO changes and a new share repurchase program. StoneCo, a financial technology and software solutions provider, is focused on serving micro, small, and medium businesses in Brazil.
640,725 Shares in StoneCo Ltd. $STNE Acquired by Truxt Investmentos Ltda.
Truxt Investmentos Ltda. has acquired a new stake of 640,725 shares in StoneCo Ltd. (STNE) during the third quarter, valued at approximately $12.12 million, making it their second-largest holding. StoneCo reported Q3 EPS of $0.43 on revenue of $669.49 million, with a negative P/E ratio of -31.35 and a market capitalization of $4.84 billion. Analyst sentiment for STNE is mixed, with a "Hold" consensus rating and an average price target of $16.86.
Analysts Are Bullish on These Technology Stocks: Stoneco (STNE), Dynatrace (DT)
Analysts are showing bullish sentiment towards Stoneco (STNE) and Dynatrace (DT), both in the Technology sector. Bank of America Securities maintained a Buy rating on Stoneco, with a consensus price target suggesting a 20.8% upside. Truist Financial reiterated a Buy rating on Dynatrace, which has a consensus price target indicating a 56.1% upside.
Federated Hermes Inc. Purchases 245,393 Shares of StoneCo Ltd. $STNE
Federated Hermes Inc. increased its stake in StoneCo Ltd. (NASDAQ:STNE) by 16.3%, acquiring an additional 245,393 shares, bringing its total holdings to 1,747,289 shares valued at approximately $33.04 million. Other institutional investors like Ninety One UK Ltd and Tekne Capital Management LLC also made significant moves, with institutions now owning about 73.19% of the stock. Analyst sentiment remains mixed, with a consensus "Hold" rating and an average price target of $16.86, despite some firms maintaining "Buy" ratings with slightly lower targets.
StoneCo Ltd. (STNE) surpasses market returns: Some facts worth knowing
The article states that StoneCo Ltd. (STNE) has surpassed market returns, indicating a positive performance from the company. It suggests that there are facts worth knowing about STNE, implying a deeper dive into its financial health or operational aspects would be beneficial. However, the provided content is incomplete, cutting off before any of these facts can be presented.
Alta Wealth Advisors LLC Buys New Position in StoneCo Ltd. $STNE
Alta Wealth Advisors LLC established a new position in StoneCo Ltd. (NASDAQ:STNE) during the third quarter, acquiring 86,258 shares valued at approximately $1.63 million. Other institutional investors like Vanguard Personalized Indexing Management LLC, Strs Ohio, and Campbell & CO Investment Adviser LLC also increased or initiated stakes. Despite a "Hold" consensus rating and a target price of $17.21 from analysts, Goldman Sachs recently raised its price target for StoneCo to $21.00 with a "buy" rating.
StoneCo Ltd. (NASDAQ:STNE) Given Consensus Rating of "Hold" by Brokerages
StoneCo Ltd. (NASDAQ:STNE) has received a consensus "Hold" rating from eleven brokerages, with an average 12-month target price of $17.21. Institutional investors own 73.19% of the company, and its stock recently opened at $16.08 with a market capitalization of $4.60 billion. The company reported quarterly EPS in line with estimates and generated $669.49 million in revenue, slightly below analyst expectations.
StoneCo Ltd. to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on March 02nd, 2026
StoneCo Ltd. announced it will release its fourth quarter and fiscal year 2025 financial results on Monday, March 02nd, 2026, after market close. The company will also host a conference call on the same day at 5:00 PM ET to discuss the results, which will be accessible via Zoom and live webcast. StoneCo will begin its Quiet Period for these results on February 16th, 2026.
StoneCo Ltd. to Announce Fourth Quarter and Fiscal Year 2025 Financial Results on March 02nd, 2026
StoneCo Ltd. (NASDAQ: STNE) has announced that it will release its fourth quarter and fiscal year 2025 financial results on Monday, March 02, 2026, after market close. The company will host a conference call on the same day at 5:00 PM ET to discuss these results. StoneCo, a financial technology and software solutions provider, will also enter a quiet period starting February 16, 2026, ahead of the earnings release.
