GAP

GAP INC

NYSE · Retail-Family Clothing Stores · Inc. DE · CIK 0000039911
$21.89 +0.14% $7.9B
Insider Selling Cluster (8 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits
Vol
Market Cap$7.9B
Cap SizeMid Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$3.9B
Inst. Activity37 buys / 13 sells
Insider Activity0B / 13S
Insider Net $-$19.5M
Reddit Sentiment50° Neutral
SEC Reports12
Exchange NYSE·Sector Retail-Family Clothing Stores·Inc. DE·CIK 0000039911·Prev Close $21.86

Recent Activity

Jun 9, 2026 short_volume
Short Volume: GAP — 55.2% short (1.2M / 2.2M)
Short: 1,188,050 | Exempt: 724 | TRF Vol: 2,151,314 | Short Ratio: 55.2% | Off-exchange volume (dark
Jun 8, 2026 Insider
FISHER JOHN J gifted 273,596 shares
10%+ Owner
Jun 5, 2026 SEC
Gap Inc. reported Q1 FY2026 adjusted diluted EPS of $0.38, slightly below the $0.39 consensus, on net sales of $3.50B (u
8-K — Impact 5/10
Apr 20, 2026 SEC
Two senior executives at Gap Inc.—the Chief Legal & Compliance Officer and the Chief Business & Strategy Officer—sold sh
CLUSTER — Impact 5/10
Apr 17, 2026 Insider
Gruber Julie acquired via exercise 5,302 shares
Chief Legal&Compliance Officer @ $13.93 ($73.9K)
Apr 17, 2026 Insider
Gruber Julie sold 5,302 shares
Chief Legal&Compliance Officer @ $27.00 ($143.2K)
Apr 13, 2026 SEC
Three corporate insiders at Gap Inc., including two C-suite executives and a 10% owner, sold shares in a coordinated 7-d
CLUSTER — Impact 7/10
Inst.
DZ BANK AG Deutsche — NEW
14,282,803 shares ($345.6M)

Price Targets

$27.55 +25.9% upside Strong Buy
Current $21.89 Low $20.00 Median $27.00 High $40.00 17 analysts
$20.00 $40.00

Analyst Ratings

Buy67% buy · 24 analysts
6Strong Buy
10Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 UBS MAINTAIN Buy → Buy
May 29, 2026 Jefferies MAINTAIN Buy → Buy
May 29, 2026 B of A Securities MAINTAIN Neutral → Neutral
May 29, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 29, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.49 ▼ -5.1% $0.46 — $0.50 -14% YoY 5
Next Q $0.82 ▲ +4.9% $0.79 — $0.84 33% YoY 5
Current FY $2.66 ▲ +6.6% $2.35 — $2.87 25% YoY 8
Next FY $2.65 ▲ +1.4% $2.50 — $2.85 -0% YoY 7

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$532.1M
DZ BANK AG Deutsche$345.6MNEW
DIMENSIONAL FUND ADVISORS LP$344.9M
AMERIPRISE FINANCIAL INC$293.3MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 8, 2026FISHER JOHNG$0.00
Apr 17, 2026Gruber JulieM$73.9K
Apr 17, 2026Gruber JulieSELL$143.2K
Apr 10, 2026Chan EricSELL$325.8K
Apr 8, 2026FISHER JOHNSELL$7.6M

