Suzano S.A.'s SEC filings document its status as a Brazilian foreign private issuer with American depositary shares listed on the NYSE and ordinary shares traded on B3. Annual Form 20-F reporting and Form 6-K current reports cover consolidated pulp, paper and packaging results, IFRS financial statements, operating metrics, debt, leverage, cash generation and risk disclosures for an integrated forestry-based producer.
The filing record also includes bylaws, board and shareholder meeting minutes, dividend notices, financing disclosures involving rural product notes and debentures, and governance materials tied to the company's authorized-capital structure and Novo Mercado listing obligations. These documents provide formal disclosure on capital structure, shareholder approvals, corporate governance and material operating updates.
Suzano S.A. reported unaudited Q1 2026 net sales of R$10.97 billion, slightly below the R$11.55 billion posted a year earlier, as both pulp and paper revenues softened. Gross profit declined to R$3.16 billion from R$3.82 billion amid higher depreciation and cost pressures.
Despite weaker operating profit, Suzano recorded strong financial gains from derivatives and foreign‑exchange movements, driving net income to R$4.31 billion versus R$6.35 billion in Q1 2025. Basic earnings per share were R$3.48. Operating cash flow reached R$2.90 billion, funding heavy spending on forests and capex.
At March 31, 2026, total assets were R$165.8 billion and total equity R$48.2 billion, with loans, financing and debentures of R$90.74 billion. The company highlights a strong cash and marketable securities position of about R$22.7 billion and continued use of hedging to manage currency and interest‑rate risk.
Suzano reiterates its planned acquisition of a 51% stake in a global tissue business carved out from Kimberly‑Clark for US$1.734 billion, covering 22 plants in 14 countries, expected to close by mid‑2026. Management also notes no material operational impacts from the Middle East crisis and no significant cybersecurity incidents in the quarter.
Suzano S.A. furnished its corporate bylaws, detailing its purpose, capital structure and governance framework. The bylaws state share capital of BRL 24,269,281,424.63 divided into 1,264,117,615 common shares with no par value, and authorize further share issuance within a defined limit by the Board of Directors.
The document outlines board composition and duties, executive officer roles, audit bodies, dividend and reserve policies, and rules for tender offers when an investor reaches a 20% ownership threshold. It also requires certain disputes among shareholders, managers and the company to be resolved through arbitration at the Market Arbitration Chamber.
Suzano S.A. approved the distribution of additional dividends totaling R$5,627,858.70, equal to R$0.00455231 per share, out of net accumulated earnings for the fiscal year ended December 31, 2025.
The dividends will be paid in Brazilian currency by December 31, 2026 to shareholders of record at the end of the April 29, 2026 B3 trading session, with shares trading ex-dividend from April 30, 2026. Payment will follow banking details registered with Itaú Corretora for local shareholders and The Bank of New York Mellon procedures for ADR holders. The additional dividends may be subject to withholding income tax under Law No. 15,270/25 and other applicable rules.
Suzano S.A. held its annual and extraordinary shareholder meetings digitally, approving 2025 accounts, profit allocation, board elections and bylaw changes. Shareholders approved allocating R$670.4 million to the Legal Reserve, R$214.6 million to the Fiscal Incentives Reserve and R$10.13 billion to the Capital Increase Reserve.
Mandatory dividends of R$1.39 billion were approved, including R$1.38 billion already paid as interim dividends and R$5.63 million in additional dividends to be paid by December 31, 2026, based on holdings at April 29, 2026. The bylaws now set share capital at BRL 24.27 billion divided into 1,264,117,615 common shares and expand the corporate purpose to include mineral extraction, including basalt.
Shareholders fixed the Board of Directors at nine members, elected a single slate, confirmed four independent directors, installed a three-member Fiscal Council and approved up to R$136.28 million as total 2026 compensation for management and the Fiscal Council.
Suzano S.A. CEO Joao Alberto Fernandez de Abreu reported the conversion of restricted shares into common stock as part of equity compensation. On April 17, 2026, he converted 168.672 restricted shares into the same number of common shares on a one-for-one basis.
The reference price for the converted common shares was $47.53 per share, but the company notes this does not represent a market purchase by the CEO and reflects only a book-entry value. After these transactions, he holds 168,840.672 common shares and 232,651 restricted shares directly. The restricted stock carries a two-year vesting schedule, indicating this is routine compensation-related activity rather than open-market trading.
Suzano S.A. reports settlement of two new Brazilian real–denominated funding transactions. The company completed the 2nd issuance of rural product notes (CPR-Fs) totaling R$2,500,000,000.00, split into a first series maturing in 2036 and a second series maturing in 2038, with fixed interest of 7.0464% and 6.8338% per year, respectively, indexed to IPCA inflation. Suzano also settled the 12th issuance of simple unsecured debentures totaling R$179,000,000.00, maturing in 2041 with fixed interest of 6.1759% per year, also indexed to IPCA. The debentures benefit from tax incentives under Law 12,431, and both issuances used the automatic CVM public offering registration process. The company reiterates its focus on financial discipline and transparency.
Suzano S.A. Executive VP of Consumer Goods Luis Renato Costa Bueno reported compensation-related changes in cash-settled phantom shares tied to Suzano common shares. On March 30, 2026, he disposed of 5,085 and 16,137 phantom shares back to the issuer as previously granted awards vested and were settled in cash based on the market price of Suzano’s common shares.
On the same date, he received a new grant of 9,497 cash-settled phantom shares that vest on March 1, 2029, subject to conditions. After these transactions, he held 46,939 phantom shares, all referenced to the price of one Suzano common share and payable in cash upon vesting under the plan terms.
Suzano S.A. executive Fabio Almeida de Oliveira, VP of Paper and Packaging, reported compensation-related changes in cash-settled phantom shares. On March 30, 2026, he disposed of 4,231 and 13,962 phantom shares back to the issuer upon vesting of prior awards granted in 2022 and 2023, which were settled in cash based on the market price of Suzano common shares. On the same date, he received a new grant of 13,336 cash-settled phantom shares vesting on March 1, 2029. Following these transactions, he directly holds 40,401 phantom shares whose value is tied to Suzano’s common share price and will be settled in cash upon vesting.
Pinto Maria Luiza de Oliveira reported acquisition or exercise transactions in this Form 4 filing.
Suzano S.A. reported that executive Maria Luiza de Oliveira Pinto, VP of Sustainability, Communication & Brand, received a grant of 8,706 cash-settled phantom shares on March 30, 2026. These phantom shares track the price of one Suzano common share each and were granted at a price of $0.00 per unit.
The award vests on March 1, 2029, subject to specified conditions, and will be settled entirely in cash based on the market price of Suzano’s common shares at vesting. Following this award, she holds 8,706 phantom shares under the applicable plan.
Suzano S.A.’s VP of Finance and IR, Marcos Moreno Chagas Assumpcao, reported cash-settled phantom share activity. On 03/30/2026, 9,304 phantom shares granted on 03/01/2023 vested and were disposed to the issuer, with value settled in cash based on the market price of Suzano common shares under the applicable plan.
On the same date, he received a new grant of 9,497 cash-settled phantom shares, vesting on 03/01/2029, whose value is tied to one Suzano common share and will be settled in cash upon vesting. Following these transactions, he holds 56,412 phantom shares.