COMMERCIAL METALS ($CMC) posted quarterly earnings results for Q1 2026 on Thursday, January 8th. The company reported earnings of $1.84 per share, beating estimates of $1.58 by $0.26. The company also reported revenue of $2,120,310,000, beating estimates of $2,078,228,267 by $42,081,733.
You can see Quiver Quantitative's $CMC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
COMMERCIAL METALS Insider Trading Activity
COMMERCIAL METALS insiders have traded $CMC stock on the open market 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CMC stock by insiders over the last 6 months:
- BRIAN N. HALLORAN (SVP, N. America Steel Group) sold 6,232 shares for an estimated $373,109
- JOHN R MCPHERSON has made 2 purchases buying 1,722 shares for an estimated $100,036 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
COMMERCIAL METALS Hedge Fund Activity
We have seen 216 institutional investors add shares of COMMERCIAL METALS stock to their portfolio, and 177 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added 949,610 shares (+inf%) to their portfolio in Q3 2025, for an estimated $54,393,660
- CITADEL ADVISORS LLC removed 812,829 shares (-37.7%) from their portfolio in Q3 2025, for an estimated $46,558,845
- FMR LLC added 797,641 shares (+29.5%) to their portfolio in Q3 2025, for an estimated $45,688,876
- ENCOMPASS CAPITAL ADVISORS LLC removed 699,756 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $40,082,023
- VICTORY CAPITAL MANAGEMENT INC removed 505,735 shares (-15.9%) from their portfolio in Q3 2025, for an estimated $28,968,500
- VERITION FUND MANAGEMENT LLC removed 470,079 shares (-87.6%) from their portfolio in Q3 2025, for an estimated $26,926,125
- MEREWETHER INVESTMENT MANAGEMENT, LP added 468,700 shares (+inf%) to their portfolio in Q3 2025, for an estimated $26,847,136
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
COMMERCIAL METALS Analyst Ratings
Wall Street analysts have issued reports on $CMC in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 10/24/2025
- Goldman Sachs issued a "Buy" rating on 10/23/2025
- B of A Securities issued a "Buy" rating on 09/15/2025
- Wells Fargo issued a "Overweight" rating on 08/14/2025
To track analyst ratings and price targets for COMMERCIAL METALS, check out Quiver Quantitative's $CMC forecast page.
COMMERCIAL METALS Price Targets
Multiple analysts have issued price targets for $CMC recently. We have seen 8 analysts offer price targets for $CMC in the last 6 months, with a median target of $73.0.
Here are some recent targets:
- Timna Tanners from Wells Fargo set a target price of $79.0 on 12/15/2025
- Christopher LeFemina from Jefferies set a target price of $78.0 on 12/10/2025
- Bill Peterson from JP Morgan set a target price of $78.0 on 12/05/2025
- Piyush Sood from Morgan Stanley set a target price of $68.0 on 10/24/2025
- Mike Harris from Goldman Sachs set a target price of $76.0 on 10/23/2025
- Alexander Hacking from Citigroup set a target price of $65.0 on 10/17/2025
- Sathish Kasinathan from B of A Securities set a target price of $70.0 on 09/15/2025
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.
