Mitsubishi UFJ Trust & Banking Corp Has $17.40 Million Stake in Nucor Corporation $NUE

Posted by Alanna Baker on Jan 27th, 2026

Mitsubishi UFJ Trust & Banking Corp grew its position in Nucor Corporation (NYSE:NUE – Free Report) by 27.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 128,447 shares of the basic materials company’s stock after buying an additional 27,277 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned 0.06% of Nucor worth $17,396,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in NUE. IMA Advisory Services Inc. raised its position in Nucor by 51.4% during the second quarter. IMA Advisory Services Inc. now owns 221 shares of the basic materials company’s stock valued at $29,000 after purchasing an additional 75 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in shares of Nucor in the 2nd quarter valued at $39,000. Geneos Wealth Management Inc. increased its stake in shares of Nucor by 81.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 340 shares of the basic materials company’s stock valued at $41,000 after purchasing an additional 153 shares during the last quarter. Salomon & Ludwin LLC raised its holdings in shares of Nucor by 45.5% during the 3rd quarter. Salomon & Ludwin LLC now owns 320 shares of the basic materials company’s stock worth $44,000 after buying an additional 100 shares in the last quarter. Finally, Root Financial Partners LLC bought a new stake in shares of Nucor during the 3rd quarter worth $44,000. Institutional investors own 76.48% of the company’s stock.

Insider Activity

In other news, EVP Thomas J. Batterbee sold 2,000 shares of the company’s stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $165.28, for a total value of $330,560.00. Following the sale, the executive vice president directly owned 17,952 shares of the company’s stock, valued at approximately $2,967,106.56. This represents a 10.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Allen C. Behr sold 9,042 shares of Nucor stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $151.28, for a total transaction of $1,367,873.76. Following the transaction, the executive vice president directly owned 73,661 shares of the company’s stock, valued at $11,143,436.08. This represents a 10.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,995 shares of company stock worth $3,990,634 over the last quarter. Company insiders own 0.71% of the company’s stock.

Nucor Stock Performance

NYSE NUE opened at $177.61 on Tuesday. The company has a market capitalization of $40.65 billion, a price-to-earnings ratio of 24.95, a PEG ratio of 0.99 and a beta of 1.87. The company has a quick ratio of 1.51, a current ratio of 2.77 and a debt-to-equity ratio of 0.30. Nucor Corporation has a twelve month low of $97.59 and a twelve month high of $183.32. The stock has a fifty day simple moving average of $164.29 and a 200 day simple moving average of $149.78.

Nucor (NYSE:NUE – Get Free Report) last released its quarterly earnings results on Monday, January 26th. The basic materials company reported $1.73 EPS for the quarter, missing analysts’ consensus estimates of $1.91 by ($0.18). The company had revenue of $7.69 billion during the quarter, compared to the consensus estimate of $7.93 billion. Nucor had a net margin of 5.18% and a return on equity of 7.80%. The company’s quarterly revenue was up 8.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.22 EPS. Sell-side analysts expect that Nucor Corporation will post 7.64 EPS for the current year.

Nucor Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 11th. Shareholders of record on Wednesday, December 31st will be issued a dividend of $0.56 per share. This represents a $2.24 annualized dividend and a yield of 1.3%. The ex-dividend date is Wednesday, December 31st. This is a positive change from Nucor’s previous quarterly dividend of $0.55. Nucor’s dividend payout ratio (DPR) is 31.46%.

Key Nucor News

Here are the key news stories impacting Nucor this week:

Positive Sentiment: Quarterly year-over-year growth — Net sales rose ~8.6% and Nucor reported higher gross and operating profits and adjusted EPS of $1.73, showing underlying demand/volume gains versus a year ago. Nucor Reports Results for the Fourth Quarter of 2025
Positive Sentiment: Management signaled improvement for Q1 — Company commentary and analyst notes pointed to expected operating improvements in the coming quarter, which supports a near-term recovery thesis if margins firm. Nucor Stock Drops On Q4 Earnings Miss Despite Signaling Improvement In Q1
Positive Sentiment: Analyst upside thesis remains — Some analysts/coverage highlight mid‑to‑high‑single-digit to double‑digit upside based on completed investments and growth strategy, supporting medium-term bullish views. Nucor: 15% Upside Potential
Neutral Sentiment: Company released slides and the press release/slide deck for the quarter — useful for investors who want detail on segment performance, capital allocation and near-term outlook. Quarterly Press Release / Slide Deck
Negative Sentiment: Earnings and revenue missed consensus — Reported EPS (~$1.73 adjusted; $1.64 GAAP by some sources) and revenue ($7.69B) were below Street estimates, and cost pressures compressed margins — the proximate cause of the share decline. Nucor misses fourth-quarter estimates as costs drag on margins; shares fall Nucor (NUE) Misses Q4 Earnings Estimates
Negative Sentiment: Liquidity & insider activity — Cash levels fell and capex remained high; recent insider sales noted in filings may weigh on sentiment for some investors. QuiverQuant Q4 Summary & Insider Activity

Analyst Upgrades and Downgrades

Several brokerages have commented on NUE. Citigroup boosted their target price on Nucor from $150.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Morgan Stanley reissued an “equal weight” rating and issued a $180.00 price objective (up previously from $165.00) on shares of Nucor in a research note on Friday, January 9th. Wells Fargo & Company set a $176.00 target price on shares of Nucor in a research report on Thursday, December 18th. Weiss Ratings reiterated a “hold (c)” rating on shares of Nucor in a report on Monday, December 29th. Finally, BNP Paribas Exane increased their price target on Nucor from $165.00 to $185.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Nine investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $177.27.

Read Our Latest Report on Nucor

Nucor Profile

(Free Report)

Nucor Corporation (NYSE: NUE) is an American steel producer headquartered in Charlotte, North Carolina. The company is primarily engaged in the manufacture and sale of steel and steel products, operating a network of steel mills, recycling facilities and fabrication plants across the United States and North America. Nucor’s operations emphasize electric arc furnace steelmaking using recycled scrap metal, which supports a decentralized, mill-based production model focused on efficiency and flexibility.

Product offerings span a broad range of basic and value‑added steel items, including sheet, plate, merchant bar, structural beams, reinforcing bar, tubing, fasteners and fabricated components.