Suzano S.A. (SUZ) Suzano S.A. is a prominent global producer and seller of eucalyptus pulp and paper products, with operations extending internationally from its base in Brazil. Its core business is structured around distinct Pulp and Paper segments. The company's extensive product portfolio includes various types of paper, such as coated and uncoated printing and writing papers, paperboards, and tissue products. Additionally, Suzano supplies market and fluff pulps, along with lignin and its byproducts. Beyond these traditional offerings, Suzano maintains a diverse range of other ventures. These encompass the research, development, and production of biofuel, the operation of port terminals, and involvement in power generation and distribution. The company also engages in the commercialization of equipment, parts, paper, and computer materials. Its internal activities cover business office management, production packaging, and financial fundraising. A significant area of focus is innovation, with substantial investment in biotechnology research and development. This includes the entire lifecycle—from R&D to production, commercialization, and distribution—of wood-based textile fibers, yarns, and filaments derived from cellulose and microfibrillated cellulose. Furthermore, Suzano conducts research into new wood raw materials specifically for the textile industry. Founded in 1924, Suzano S.A. was formerly known as Suzano Papel e Celulose S.A. before adopting its current name in April 2019. The company's headquarters are located in Salvador, Brazil.
Sector: Paper Mills
Industry: Paper, Lumber & Forest Products
Suzano S.A. NYSE:SUZ Basic Materials · Paper, Lumber & Forest Products
Mkt Cap $10.64B
Div Yield 2.47%
AH Close $8.66 vs close AH Close $8.66 +0.23% vs close
Mkt Cap $10.64B
Div Yield 2.47%
All Press Release SEC Filings News
SEC Filing
SUZ: 6-K · other
Suzano S.A. announced that starting with its 3Q26 results, the Consumer Goods business will be reported as a separate operating segment, previously included within Paper & Packaging. The change follows the creation of Arbex, whose closing was disclosed in a Material Fact dated July 1, 2026.
The company is also adopting a new methodology for measuring pulp costs consumed by Consumer Goods for segment purposes, and published pro forma quarterly segment data for 1Q25 through 2Q26 on its IR site for comparability.
Suzano emphasized that these changes affect only supplementary segment disclosure and do not alter previously reported consolidated results, nor do they constitute guidance or a preview of results.
SEC 6-K • 4d ago AI analysis › SEC Filing
SUZ: 6-K · ownership disclosure
Suzano S.A. disclosed on October 15, 2026 that BlackRock acquired an aggregate position equal to 5.003% of the company's total common shares, comprising 62,366,570 common shares and 876,317 ADRs, totaling 63,242,887 shares.
BlackRock also holds 16,963 cash-settled derivatives referenced to Suzano common shares, roughly 0.001% of shares issued, and stated the stake is strictly for investment purposes with no intent to alter the company's control or management structure.
The disclosure, made under Article 12 of CVM Resolution 44, is a passive large-holder filing rather than an activist move, but crossing the 5% threshold signals meaningful institutional confidence in the pulp and paper producer.
SEC 6-K • 9d ago AI analysis › SEC Filing ⚠ 3
SUZ: 6-K · acquisition merger
Suzano has entered into an agreement with Imetame Group to acquire a 10% equity stake in Imetame Logística Porto S.A., the developer of a greenfield port complex under construction in Aracruz, Espírito Santo, Brazil. Suzano will pay for the stake by contributing strategically located land it already owns, and the company states the deal will not represent a material investment, with no capex planned for 2026 related to the stake.
The port hub will comprise five specialized terminals covering containers, general cargo, dry bulk, liquid bulk, and ship-to-ship operations. The container terminal is a joint venture in which Hanseatic Global Terminals, the terminal arm of Hapag-Lloyd, holds 50%, with approximately 1.2 million TEU of annual capacity, 750 meters of quay, and a 17-meter operational depth. General cargo operations are expected to begin in early 2027, with the container terminal starting in mid-2028.
