GAP

GAP INC

NYSE · Retail-Family Clothing Stores · Inc. DE · CIK 0000039911
$21.66 +1.74% $7.7B
Insider Selling Cluster (8 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$7.7B
Cap SizeMid Cap
Analyst ConsensusBuy (67%)
Inst. Holders9 funds
Inst. Value$1.3B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 11S
Insider Net $-$17.0M
Reddit Sentiment50° Neutral
SEC Reports12
Exchange NYSE·Sector Retail-Family Clothing Stores·Inc. DE·CIK 0000039911·Prev Close $21.29

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 sold 273,596 shares
10%+ Owner @ $0.00 ($0.00)
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 sold 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.
FMR LLC — DOUBLED
9,172,862 shares ($234.8M)

Price Targets

$27.55 +27.2% upside Strong Buy
Current $21.66 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
VANGUARD GROUP INC$611.6M
FMR LLC$234.8MDOUBLED
TWO SIGMA INVESTMENTS, LP$122.5MADD
NORGES BANK$81.7MNEW
MORGAN STANLEY$67.2MTRIM

Recent Insider Trades

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

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 2 bullish 2 bearish
9 institutional holders with $1.3B total value (49,970,349 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, TWO. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC23,889,280$611.6M47.8%
2FMR LLC9,172,862$234.8M18.4%DOUBLED +115.9%
3TWO SIGMA INVESTMENTS, LP4,785,007$122.5M9.6%ADD +33.3%
4NORGES BANK3,191,024$81.7M6.4%NEW
5MORGAN STANLEY2,625,165$67.2M5.3%TRIM -30.0%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,483,434$63.6M5.0%NEW
7BANK OF AMERICA CORP /DE/2,311,645$59.2M4.6%ADD +86.7%
8RENAISSANCE TECHNOLOGIES LLC1,058,882$27.1M2.1%DOUBLED +166.4%
9WELLS FARGO & COMPANY/MN453,050$11.6M0.9%TRIM -26.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED4,248,7659,172,862+115.9%$234.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD3,588,9444,785,007+33.3%$122.5M2025-Q4
NORGES BANKNEW3,191,024$81.7M2025-Q4
DODGE & COXEXIT5,429,5260-100.0%$0.002025-Q4
Fund 1 Investments, LLCEXIT155,0000-100.0%$0.002025-Q4
FMR LLCADD3,309,3684,248,765+28.4%$90.9M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED1,614,6463,588,944+122.3%$76.8M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED478,7001,275,407+166.4%$27.3M2025-Q3
UBS Group AGTRIM3,861,5441,252,484-67.6%$26.8M2025-Q3
Fund 1 Investments, LLCNEAR_EXIT1,316,301155,000-88.2%$3.3M2025-Q3
NORGES BANKEXIT3,289,6200-100.0%$0.002025-Q3
DODGE & COXNEAR_EXIT28,734,7115,439,326-81.1%$118.6M2025-Q2
UBS Group AGADD3,003,1323,861,544+28.6%$84.2M2025-Q2
FMR LLCTRIM5,856,3413,309,368-43.5%$72.2M2025-Q2
NORGES BANKNEW3,289,620$71.7M2025-Q2
BANK OF AMERICA CORP /DE/ADD1,445,4322,698,849+86.7%$58.9M2025-Q2
MORGAN STANLEYTRIM3,232,1292,262,532-30.0%$49.3M2025-Q2
Fund 1 Investments, LLCNEW1,316,301$28.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW478,700$10.4M2025-Q2
WELLS FARGO & COMPANY/MNTRIM554,978408,272-26.4%$8.9M2025-Q2
FMR LLCTRIM8,440,9055,856,341-30.6%$120.7M2025-Q1
CITADEL ADVISORS LLCTRIM5,610,6714,089,131-27.1%$84.3M2025-Q1
MORGAN STANLEYTRIM4,757,6693,232,129-32.1%$66.6M2025-Q1
UBS Group AGADD2,155,4383,003,132+39.3%$61.9M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM2,594,0821,448,153-44.2%$29.8M2025-Q1
10 unique insiders with 11 transactions. Net insider value: -$17.0M ($0.00 bought, $17.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 8, 2026FISHER JOHN J10%+ OwnerG273,596$0.00$0.00