StoneCo shares slide as CEO signals planned exit in 2026
StoneCo's shares experienced a significant decline following CEO Pedro Zinner's announcement of his planned departure from the Brazilian financial technology company in 2026. This news comes after a period of recovery for StoneCo, which had seen its stock price rebound from a previous slump. The upcoming leadership change introduces uncertainty for investors, contributing to the stock's negative performance.
How StoneCo’s R$1.95 Billion Share Buyback Will Impact StoneCo (STNE) Investors
StoneCo Ltd. recently completed a significant share repurchase program, buying back over 8% of its Class A shares for R$1.95 billion. This buyback is primarily expected to boost earnings per share (EPS), supporting the stock while the company navigates moderating growth and increased competition. However, investors are cautioned that rising credit provisions could potentially offset some of these EPS gains, and fair value estimates for STNE vary widely among analysts.
How StoneCo’s R$1.95 Billion Share Buyback Will Impact StoneCo (STNE) Investors
StoneCo recently completed a R$1.95 billion share buyback, repurchasing 8.27% of its Class A shares, as announced in May 2025. This action is expected to amplify earnings per share by reducing the share count. While it supports EPS, the company still faces challenges with moderating TPV growth and competition in Brazil's payments sector, alongside risks from rising credit provisions.
StoneCo Ltd. $STNE Stock Holdings Boosted by Ninety One UK Ltd
Ninety One UK Ltd significantly increased its stake in StoneCo Ltd. (NASDAQ:STNE) by 218.4% in the third quarter, now owning 1.48% of the company valued at $80.07 million. Other institutional investors also adjusted their positions, with institutional holdings reaching 73.19%. StoneCo has a market capitalization of $4.23 billion and its shares trade within a 52-week range of $7.72–$19.95, with a consensus analyst rating of "Hold" and an average price target of $17.21.
StoneCo Launches New R$2 Billion Share Buyback After Fully Distributing 2024 Excess Capital
StoneCo announced a new R$2 billion share repurchase program, authorized on December 18, 2025, to buy back outstanding Class A common shares without an expiration date. This program replaces a previous one where the company repurchased R$1.95 billion in shares. StoneCo has also fully distributed R$3 billion in excess capital from its 2024 results through buybacks, reaffirming its commitment to returning surplus capital to shareholders.
StoneCo Launches New R$2 Billion Share Buyback After Fully Distributing 2024 Excess Capital
StoneCo (STNE) announced a new R$2 billion share repurchase program, authorized on December 18, 2025, to buy back Class A common shares with no set expiration. This follows the complete distribution of R$3 billion in excess capital from its 2024 results through previous buybacks. The company emphasizes its commitment to returning surplus capital to shareholders.
StoneCo launches new R$2 billion share buyback after fully distributing 2024 excess capital
StoneCo (STNE) announced a new R$2 billion share buyback program after fully distributing its excess capital for 2024. The board also authorized a R$1.5 billion cash distribution of reserves, which will be followed by dividend payments. These actions demonstrate the company's commitment to returning value to shareholders.
Assenagon Asset Management S.A. Cuts Holdings in StoneCo Ltd. $STNE
Assenagon Asset Management S.A. significantly reduced its stake in StoneCo Ltd. (NASDAQ:STNE) by 69.1% in Q3, selling over 1.3 million shares. Despite this, analysts have a mixed view, with some raising price targets and issuing "Buy" ratings, while others maintain "Hold" or "Sell." StoneCo reported Q3 EPS in line with expectations and revenue slightly below, holding a market cap of $4.09 billion.
Polunin Capital Partners Ltd Has $60.37 Million Stock Position in StoneCo Ltd. $STNE
Polunin Capital Partners Ltd has maintained a significant stock position in StoneCo Ltd. ($STNE), valued at $60.37 million, despite trimming its stake by 3.0%. StoneCo, a financial technology company, shows mixed fundamentals with a positive ROE but a negative net margin and faces a consensus "Moderate Buy" analyst rating. Institutional investors collectively own a substantial 73.19% of the company's stock.