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish
50 institutional holders with $3.9B total value (159,910,629 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, DZ. Net buying activity: 37 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.21,986,669$532.1M13.7%
3DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main14,282,803$345.6M8.9%NEW
4DIMENSIONAL FUND ADVISORS LP14,252,174$344.9M8.9%
5AMERIPRISE FINANCIAL INC12,118,674$293.3M7.6%ADD +39.3%
6VANGUARD PORTFOLIO MANAGEMENT LLC11,591,955$280.5M7.2%
7VANGUARD CAPITAL MANAGEMENT LLC10,669,299$258.2M6.7%
8STATE STREET CORP7,701,484$186.4M4.8%
9FMR LLC6,925,412$167.6M4.3%
10MORGAN STANLEY6,371,482$154.2M4.0%DOUBLED +142.7%
11VICTORY CAPITAL MANAGEMENT INC5,439,181$131.6M3.4%DOUBLED +141.2%
12FRANKLIN RESOURCES INC5,350,583$129.5M3.3%TRIM -34.8%
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,544,229$110.0M2.8%DOUBLED +120.8%
14TWO SIGMA INVESTMENTS, LP3,994,431$96.7M2.5%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,602,586$63.0M1.6%
16Allianz Asset Management GmbH2,590,750$62.7M1.6%ADD +78.9%
17MARSHALL WACE, LLP2,297,112$55.6M1.4%DOUBLED +1806.6%
18FIRST TRUST ADVISORS LP2,255,647$54.6M1.4%ADD +58.6%
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,139,198$51.8M1.3%NEW
20BANK OF AMERICA CORP /DE/1,774,085$42.9M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNEW14,282,803$345.6M2026-Q1
AMERIPRISE FINANCIAL INCADD8,702,19012,118,674+39.3%$293.3M2026-Q1
MORGAN STANLEYDOUBLED2,625,1656,371,482+142.7%$154.2M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED2,255,1995,439,181+141.2%$131.6M2026-Q1
FRANKLIN RESOURCES INCTRIM8,204,5215,350,583-34.8%$129.5M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED2,058,4104,544,229+120.8%$110.0M2026-Q1
Allianz Asset Management GmbHADD1,447,8222,590,750+78.9%$62.7M2026-Q1
MARSHALL WACE, LLPDOUBLED120,4802,297,112+1806.6%$55.6M2026-Q1
FIRST TRUST ADVISORS LPADD1,422,2032,255,647+58.6%$54.6M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW2,139,198$51.8M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW1,361,565$32.9M2026-Q1
Holocene Advisors, LPTRIM1,304,730599,927-54.0%$14.5M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM978,300504,500-48.4%$12.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM1,058,882439,282-58.5%$10.6M2026-Q1
DANSKE BANK A/SDOUBLED2,100422,975+20041.7%$10.2M2026-Q1
Mariner, LLCADD265,465390,334+47.0%$9.4M2026-Q1
Russell Investments Group, Ltd.DOUBLED72,239352,779+388.3%$8.5M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED48,123327,089+579.7%$8.1M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD177,596265,565+49.5%$6.4M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED38,045263,014+591.3%$6.4M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD127,647216,136+69.3%$5.2M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD146,351198,534+35.7%$4.8M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD150,960217,267+43.9%$4.7M2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED76,938189,743+146.6%$4.6M2026-Q1
HSBC HOLDINGS PLCTRIM307,364177,172-42.4%$4.3M2026-Q1
10 unique insiders with 50 transactions. Net insider value: -$19.5M ($0.00 bought, $19.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026FISHER JOHN J10%+ OwnerGIFT273,596
