NUE

NUCOR CORP

NYSE · Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) · Inc. DE · CIK 0000073309
$225.88 +0.09% $51.4B
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)
Vol
Market Cap$51.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (68%)
Inst. Holders11 funds
Inst. Value$7.9B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 13S
Insider Net $-$22.1M
Reddit Sentiment67° Warm
SEC Reports5
Exchange NYSE·Sector Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)·Inc. DE·CIK 0000073309·Prev Close $225.67

Recent Activity

May 20, 2026 SEC
Nucor CEO Leon Topalian and EVP Randy Spicer sold a combined $4.25M in open-market stock this week, the CEO's first sell
CLUSTER — Impact 3/10
May 18, 2026 Insider
Spicer Randy J sold 2,500 shares
Executive Vice President @ $225.00 ($562.5K)
May 15, 2026 Insider
Topalian Leon J sold 52,000 shares
Chair and CEO @ $42.46 ($2.2M)
May 15, 2026 Insider
Topalian Leon J sold 16,239 shares
Chair and CEO @ $226.84 ($3.7M)
May 12, 2026 short_volume
Short Volume: NUE — 59.6% short (0.3M / 0.6M)
Short: 337,313 | Exempt: 191 | TRF Vol: 565,731 | Short Ratio: 59.6% | Off-exchange volume (dark poo
May 7, 2026 SEC
Six Nucor insiders sold a total of $11.87M in stock over a week, representing 0.02% of market cap. The sales follow a st
CLUSTER — Impact 2/10
May 6, 2026 SEC
Four Nucor insiders sold a total of $11.1M in open-market stock over the past week, representing just 0.02% of market ca
CLUSTER — Impact 2/10
Inst.
NORGES BANK — NEW
3,733,688 shares ($609.0M)

Price Targets

$240.71 +6.6% upside Buy
Current $225.88 Low $138.17 Median $248.00 High $275.00 13 analysts
$138.17 $275.00

Analyst Ratings

Buy68% buy · 22 analysts
5Strong Buy
10Buy
5Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 29, 2026 Citigroup MAINTAIN Buy → Buy
Apr 29, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 28, 2026 UBS DOWNGRADE Buy → Neutral
Apr 28, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.15 ▲ +15.5% $3.77 — $4.49 57% YoY 10
Next Q $4.11 ▲ +17.5% $3.39 — $4.99 56% YoY 9
Current FY $14.53 ▲ +13.0% $13.13 — $16.45 88% YoY 12
Next FY $15.79 ▲ +12.4% $13.76 — $17.21 9% YoY 11

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$4.6B
BERKSHIRE HATHAWAY INC$1.0BNEW
MORGAN STANLEY$628.5M
NORGES BANK$609.0MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$313.2MNEW

