GAP (NYSE:GAP) Issues FY 2026 Earnings Guidance

GAP (NYSE:GAP) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.200-2.350 for the period, compared to the consensus EPS estimate of 2.150. The company issued revenue guidance of $15.7 billion-$15.9 billion, compared to the consensus revenue estimate of $15.4 billion. GAP also updated its Q1 2026 guidance to EPS.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on GAP shares. Barclays reiterated an “overweight” rating on shares of GAP in a research report on Tuesday, January 6th. Wells Fargo & Company set a $30.00 price objective on shares of GAP and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Evercore increased their price target on GAP from $25.00 to $28.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Robert W. Baird set a $33.00 price objective on GAP and gave the company an “outperform” rating in a report on Wednesday, December 17th. Finally, Zacks Research cut shares of GAP from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, GAP presently has a consensus rating of “Moderate Buy” and a consensus price target of $30.54.

GAP Stock Down 2.1%

Shares of GAP stock traded down $0.59 during mid-day trading on Thursday, hitting $27.15. 15,862,642 shares of the stock traded hands, compared to its average volume of 7,370,527. The stock’s fifty day moving average is $27.31 and its two-hundred day moving average is $24.89. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.72 and a quick ratio of 0.97. GAP has a 52-week low of $16.99 and a 52-week high of $29.36. The stock has a market cap of $10.10 billion, a P/E ratio of 12.12, a P/E/G ratio of 2.80 and a beta of 2.29.

GAP (NYSE:GAP) last posted its earnings results on Thursday, March 5th. The company reported $0.45 EPS for the quarter, meeting analysts’ consensus estimates of $0.45. GAP had a net margin of 5.57% and a return on equity of 24.91%. The company had revenue of $4.24 billion during the quarter, compared to analysts’ expectations of $4.24 billion. GAP has set its FY 2026 guidance at 2.200-2.350 EPS. Equities analysts predict that GAP will post 2.02 EPS for the current year.

GAP Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 29th. Investors of record on Wednesday, April 8th will be given a dividend of $0.175 per share. The ex-dividend date of this dividend is Wednesday, April 8th. This represents a $0.70 annualized dividend and a yield of 2.6%. This is an increase from GAP’s previous quarterly dividend of $0.17. GAP’s dividend payout ratio is currently 31.25%.

Insider Buying and Selling

In other GAP news, Director William Sydney Fisher sold 11,140 shares of GAP stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $26.81, for a total transaction of $298,663.40. Following the completion of the sale, the director owned 2,753,453 shares of the company’s stock, valued at approximately $73,820,074.93. The trade was a 0.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder John J. Fisher sold 3,971 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $27.04, for a total value of $107,375.84. Following the sale, the insider owned 746,781 shares in the company, valued at approximately $20,192,958.24. The trade was a 0.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 133,971 shares of company stock worth $3,629,264 in the last three months. Corporate insiders own 30.56% of the company’s stock.

Institutional Investors Weigh In On GAP

Large investors have recently bought and sold shares of the company. Amundi acquired a new stake in GAP during the first quarter valued at $259,000. EverSource Wealth Advisors LLC boosted its stake in shares of GAP by 177.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 7,016 shares of the company’s stock worth $153,000 after acquiring an additional 4,483 shares in the last quarter. Jump Financial LLC acquired a new stake in shares of GAP during the 2nd quarter valued at about $612,000. California State Teachers Retirement System increased its stake in shares of GAP by 0.8% in the 2nd quarter. California State Teachers Retirement System now owns 226,506 shares of the company’s stock valued at $4,940,000 after purchasing an additional 1,703 shares in the last quarter. Finally, Ameriprise Financial Inc. increased its stake in shares of GAP by 42.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 4,407,809 shares of the company’s stock valued at $96,134,000 after purchasing an additional 1,318,322 shares in the last quarter. Hedge funds and other institutional investors own 58.81% of the company’s stock.

GAP Company Profile

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.