Apr 17, 2026Gruber JulieChief Legal&Compliance OfficerEXERCISE5,302$13.93$73.9K
Apr 17, 2026Gruber JulieChief Legal&Compliance OfficerSELL5,302$27.00$143.2K
Apr 10, 2026Chan Eric KayenChief Business & Strat OfficerSELL12,441$26.19$325.8K
Apr 8, 2026FISHER JOHN J10%+ OwnerSELL300,000$25.40$7.6M
Apr 6, 2026Thompson Amanda JChief People OfficerSELL23,212$25.14$583.4K
Apr 2, 2026FISHER ROBERT JDirectorGIFT150,000
Apr 2, 2026FISHER JOHN J10%+ OwnerGIFT56,870
Mar 23, 2026Gilligan SarahChief Sup Chn & Transform OfcrSELL69,912$25.00$1.7M
Mar 20, 2026Barbeito HoracioPresident & CEO, Old NavySELL113,684$24.01$2.7M
Mar 19, 2026Breitbard MarkPresident & CEO, Gap BrandSELL8,486$23.73$201.4K
Mar 19, 2026O'Connell KatrinaChief Financial OfficerSELL8,486$23.74$201.4K
Mar 18, 2026DICKSON RICHARDPresident & CEO, Gap Inc.TAX W/H23,965$23.85$571.6K
Mar 18, 2026Barbeito HoracioPresident & CEO, Old NavyTAX W/H11,535$23.85$275.1K
Mar 18, 2026Breitbard MarkPresident & CEO, Gap BrandTAX W/H8,789$23.85$209.6K
Mar 18, 2026Barbeito HoracioPresident & CEO, Old NavyEXERCISE27,147
Mar 18, 2026Breitbard MarkPresident & CEO, Gap BrandEXERCISE17,275
Mar 18, 2026DICKSON RICHARDPresident & CEO, Gap Inc.EXERCISE44,422
Mar 18, 2026Gilligan SarahChief Sup Chn & Transform OfcrEXERCISE7,404
Mar 18, 2026Gilligan SarahChief Sup Chn & Transform OfcrTAX W/H3,767$23.85$89.8K
Mar 18, 2026Gruber JulieChief Legal&Compliance OfficerTAX W/H4,189$23.85$99.9K
Mar 18, 2026O'Connell KatrinaChief Financial OfficerEXERCISE17,275
Mar 18, 2026Thompson Amanda JChief People OfficerEXERCISE7,897
Mar 18, 2026Gilligan SarahChief Sup Chn & Transform OfcrTAX W/H7,404
Mar 18, 2026O'Connell KatrinaChief Financial OfficerTAX W/H8,789$23.85$209.6K
Mar 18, 2026Thompson Amanda JChief People OfficerTAX W/H4,017$23.85$95.8K
Mar 18, 2026Gruber JulieChief Legal&Compliance OfficerEXERCISE8,633
Mar 18, 2026Breitbard MarkPresident & CEO, Gap BrandSELL11,899$24.21$288.1K
Mar 18, 2026O'Connell KatrinaChief Financial OfficerSELL11,503$24.21$278.5K
Mar 17, 2026Barbeito HoracioPresident & CEO, Old NavyTAX W/H15,097$23.34$352.4K
Mar 17, 2026Barbeito HoracioPresident & CEO, Old NavyEXERCISE35,529
Mar 17, 2026Breitbard MarkPresident & CEO, Gap BrandEXERCISE24,224
Mar 17, 2026Breitbard MarkPresident & CEO, Gap BrandSELL119,155$23.80$2.8M
Mar 17, 2026Chan Eric KayenChief Business & Strat OfficerTAX W/H6,953$23.34$162.3K
Mar 17, 2026Chan Eric KayenChief Business & Strat OfficerEXERCISE19,379
Mar 17, 2026DICKSON RICHARDPresident & CEO, Gap Inc.EXERCISE58,139
Mar 17, 2026O'Connell KatrinaChief Financial OfficerEXERCISE23,417
Mar 17, 2026O'Connell KatrinaChief Financial OfficerTAX W/H11,914$23.34$278.1K
Mar 17, 2026DICKSON RICHARDPresident & CEO, Gap Inc.TAX W/H31,365$23.34$732.1K
Mar 17, 2026Gilligan SarahChief Sup Chn & Transform OfcrEXERCISE11,304
Mar 17, 2026Gruber JulieChief Legal&Compliance OfficerSELL74,217$23.85$1.8M
Mar 17, 2026Gilligan SarahChief Sup Chn & Transform OfcrTAX W/H5,751$23.34$134.2K
Mar 17, 2026Gruber JulieChief Legal&Compliance OfficerTAX W/H6,984$23.34$163.0K
Mar 17, 2026Gruber JulieChief Legal&Compliance OfficerEXERCISE13,727