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Spicer RandySELL$562.5K
May 15, 2026Topalian LeonM$2.2M
May 15, 2026Topalian LeonSELL$3.7M
May 15, 2026Topalian LeonM$0.00
May 5, 2026Ford BradleySELL$450.3K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
11 institutional holders with $7.9B total value (48,609,865 shares) as of 2025-Q4. Top holders: VANGUARD, BERKSHIRE, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC28,407,540$4.6B58.4%
2BERKSHIRE HATHAWAY INC6,407,749$1.0B13.2%NEW
3MORGAN STANLEY3,853,205$628.5M7.9%
4NORGES BANK3,733,688$609.0M7.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,919,883$313.2M3.9%NEW
6FMR LLC1,875,019$305.8M3.9%
7BANK OF AMERICA CORP /DE/1,301,965$212.4M2.7%ADD +39.5%
8WELLS FARGO & COMPANY/MN1,062,256$173.3M2.2%ADD +29.4%
9TWO SIGMA INVESTMENTS, LP39,657$6.5M0.1%ADD +38.0%
10DODGE & COX6,200$1.0M0.0%
11Hillman Capital Management, Inc.2,703$440.9K0.0%NEAR_EXIT -88.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW3,733,688$609.0M2025-Q4
WELLS FARGO & COMPANY/MNADD820,7561,062,256+29.4%$173.3M2025-Q4
Hillman Capital Management, Inc.NEAR_EXIT22,4862,703-88.0%$440.9K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT7,3000-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW7,300$988.6K2025-Q3
NORGES BANKEXIT3,704,3200-100.0%$0.002025-Q3
NORGES BANKNEW3,704,320$479.9M2025-Q2
BANK OF AMERICA CORP /DE/ADD1,139,8961,590,034+39.5%$206.0M2025-Q2
TWO SIGMA INVESTMENTS, LPADD24,38133,657+38.0%$4.4M2025-Q2
BERKSHIRE HATHAWAY INCNEW5,756,510$692.7M2025-Q1
Hillman Capital Management, Inc.TRIM42,14030,665-27.2%$3.7M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT177,47824,381-86.3%$2.9M2025-Q1
NORGES BANKEXIT3,410,8250-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD1,552,5102,188,170+40.9%$255.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT141,4000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,612,216$242.4M2024-Q3
14 unique insiders with 13 transactions. Net insider value: -$22.1M ($0.00 bought, $22.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Spicer Randy JExecutive Vice PresidentSELL2,500$225.00$562.5K
May 15, 2026Topalian Leon JChair and CEOM52,000$42.46$2.2M
May 15, 2026Topalian Leon JChair and CEOSELL16,239$226.84$3.7M
May 15, 2026Topalian Leon JChair and CEOM52,000$0.00$0.00
May 5, 2026Ford BradleyExecutive Vice PresidentSELL1,940$232.11$450.3K
May 4, 2026Keller Michael DVice Pres. and Corp. ControSELL4,554$225.86$1.0M
May 4, 2026Behr Allen CExecutive Vice PresidentSELL1,558$225.93$352.0K
May 1, 2026Needham Daniel R.Executive Vice PresidentSELL5,149$226.00$1.2M
May 1, 2026Hanners Noah CExecutive Vice PresidentSELL6,472$226.50$1.5M
May 1, 2026Needham Daniel R.Executive Vice PresidentM7,739$0.00$0.00
May 1, 2026Needham Daniel R.Executive Vice PresidentM7,739$110.74$857.0K
Apr 30, 2026Sumoski David AExecutive Vice PresidentM33,068$42.46$1.4M
Apr 30, 2026Sumoski David AExecutive Vice PresidentSELL32,824$225.66$7.4M
Apr 30, 2026Sumoski David AExecutive Vice PresidentM33,068$0.00$0.00
Mar 23, 2026Topalian Leon JChair and CEOG3,800$0.00$0.00
Mar 23, 2026Topalian Leon JChair and CEOSELL6,454$162.01$1.0M
Mar 10, 2026Needham Daniel R.Executive Vice PresidentA1,425.9$169.47$241.6K
Mar 10, 2026Laxton Stephen DPresident and COOA823.63$169.47$139.6K
Mar 10, 2026Sumoski David AExecutive Vice PresidentA823.63$169.47$139.6K
Mar 10, 2026Sullivan III John LeoCFO, Treasurer and EVPA316.89$169.47$53.7K
Mar 10, 2026Pickett Benjamin MExecutive Vice PresidentA478.56$169.47$81.1K
Mar 10, 2026Topalian Leon JChair and CEOA2,037.56$169.47$345.3K
Feb 19, 2026Spicer Randy JExecutive Vice PresidentA3,329$0.00$0.00
Feb 19, 2026Ford BradleyExecutive Vice PresidentA4,289$0.00$0.00
Feb 19, 2026Hanners Noah CExecutive Vice PresidentA4,606$0.00$0.00
Feb 19, 2026Keller Michael DVice Pres. and Corp. ControA1,387$0.00$0.00
Feb 19, 2026Pickett Benjamin MExecutive Vice PresidentA1,996$0.00$0.00
Feb 19, 2026Hollatz John JExecutive Vice PresidentA4,878$0.00$0.00
Feb 19, 2026Sumoski David AExecutive Vice PresidentA5,962$0.00$0.00
Feb 19, 2026Laxton Stephen DPresident, CFO and COOA5,365$0.00$0.00
Feb 19, 2026Topalian Leon JChair and CEOA22,191$0.00$0.00
Feb 19, 2026Needham Daniel R.Executive Vice PresidentA5,149$0.00$0.00
Feb 19, 2026Behr Allen CExecutive Vice PresidentA5,256$0.00$0.00
Feb 19, 2026Batterbee Thomas J.Executive Vice PresidentA2,180$0.00$0.00
Feb 19, 2026QUERY KENNETH REXExecutive Vice PresidentA5,149$0.00$0.00
Feb 11, 2026QUERY KENNETH REXExecutive Vice PresidentSELL7,452$196.02$1.5M
Feb 3, 2026Behr Allen CExecutive Vice PresidentM7,568$42.46$321.3K
Feb 3, 2026Behr Allen CExecutive Vice PresidentSELL7,568$188.50$1.4M
Feb 3, 2026Behr Allen CExecutive Vice PresidentM7,568$0.00$0.00
Feb 2, 2026Behr Allen CExecutive Vice PresidentM7,500$42.46$318.4K
Feb 2, 2026Behr Allen CExecutive Vice PresidentSELL7,500$181.07$1.4M
Feb 2, 2026Behr Allen CExecutive Vice PresidentM7,500$0.00$0.00
Jan 30, 2026Needham Daniel R.Executive Vice PresidentSELL3,881$178.00$690.8K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (68% buy). Based on 22 analysts: 5 strong buy, 10 buy, 5 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$240.71 mean target +6.6% upside Buy (1.80)
$138.17 Low $275.00 High
MetricValue
Current Price$225.88
Target Low$138.17
Target Mean$240.71
Target Median$248.00
Target High$275.00
# Analysts13
RecommendationBuy (1.80)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.15 $3.77 $4.49 56.7% +15.5% 7↑ 0↓ $10.1B 19.0% 10
Next Q
2026-09-30
$4.11 $3.39 $4.99 56.3% +17.5% 7↑ 0↓ $9.8B 15.6% 9
Current FY
2026-12-31
$14.53 $13.13 $16.45 88.5% +13.0% 9↑ 0↓ $38.2B 17.5% 12
Next FY
2027-12-31
$15.79 $13.76 $17.21 8.6% +12.4% 11↑ 0↓ $38.8B 1.5% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.152
7d ago$4.195-0.043
30d ago$3.594+0.559
60d ago$3.371+0.782
90d ago$3.340+0.813
7 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 29, 2026 Citigroup MAINTAIN Buy Buy
Apr 29, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 28, 2026 UBS DOWNGRADE Buy Neutral
Apr 28, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 16, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 14, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 26, 2026 UBS UPGRADE Neutral Buy
Mar 20, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 16, 2026 UBS MAINTAIN Neutral Neutral
Mar 2, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 28, 2026 UBS DOWNGRADE Buy Neutral
Jan 28, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 9, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Dec 18, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 15, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 10, 2025 Jefferies MAINTAIN Buy Buy
Dec 5, 2025 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202651052068%
Apr 1, 202651160073%
Mar 1, 202651070068%
Feb 1, 202651070068%
Jan 1, 202651240081%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 24, 2026160° Warm101
Mar 23, 2026160° Warm101

