Insider Selling: Gerdau (NYSE:GGB) Insider Sells 38,276 Shares of Stock

Gerdau S.A. (NYSE:GGB) insider Clemir Uhlein sold 38,276 shares of Gerdau stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $4.51, for a total value of $172,624.76. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Gerdau Price Performance

GGB traded up $0.14 during trading on Thursday, hitting $4.57. The company’s stock had a trading volume of 15,155,295 shares, compared to its average volume of 19,999,770. The firm’s 50 day moving average price is $3.86 and its two-hundred day moving average price is $3.81. The company has a quick ratio of 1.40, a current ratio of 2.89 and a debt-to-equity ratio of 0.26. Gerdau S.A. has a 12 month low of $2.48 and a 12 month high of $4.66. The stock has a market capitalization of $9.12 billion, a price-to-earnings ratio of 28.53 and a beta of 1.44.

Gerdau (NYSE:GGB) last issued its quarterly earnings data on Monday, April 27th. The basic materials company reported $0.10 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.15 by ($0.05). Gerdau had a net margin of 2.40% and a return on equity of 6.83%. The business had revenue of $3.22 billion during the quarter, compared to the consensus estimate of $3.29 billion. Sell-side analysts forecast that Gerdau S.A. will post 0.51 earnings per share for the current fiscal year.

Gerdau Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Friday, May 15th will be paid a $0.0361 dividend. This is an increase from Gerdau’s previous quarterly dividend of $0.02. The ex-dividend date of this dividend is Friday, May 15th. This represents a $0.14 annualized dividend and a dividend yield of 3.2%. Gerdau’s payout ratio is 75.00%.

Key Gerdau News

Here are the key news stories impacting Gerdau this week:

• Positive Sentiment: Company approved early 2026 dividend payouts and announced a sharply higher quarterly dividend (0.0361 per share, ~3.2% yield; ~86% increase vs prior). This raises near-term cash returns and supports income-oriented buying. Gerdau Approves Early 2026 Dividend Payouts for Local Shares and ADRs
• Neutral Sentiment: Company filed Q1 2026 unaudited interim financials citing a stable balance sheet and highlighted strong North American segment performance — supportive for operational outlook but not enough alone to offset guidance/earnings misses. Gerdau Files Q1 2026 Unaudited Interim Financials Showing Stable Balance Sheet
• Neutral Sentiment: Management commentary/earnings call highlighted strong North American results and operational details; the transcript may provide useful color for investors on demand trends and margin drivers. Q1 2026 Earnings Call Prepared Remarks Transcript
• Negative Sentiment: Reported Q1 results missed expectations (EPS and revenue slightly below consensus), which can cap upside until clearer demand/price recovery appears. See earnings highlights for specifics. Gerdau SA (GGB) Q1 2026 Earnings Call Highlights
• Negative Sentiment: Multiple insider sell-offs disclosed on April 28: executives sold meaningful blocks (Mauricio Metz, Clemir Uhlein, Chia Yuan Wang), including a large ~76.7k-share sale representing a ~45% reduction for one insider — this could signal profit-taking or reduce investor confidence. SEC filings: Metz Metz Filing, Uhlein Uhlein Filing, Wang Wang Filing

Institutional Investors Weigh In On Gerdau

Institutional investors have recently made changes to their positions in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Gerdau by 68.9% during the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,634 shares of the basic materials company’s stock worth $28,000 after purchasing an additional 3,931 shares during the period. EverSource Wealth Advisors LLC grew its stake in shares of Gerdau by 95.3% during the second quarter. EverSource Wealth Advisors LLC now owns 10,687 shares of the basic materials company’s stock worth $31,000 after purchasing an additional 5,216 shares during the period. Wealthstream Advisors Inc. acquired a new stake in shares of Gerdau during the third quarter worth $32,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Gerdau during the third quarter worth $34,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of Gerdau during the third quarter worth $34,000. 1.49% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

GGB has been the subject of several research reports. JPMorgan Chase & Co. lifted their target price on Gerdau from $5.00 to $5.50 and gave the company an “overweight” rating in a research note on Monday, April 13th. Scotiabank raised Gerdau from a “hold” rating to a “strong-buy” rating in a research note on Thursday, March 26th. Itau BBA Securities raised Gerdau from a “market perform” rating to an “outperform” rating and set a $4.60 target price for the company in a research note on Wednesday, April 1st. UBS Group reissued a “buy” rating and issued a $5.25 target price (up from $4.60) on shares of Gerdau in a research note on Wednesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Gerdau in a research note on Friday, March 27th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $5.12.

About Gerdau

Gerdau SA is a Brazilian-based steel producer engaged in the manufacture and distribution of long steel products for the construction, industrial and agricultural sectors. Established in 1901, the company operates an integrated network of electric-arc furnaces and rolling mills, producing reinforcement bars, wire rod, merchant bars and structural shapes. Gerdau’s product portfolio also includes specialty long steel, high-yield reinforcement, rail, beams and steel coils, as well as value-added processing services such as cutting, bending and coating.

The company has expanded its footprint beyond Brazil, with significant operations in North America, South America and a presence in select European markets.