CNM
Core & Main, Inc.
$52.18
+0.40%
$10.1B
No data for this timeframe.
Vol
Market Cap$10.1B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders8 funds
Inst. Value$2.3B
Inst. Activity1 buys / 2 sells
Insider Activity1B / 1S
Insider Net $$14.4K
SEC Reports4
Recent Activity
Jun 10, 2026
earnings_calendar
CNM Q1 2027 Earnings Scheduled — 2026-06-10
May 7, 2026
SEC
Core & Main, Inc. filed a DEFA14A (additional definitive proxy soliciting materials) on 2026-05-07. The actual document
DEFA14A — Impact 3/10
Apr 20, 2026
SEC
Stephen O. LeClair, a former director of Core & Main, Inc., filed a Form 144 to notify intent to sell up to 400,000 shar
144 — Impact 3/10
Apr 17, 2026
Insider
Bradbury Robyn L sold 5,000 shares
Chief Financial Officer @ $0.00 ($0.00)
Apr 17, 2026
Insider
Bradbury Robyn L sold 1,647 shares
Chief Financial Officer @ $51.94 ($85.5K)
Apr 17, 2026
Insider
Bradbury Robyn L sold 5,000 shares
Chief Financial Officer @ $0.00 ($0.00)
Apr 15, 2026
SEC
Stephen LeClair, a former director of Core & Main, Inc., filed a Form 144 to notify intent to sell up to 315,447 shares
144 — Impact 2/10
Inst.
NORGES BANK — NEW
2,083,218 shares ($108.3M)
Price Targets
$60.60
+15.1% upside
Buy
Current $52.65
Low $40.00
Median $63.00
High $75.00
15 analysts
$40.00
$75.00
Analyst Ratings
4Strong Buy
8Buy
5Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 25, 2026 | Deutsche Bank | MAINTAIN | Buy → Buy |
| Mar 25, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Jan 14, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.57 | $0.52 — $0.69 | 8% YoY | 5 |
| Next Q | $0.78 | $0.73 — $0.93 | 12% YoY | 5 |
| Current FY | $2.50 | $2.43 — $2.57 | 8% YoY | 5 |
| Next FY | $2.98 | $2.64 — $3.45 | 20% YoY | 5 |
Latest Reports
NEUTRAL
DEFA14A
3/10
Core & Main, Inc. filed a DEFA14A (additional definitive proxy soliciting materials) on 2026-05-07. The actual document
May 7, 2026
NEUTRAL
144
3/10
Stephen O. LeClair, a former director of Core & Main, Inc., filed a Form 144 to notify intent to sell up to 400,000 shar
Apr 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $914.6M | — |
| MORGAN STANLEY | $758.1M | ADD |
| FMR LLC | $330.2M | TRIM |
| NORGES BANK | $108.3M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $96.7M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 17, 2026 | Bradbury Robyn | C | $0.00 |
| Apr 17, 2026 | Bradbury Robyn | SELL | $85.5K |
| Apr 17, 2026 | Bradbury Robyn | J | $0.00 |
| Apr 17, 2026 | Bradbury Robyn | C | $0.00 |
| Apr 7, 2026 | Hope James | BUY | $100.0K |
8 institutional holders with $2.3B total value (43,478,546 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 17,598,217 | $914.6M | 40.5% | — |
| 2 | MORGAN STANLEY | 14,586,859 | $758.1M | 33.5% | ADD +49.1% |
| 3 | FMR LLC | 6,354,620 | $330.2M | 14.6% | TRIM -25.0% |
| 4 | NORGES BANK | 2,083,218 | $108.3M | 4.8% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,860,557 | $96.7M | 4.3% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 882,941 | $45.9M | 2.0% | TRIM -51.7% |
