Gerdau (GGB) – Research Analysts’ Recent Ratings Changes

Gerdau (NYSE: GGB) has recently received a number of price target changes and ratings updates:

• 8/27/2026 – Gerdau had its “buy” rating reaffirmed by UBS Group AG. They now have a $6.10 price target on the stock, up from $5.70.
• 8/24/2026 – Gerdau was downgraded by The Goldman Sachs Group, Inc. to “neutral”.
• 8/20/2026 – Gerdau was downgraded by HSBC Holdings plc from “buy” to “hold”.
• 8/20/2026 – Gerdau was downgraded by Bank of America Corporation from “buy” to “neutral”. They now have a $5.10 price target on the stock.
• 8/10/2026 – Gerdau was downgraded by Itau BBA Securities from “outperform” to “market perform”.
• 8/5/2026 – Gerdau was upgraded by Weiss Ratings from “hold (c)” to “hold (c+)”.

Gerdau Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Friday, August 21st will be issued a $0.0448 dividend. This is an increase from Gerdau’s previous quarterly dividend of $0.04. This represents a $0.18 annualized dividend and a dividend yield of 3.8%. The ex-dividend date is Friday, August 21st. Gerdau’s dividend payout ratio (DPR) is presently 65.22%.

Insiders Place Their Bets

In other Gerdau news, CEO Cunha Gustavo Werneck Da bought 165,224 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was acquired at an average price of $4.73 per share, with a total value of $781,509.52. Following the completion of the purchase, the chief executive officer owned 165,224 shares of the company’s stock, valued at approximately $781,509.52. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Rafael Dorneles Japur sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $5.10, for a total transaction of $51,000.00. Following the sale, the chief financial officer directly owned 86,967 shares of the company’s stock, valued at $443,531.70. This trade represents a 10.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.02% of the company’s stock.

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.