Recent discussions on X about Nucor Corporation (NUE) have been ignited by reports of institutional investors adjusting their stakes in the company. Several posts highlight significant moves by financial entities, with some increasing their holdings substantially in the first quarter, sparking curiosity about the steel giant's future trajectory. This activity has drawn attention to NUE's role as a key player in the basic materials sector amidst fluctuating market conditions.
Additionally, there’s a notable focus on NUE’s latest financial performance, with some users pointing to a slight revenue increase but a dip in net income as reported in recent earnings. Conversations reflect a mix of concern and intrigue over how macroeconomic factors, like cost of goods sold, might impact the stock's stability. The buzz on X suggests that many are closely watching how these developments could shape investor confidence in the near term.
Note: This discussion summary was generated from an AI condensation of post data.
Nucor Corporation Congressional Stock Trading
Members of Congress have traded $NUE stock 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 $NUE stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 05/15.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/05 and 1 sale worth up to $50,000 on 03/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Nucor Corporation Insider Trading Activity
Nucor Corporation insiders have traded $NUE stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 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 7 sales selling 64,068 shares for an estimated $8,388,564.
- KENNETH REX QUERY (Executive Vice President) has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,752,732.
- DANIEL R. NEEDHAM (Executive Vice President) has made 0 purchases and 2 sales selling 14,288 shares for an estimated $1,957,542.
- ALLEN C BEHR (Executive Vice President) sold 8,021 shares for an estimated $1,150,050
- MICHAEL D KELLER (Vice Pres. and Corp. Contro) has made 0 purchases and 2 sales selling 6,088 shares for an estimated $903,521.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Nucor Corporation Hedge Fund Activity
We have seen 520 institutional investors add shares of Nucor Corporation stock to their portfolio, and 680 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BERKSHIRE HATHAWAY INC added 6,614,112 shares (+inf%) to their portfolio in Q2 2025, for an estimated $856,792,068
- CAPITAL WORLD INVESTORS added 2,533,742 shares (+inf%) to their portfolio in Q2 2025, for an estimated $328,220,938
- PENTWATER CAPITAL MANAGEMENT LP removed 980,000 shares (-68.8%) from their portfolio in Q2 2025, for an estimated $126,949,199
- GREENWICH WEALTH MANAGEMENT LLC added 950,630 shares (+inf%) to their portfolio in Q2 2025, for an estimated $123,144,610
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 813,915 shares (+inf%) to their portfolio in Q2 2025, for an estimated $105,434,549
- BLACKROCK, INC. removed 793,744 shares (-4.0%) from their portfolio in Q2 2025, for an estimated $102,821,597
- PRICE T ROWE ASSOCIATES INC /MD/ removed 738,400 shares (-32.0%) from their portfolio in Q2 2025, for an estimated $95,652,336
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 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 07/31/2025
- Morgan Stanley issued a "Overweight" rating on 06/20/2025
- BMO Capital issued a "Outperform" rating on 06/02/2025
- UBS issued a "Buy" rating on 05/29/2025
- JP Morgan issued a "Overweight" rating on 04/16/2025
- Goldman Sachs issued a "Buy" rating on 04/07/2025
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 7 analysts offer price targets for $NUE in the last 6 months, with a median target of $149.0.
Here are some recent targets:
- An analyst from Wells Fargo set a target price of $145.0 on 08/14/2025
- Christopher LeFemina from Jefferies set a target price of $170.0 on 07/31/2025
- Bill Peterson from JP Morgan set a target price of $162.0 on 07/14/2025
- Carlos De Alba from Morgan Stanley set a target price of $149.0 on 06/20/2025
- Katja Jancic from BMO Capital set a target price of $145.0 on 06/02/2025
- Curt Woodworth from UBS set a target price of $147.0 on 05/29/2025
- Mike Harris from Goldman Sachs set a target price of $169.0 on 04/07/2025
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.