| 7 | WELLS FARGO & COMPANY/MN | 99,575 | $5.2M | 0.2% | TRIM -38.8% |
| 8 | Cullen Capital Management, LLC | 12,559 | $652.7K | 0.0% | TRIM -29.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,083,218 | — | $108.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,827,340 | 882,941 | -51.7% | $45.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 162,731 | 99,575 | -38.8% | $5.2M | 2025-Q4 |
| NORGES BANK | EXIT | 1,927,647 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 36,900 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 10,622,438 | 15,835,254 | +49.1% | $955.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,927,647 | — | $116.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 318,600 | 36,900 | -88.4% | $2.2M | 2025-Q2 |
| MORGAN STANLEY | ADD | 7,223,493 | 10,622,438 | +47.1% | $513.2M | 2025-Q1 |
| FMR LLC | TRIM | 9,055,993 | 6,789,379 | -25.0% | $328.0M | 2025-Q1 |
| UBS Group AG | ADD | 500,532 | 897,602 | +79.3% | $43.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 448,400 | 318,600 | -28.9% | $15.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 469,574 | 242,010 | -48.5% | $11.7M | 2025-Q1 |
| Cullen Capital Management, LLC | TRIM | 15,612 | 10,964 | -29.8% | $529.7K | 2025-Q1 |
| NORGES BANK | EXIT | 1,959,029 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 3,177,704 | 7,223,493 | +127.3% | $367.7M | 2024-Q4 |
| UBS Group AG | DOUBLED | 86,752 | 500,532 | +477.0% | $25.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 367,281 | 469,574 | +27.9% | $23.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 74,900 | 448,400 | +498.7% | $22.8M | 2024-Q4 |
| Cullen Capital Management, LLC | TRIM | 21,023 | 15,612 | -25.7% | $794.8K | 2024-Q4 |
| Duquesne Family Office LLC | EXIT | 475,195 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,544,525 | — | $68.6M | 2024-Q3 |
11 unique insiders with 2 transactions. Net insider value: $14.4K ($100.0K bought, $85.5K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | C | 5,000 | $0.00 | $0.00 |
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | SELL | 1,647 | $51.94 | $85.5K |
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | J | 5,000 | $0.00 | $0.00 |
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | C | 5,000 | $0.00 | $0.00 |
| Apr 7, 2026 | Hope James D | Director | BUY | 1,972 | $50.70 | $100.0K |
| Apr 1, 2026 | Hardwick M Susan | Director | A | 580 | $0.00 | $0.00 |
| Mar 12, 2026 | Harper Carla D | Senior VP, Human Resources | A | 2,463 | $0.00 | $0.00 |
| Mar 12, 2026 | HUEBERT MICHAEL G. | President | A | 10,500 | $0.00 | $0.00 |
| Mar 12, 2026 | Stephens John Weldon | Chief Accounting Officer | A | 936 | $0.00 | $0.00 |
| Mar 12, 2026 | Witkowski Mark R | Chief Executive Officer | A | 18,372 | $0.00 | $0.00 |
| Mar 12, 2026 | Witkowski Mark R | Chief Executive Officer | A | 131,382 | $0.00 | $0.00 |
