GAP (NYSE:GAP) Insider Sarah Gilligan Sells 69,912 Shares of Stock

The Gap, Inc. (NYSE:GAP) insider Sarah Gilligan sold 69,912 shares of GAP stock in a transaction on Monday, March 23rd. The stock was sold at an average price of $25.00, for a total transaction of $1,747,800.00. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website.

GAP Price Performance

NYSE:GAP opened at $24.90 on Thursday. The company has a market cap of $9.28 billion, a P/E ratio of 11.58, a P/E/G ratio of 1.48 and a beta of 2.29. The firm’s fifty day moving average price is $26.55 and its two-hundred day moving average price is $25.11. The Gap, Inc. has a one year low of $16.99 and a one year high of $29.36. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.75 and a quick ratio of 1.08.

GAP (NYSE:GAP) last posted its earnings results 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). The company had revenue of $4.24 billion for the quarter, compared to analyst estimates of $4.24 billion. GAP had a return on equity of 22.98% and a net margin of 5.31%.The business’s quarterly revenue was up 2.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.54 EPS. GAP has set its FY 2026 guidance at 2.200-2.350 EPS. Equities analysts expect that The Gap, Inc. will post 2.02 earnings per share for the current year.

GAP Increases Dividend

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

Key Stories Impacting GAP

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

Institutional Investors Weigh In On GAP

Institutional investors have recently made changes to their positions in the stock. CX Institutional bought a new position in GAP during the 3rd quarter worth $6,053,000. Rhumbline Advisers lifted its position in shares of GAP by 2.5% during the 2nd quarter. Rhumbline Advisers now owns 607,470 shares of the company’s stock valued at $13,249,000 after acquiring an additional 15,053 shares during the period. Quantbot Technologies LP bought a new stake in shares of GAP during the 3rd quarter valued at $1,845,000. LSV Asset Management grew its holdings in shares of GAP by 4.9% during the 3rd quarter. LSV Asset Management now owns 3,341,701 shares of the company’s stock worth $71,479,000 after purchasing an additional 157,224 shares in the last quarter. Finally, New York State Common Retirement Fund grew its holdings in shares of GAP by 16.6% during the 2nd quarter. New York State Common Retirement Fund now owns 132,940 shares of the company’s stock worth $2,899,000 after purchasing an additional 18,887 shares in the last quarter. 58.81% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Wells Fargo & Company set a $30.00 target price on GAP and gave the stock an “overweight” rating in a research note on Tuesday, December 16th. Guggenheim assumed coverage on GAP in a report on Tuesday, December 9th. They issued a “neutral” rating on the stock. The Goldman Sachs Group increased their price objective on GAP from $29.00 to $32.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. Robert W. Baird set a $33.00 target price on GAP and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Finally, Zacks Research cut shares of GAP from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, GAP currently has an average rating of “Moderate Buy” and an average price target of $30.62.

About GAP

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.