StoneCo Ltd. (STNE) Stock Rises on Q1 2026 Earnings

StoneCo Ltd. (STNE) reported first-quarter 2026 results with revenue of $141.16 million and a net income attributable to common shareholders of $315.25 million, while diluted earnings per share were 1.35 (down 25.0% year-over-year).

Revenue: $141.16 million (down 31.68% year-over-year).

Gross profit (loss): -$49.23 million (worse by 215.14% year-over-year).

Cost of sales: $190.39 million (up 16.2% year-over-year).

Operating loss: -$194.31 million (improved 46.03% year-over-year).

Diluted EPS: 1.35 (down 25.0% year-over-year).

Cash from operating activities: $643.61 million (up 487.6% year-over-year).

Purchases of property, plant and equipment: -$70.80 million (up 123.91% year-over-year).

Cash and cash equivalents: $1.17 billion (up 18.31% year-over-year).

Total liabilities: $9.16 billion (up 22.95% year-over-year).

Consensus EPS estimate: 2.2791.

Consensus revenue estimate: $3.62 billion.

Stock price change since market close: 7.22%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

StoneCo Ltd. Insider Trading Activity

StoneCo Ltd. insiders have traded $STNE stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $STNE stock by insiders over the last 6 months:

SILVIO JOSE MORAIS sold 6,800 shares for an estimated $97,461

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

StoneCo Ltd. Hedge Fund Activity

We have seen 140 institutional investors add shares of StoneCo Ltd. stock to their portfolio, and 168 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. removed 8,938,117 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $132,194,750
NINETY ONE UK LTD removed 4,192,190 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $59,193,722
DRIEHAUS CAPITAL MANAGEMENT LLC removed 4,026,605 shares (-79.5%) from their portfolio in Q4 2025, for an estimated $59,553,487
BLACKROCK, INC. added 3,875,556 shares (+12.2%) to their portfolio in Q1 2026, for an estimated $54,722,850
SLATE PATH CAPITAL LP removed 3,778,541 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $55,884,621
CLARK CAPITAL MANAGEMENT GROUP, INC. removed 3,387,830 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $50,106,005
MILLENNIUM MANAGEMENT LLC removed 2,989,751 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $44,218,417

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

StoneCo Ltd. Analyst Ratings

Wall Street analysts have issued reports on $STNE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 03/03/2026

To track analyst ratings and price targets for StoneCo Ltd., check out Quiver Quantitative's $STNE forecast page.

StoneCo Ltd. Price Targets

Multiple analysts have issued price targets for $STNE recently. We have seen 4 analysts offer price targets for $STNE in the last 6 months, with a median target of $19.5.

Here are some recent targets:

Tito Labarta from Goldman Sachs set a target price of $14.0 on 04/29/2026
Guilherme Grespan from JP Morgan set a target price of $20.0 on 04/15/2026
Kaio Prato from UBS set a target price of $19.0 on 03/11/2026
Andrew Harte from BTIG set a target price of $22.0 on 03/03/2026