Mar 17, 2026Breitbard MarkPresident & CEO, Gap BrandTAX W/H12,325$23.34$287.7K
Mar 17, 2026O'Connell KatrinaChief Financial OfficerSELL34,258$24.00$822.2K
Mar 17, 2026O'Connell KatrinaChief Financial OfficerEXERCISE34,258
Mar 17, 2026Thompson Amanda JChief People OfficerEXERCISE11,627
Mar 17, 2026Thompson Amanda JChief People OfficerTAX W/H5,915$23.34$138.1K
Mar 16, 2026Gruber JulieChief Legal&Compliance OfficerAWARD136,605
12 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 3 mixed, 5 neutral. Avg impact: 5.0/10.
MIXED 8-K 5/10
Gap Inc. reported Q1 FY2026 adjusted diluted EPS of $0.38, slightly below the $0.39 consensus, on ne
Jun 5, 2026
BEARISH CLUSTER 5/10
Two senior executives at Gap Inc.—the Chief Legal & Compliance Officer and the Chief Business & Stra
Apr 20, 2026
BEARISH CLUSTER 7/10
Three corporate insiders at Gap Inc., including two C-suite executives and a 10% owner, sold shares
Apr 13, 2026
NEUTRAL DEFA14A 2/10
GAP Inc. has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting, whic
Mar 27, 2026
BEARISH CLUSTER 7/10
Multiple senior executives at Gap Inc., including the CEO of Old Navy, CFO, and Chief Supply Chain O
Mar 24, 2026
BEARISH CLUSTER 7/10
Multiple senior executives at Gap Inc., including the CEO and CFO, conducted open-market share sales
Mar 23, 2026
NEUTRAL CLUSTER 4/10
Multiple Gap Inc. executives, including the CFO and CEO of Gap Brand, sold shares in the open market
Mar 23, 2026
NEUTRAL CLUSTER 4/10
Multiple Gap Inc. executives, including the CEO of Gap Inc. and brand-level CEOs, exercised stock op
Mar 20, 2026
NEUTRAL CLUSTER 3/10
GAP Inc. insiders executed a cluster of transactions primarily tied to equity award vesting and tax
Mar 18, 2026
NEUTRAL CLUSTER 4/10
Multiple C-suite executives at Gap Inc. conducted open-market share sales and derivative exercises i
Mar 17, 2026
MIXED 8-K 6/10
Gap Inc. reported flat 2% year-over-year revenue growth for Q4 and full-year fiscal 2025, with mixed
Mar 5, 2026
MIXED INST-CLUSTER 6/10
Institutional activity in GAP Inc. (GAP) during 2025-Q4 shows a mixed signal: three major institutio
Feb 28, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 24 analysts: 6 strong buy, 10 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$27.55 mean target +25.9% upside Strong Buy (1.95)
$20.00 Low $40.00 High
MetricValue
Current Price$21.89
Target Low$20.00
Target Mean$27.55
Target Median$27.00
Target High$40.00
# Analysts17
RecommendationStrong Buy (1.95)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.49 $0.46 $0.50 -14.1% -5.1% 1↑ 3↓ $3.7B -0.6% 5
Next Q
2026-10-31
$0.82 $0.79 $0.84 33.1% +4.9% 3↑ 1↓ $4.0B 1.6% 5
Current FY
2027-01-31
$2.66 $2.35 $2.87 24.7% +6.6% 5↑ 0↓ $15.6B 1.6% 8
Next FY
2028-01-31
$2.65 $2.50 $2.85 -0.1% +1.4% 1↑ 2↓ $16.1B 2.9% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.490
7d ago$0.519-0.029
30d ago$0.516-0.026
60d ago$0.516-0.026
90d ago$0.606-0.116
13 analyst firms have rated this stock: 4 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 UBS MAINTAIN Buy Buy
May 29, 2026 Jefferies MAINTAIN Buy Buy
May 29, 2026 B of A Securities MAINTAIN Neutral Neutral
May 29, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 29, 2026 Barclays MAINTAIN Overweight Overweight