| Mar 12, 2026 | Giles Jeffrey D | EVP, Corporate Development | A | 3,021 | $0.00 | $0.00 |
| Mar 12, 2026 | Giles Jeffrey D | EVP, Corporate Development | A | 21,585 | $0.00 | $0.00 |
| Mar 12, 2026 | Bradbury Robyn L | Chief Financial Officer | A | 4,824 | $0.00 | $0.00 |
| Mar 12, 2026 | Bradbury Robyn L | Chief Financial Officer | A | 34,488 | $0.00 | $0.00 |
| Mar 12, 2026 | Cowles Bradford A | President | A | 7,086 | $0.00 | $0.00 |
| Mar 12, 2026 | Cowles Bradford A | President | A | 50,676 | $0.00 | $0.00 |
| Mar 12, 2026 | Stephens John Weldon | Chief Accounting Officer | A | 6,684 | $0.00 | $0.00 |
| Mar 12, 2026 | HUEBERT MICHAEL G. | President | A | 37,539 | $0.00 | $0.00 |
| Mar 12, 2026 | Harper Carla D | Senior VP, Human Resources | A | 17,598 | $0.00 | $0.00 |
| Mar 11, 2026 | Harper Carla D | Senior VP, Human Resources | F | 89 | $49.16 | $4.4K |
| Mar 11, 2026 | HUEBERT MICHAEL G. | President | F | 447 | $49.16 | $22.0K |
| Mar 11, 2026 | Witkowski Mark R | Chief Executive Officer | F | 1,685 | $49.16 | $82.8K |
| Mar 11, 2026 | Stephens John Weldon | Chief Accounting Officer | F | 107 | $49.16 | $5.3K |
| Mar 11, 2026 | Whittenburg Mark G | General Counsel and Secretary | F | 331 | $49.16 | $16.3K |
| Mar 11, 2026 | Bradbury Robyn L | Chief Financial Officer | F | 404 | $49.16 | $19.9K |
| Mar 11, 2026 | Cowles Bradford A | President | F | 607 | $49.16 | $29.8K |
| Mar 10, 2026 | LeClair Stephen O | Executive Chair | F | 3,081 | $49.38 | $152.1K |
| Mar 10, 2026 | Harper Carla D | Senior VP, Human Resources | F | 189 | $49.38 | $9.3K |
| Mar 10, 2026 | Bradbury Robyn L | Chief Financial Officer | F | 205 | $49.38 | $10.1K |
| Mar 10, 2026 | Witkowski Mark R | Chief Executive Officer | F | 937 | $49.38 | $46.3K |
| Mar 10, 2026 | Cowles Bradford A | President | F | 741 | $49.38 | $36.6K |
| Mar 10, 2026 | Stephens John Weldon | Chief Accounting Officer | F | 198 | $49.38 | $9.8K |
| Mar 10, 2026 | Whittenburg Mark G | General Counsel and Secretary | F | 557 | $49.38 | $27.5K |
| Mar 9, 2026 | HUEBERT MICHAEL G. | President | F | 350 | $49.96 | $17.5K |
| Mar 9, 2026 | LeClair Stephen O | Executive Chair | F | 1,519 | $49.96 | $75.9K |
| Mar 9, 2026 | Harper Carla D | Senior VP, Human Resources | F | 77 | $49.96 | $3.8K |
| Mar 9, 2026 | Bradbury Robyn L | Chief Financial Officer | F | 270 | $49.96 | $13.5K |
| Mar 9, 2026 | Whittenburg Mark G | General Counsel and Secretary | F | 278 | $49.96 | $13.9K |
| Mar 9, 2026 | Witkowski Mark R | Chief Executive Officer | F | 478 | $49.96 | $23.9K |
| Mar 9, 2026 | Cowles Bradford A | President | F | 435 | $49.96 | $21.7K |
| Mar 9, 2026 | Stephens John Weldon | Chief Accounting Officer | F | 94 | $49.96 | $4.7K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 2.5/10.
NEUTRAL
DEFA14A
3/10
Core & Main, Inc. filed a DEFA14A (additional definitive proxy soliciting materials) on 2026-05-07.
