CLEVELAND-CLIFFS ($CLF) posted quarterly earnings results for Q1 2026 on Monday, April 20th. The company reported earnings of -$0.40 per share, missing estimates of -$0.39 by $0.01. The company also reported revenue of $4,922,000,000, beating estimates of $4,833,233,688 by $88,766,312.
You can see Quiver Quantitative's $CLF stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CLEVELAND-CLIFFS Insider Trading Activity
CLEVELAND-CLIFFS insiders have traded $CLF stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CLF stock by insiders over the last 6 months:
- LOURENCO GONCALVES (Chairman, President & CEO) sold 3,000,000 shares for an estimated $37,257,300
- CLIFFORD T SMITH (EVP & Chief Operating Officer) sold 200,000 shares for an estimated $2,092,080
- EDILSON CAMARA purchased 19,700 shares for an estimated $199,626
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CLEVELAND-CLIFFS Hedge Fund Activity
We have seen 286 institutional investors add shares of CLEVELAND-CLIFFS stock to their portfolio, and 243 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CASTLE HOOK PARTNERS LP added 15,393,507 shares (+572.4%) to their portfolio in Q4 2025, for an estimated $204,425,772
- JANE STREET GROUP, LLC added 7,896,522 shares (+671.7%) to their portfolio in Q4 2025, for an estimated $104,865,812
- D. E. SHAW & CO., INC. added 7,696,432 shares (+264.6%) to their portfolio in Q4 2025, for an estimated $102,208,616
- TURIYA ADVISORS ASIA LTD added 7,250,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $96,280,000
- VANGUARD GROUP INC added 6,447,462 shares (+13.4%) to their portfolio in Q4 2025, for an estimated $85,622,295
- MAPLE ROCK CAPITAL PARTNERS INC. added 5,855,830 shares (+90.1%) to their portfolio in Q4 2025, for an estimated $77,765,422
- BLACKROCK, INC. added 5,469,342 shares (+11.4%) to their portfolio in Q4 2025, for an estimated $72,632,861
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CLEVELAND-CLIFFS Analyst Ratings
Wall Street analysts have issued reports on $CLF in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for CLEVELAND-CLIFFS, check out Quiver Quantitative's $CLF forecast page.
CLEVELAND-CLIFFS Price Targets
Multiple analysts have issued price targets for $CLF recently. We have seen 7 analysts offer price targets for $CLF in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Bill Peterson from JP Morgan set a target price of $10.0 on 04/14/2026
- Timna Tanners from Wells Fargo set a target price of $9.0 on 03/19/2026
- Gordon L. Johnson from GLJ Research set a target price of $9.42 on 03/16/2026
- Alexander Hacking from Citigroup set a target price of $13.0 on 02/10/2026
- Carlos De Alba from Morgan Stanley set a target price of $17.0 on 01/09/2026
- Philip Gibbs from Keybanc set a target price of $13.0 on 11/10/2025
- Mike Harris from Goldman Sachs set a target price of $16.0 on 10/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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