Recent Reddit Threads

r/options Bullish 1mo ago
Anyone trades Flash PMI?
▲ 1 💬 0 ⚡ 0.5
May 12, 2026
short_volume
Short Volume: NUE — 59.6% short (0.3M / 0.6M)
Short: 337,313 | Exempt: 191 | TRF Vol: 565,731 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: NUE — 55.5% short (0.3M / 0.6M)
Short: 322,311 | Exempt: 60 | TRF Vol: 580,242 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: NUE — 58.9% short (0.4M / 0.7M)
Short: 389,624 | Exempt: 0 | TRF Vol: 661,120 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
earnings_calendar
NUE Q1 2026 Earnings After Market Close — 2026-04-27
Apr 27, 2026
dark_pool
Dark Pool: NUE — 2.8M shares, 72,603 trades
Week starting 2026-04-27. Total ATS volume: 2,783,723 shares across 72,603 trades.
Apr 20, 2026
dark_pool
Dark Pool: NUE — 2.5M shares, 66,817 trades
Week starting 2026-04-20. Total ATS volume: 2,529,300 shares across 66,817 trades.
Apr 20, 2026
short_interest
FTD: NUE — 4,835 shares ($0.9M) failed to deliver
Settlement: 20260420, Price: $195.87, FTD Value: $947,031.45, NUCOR CORP
Apr 13, 2026
dark_pool
Dark Pool: NUE — 1.5M shares, 48,112 trades
Week starting 2026-04-13. Total ATS volume: 1,493,116 shares across 48,112 trades.
Apr 7, 2026
short_volume
Short Volume: NUE — 59.9% short (0.3M / 0.5M)
Short: 318,864 | Exempt: 43 | TRF Vol: 532,340 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: NUE — 1.7M shares, 49,611 trades
Week starting 2026-04-06. Total ATS volume: 1,695,946 shares across 49,611 trades.
Mar 30, 2026
dark_pool
Dark Pool: NUE — 1.2M shares, 39,151 trades
Week starting 2026-03-30. Total ATS volume: 1,236,893 shares across 39,151 trades.
Mar 25, 2026
short_volume
Short Volume: NUE — 56.3% short (0.3M / 0.6M)
Short: 338,148 | Exempt: 100 | TRF Vol: 601,065 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
dark_pool
Dark Pool: NUE — 2.4M shares, 55,793 trades
Week starting 2026-03-23. Total ATS volume: 2,402,912 shares across 55,793 trades.
Mar 20, 2026
short_interest
FTD: NUE — 4,192 shares ($0.7M) failed to deliver
Settlement: 20260320, Price: $161.95, FTD Value: $678,894.4, NUCOR CORP
Mar 16, 2026
dark_pool
Dark Pool: NUE — 1.5M shares, 45,943 trades
Week starting 2026-03-16. Total ATS volume: 1,495,671 shares across 45,943 trades.