Suzano frames the transaction as aligned with its long-term value creation strategy, combining its port logistics expertise with potential monetization of land assets. Closing remains subject to customary conditions precedent, including regulatory approval, so the stake carries development and timing risk rather than any immediate financial impact.
SEC 6-K • 1mo ago AI analysis › SEC Filing ⚠ 4
SUZ: SCHEDULE 13D · ownership disclosure
Suzano S.A. is the subject of a Schedule 13D that attaches the Feffer family's shareholder agreements, under which the attached shares compose or may compose the controlling group of the company.
The Voting Agreement obligates the David, Daniel, Jorge and Ruben Feffer shareholder groups and Suzano Holding to vote their attached shares as a block at company shareholders' meetings, with pre-meetings chaired by David Feffer and resolutions set by a majority of attached shares; it applies from the company's admission to the Novo Mercado.
A Stock Transfer Agreement executed on September 28, 2017 restricts transfers of the attached shares through rights of first offer and first refusal, prohibits transfers to competitors and public trading without unanimous shareholder consent, and runs in ten-year automatically renewing terms, with disputes arbitrated at the CAM/CCBC in São Paulo.
A Lock-Up Agreement extends these restrictions to shares delivered under the Max Group–SH Agreement and to shares subject to the Suzano Voting Agreement, pointing to an intra-family restructuring that redistributes the controlling stake while keeping the family block bound together.
SEC SCHEDULE 13D • 2mo ago AI analysis › SEC Filing ⚠ 3
SUZ: 6-K · leadership change
Suzano's board of directors, meeting on August 12, 2026, approved a broad executive reorganization, accepting the resignations of three executive vice presidents and electing successors for every affected role. Aires Galhardo stepped down as Statutory EVP of Pulp Operations, Engineering, Energy, DigitalTech and New Businesses, with Carlos Aníbal Fernandes de Almeida Júnior elected to lead Pulp Operations, Engineering, Energy, Supply Chain and FuturaGene; the Finance/Investor Relations and DigitalTech vice presidencies were merged into a single role held by Marcos Moreno Chagas Assumpção.
Separately, Caroline Carpenedo (Human Resources) and Luís Renato Costa Bueno (Consumer Goods and Corporate Relations) resigned. Pablo Francisco Gimenez Machado shifted from EVP of China Operations to EVP of Consumer Goods and Strategy, and Walner Alves Cunha Júnior was elected EVP of Legal, Tax and Corporate Affairs, with all new terms running until the first board meeting after the annual shareholders meeting that approves the fiscal 2026 accounts.
The reshuffle consolidates functions under CEO João Alberto Fernandez de Abreu's leadership; with named successors in every seat, execution risk appears limited, though investors may watch the expanded combined finance-and-DigitalTech mandate for changes in how the company communicates capital allocation.
SEC 6-K • 2mo ago AI analysis › SEC Filing ⚠ 2
SUZ: 6-K · material agreement
Suzano S.A. announced on August 20, 2026 that the provisions of its Shareholders' Agreement, entered into on December 19, 2025 between Suzano Holding S.A. and the shareholders comprising the Fanny Group, have become effective.
The agreement took effect upon completion of the first capital reduction of Suzano Holding S.A., which resulted in the Fanny Group receiving shares issued directly by Suzano S.A., satisfying the condition set forth in the agreement.
The agreement is available on Suzano's investor relations website and on the CVM and B3 websites. The move formalizes the Fanny Group's direct ownership position in Suzano; the filing discloses no financial figures or dilution amounts, so near-term earnings impact is not quantified.
SEC 6-K • 2mo ago AI analysis › SEC Filing ⚠ 6
SUZ: 6-K · earnings release
Suzano furnished its 2Q26 earnings presentation via Form 6-K, reporting adjusted EBITDA of R$4.7 billion, up from R$4.6 billion in 1Q26 on higher prices and stronger volumes but well below the R$6.1 billion posted in 2Q25.
Cash generation was a bright spot, with adjusted free cash flow of R$3.3 billion and operating cash generation of R$2.9 billion, though pulp sales volumes of 2.9 million tons remained below the 3.3 million tons sold a year earlier.
