Katrina O’connell Sells 153,413 Shares of GAP (NYSE:GAP) Stock

The Gap, Inc. (NYSE:GAP) CFO Katrina O’connell sold 153,413 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $23.85, for a total transaction of $3,658,900.05. Following the transaction, the chief financial officer directly owned 11,503 shares of the company’s stock, valued at $274,346.55. The trade was a 93.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

Katrina O’connell also recently made the following trade(s):

• On Thursday, March 19th, Katrina O’connell sold 8,486 shares of GAP stock. The stock was sold at an average price of $23.74, for a total transaction of $201,457.64.
• On Monday, March 16th, Katrina O’connell sold 16,036 shares of GAP stock. The shares were sold at an average price of $23.74, for a total transaction of $380,694.64.

GAP Stock Up 0.1%

GAP opened at $24.06 on Friday. The company has a market capitalization of $8.96 billion, a PE ratio of 11.19, a price-to-earnings-growth ratio of 1.39 and a beta of 2.29. The firm has a 50-day simple moving average of $26.77 and a two-hundred day simple moving average of $25.04. 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 Gap, Inc. has a 52 week low of $16.99 and a 52 week high of $29.36.

GAP (NYSE:GAP) last issued its earnings results on Thursday, March 5th. The company reported $0.45 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.01). The firm had revenue of $4.24 billion during the quarter, compared to the consensus estimate of $4.24 billion. GAP had a return on equity of 22.98% and a net margin of 5.31%.The company’s revenue for the quarter was up 2.1% compared to the same quarter last year. During the same period last year, the firm posted $0.54 earnings per share. GAP has set its FY 2026 guidance at 2.200-2.350 EPS. Analysts forecast that The Gap, Inc. will post 2.02 earnings per share for the current fiscal year.

GAP Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 29th. Shareholders of record on Wednesday, April 8th will be paid a $0.175 dividend. This represents a $0.70 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Wednesday, April 8th. This is a positive change from GAP’s previous quarterly dividend of $0.17. GAP’s dividend payout ratio is presently 30.70%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. The Goldman Sachs Group increased their target price on GAP from $29.00 to $32.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Guggenheim began coverage on shares of GAP in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. Argus upgraded shares of GAP to a “strong-buy” rating in a research report on Thursday, January 22nd. Citigroup lifted their price objective on shares of GAP from $25.00 to $27.00 and gave the stock a “neutral” rating in a research note on Friday, March 6th. Finally, Barclays restated an “overweight” rating on shares of GAP in a report on Tuesday, January 6th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $30.46.

Trending Headlines about GAP

Here are the key news stories impacting GAP this week:

• Positive Sentiment: Company raised its quarterly dividend to $0.175 (annual $0.70), increasing yield to ~2.9% — a shareholder-friendly move that supports the stock.
• Positive Sentiment: Multiple brokerages have raised targets/ratings recently (Wells Fargo, UBS upgrade, BTIG, Telsey upgrades), leaving consensus at a “Moderate Buy” and a mean target ~$30 — supportive analyst momentum. Analyst coverage summary
• Neutral Sentiment: A Zacks piece flags Gap’s eight-quarter positive comp streak but notes uneven segment performance and macro pressure — suggests strength may be cyclical rather than structural. Zacks: comps streak analysis
• Neutral Sentiment: Institutional ownership remains high (~59%); some funds have added positions recently — stable institutional interest can limit volatility but doesn’t guarantee near-term price direction. Institutional holdings summary
• Neutral Sentiment: Recent quarter: slight EPS miss (reported $0.45 vs. $0.46 est.), revenue in line, FY26 EPS guide set to $2.20–$2.35 — guidance provides a framework but shows limited upside visibility this year. Earnings & guidance
• Negative Sentiment: Significant insider selling: CEO Mark Breitbard sold 119,155 shares on Mar 17 (avg ~$23.80) — filing: SEC. Large sales by the CEO can be perceived negatively by the market. CEO Mar 17 SEC filing
• Negative Sentiment: CFO Katrina O’Connell executed a large sale (153,413 shares on Mar 17, avg ~$23.85) and has sharply reduced her holding — another negative insider signal; filing: SEC. CFO Mar 17 SEC filing
• Negative Sentiment: Other insider sales: Julie Gruber sold 74,217 shares (Mar 17) and smaller follow-on sales by the CEO and CFO were reported on Mar 19 — concentration of insider selling (multiple insiders, large blocks) increases perceived downside risk. Insider trading roundup

Institutional Trading of GAP

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Amundi bought a new stake in GAP in the first quarter worth $259,000. Geode Capital Management LLC increased its position in GAP by 3.8% during the second quarter. Geode Capital Management LLC now owns 4,166,545 shares of the company’s stock valued at $91,399,000 after acquiring an additional 151,297 shares during the last quarter. Police & Firemen s Retirement System of New Jersey increased its position in GAP by 18.6% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 87,700 shares of the company’s stock valued at $1,913,000 after acquiring an additional 13,723 shares during the last quarter. LSV Asset Management raised its stake in shares of GAP by 101.0% in the second quarter. LSV Asset Management now owns 3,184,477 shares of the company’s stock valued at $69,453,000 after acquiring an additional 1,600,041 shares during the period. Finally, Rhumbline Advisers raised its stake in shares of GAP by 2.5% in the second 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. Hedge funds and other institutional investors own 58.81% of the company’s stock.

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.