Nucor (NYSE:NUE) Releases Earnings Results, Beats Estimates By $0.38 EPS

Nucor (NYSE:NUE) released its earnings results on Monday. The basic materials company reported $4.84 earnings per share for the quarter, beating the consensus estimate of $4.46 by $0.38, FiscalAI reports. Nucor had a return on equity of 12.88% and a net margin of 7.99%.The firm had revenue of $10.40 billion for the quarter, compared to the consensus estimate of $10.15 billion. During the same quarter in the previous year, the company posted $2.60 EPS. The company’s revenue for the quarter was up 23.0% compared to the same quarter last year.

Nucor Trading Up 7.1%

Shares of NUE opened at $265.51 on Wednesday. Nucor has a 1-year low of $131.32 and a 1-year high of $270.90. The company has a 50-day moving average of $241.21 and a 200 day moving average of $205.69. The firm has a market capitalization of $60.47 billion, a price-to-earnings ratio of 21.17, a PEG ratio of 0.57 and a beta of 1.91. The company has a debt-to-equity ratio of 0.30, a current ratio of 2.90 and a quick ratio of 1.55.

Nucor Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Tuesday, June 30th will be paid a $0.56 dividend. This represents a $2.24 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 30th. Nucor’s dividend payout ratio (DPR) is currently 17.86%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on NUE shares. BNP Paribas Exane raised their price target on Nucor from $210.00 to $248.00 and gave the stock an “outperform” rating in a research report on Monday, May 4th. JPMorgan Chase & Co. increased their target price on shares of Nucor from $240.00 to $282.00 and gave the company an “overweight” rating in a research note on Wednesday, June 10th. Seaport Research Partners raised their target price on shares of Nucor from $245.00 to $285.00 and gave the stock a “buy” rating in a report on Wednesday, June 10th. Weiss Ratings raised shares of Nucor from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, May 14th. Finally, Bank of America cut their price target on shares of Nucor from $290.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 9th. Twelve analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $268.77.

Insiders Place Their Bets

In other Nucor news, EVP Daniel R. Needham sold 12,888 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $226.00, for a total value of $2,912,688.00. Following the transaction, the executive vice president directly owned 89,724 shares in the company, valued at $20,277,624. This represents a 12.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Noah C. Hanners sold 6,472 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $226.50, for a total transaction of $1,465,908.00. Following the transaction, the executive vice president directly owned 50,377 shares in the company, valued at approximately $11,410,390.50. This trade represents a 11.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 82,378 shares of company stock worth $18,963,930. 0.62% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Stance Capital LLC bought a new position in shares of Nucor during the 3rd quarter worth $25,000. Strive Financial Group LLC bought a new stake in shares of Nucor in the fourth quarter valued at about $27,000. Mcguire Capital Advisors Inc. purchased a new stake in Nucor in the fourth quarter worth about $32,000. Geneos Wealth Management Inc. lifted its stake in Nucor by 81.8% in the first quarter. Geneos Wealth Management Inc. now owns 340 shares of the basic materials company’s stock worth $41,000 after acquiring an additional 153 shares during the period. Finally, DV Equities LLC bought a new position in Nucor during the 4th quarter worth about $52,000. 76.48% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Nucor

Here are the key news stories impacting Nucor this week:

• Positive Sentiment: Quarterly earnings and revenue exceeded expectations. Nucor reported adjusted EPS of $4.84, above the roughly $4.46–$4.57 analyst estimates, while revenue reached $10.40 billion versus expectations of $10.15 billion. Adjusted earnings rose sharply from $2.60 per share a year earlier, and revenue increased 23%. Nucor Reports Results for the Second Quarter of 2026
• Positive Sentiment: Steel-market fundamentals improved. Record steel mill shipments, stronger average selling prices, and resilient demand drove the earnings increase. Management credited favorable market conditions and aggressive tariffs with helping support domestic steel pricing. Nucor posts record steel shipments on higher pricing, strong demand
• Positive Sentiment: Outlook and shareholder returns were favorable. Nucor expects higher consolidated reported earnings in the third quarter. The company returned approximately $479 million through dividends and share repurchases and reaffirmed its regular cash dividend. Nucor Corp Q2 2026 Earnings Call Highlights
• Neutral Sentiment: Estimates edged higher, but ratings remain cautious. Zacks Research raised its Q2 EPS estimate to $4.78 and its FY2026 estimate to $18.32, above the $17.53 consensus, but maintained a “Hold” rating. Nucor analyst estimates
• Negative Sentiment: Valuation and execution risks could limit further gains. UBS raised its price target to $256 but kept a neutral rating, placing the target below the current trading level. Nucor also cited increased imports and startup costs as ongoing challenges. UBS raises Nucor price target

About Nucor

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.