Nucor Corporation (NUE) reported fourth-quarter 2025 results with revenue of $7.7 billion, up 8.63% year-over-year, and solid profit gains across the income statement.
Diluted earnings per share came in at 1.64, a 32.26% increase year-over-year, but below the consensus estimate of 1.93.
The quarter missed street expectations on both top and bottom lines: revenue of $7.7 billion versus an estimate of $7.9 billion, and diluted EPS of 1.64 versus an estimate of 1.93.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Nucor Corporation Insider Trading Activity
Nucor Corporation insiders have traded $NUE stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $NUE stock by insiders over the last 6 months:
- LEON J TOPALIAN (Chair, President and CEO) has made 0 purchases and 5 sales selling 34,830 shares for an estimated $5,063,593.
- ALLEN C BEHR (Executive Vice President) has made 0 purchases and 3 sales selling 23,013 shares for an estimated $3,457,398.
- KENNETH REX QUERY (Executive Vice President) sold 10,000 shares for an estimated $1,449,019
- DANIEL R. NEEDHAM (Executive Vice President) sold 7,200 shares for an estimated $1,051,200
- JOHN J HOLLATZ (Executive Vice President) has made 0 purchases and 2 sales selling 7,000 shares for an estimated $1,049,160.
- MICHAEL D KELLER (Vice Pres. and Corp. Contro) has made 0 purchases and 2 sales selling 6,088 shares for an estimated $903,521.
- THOMAS J. BATTERBEE (Executive Vice President) sold 2,000 shares for an estimated $330,550
- STEPHEN D LAXTON (CFO and EVP) has made 0 purchases and 9 sales selling 2,003 shares for an estimated $303,599.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nucor Corporation Hedge Fund Activity
We have seen 573 institutional investors add shares of Nucor Corporation stock to their portfolio, and 522 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SLATE PATH CAPITAL LP added 1,537,300 shares (+inf%) to their portfolio in Q3 2025, for an estimated $208,196,539
- THRIVENT FINANCIAL FOR LUTHERANS added 986,333 shares (+2244.7%) to their portfolio in Q3 2025, for an estimated $133,579,078
- VANGUARD GROUP INC removed 907,566 shares (-3.1%) from their portfolio in Q3 2025, for an estimated $122,911,663
- GREENWICH WEALTH MANAGEMENT LLC removed 699,866 shares (-73.6%) from their portfolio in Q3 2025, for an estimated $94,782,852
- BLACKROCK, INC. removed 696,459 shares (-3.6%) from their portfolio in Q3 2025, for an estimated $94,321,442
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 654,818 shares (+41.6%) to their portfolio in Q3 2025, for an estimated $88,682,001
- DIMENSIONAL FUND ADVISORS LP removed 545,410 shares (-17.1%) from their portfolio in Q3 2025, for an estimated $73,864,876
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Nucor Corporation Analyst Ratings
Wall Street analysts have issued reports on $NUE in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 12/18/2025
- Jefferies issued a "Buy" rating on 12/10/2025
- Citigroup issued a "Buy" rating on 10/30/2025
- UBS issued a "Buy" rating on 10/29/2025
- Morgan Stanley issued a "Overweight" rating on 10/28/2025
- JP Morgan issued a "Overweight" rating on 10/13/2025
- B of A Securities issued a "Buy" rating on 09/15/2025
To track analyst ratings and price targets for Nucor Corporation, check out Quiver Quantitative's $NUE forecast page.
Nucor Corporation Price Targets
Multiple analysts have issued price targets for $NUE recently. We have seen 8 analysts offer price targets for $NUE in the last 6 months, with a median target of $178.0.
Here are some recent targets:
- Carlos De Alba from Morgan Stanley set a target price of $180.0 on 01/09/2026
- Timna Tanners from Wells Fargo set a target price of $176.0 on 12/18/2025
- Christopher LeFemina from Jefferies set a target price of $190.0 on 12/10/2025
- Bill Peterson from JP Morgan set a target price of $200.0 on 12/05/2025
- Alexander Hacking from Citigroup set a target price of $180.0 on 10/30/2025
- Curt Woodworth from UBS set a target price of $168.0 on 10/29/2025
- Lawson Winder from B of A Securities set a target price of $165.0 on 09/15/2025