Apr 17, 2026Gruber JulieChief Legal&Compliance OfficerM5,302$13.93$73.9K
Apr 17, 2026Gruber JulieChief Legal&Compliance OfficerSELL5,302$27.00$143.2K
Apr 17, 2026Gruber JulieChief Legal&Compliance OfficerM5,302$0.00$0.00
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 JDirectorG150,000$0.00$0.00
Apr 2, 2026FISHER JOHN J10%+ OwnerG56,870$0.00$0.00
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, 2026O'Connell KatrinaChief Financial OfficerM17,275$0.00$0.00
Mar 18, 2026DICKSON RICHARDPresident & CEO, Gap Inc.F23,965$23.85$571.6K
Mar 18, 2026DICKSON RICHARDPresident & CEO, Gap Inc.M44,422$0.00$0.00
Mar 18, 2026Breitbard MarkPresident & CEO, Gap BrandM17,275$0.00$0.00
Mar 18, 2026Barbeito HoracioPresident & CEO, Old NavyF11,535$23.85$275.1K
Mar 18, 2026Barbeito HoracioPresident & CEO, Old NavyM27,147$0.00$0.00
Mar 18, 2026Breitbard MarkPresident & CEO, Gap BrandF8,789$23.85$209.6K
Mar 18, 2026Barbeito HoracioPresident & CEO, Old NavyM27,147$0.00$0.00
Mar 18, 2026Breitbard MarkPresident & CEO, Gap BrandM17,275$0.00$0.00
Mar 18, 2026DICKSON RICHARDPresident & CEO, Gap Inc.M44,422$0.00$0.00
Mar 18, 2026Gilligan SarahChief Sup Chn & Transform OfcrM7,404$0.00$0.00
Mar 18, 2026Gilligan SarahChief Sup Chn & Transform OfcrF3,767$23.85$89.8K
Mar 18, 2026Gruber JulieChief Legal&Compliance OfficerF4,189$23.85$99.9K
Mar 18, 2026O'Connell KatrinaChief Financial OfficerM17,275$0.00$0.00
Mar 18, 2026Thompson Amanda JChief People OfficerM7,897$0.00$0.00
Mar 18, 2026Gilligan SarahChief Sup Chn & Transform OfcrF7,404$0.00$0.00
Mar 18, 2026Gruber JulieChief Legal&Compliance OfficerM8,633$0.00$0.00
Mar 18, 2026O'Connell KatrinaChief Financial OfficerF8,789$23.85$209.6K
Mar 18, 2026Thompson Amanda JChief People OfficerF4,017$23.85$95.8K
Mar 18, 2026Thompson Amanda JChief People OfficerM7,897$0.00$0.00
Mar 18, 2026Gruber JulieChief Legal&Compliance OfficerM8,633$0.00$0.00
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 NavyF15,097$23.34$352.4K
Mar 17, 2026Barbeito HoracioPresident & CEO, Old NavyM35,529$0.00$0.00
Mar 17, 2026Barbeito HoracioPresident & CEO, Old NavyM35,529$0.00$0.00
Mar 17, 2026Chan Eric KayenChief Business & Strat OfficerM19,379$0.00$0.00
Mar 17, 2026DICKSON RICHARDPresident & CEO, Gap Inc.M58,139$0.00$0.00
Mar 17, 2026Breitbard MarkPresident & CEO, Gap BrandM24,224$0.00$0.00
Mar 17, 2026Breitbard MarkPresident & CEO, Gap BrandSELL119,155$23.80$2.8M
Mar 17, 2026Chan Eric KayenChief Business & Strat OfficerF6,953$23.34$162.3K
Mar 17, 2026Breitbard MarkPresident & CEO, Gap BrandM24,224$0.00$0.00
Mar 17, 2026Chan Eric KayenChief Business & Strat OfficerM19,379$0.00$0.00
Mar 17, 2026DICKSON RICHARDPresident & CEO, Gap Inc.M58,139$0.00$0.00
Mar 17, 2026Gilligan SarahChief Sup Chn & Transform OfcrM11,304$0.00$0.00
Mar 17, 2026O'Connell KatrinaChief Financial OfficerM23,417$0.00$0.00
Mar 17, 2026Thompson Amanda JChief People OfficerM11,627$0.00$0.00
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 +27.2% upside Strong Buy (1.95)
$20.00 Low $40.00 High
MetricValue
Current Price$21.66
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↑ 2↓ $3.7B -0.6% 5
Next Q
2026-10-31
$0.82 $0.79 $0.84 33.1% +4.9% 2↑ 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
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 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 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)