Net debt rose to US$6.9 billion, lifting leverage to 3.4x LTM adjusted EBITDA in US dollars from 3.1x a year ago, while liquidity stood at US$12.8 billion alongside LTM adjusted EBITDA of US$12.8 billion.
Management said 2026 cash cost guidance of R$800/ton excluding downtimes remains on track and highlighted the July 1, 2026 acquisition closing with roughly US$1.0 billion of net debt at closing, with Arbex integration now focused on value creation.
SEC 6-K • 2mo ago AI analysis › SEC Filing ● Major ⚠ 6
SUZ: 6-K · earnings release
Suzano S.A. reported second-quarter 2026 results on August 12, 2026, with net revenue of R$11.59 billion (down 13% year over year, up 6% quarter over quarter) and Adjusted EBITDA of R$4.7 billion, down 23% versus 2Q25 but up 3% sequentially. Net income of R$1.81 billion fell 64% year over year.
Pulp sales volumes declined 11% year over year to 2,897 thousand tonnes, though the average export net price rose 8% to US$601 per tonne. Management cited BRL appreciation of 11% in the average exchange rate and higher cash costs tied to the Middle East conflict as key drags, while US$ net debt edged down 2% quarter over quarter to US$12.8 billion with leverage at 3.4x.
Adjusted free cash flow reached R$3.3 billion in the quarter (19.2% LTM FCF yield), and the release confirms Suzano closed the acquisition of a 51% stake in the international tissue joint venture with Kimberly-Clark on July 1, 2026, paying US$1.3 billion, with a sole-discretion call option to acquire the remaining 49% from the third anniversary of closing.
SEC 6-K • 2mo ago AI analysis › SEC Filing ● Major ⚠ 4
SUZ: 6-K · periodic report
Suzano's 6-K furnishes unaudited interim results for the six months ended June 30, 2026: net income fell to R$6.12 billion from R$11.36 billion a year earlier, with basic EPS of R$4.94 versus R$9.17. Second-quarter net income dropped to R$1.81 billion from R$5.01 billion, with the decline driven largely by a smaller net financial result of R$4.61 billion versus R$12.12 billion on lower derivative and foreign-exchange gains.
The balance sheet remains liquid, with cash and equivalents of R$16.65 billion against R$92.71 billion of loans, financing and debentures, and H1 operating cash flow of R$7.27 billion. SUZB3 common shares ended June at R$39.75, down from R$51.45 at year-end 2025, while the company continued buybacks, lifting treasury shares to 30.98 million.
As a subsequent event, Suzano completed the acquisition of 51% of Arbex, a global tissue business, on July 1, 2026, obtaining exclusive control plus a call option over the remaining 49% held by K-C at Suzano's sole discretion. Funding raised for the deal cut the cash consideration to US$1,293 million (R$6,693 million) from the initially agreed US$1,734 million, with preliminary goodwill of R$1,858 million; Arbex will be consolidated prospectively from July 1, 2026.
SEC 6-K • 2mo ago AI analysis › SEC Filing
SUZ: 6-K · leadership change
Suzano S.A. announced the resignation of Aires Galhardo as Executive Vice President of Pulp Industrial Operations, Engineering and Energy, effective August 28, 2026. The company's Board of Directors has appointed Carlos Aníbal Fernandes de Almeida Júnior to succeed him in this role.
Carlos Aníbal Fernandes de Almeida Júnior will continue to oversee Procurement, Certification Strategy, and the leadership of Futuragene while assuming the new industrial operations responsibilities. He has been with the company for over 23 years and previously led the Pulp Business Unit, Paper Business Unit, and Forestry Division.
SEC 6-K • 2mo ago AI analysis › Press Release ● Major
Introducing Arbex: a New Global Leader in Tissue and Hygiene
Kimberly-Clark and Suzano have officially launched Arbex, a $3.4 billion joint venture combining assets to create a new global leader in the tissue and hygiene sector.
The new independent entity assumes ownership of Kimberly-Clark’s International Family Care & Professional business, operating 22 manufacturing sites across 14 countries and managing major brands like Kleenex and Scott.
