StoneCoSTNE
About: StoneCo Ltd is a provider of financial technology solutions. It serves MSMBs great solutions, at fair prices, and provides the customer experience to help them manage their businesses and sell more. Its Stone Business Model combines end-to-end, cloud-based technology platforms; differentiated hyper-local and integrated distribution approaches; and white-glove, on-demand customer service. It has two segments Financial Services offers payments, digital banking, and credit solutions, focusing Ton solution mainly on micro-merchants, and Stone solution on SMBs. In Software, it offers POS and ERP solutions for different retail and services verticals, Customer Relationship Management, engagement tools, e-commerce, and Order Management System solutions, among others.
Employees: 17,091
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 76
11% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $19.8M
2.1% more ownership
Funds ownership: 67.49% [Q3] → 69.59% (+2.1%) [Q4]
5% less funds holding
Funds holding: 280 [Q3] → 267 (-13) [Q4]
15% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 60
21% less funds holding in top 10
Funds holding in top 10: 14 [Q3] → 11 (-3) [Q4]
27% less capital invested
Capital invested by funds: $2.24B [Q3] → $1.64B (-$603M) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Barclays John Coffey 50% 1-year accuracy 5 / 10 met price target | 8%downside $13 | Equal-Weight Maintained | 23 Apr 2025 |
Citigroup Gustavo Schroden 100% 1-year accuracy 2 / 2 met price target | 7%upside $15 | Buy Upgraded | 22 Apr 2025 |
Morgan Stanley Jorge Kuri 33% 1-year accuracy 3 / 9 met price target | 57%downside $6 | Underweight Maintained | 21 Mar 2025 |
Goldman Sachs Tito Labarta 46% 1-year accuracy 6 / 13 met price target | 0%downside $14 | Buy Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 25 articles about STNE published over the past 30 days
