Cosan (NYSE:CSAN) Reaches New 12-Month Low – What’s Next?

Posted by Francis Steltz on Aug 12th, 2026

Cosan S.A. Sponsored ADR (NYSE:CSAN – Get Free Report)’s share price reached a new 52-week low during trading on Wednesday . The company traded as low as $2.52 and last traded at $2.52, with a volume of 464806 shares. The stock had previously closed at $2.58.

Analyst Ratings Changes

CSAN has been the subject of several recent analyst reports. Citigroup raised Cosan to a “hold” rating in a report on Monday, June 29th. Jefferies Financial Group lowered shares of Cosan to a “hold” rating in a research report on Tuesday, May 26th. Zacks Research upgraded shares of Cosan to a “hold” rating in a research note on Thursday, June 18th. HSBC lowered shares of Cosan from a “hold” rating to a “reduce” rating and decreased their price target for the company from $5.00 to $3.20 in a research note on Tuesday, May 26th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Cosan in a report on Tuesday, June 9th. Four equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus target price of $3.85.

Get Our Latest Report on Cosan

Cosan Trading Down 1.9%

The company has a debt-to-equity ratio of 2.12, a quick ratio of 1.76 and a current ratio of 1.87. The stock has a market capitalization of $2.51 billion, a price-to-earnings ratio of -1.03 and a beta of 0.70. The business has a fifty day simple moving average of $2.92 and a 200 day simple moving average of $3.75.

Insider Activity

In related news, Director Rubens Ometto Silveira Mello sold 77,640 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $3.44, for a total value of $267,081.60. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Marcelo Eduardo Martins purchased 2,441,528 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $5.14 per share, for a total transaction of $12,549,453.92. Following the completion of the transaction, the chief executive officer owned 4,890,286 shares of the company’s stock, valued at $25,136,070.04. This trade represents a 99.70% increase in their position. The disclosure for this purchase is available in the SEC filing.

Institutional Investors Weigh In On Cosan

Hedge funds and other institutional investors have recently made changes to their positions in the business. Verus Capital Partners LLC boosted its stake in shares of Cosan by 20.0% in the fourth quarter. Verus Capital Partners LLC now owns 18,000 shares of the company’s stock valued at $71,000 after buying an additional 3,000 shares during the period. Jane Street Group LLC increased its stake in Cosan by 4.2% during the 2nd quarter. Jane Street Group LLC now owns 95,992 shares of the company’s stock worth $485,000 after acquiring an additional 3,866 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its holdings in Cosan by 40.5% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 14,753 shares of the company’s stock valued at $58,000 after acquiring an additional 4,255 shares in the last quarter. Russell Investments Group Ltd. raised its holdings in Cosan by 27.2% in the 3rd quarter. Russell Investments Group Ltd. now owns 27,416 shares of the company’s stock valued at $126,000 after acquiring an additional 5,856 shares in the last quarter. Finally, SG Americas Securities LLC lifted its position in shares of Cosan by 4.1% during the 1st quarter. SG Americas Securities LLC now owns 196,491 shares of the company’s stock valued at $810,000 after acquiring an additional 7,739 shares during the period.

About Cosan

(Get Free Report)

Cosan Limited (NYSE: CSAN) is a Brazilian diversified energy and logistics group focused on agribusiness, fuels, and infrastructure. Its core activities include the cultivation of sugarcane, production of ethanol and sugar, generation of bioelectricity from bagasse, and distribution of fuels under the Raízen joint venture with Shell. Through its subsidiary Moove, Cosan is a leading global producer of base oils and lubricants, while Comgás serves as one of Brazil’s largest natural gas distributors.

Founded in 1936 in the state of São Paulo, Cosan has grown through organic expansion and strategic acquisitions.