SUZ Suzano S.A.
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Executive Summary
Suzano announced that all regulatory antitrust approvals have been obtained for its previously announced JV with Kimberly-Clark to acquire a 51% stake in a new tissue-products company spanning multiple regions. Closing remains subject to K-C's corporate reorganization and is expected in Q3 2026. This removes a key condition precedent but does not guarantee closing, keeping the deal on track but not yet consummated.
Actionable Insight
Monitor for completion of K-C's corporate reorganization, which is the remaining condition for closing. Deal timing (Q3 2026) unchanged — no incremental catalyst until closure. Stock likely to trade on broader pulp/tissue fundamentals rather than this procedural update.
Key Facts
- All antitrust approvals for the K-C JV acquisition have been obtained.
- Closing subject to completion of K-C's corporate reorganization across South America, Central America, Ireland, UK, Europe, Africa, Middle East, Asia, and Oceania.
- Closing expected in Q3 2026, consistent with prior guidance.
- Suzano to hold 51% equity interest in the Target Company; K-C to hold the remaining 49%.
- Target Company will hold tissue product assets (toilet paper, paper towels, napkins, facial tissues) in the Included Regions, excluding certain countries.
Financial Impact
No financial terms disclosed in the filing; the deal structure, purchase price, and financial impact remain undisclosed.
Risk Factors
- Deal closure delayed if K-C reorganization is not completed in Q3 2026 as expected.
- No deal consideration disclosed — market cannot price the earnings accretion/dilution impact.
- Integration risk post-closing for expanded tissue operations across multiple regions.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001628280-26-038610 |
| Document: a20260528-suzano_materialf.htm | 0001628280-26-038610 |
| Document: 0001628280-26-038610-index-headers.html | 0001628280-26-038610 |
| Document: 0001628280-26-038610-index.html | 0001628280-26-038610 |
| Document: 0001628280-26-038610.txt | 0001628280-26-038610 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 28, 2026
12d ago
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6-K
| $8.26 $8.03 | ▼ −2.78% | ▼ −3.10% | $8.12 (−1.69%) |
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May 11, 2026
29d ago
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6-K
| $8.75 $8.37 | ▼ −4.34% | ▼ −4.42% | $8.12 (−7.20%) |
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May 7, 2026
4w ago
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6-K
| $8.87 $8.54 | ▼ −3.72% | ▼ −5.18% | $8.12 (−8.46%) |
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Apr 30, 2026
5w ago
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6-K
| $8.87 $8.74 | ▼ −1.47% | ▼ −3.19% | $8.12 (−8.46%) |
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Apr 29, 2026
5w ago
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6-K
| $8.87 $8.74 | ▲ +1.47% | ▲ +3.19% | $8.12 (+8.46%) |
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Apr 24, 2026
6w ago
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6-K
| $9.10 $8.55 | ▼ −6.04% | ▼ −6.44% | $8.12 (−10.77%) |
US Market Status
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