StoneCo Ltd. $STNE Shares Sold by WINTON GROUP Ltd
WINTON GROUP Ltd significantly reduced its stake in StoneCo Ltd. (NASDAQ:STNE) during Q2 by 61.2%, selling 92,580 shares and retaining 58,600 shares valued at approximately $940,000. Despite this, analyst sentiment leans positive with a "Moderate Buy" rating and an average price target of $17.21, with some banks projecting targets up to $20-$25. StoneCo met EPS estimates in its latest quarter but exhibits mixed fundamentals, including a negative net margin and P/E ratio, balanced by a positive return on equity.
Labaton Keller Sucharow LLP Announces a Proposed Class Action Settlement in the StoneCo Ltd. Securities Litigation
Labaton Keller Sucharow LLP has announced a proposed class action settlement in the StoneCo Ltd. Securities Litigation, with StoneCo Ltd. agreeing to pay $26,750,000 without admitting liability or wrongdoing. The settlement awaiting court approval will benefit those who purchased StoneCo common stock between May 27, 2020, and November 16, 2021. A settlement hearing is scheduled for February 27, 2026, where the court will consider approving the settlement and a plan for distributing funds to eligible class members.
Labaton Keller Sucharow LLP Announces a Proposed Class Action Settlement in the StoneCo Ltd. Securities Litigation
Labaton Keller Sucharow LLP has announced a proposed class action settlement in the StoneCo Ltd. Securities Litigation for $26,750,000. The settlement affects those who purchased StoneCo stock between May 27, 2020, and November 16, 2021. A hearing is scheduled for February 27, 2026, to determine the fairness and adequacy of the settlement.
StoneCo Ltd. (NASDAQ:STNE) Receives Average Recommendation of "Moderate Buy" from Analysts
StoneCo Ltd. (NASDAQ:STNE) has received a "Moderate Buy" consensus rating from eleven brokerages, with an average 12-month price target of $17.21. Recent analyst actions include Goldman Sachs raising its target to $21, Bank of America to $25, and UBS to $20, while Wall Street Zen downgraded to a "hold." The company's stock currently trades around $15.74, with a market capitalization of $4.5 billion, and it reported EPS of $0.43 last quarter, meeting estimates.
StoneCo $26.75 Million Securities Class Action Settlement
StoneCo has agreed to a $26.75 million class action settlement for investors who purchased common stock between May 27, 2020, and November 16, 2021. The lawsuit alleged StoneCo made misleading statements about its credit product. Eligible class members can file a claim online or via mail by February 17, 2026, to receive a pro rata cash payment, estimated at $0.08 per share after deductions.
Quadrature Capital Ltd Sells 95,303 Shares of StoneCo Ltd. $STNE
Quadrature Capital Ltd significantly reduced its stake in StoneCo Ltd. (NASDAQ:STNE) by 69.4% in the second quarter, selling 95,303 shares and retaining 42,104 shares valued at $675,000. Despite this, other institutional investors like JGP Global increased their holdings, with institutional ownership now standing at 73.19%. StoneCo has a "Moderate Buy" consensus rating and recently reported Q3 EPS of $0.43, matching analyst estimates.
StoneCo (NASDAQ:STNE) Stock Price Down 5.2% - Here's Why
StoneCo's stock experienced a 5.2% drop, trading at $16.525 with significantly lower than average volume after closing at $17.44. Analysts are mixed on STNE, though leaning towards "Moderate Buy" with price targets boosted by UBS and Goldman, despite a "sell" rating from Weiss. The company reported in-line Q3 earnings but faces a negative net margin and P/E, while institutional investors hold a substantial portion of its shares.
