Suzano S.A. (SUZ) SEC Filings

Suzano S.A. (SUZ) executive Junior Walner Alves Cunha, VP Legal, Tax and Corp Affairs, reported his initial equity and equity-linked holdings. He directly holds 652 common shares, 61,305 performance restricted shares, and multiple grants of cash-settled phantom and performance phantom shares whose value references Suzano common shares and vests on various dates between 2026 and 2029, subject to performance and other conditions.

Suzano S.A. (SUZ) entered into an agreement with Imetame Group to acquire a 10% equity stake in Imetame Logística Porto S.A., which is developing a greenfield port project in Aracruz, Espírito Santo, Brazil. Suzano will contribute strategically located land it owns as consideration, and this contribution will not affect the operational or economic performance of its Aracruz industrial unit.

The port project foresees five specialized terminals covering containers, general cargo, dry bulk, liquid bulk and ship-to-ship operations. General cargo operations are expected to begin in early 2027 in a first phase. The container terminal, a joint venture with Hanseatic Global Terminals (the terminal division of Hapag-Lloyd, holding a 50% stake), is expected to start in mid‑2028 with an estimated capacity of about 1.2 million TEUs per year, 750 meters of quay length and 17 meters operational depth to receive large vessels.

The remaining terminals will be developed in subsequent phases. Suzano estimates this transaction will not be material to its capital structure or investment plan and states that no capex is planned in 2026 related to this stake. Suzano views the deal as aligned with its long-term value creation strategy and as a way to combine port logistics expertise with monetization of land assets, subject to customary closing conditions including regulatory approval.

Suzano S.A. (SUZ) has a new Schedule 13D reporting coordinated ownership among Suzano Holding S.A. (SH), members of the Feffer family, Alden Fundo de Investimento em Acoes and the “Fanny Parties.” Together, they may be deemed to beneficially own 607,747,376 common shares, about 48.1% of Suzano’s outstanding shares as of June 30, 2026, creating a “group” solely for Section 13(d) purposes.

Control of Suzano remains with SH, David, Daniel, Jorge and Ruben Feffer and Alden, acting under a Voting Agreement. A 20‑year SH Corporate Reorganization gradually exchanges the Fanny Parties’ SH shares for Suzano shares held by SH, and the Fanny Parties are subject to a Lock-Up Agreement restricting sales. The filing states the Fanny Parties do not exercise or share control of Suzano and are not controlling shareholders under Brazilian law.

Suzano S.A. (SUZ) reports a broad reorganization of its Statutory and Non-Statutory Executive Vice Presidencies approved by the Board of Directors on August 12, 2026. The Board accepted the resignation of Mr. Aires Galhardo from the role of Statutory Executive Vice President of Pulp Operations, Engineering, Energy, DigitalTech and New Businesses and elected Mr. Carlos Aníbal Fernandes de Almeida Júnior as Statutory Executive Vice President of Pulp Operations, Engineering, Energy, Supply Chain and FuturaGene, with a unified term through the first Board meeting after the Annual Shareholders’ Meeting that approves the accounts for the fiscal year ending December 31, 2026. The roles of Statutory Executive Vice President of Finance and Investor Relations and Statutory Executive Vice President of DigitalTech were merged into a single position held by Mr. Marcos Moreno Chagas Assumpção. The Board also accepted resignations of two non-statutory executives, reassigned responsibilities for Consumer Goods and Strategy to Mr. Pablo Francisco Gimenez Machado, and appointed Mr. Walner Alves Cunha Júnior as Executive Vice President of Legal, Tax and Institutional Affairs, aligning their terms with the statutory executives.

Suzano S.A. (SUZ) reported that board member Gabriela Feffer Moll acquired 253,570 common shares on 2026-08-19 in an "other" type transaction related to a shareholders' agreement of Suzano Holding S.A. The shares were received without any purchase price or other consideration, bringing her direct holdings to 255,570 common shares.

Suzano S.A. (SUZ) reported Form 4 activity by director David Feffer reflecting internal restructurings rather than market trades. An entity associated with him, Suzano Holding S.A., cancelled 8,772,223 common shares in a capital reduction and now holds 358,840,106 Suzano shares, over which he continues to share voting and dispositive power. Separately, he received 554,210 common shares directly under a shareholders' agreement, bringing his direct holdings to 54,077,080 shares. The footnotes state that no purchase price was paid and that he did not purchase or sell any shares in these transactions.

Suzano S.A. (SUZ) director Daniel Feffer reported restructuring-related changes in his holdings. An entity associated with him, Suzano Holding S.A., had 8,772,223 common shares of Suzano S.A. cancelled in connection with a capital reduction, leaving Suzano Holding S.A. with 358,840,106 common shares over which he continues to share voting and dispositive power. Separately, he received 408,863 common shares directly under a shareholders' agreement, resulting in 48,486,168 common shares held directly. The footnotes state no purchase or sale occurred and no consideration was paid for these transfers.

Suzano S.A. (SUZ) reports that the provisions of its Shareholders’ Agreement, originally entered into on December 19, 2025 between Suzano Holding S.A. and shareholders comprising the Fanny Group, have become effective as of August 20, 2026.

The effectiveness follows completion of the first capital reduction of Suzano Holding S.A. and the consequent receipt by the Fanny Group of shares issued by Suzano, satisfying the agreement’s stated condition. The full agreement is available on Suzano’s investor relations website and on the websites of the CVM and B3, in line with applicable legislation.

Suzano S.A. reports second-quarter 2026 results marked by higher prices and volumes and stronger cash generation. Adjusted EBITDA reached R$4.7 billion, compared with R$4.6 billion in 1Q26 and R$6.1 billion in 2Q25, while operating cash generation was R$2.9 billion, versus R$2.5 billion and R$4.1 billion in the same periods. Adjusted free cash flow was R$3.3 billion, significantly above R$0.6 billion in 1Q26 and R$2.6 billion in 2Q25.

Total sales volume was 2.9 million tons, with pulp sales of 340 thousand tons and paper and packaging (excluding consumer goods) supported by higher volumes and pricing in Brazilian operations, though U.S. operations were affected by scheduled maintenance and oil-related input costs. Pulp cash cost excluding downtimes rose to R$843 per ton. Liquidity stood at US$12.8 billion, and net debt increased to US$6.9 billion, taking leverage to 3.4x Net Debt/LTM Adjusted EBITDA. A cash settlement of US$1.3 billion closed on July 1, 2026, with net debt at closing of about US$1.0 billion. A sizable FX and commodity hedging portfolio is in place to mitigate oil and currency volatility, and management reiterates 2026 cash cost guidance of R$800 per ton excluding downtimes.