Nucor Co. to Post Q4 2025 Earnings of $2.89 Per Share, Zacks Research Forecasts (NYSE:NUE)

Nucor Co. (NYSE:NUE) – Zacks Research boosted their Q4 2025 earnings per share (EPS) estimates for Nucor in a research note issued on Wednesday, April 17th. Zacks Research analyst A. Barman now forecasts that the basic materials company will post earnings of $2.89 per share for the quarter, up from their prior estimate of $2.77. The consensus estimate for Nucor’s current full-year earnings is $13.00 per share. Zacks Research also issued estimates for Nucor’s Q1 2026 earnings at $3.62 EPS and FY2026 earnings at $14.03 EPS.

Nucor (NYSE:NUE) last announced its quarterly earnings results on Monday, January 29th. The basic materials company reported $3.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.83 by $0.33. The firm had revenue of $7.70 billion during the quarter, compared to the consensus estimate of $7.64 billion. Nucor had a return on equity of 21.42% and a net margin of 13.03%. The firm’s quarterly revenue was down 11.7% compared to the same quarter last year. During the same period in the prior year, the company posted $4.89 earnings per share.

Several other equities research analysts have also recently commented on NUE. StockNews.com upgraded Nucor from a “hold” rating to a “buy” rating in a research note on Wednesday, April 10th. UBS Group initiated coverage on Nucor in a research report on Tuesday, January 16th. They issued a “buy” rating and a $210.00 price objective for the company. JPMorgan Chase & Co. increased their price objective on Nucor from $180.00 to $195.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, Citigroup upgraded Nucor from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $180.00 to $240.00 in a research report on Wednesday, March 13th. Three investment analysts have rated the stock with a hold rating and four have issued a buy rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $192.83.

Nucor Price Performance

NUE stock opened at $192.78 on Thursday. The company has a market capitalization of $46.26 billion, a P/E ratio of 10.72 and a beta of 1.61. Nucor has a twelve month low of $129.79 and a twelve month high of $203.00. The business has a 50 day simple moving average of $191.00 and a 200-day simple moving average of $173.20. The company has a current ratio of 3.57, a quick ratio of 2.35 and a debt-to-equity ratio of 0.30.

Nucor Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 10th. Stockholders of record on Thursday, March 28th will be given a $0.54 dividend. This represents a $2.16 dividend on an annualized basis and a dividend yield of 1.12%. The ex-dividend date of this dividend is Wednesday, March 27th. Nucor’s dividend payout ratio is currently 12.01%.

Insider Activity

In other news, EVP Kenneth Rex Query sold 5,500 shares of the firm’s stock in a transaction on Thursday, February 1st. The stock was sold at an average price of $186.37, for a total value of $1,025,035.00. Following the completion of the transaction, the executive vice president now owns 85,326 shares in the company, valued at $15,902,206.62. The sale was disclosed in a document filed with the SEC, which is available at this link. In other news, EVP Kenneth Rex Query sold 5,500 shares of the firm’s stock in a transaction on Thursday, February 1st. The stock was sold at an average price of $186.37, for a total value of $1,025,035.00. Following the completion of the transaction, the executive vice president now owns 85,326 shares in the company, valued at $15,902,206.62. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Douglas J. Jellison sold 19,506 shares of the stock in a transaction on Thursday, March 21st. The shares were sold at an average price of $193.41, for a total value of $3,772,655.46. Following the sale, the executive vice president now directly owns 120,738 shares in the company, valued at approximately $23,351,936.58. The disclosure for this sale can be found here. Insiders sold a total of 38,151 shares of company stock worth $7,308,683 over the last 90 days. 0.46% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Nucor

Institutional investors have recently added to or reduced their stakes in the business. Rise Advisors LLC acquired a new position in Nucor in the first quarter valued at $27,000. Criterion Capital Advisors LLC acquired a new stake in Nucor during the fourth quarter worth about $25,000. Tompkins Financial Corp increased its stake in Nucor by 208.0% during the first quarter. Tompkins Financial Corp now owns 154 shares of the basic materials company’s stock worth $30,000 after acquiring an additional 104 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC acquired a new stake in Nucor during the third quarter worth about $25,000. Finally, Fortitude Family Office LLC increased its stake in Nucor by 54.1% during the first quarter. Fortitude Family Office LLC now owns 168 shares of the basic materials company’s stock worth $33,000 after acquiring an additional 59 shares during the last quarter. 76.48% of the stock is currently owned by institutional investors and hedge funds.

About Nucor

Nucor Corporation engages in manufacture and sale of steel and steel products. It operates in three segments: steel mills, steel products, and raw materials. The Steel Mills segment produces hot-rolled, cold-rolled, and galvanized sheet steel products; plate steel products; wide-flange beams, beam blanks, and H-piling and sheet piling structural steel products; bar steel products, such as blooms, billets, concrete reinforcing and merchant bars, and engineered special bar quality products; and engages in the steel trading and rebar distribution businesses.