Gerdau CEO Gustavo Werneck Buys 165,224 Shares

On June 12, 2026, Gerdau S.A.'s CEO and Board Member Gustavo Werneck purchased 165,224 shares of the company. He bought these shares at an average price of $4.73 each, totaling approximately $781,509.52. This insider transaction was not part of a pre-planned trading plan.

Insider Buying and Selling at Gerdau S.A.

Gustavo Werneck wasn't the only insider active in recent weeks. On June 2, 2026, Mauricio Metz sold 7,000 shares at $4.85 each, and on the same day, Chia Yuan Wang sold 30,935 shares at $4.49. Earlier, on May 26, Metz sold another 5,000 shares at $4.70, and Rafael Dorneles Japur sold 5,000 shares at $4.75 on May 22. Additionally, Officer Cesar Obino Da Rosa sold 8,000 shares at $4.60 on May 19.

Other Institutional Activity in Gerdau S.A.

In recent institutional activity, Acadian Asset Management LLC dramatically increased its stake by 12,442,816 shares, bringing its total to 13,040,903 shares valued at approximately $47.05 million. Goldman Sachs Group Inc. also boosted its position by 8,368,078 shares, totaling 10,994,119 shares worth about $39.69 million. On the other hand, Donald Smith & Co., Inc. slightly reduced its holdings by 71,005 shares, ending with 24,140,583 shares valued at $87.15 million. Meanwhile, Marshall Wace, LLP significantly cut its stake by 1,295,850 shares, leaving it with 586,600 shares valued at $2.12 million.

Gerdau S.A. Stock Up 1.7%

Shares of NYSE:GGB traded near $4.75 recently. Gerdau S.A. has a market capitalization of approximately $9.19 billion and a P/E ratio of 29.19, with a forward P/E of 8.23. The stock has a 52-week low of $2.80 and a high of $4.98. Its 50-day moving average is $4.51, and the 200-day moving average is $3.84. The company's current ratio is 2.76, and it has a debt-to-equity ratio of 29.02.

Recent Earnings

Gerdau S.A. reported revenues of about $69.20 billion, with a slight revenue decline of 3.8%. The company achieved a net margin of 2.37% and a return on equity of 3.07%. Gerdau's next earnings report is scheduled for August 4, 2026.

Dividend

Gerdau S.A. offers an annual dividend rate of $0.13, yielding 2.73% with a payout ratio of 74.2%.

Analysts Set New Price Targets

On April 29, 2026, UBS maintained its 'buy' rating on Gerdau S.A. with a price target of $5.25. Similarly, JP Morgan maintained a 'buy' rating with a target of $5.50 on April 13, 2026. The consensus among analysts is a 'buy' recommendation, with an average target price of $5.41 based on five opinions.

About Gerdau S.A.

Gerdau S.A. is a leading steel producer headquartered in São Paulo, Brazil. The company operates through various segments, including Brazil, North America, and South America. Gerdau offers a wide range of steel products such as rebars, bars, wires, and structural profiles. It also supplies special steel products to industries like automotive, construction, and energy. Established in 1901, Gerdau employs around 30,000 people.

Bottom Line

Gustavo Werneck's recent purchase of Gerdau shares signals his confidence in the company's future. While insider transactions can provide insights, they are backward-looking and just one piece of the puzzle investors consider. Gerdau's stock performance, institutional activity, and analyst ratings will continue to be closely watched.