May 29, 2026 JP Morgan DOWNGRADE Overweight Neutral
May 29, 2026 Goldman Sachs MAINTAIN Buy Buy
May 29, 2026 Evercore ISI Group DOWNGRADE Outperform In-Line
May 29, 2026 BTIG REITERATE Buy Buy
May 20, 2026 BTIG MAINTAIN Buy Buy
May 18, 2026 TD Cowen MAINTAIN Buy Buy
Mar 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 6, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 2, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Jan 30, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 8, 2026 UBS UPGRADE Neutral Buy
Dec 17, 2025 Telsey Advisory Group UPGRADE Market Perform Outperform
Dec 17, 2025 Baird UPGRADE Neutral Outperform
Dec 16, 2025 Wells Fargo UPGRADE Equal-Weight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661080067%
May 1, 202661170071%
Apr 1, 202661170071%
Mar 1, 202651180067%
Feb 1, 202651180067%
Jan 1, 202651090063%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 19, 2026140° Cool011
May 19, 2026140° Cool011
Feb 26, 2026160° Warm101
Feb 23, 2026160° Warm101
Jun 9, 2026
short_volume
Short Volume: GAP — 55.2% short (1.2M / 2.2M)
Short: 1,188,050 | Exempt: 724 | TRF Vol: 2,151,314 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
earnings_calendar
GAP Q1 2027 Earnings Scheduled — 2026-05-27
May 18, 2026
short_volume
Short Volume: GAP — 56.7% short (1.3M / 2.3M)
Short: 1,322,375 | Exempt: 4,499 | TRF Vol: 2,331,628 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: GAP — 10.1M shares, 107,998 trades
Week starting 2026-05-18. Total ATS volume: 10,096,276 shares across 107,998 trades.
May 11, 2026
short_volume
Short Volume: GAP — 58.0% short (3.2M / 5.5M)
Short: 3,160,796 | Exempt: 1,100 | TRF Vol: 5,452,541 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: GAP — 10.1M shares, 113,411 trades
Week starting 2026-05-11. Total ATS volume: 10,088,627 shares across 113,411 trades.
May 7, 2026
short_volume
Short Volume: GAP — 64.4% short (1.2M / 1.9M)
Short: 1,209,413 | Exempt: 708 | TRF Vol: 1,877,216 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: GAP — 66.5% short (1.0M / 1.5M)
Short: 1,029,269 | Exempt: 0 | TRF Vol: 1,548,286 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: GAP — 7.3M shares, 98,942 trades
Week starting 2026-05-04. Total ATS volume: 7,282,475 shares across 98,942 trades.
May 4, 2026
short_volume
Short Volume: GAP — 57.1% short (1.5M / 2.7M)
Short: 1,513,216 | Exempt: 8,545 | TRF Vol: 2,652,115 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: GAP — 62.2% short (1.1M / 1.8M)
Short: 1,123,097 | Exempt: 0 | TRF Vol: 1,805,108 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_interest
FTD: GAP — 336,305 shares ($8.3M) failed to deliver
Settlement: 20260501, Price: $24.59, FTD Value: $8,269,739.95, GAP INC (THE)
Apr 30, 2026
short_volume
Short Volume: GAP — 61.3% short (0.8M / 1.3M)
Short: 796,738 | Exempt: 1,922 | TRF Vol: 1,299,380 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: GAP — 65.7% short (1.2M / 1.9M)
Short: 1,216,210 | Exempt: 21,162 | TRF Vol: 1,850,089 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_interest
FTD: GAP — 209,866 shares ($5.3M) failed to deliver
Settlement: 20260428, Price: $25.13, FTD Value: $5,273,932.58, GAP INC (THE)