Quarterly ResultMay 14, 2026, 04:18 PM
StoneCo Q1 Adjusted Net Income R$549.1M; Declares US$2.53 Dividend
AI Summary
StoneCo reported mixed first-quarter 2026 results, with adjusted net income rising 3.5% year over year to R$549.1 million, while total revenue and income increased 6.5% to R$3,578.0 million. However, gross profit and adjusted EBT saw sequential and slight year-over-year declines, impacted by higher loan loss provisions and operating costs. The company also announced an extraordinary cash dividend of US$2.53 per share, totaling R$3.08 billion, following the Linx divestiture, and noted R$2.7 billion in share buybacks over the past year.
Key Highlights
- StoneCo approved an extraordinary cash dividend of US$2.53 per share, totaling approximately R$3.08 billion.
- Adjusted Net Income from continuing operations reached R$549.1 million, up 3.5% year over year but down 22.3% sequentially.
- Total Revenue and Income from continuing operations was R$3,578.0 million, increasing 6.5% year over year.
- Adjusted Basic EPS from continuing operations was R$2.19 per share, up 15.4% year over year, supported by R$2.7 billion in share buybacks.
- Adjusted Gross Profit from continuing operations was R$1,487.8 million, flat year over year and down 10.5% sequentially.
- Total TPV reached R$137.2 billion, a 2.7% year-over-year growth, with PIX QR Code TPV up 37.3% YoY.
- The total credit portfolio grew 122.5% year over year to R$3,224.9 million, but provisions for losses increased 389.2% YoY to R$166.3 million.
- NPL > 90 days for the consolidated credit portfolio rose to 6.98% in 1Q26 from 4.57% in 1Q25, indicating increased delinquency.