May 7, 2026
NEUTRAL
144
3/10
Stephen O. LeClair, a former director of Core & Main, Inc., filed a Form 144 to notify intent to sel
Apr 20, 2026
NEUTRAL
144
2/10
Stephen LeClair, a former director of Core & Main, Inc., filed a Form 144 to notify intent to sell u
Apr 15, 2026
NEUTRAL
8-K
2/10
Core & Main, Inc. (CNM) amended its ABL Credit Agreement to extend the maturity date of its $1.25 bi
Apr 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 18 analysts: 4 strong buy, 8 buy, 5 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$60.60 mean target
+15.1% upside
Buy (2.00)
$40.00 Low
$75.00 High
| Metric | Value |
|---|---|
| Current Price | $52.65 |
| Target Low | $40.00 |
| Target Mean | $60.60 |
| Target Median | $63.00 |
| Target High | $75.00 |
| # Analysts | 15 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$0.57 | $0.52 | $0.69 | 7.7% | +0.0% | 0↑ 3↓ | $1.9B | -0.9% | 5 |
| Next Q 2026-07-31 |
$0.78 | $0.73 | $0.93 | 11.6% | +0.0% | 0↑ 4↓ | $2.1B | 2.4% | 5 |
| Current FY 2027-01-31 |
$2.50 | $2.43 | $2.57 | 7.7% | +0.0% | 1↑ 4↓ | $7.8B | 2.5% | 5 |
| Next FY 2028-01-31 |
$2.98 | $2.64 | $3.45 | 19.6% | +0.0% | 1↑ 2↓ | $8.2B | 4.5% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.566 | |
| 7d ago | $0.566 | |
| 30d ago | $0.566 | |
| 60d ago | $0.566 | |
| 90d ago | $0.573 | -0.007 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 25, 2026 | Deutsche Bank | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 8 | 5 | 1 | 0 | 67% | |
| May 1, 2026 | 4 | 9 | 5 | 1 | 0 | 68% | |
| Apr 1, 2026 | 4 | 9 | 5 | 1 | 0 | 68% | |
| Mar 1, 2026 | 4 | 9 | 5 | 1 | 0 | 68% | |
| Feb 1, 2026 | 4 | 9 | 5 | 1 | 0 | 68% | |
| Jan 1, 2026 | 4 | 9 | 5 | 1 | 0 | 68% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
CLNN, upcoming big gainer in the stock market?
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Jun 10, 2026
earnings_calendar
CNM Q1 2027 Earnings Scheduled — 2026-06-10
Jun 9, 2026
earnings_calendar
CNM Q1 2026 Earnings Before Market Open — 2026-06-09
Jun 5, 2026
short_volume
Short Volume: CNM — 62.8% short (0.6M / 0.9M)
Short: 584,667 | Exempt: 577 | TRF Vol: 930,347 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: CNM — 65.6% short (0.4M / 0.6M)
Short: 410,538 | Exempt: 38 | TRF Vol: 625,542 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: CNM — 58.4% short (0.4M / 0.7M)
Short: 398,909 | Exempt: 0 | TRF Vol: 682,561 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: CNM — 80.6% short (0.8M / 1.0M)
Short: 839,972 | Exempt: 0 | TRF Vol: 1,041,887 | Short Ratio: 80.6% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: CNM — 58.4% short (0.3M / 0.5M)
Short: 292,099 | Exempt: 0 | TRF Vol: 500,278 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: CNM — 60.7% short (0.4M / 0.7M)
Short: 419,752 | Exempt: 53 | TRF Vol: 691,371 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: CNM — 3.5M shares, 61,843 trades
Week starting 2026-05-18. Total ATS volume: 3,474,816 shares across 61,843 trades.
May 15, 2026
short_volume
Short Volume: CNM — 63.0% short (0.5M / 0.8M)
Short: 472,878 | Exempt: 0 | TRF Vol: 750,553 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: CNM — 68.1% short (1.1M / 1.7M)
Short: 1,138,171 | Exempt: 0 | TRF Vol: 1,672,027 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: CNM — 242,042 shares ($11.5M) failed to deliver
Settlement: 20260513, Price: $47.50, FTD Value: $11,496,995, CORE & MAIN INC COM CL A (DE)
May 11, 2026
dark_pool
Dark Pool: CNM — 3.8M shares, 63,810 trades
Week starting 2026-05-11. Total ATS volume: 3,773,838 shares across 63,810 trades.
May 8, 2026
short_volume
Short Volume: CNM — 55.7% short (0.3M / 0.6M)
Short: 344,941 | Exempt: 0 | TRF Vol: 618,869 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: CNM — 63.6% short (0.3M / 0.5M)
Short: 325,246 | Exempt: 0 | TRF Vol: 511,353 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)