GAP (NYSE:GAP) CEO Sells $2,729,552.84 in Stock

The Gap, Inc. (NYSE:GAP) CEO Horacio Barbeito sold 113,684 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $24.01, for a total value of $2,729,552.84. Following the completion of the sale, the chief executive officer directly owned 115,024 shares in the company, valued at approximately $2,761,726.24. This represents a 49.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

GAP Stock Performance

GAP stock opened at $24.90 on Thursday. The Gap, Inc. has a twelve month low of $16.99 and a twelve month high of $29.36. The company has a quick ratio of 1.08, a current ratio of 1.75 and a debt-to-equity ratio of 0.39. The company has a market capitalization of $9.28 billion, a P/E ratio of 11.58, a PEG ratio of 1.48 and a beta of 2.29. The stock’s 50 day moving average is $26.55 and its 200 day moving average is $25.11.

GAP (NYSE:GAP) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.45 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.01). GAP had a net margin of 5.31% and a return on equity of 22.98%. The company had revenue of $4.24 billion for the quarter, compared to analysts’ expectations of $4.24 billion. During the same quarter in the previous year, the firm posted $0.54 EPS. The firm’s quarterly revenue was up 2.1% compared to the same quarter last year. GAP has set its FY 2026 guidance at 2.200-2.350 EPS. On average, equities research analysts predict that The Gap, Inc. will post 2.02 earnings per share for the current fiscal year.

GAP Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 29th. Stockholders of record on Wednesday, April 8th will be given a $0.175 dividend. The ex-dividend date of this dividend is Wednesday, April 8th. This represents a $0.70 annualized dividend and a dividend yield of 2.8%. This is a boost from GAP’s previous quarterly dividend of $0.17. GAP’s payout ratio is presently 30.70%.

Hedge Funds Weigh In On GAP

A number of hedge funds have recently bought and sold shares of the business. Cullen Frost Bankers Inc. purchased a new stake in shares of GAP during the 4th quarter valued at about $26,000. Root Financial Partners LLC purchased a new position in shares of GAP during the third quarter valued at approximately $27,000. Plato Investment Management Ltd purchased a new position in shares of GAP during the fourth quarter valued at approximately $28,000. V Square Quantitative Management LLC bought a new position in GAP during the fourth quarter valued at approximately $31,000. Finally, Cornerstone Planning Group LLC bought a new position in GAP during the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 58.81% of the company’s stock.

Key GAP News

Here are the key news stories impacting GAP this week:

• Positive Sentiment: Gap is the first major fashion retailer to offer in-chat checkout inside Google’s Gemini, letting customers buy directly within the AI experience — a potential conversion and traffic win if adoption scales. Gap becomes the first major fashion company to offer checkout within Google’s Gemini
• Positive Sentiment: Gap is also testing customer-facing AI tools (fit guidance / sizing tech) and broader “agentic” commerce with Google — these could reduce returns and improve e‑commerce conversion over time. Gap dives into AI commerce with checkout on Google Gemini and new fit guidance tech
• Positive Sentiment: Market commentary says the AI news helped the stock rebound after the March earnings wobble and reinforced analyst optimism and higher price targets — supporting the turnaround narrative. Gap Stock Recovering After Earnings Slide, AI News Helps
• Neutral Sentiment: Promotions continue (e.g., heavy discounting on popular fleece joggers) — good for near‑term traffic but likely margin‑dilutive if sustained. Gap’s $55 soft fleece joggers are now $9
• Neutral Sentiment: Brand and culture moves (e.g., Awake NY collaboration, profile pieces on Gap’s comeback) support marketing momentum but are longer‑term reputation plays. Awake NY and Gap’s New Collab Is a Love Letter to ’90s New York
• Negative Sentiment: CEO Horacio Barbeito sold 113,684 shares (~half of his direct holding), a large insider disposition that can spook investors even if done for personal/liquidity reasons. Horacio Barbeito sells shares – SEC filing
• Negative Sentiment: Another insider, Sarah Gilligan, sold ~69,912 shares recently — additional pressure and optics of multiple insider sales this month. Sarah Gilligan insider sale SEC filing
• Negative Sentiment: Recent Q4 results slightly missed EPS and highlighted margin pressure from tariffs and weakness at Athleta — risks that could keep the stock volatile until consistent top‑line/margin traction appears. Gap fourth-quarter earnings report

Wall Street Analysts Forecast Growth

GAP has been the subject of a number of analyst reports. Weiss Ratings lowered shares of GAP from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, March 12th. Telsey Advisory Group upped their target price on shares of GAP from $32.00 to $34.00 and gave the stock an “outperform” rating in a research note on Monday, March 2nd. Argus upgraded shares of GAP to a “strong-buy” rating in a report on Thursday, January 22nd. Wall Street Zen downgraded shares of GAP from a “buy” rating to a “hold” rating in a research report on Saturday, March 7th. Finally, The Goldman Sachs Group boosted their price objective on shares of GAP from $29.00 to $32.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $30.62.

GAP Company Profile

Gap Inc is a global specialty retailer renowned for its portfolio of apparel and accessories brands, including Gap, Banana Republic, Old Navy and Athleta. The company designs, sources and markets clothing across a broad price range and style spectrum, catering to men, women and children. Its offerings extend from everyday wardrobe essentials such as denim, tees and outerwear to performance and lifestyle pieces, reflecting each brand’s distinct identity and price point.

Founded in San Francisco in 1969 by Donald and Doris Fisher, Gap Inc has grown into one of the world’s largest apparel companies.