Tekne Capital Management LLC Acquires New Position in StoneCo Ltd. $STNE
Tekne Capital Management LLC has acquired a new position in StoneCo Ltd. (NASDAQ:STNE), purchasing 2.2 million shares valued at approximately $35.3 million, making it their third-largest holding. This new stake represents about 12.3% of Tekne's portfolio and 0.77% of StoneCo. Analysts have provided a "Moderate Buy" rating for StoneCo with an average target price of $17.21, following recent earning reports where the company met EPS estimates and reported $669.49 million in revenue.
106,339 Shares in StoneCo Ltd. $STNE Acquired by Cetera Investment Advisers
Cetera Investment Advisers recently acquired 106,339 shares of StoneCo Ltd. (NASDAQ:STNE) in Q2, valuing the new position at approximately $1.71 million. StoneCo reported EPS of $0.43 on revenue of $669.49 million, with notable institutional ownership at 73.19% and a "Moderate Buy" analyst consensus despite mixed analyst ratings. Several other hedge funds also adjusted their holdings in StoneCo during the second quarter.
Bank of New York Mellon Corp Sells 92,932 Shares of StoneCo Ltd. $STNE
Bank of New York Mellon Corp has reduced its stake in StoneCo Ltd. (NASDAQ:STNE) by 12.7%, selling 92,932 shares and retaining 638,986 shares valued at approximately $10.25 million. Despite this reduction, analysts maintain a generally bullish outlook on StoneCo, with several firms raising their price targets and the stock holding a "Moderate Buy" consensus rating with a target of $17.21. StoneCo reported Q3 EPS of $0.43, meeting estimates, and revenues of $669.49 million, with the stock trading near $15.81 and a market cap of $4.52 billion.
Fox Run Management L.L.C. Boosts Stock Holdings in StoneCo Ltd. $STNE
Fox Run Management L.L.C. significantly increased its stake in StoneCo Ltd. during the second quarter, purchasing an additional 21,604 shares to bring its total holdings to 51,420 shares valued at $825,000. Other institutional investors also modified their positions, contributing to StoneCo's 73.19% institutional ownership. Despite varying analyst ratings, the company currently holds a "Moderate Buy" consensus with a target price of $17.44.
Envestnet Asset Management Inc. Makes New $9.83 Million Investment in StoneCo Ltd. $STNE
Envestnet Asset Management Inc. has made a new investment of $9.83 million in StoneCo Ltd. (NASDAQ:STNE), acquiring 612,531 shares in the second quarter. This move reflects a growing institutional interest in StoneCo, with other major investors like Nuveen LLC and JGP Global Gestao de Recursos Ltda. also boosting their stakes. Despite a recent 10.8% drop in shares, analysts maintain a "Moderate Buy" rating for StoneCo, with a consensus target price of $17.44.
StoneCo Ltd. (STNE) Matches Q3 Earnings Estimates
This article from MSN briefly mentions that StoneCo Ltd. (STNE) has matched its Q3 earnings estimates. However, the provided content is incomplete and does not offer any further details or financial figures regarding these results. The article is essentially a placeholder with only the headline and publication information.
StoneCo Ltd (STNE) Q3 2025 Earnings Call Highlights: Strong Financial Performance Amidst ... By GuruFocus
StoneCo Ltd (STNE) reported strong Q3 2025 financial performance with a 15.2% year-to-date growth in adjusted gross profit and a 37% increase in adjusted basic EPS. The company returned 2.8 billion reais to shareholders through share buybacks and saw significant growth in its active client base and banking deposits. Despite this, challenges include decelerating TPV growth, increased financial and marketing expenses, and rising non-performing loans (NPLs).
Bayforest Capital Ltd Purchases Shares of 19,739 StoneCo Ltd. $STNE
Bayforest Capital Ltd has acquired a new stake in StoneCo Ltd. (NASDAQ:STNE), purchasing 19,739 shares valued at approximately $317,000 during the second quarter. This move comes as several analysts have raised their price targets for StoneCo, reflecting a positive outlook for the company, which recently reported impressive quarterly earnings. Institutional investors collectively own 73.19% of StoneCo's stock.