Arbex is headquartered in the Netherlands with an operational hub in London, and is led by CEO Ehab Abou-Oaf, formerly of Kimberly-Clark.
• 3mo ago AI analysis › SEC Filing ● Major ⚠ 1
SUZ: 6-K · acquisition merger
Suzano S.A. has completed the acquisition of a 51% equity interest in FamPro Tissue Holdings B.V., designated as Arbex, from Kimberly-Clark Corporation for a total consideration of USD 1.3 billion. The transaction was settled through Suzano's subsidiary, Suzano International Holding B.V., following the satisfaction of all conditions precedent in the Equity and Asset Purchase Agreement.
The joint venture will commence operations with total net debt of approximately USD 1.0 billion, which was raised in connection with the transaction. A Joint Venture Agreement has been executed to establish the governance and management structure, with Suzano holding controlling shareholder rights and appointing Walter Schalka as Chairman of the Board.
The leadership team for Arbex includes Ehab Abou-Oaf as Chief Executive Officer and Luís Bueno as Chief Operating Officer, alongside other executives from both Suzano and Kimberly-Clark. Suzano stated that the acquisition aligns with its long-term strategy of value-accretive growth and leveraging its competitive strengths in scalable businesses.
SEC 6-K • 3mo ago AI analysis › SEC Filing
SUZ: 6-K · amendment
Suzano S.A. announced a capital increase of approximately R$14.6 million through the capitalization of a tax incentive reserve granted by SUDENE. This accounting adjustment increases the company's share capital from R$24.27 billion to R$24.28 billion without issuing any new shares.
The Board of Directors unanimously approved the move and authorized the Executive Vice Presidency to implement the necessary acts. A proposal to amend the company's bylaws to reflect the new capital amount will be submitted to the next general shareholders' meeting.
Because no new shares are issued, there is no dilution to existing shareholders. This is a routine administrative filing reflecting the release of previously restricted tax incentive funds.
SEC 6-K • 4mo ago AI analysis › SEC Filing ⚠ 2
SUZ: 6-K · acquisition merger
Suzano S.A. announced that it has obtained all necessary antitrust regulatory approvals for its joint venture with Kimberly-Clark Corporation. This milestone clears a major condition precedent for the acquisition of a 51% equity interest in a new Dutch entity holding K-C's tissue assets outside North America.
The transaction remains subject to the completion of Kimberly-Clark’s corporate reorganization across multiple global regions. Suzano continues to expect the deal to close in the third quarter of 2026, maintaining its previously disclosed timeline.
The joint venture will hold assets related to the manufacturing and sale of tissue products, including toilet paper, paper towels, and napkins, in South America, Europe, Asia, and other included regions. Kimberly-Clark will retain the remaining 49% stake and keep its North American tissue assets.
SEC 6-K • 4mo ago AI analysis › SEC Filing
SUZ: 6-K · periodic report
Suzano S.A. has provided updated estimates for its net debt and leverage targets, which are expected to be US$11.0 billion and below 2.5x, respectively, over the fiscal years 2027 and 2028. These estimates are based on average exchange rates and are in line with the company's Debt Policy.
The company also disclosed its estimated pulp cash production costs for the second quarter of 2026, ranging between R$830 and R$840 per tonne, representing a 3% to 5% increase compared to the first quarter. For the full year 2026, the estimated cost is R$800 per tonne.
Suzano will update item 3 of the Reference Form within the deadline set by CVM Resolution 80/22, reaffirming its commitment to transparency with shareholders and the market.
SEC 6-K • 5mo ago AI analysis › Press Release
Suzano Connects an Area the Size of Over 200,000 Soccer Fields Through Ecological Corridors in Just Four Years
businesswire.com • 5mo ago Press Release
Suzano Sells 12.7 Million Tonnes of Pulp for the First Time in Its History
businesswire.com • 5mo ago Press Release
Suzano 2025 Annual Report on Form 20-F
businesswire.com • 5mo ago Recent SEC filings with analysis 
