S&P assigns StoneCo a BB rating: November 12 tests StoneCo stock

Published on 10/25/2026 at 13:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

StoneCo serves more than 4.8 million active clients as of June 2026. The client base frames StoneCo stock ahead of November 12 results.

Credit quality meets growth metrics

StoneCo received a BB issuer rating on October 16, 2026.
StoneCo served more than 4.8 million active clients as of June 2026.
Third-quarter results are scheduled for November 12, 2026, after market close.

STNE, KYG851581069, Illustration mit AI erstellt.

StoneCo (KYG851581069) received a BB issuer credit rating with a stable outlook on October 16, 2026, from S&P Global Ratings. The assessment puts StoneCo's growth slowdown beside its profitability, cash flow and credit expansion.

Why does the BB rating matter?

S&P Global Ratings expects StoneCo to keep debt to EBITDA below 3.0x over the next 12 months. The agency also expects adjusted revenue growth below 5 percent in 2026 and 2027, compared with double-digit growth during 2025. Its base case sees EBITDA margin at 43 percent to 44 percent, below the 45 percent to 50 percent level of the previous two years.

The credit profile has a measurable operating counterweight. StoneCo served more than 4.8 million active clients as of June 2026, a 6.4 percent year-over-year increase, while its credit portfolio reached BRL 3.8 billion, more than twice the prior year's level, according to S&P Global Ratings.

StoneCo's three dated milestones

S&P Global Ratings linked the June 30, 2026 client count to its October 16, 2026 rating action, while MarketBeat reported that StoneCo's August 13, 2026 second-quarter adjusted earnings per share were USD 0.47 versus USD 0.46 expected.

Two dates frame the next test

StoneCo's quiet period begins on October 28, 2026, and third-quarter results are scheduled for November 12, 2026, after market close, according to Market Chameleon. Nasdaq identifies the report as covering the fiscal quarter ending September 2026 and lists a consensus earnings-per-share forecast of USD 0.50, against USD 0.43 for the same quarter a year earlier.

Dated euro quote and valuation

A Tradegate quote stood at EUR 10.26 on October 23, 2026. StoneCo's market capitalization was USD 2.6 billion and its 52-week range was USD 8.95 to USD 19.64, both as of October 23, 2026. The further course of trading is shown by the continuously updated real-time quote of StoneCo stock.