Constellation Investimentos e Participacoes Ltda Boosts Stake in StoneCo Ltd. $STNE
Constellation Investimentos e Participacoes Ltda significantly increased its stake in StoneCo Ltd. by 73.4% in the second quarter, making it their fifth largest holding. This comes as StoneCo reported earnings exceeding analyst expectations, although revenue fell short. Multiple analysts have raised their price targets for STNE, signaling a positive outlook for the stock.
StoneCo Ltd. (STNE) Stock Slides as Market Rises: Facts to Know Before You Trade
StoneCo Ltd. (STNE) stock recently dropped by 3.81%, while the broader market saw gains in the S&P 500, Dow, and Nasdaq. Despite this daily slide, STNE shares have risen over 16% in the past month, outperforming its sector. Analysts anticipate a significant increase in the company's Q4 EPS and revenue, with the stock currently holding a Zacks Rank of #1 (Strong Buy) and trading at an attractive valuation compared to its industry.
StoneCo Ltd. (STNE): A Bear Case Theory
This article summarizes a bearish thesis on StoneCo Ltd. (STNE) from Quipus Capital, highlighting concerns about its business model in Brazil's payment processing ecosystem. The thesis points to a saturated market, potential disintermediation from initiatives like PIX Parcelado, and the company's past struggles in traditional credit markets. While STNE is profitable, the article questions if its tailwinds can overcome the risks of disruption, contrasting it with a bullish outlook on SoFi Technologies.
Incline Global Enhanced Long Fund LP et al v. StoneCo Ltd. et al: Complaint (‘Securities Fraud’)
This article details a securities fraud complaint filed by Incline Global Enhanced Long Fund LP and other plaintiffs against StoneCo Ltd. and its executives in the U.S. District Court for the Southern District of New York. The lawsuit seeks to recover losses from alleged material misstatements and omissions by StoneCo, described as a financial technology solutions provider primarily operating in Brazil. Several executives are named as defendants, including Thiago dos Santos Piau and Lia Machado de Matos.
STONECO SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against StoneCo Ltd. - STNE
Kahn Swick & Foti, LLC (KSF) has issued an alert reminding investors with losses exceeding $100,000 in StoneCo Ltd. (NasdaqGS: STNE) that the lead plaintiff deadline to file an application in a securities class action lawsuit is January 18, 2022. The lawsuit alleges that StoneCo and its executives failed to disclose material information during the Class Period, specifically regarding the temporary halt of credit disbursements and increasing coverage for potential future losses, which negatively impacted the company's reported results and stock price. Investors who purchased StoneCo securities between March 11, 2021, and November 16, 2021, are encouraged to contact KSF for legal guidance.
Stone Enters Business Combination Agreement With Linx
StoneCo Ltd. has signed a definitive agreement for its subsidiary STNE Participações S.A. to merge its software investments business in Brazil with Linx, a leading provider of retail management software. This acquisition aims to accelerate Stone's mission of empowering Brazilian merchants by providing Linx's clients access to Stone's solutions, extending Stone's offerings into the SMB software market, and enabling merchants to adapt to an omnichannel world. The transaction is subject to regulatory and shareholder approvals, with a total consideration of R$33.7625 for each Linx share.
Harneys advises StoneCo Ltd. on $1.4 billion IPO
Harneys advised StoneCo Ltd. as Cayman Islands counsel on its $1.4 billion initial public offering. The IPO included the sale of 58,333,333 Class A shares and a $100 million private placement of 4,166,666 shares to Ant Financial. StoneCo's Class A shares are now listed on the Nasdaq Global Select Market under the symbol "STNE."
Nasdaq Welcomes StoneCo Ltd. (Nasdaq: STNE) to the Nasdaq Stock Market
StoneCo Ltd. (Nasdaq: STNE), a leading provider of financial technology solutions in Brazil, celebrated its initial public offering (IPO) by ringing the opening bell at the Nasdaq MarketSite. The company, known for its client-centric "Stone Model" and advanced cloud-based technology, is the largest independent merchant acquirer in Brazil. Nasdaq welcomed StoneCo, highlighting its progressive leadership in the fintech space.
