A Look At Core & Main (CNM) Valuation As Cash Flows Improve And Investor Interest Returns
Core & Main (CNM) is gaining investor attention due to improved free cash flow margins, share repurchases, and industry conference visibility, despite recent stock price declines. While a popular analyst narrative suggests the stock is undervalued with a fair value of $60.56, Simply Wall St's DCF model indicates it might be overvalued at its current price of $47.12, pointing to a fair value closer to $35.65. This discrepancy highlights the sensitivity of valuations to growth, margin, and discount rate assumptions.
Capital World Investors holds 11.57M Core & Main (NYSE: CNM) shares disclosed
Capital World Investors has disclosed beneficial ownership of 11,571,392 shares of Core & Main, Inc. (NYSE: CNM) through a Schedule 13G filing. This represents 6.2% of the company's 188,072,306 shares outstanding as of March 31, 2026. The filing indicates that Capital World Investors holds sole voting and dispositive power over these shares, signifying a passive investment strategy.
(CNM) Movement Within Algorithmic Entry Frameworks
Core & Main Inc. Class A (NYSE: CNM) shows stable neutral readings in shorter horizons, potentially easing a long-term weak bias, according to Stock Traders Daily's AI models. The analysis identifies a mid-channel oscillation pattern and an exceptional 44.9:1 risk-reward short setup. Three distinct trading strategies — Position, Momentum Breakout, and Risk Hedging — are provided, tailored to different risk profiles.
Morgan Stanley files amendment; holds 2.7% of Core & Main (NYSE: CNM)
Morgan Stanley and Morgan Stanley Investment Management Inc. have filed an amendment to their Schedule 13G, indicating reduced beneficial ownership in Core & Main (NYSE: CNM). Morgan Stanley now holds 2.7% of Class A Common Stock, while Morgan Stanley Investment Management Inc. holds 1.8%. Both entities have ceased to be beneficial owners of more than five percent of the class of securities.
Core & Main Announces Fiscal 2025 Third Quarter Results
Core & Main (CNM) has announced its fiscal 2025 third-quarter results. The announcement was released via a press release and disseminated through Quantisnow, a real-time market data platform for retail investors. Quantisnow Plus members received an alert shortly after publication.
Core & Main, Inc. (NYSE:CNM) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Core & Main, Inc. (NYSE:CNM) has received a "Moderate Buy" consensus recommendation from twelve brokerages, with an average 12-month price target of $61.64. Insider activity shows CFO Robyn L. Bradbury selling shares under a 10b5-1 plan, while Director James D. Hope increased his stake. The company's stock trades with a market cap of $9.68 billion and a P/E ratio of 21.52.
Danske Bank A S Sells 20,165 Shares of Core & Main, Inc. $CNM
Danske Bank A/S significantly reduced its stake in Core & Main (NYSE:CNM) by selling 20,165 shares in Q4, cutting its position by over 92% to 1,700 shares. This move contrasts with several other institutional investors, such as Capital World Investors and First Trust Advisors LP, who increased their holdings in the company. Analysts maintain a "Moderate Buy" consensus rating for Core & Main, with an average price target of $61.64.
Horizon Investments LLC Acquires Shares of 34,196 Core & Main, Inc. $CNM
Horizon Investments LLC purchased 34,196 shares of Core & Main (NYSE:CNM) in Q4, valued at $1.78 million, contributing to institutional investors owning 94.19% of the stock. Wall Street analysts have a "Moderate Buy" rating for CNM with an average price target of $61.64. Insider activity shows Director James D. Hope bought shares while CFO Robyn L. Bradbury sold some, with corporate insiders holding about 3.53% of the company.
How (CNM) Movements Inform Risk Allocation Models
This article analyzes Core & Main Inc. Class A (NYSE: CNM) using AI models, indicating a near-term neutral sentiment that might pause mid and long-term weakness. It identifies resistance being tested and provides detailed institutional trading strategies for different risk profiles, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Vanguard Capital Management (CNM) reports 5.26% ownership of Core & Main
Vanguard Capital Management reported a 5.26% beneficial ownership stake in Core & Main Inc (CNM) through a Schedule 13G SEC filing. This represents 9,911,239 shares of Common Stock, with Vanguard exercising sole dispositive power over all these shares and sole voting power over 1,445,414 shares. The filing, signed by Ashley Grim, indicates a passive investment stance.
Core & Main CFO Robyn Bradbury sells 5,000 shares, value $262,724 By Investing.com
Robyn L. Bradbury, CFO of Core & Main, Inc., sold 5,000 shares of Class A Common Stock worth $262,724 on April 17, 2026, under a Rule 10b5-1 trading plan. This transaction followed an exchange where Ms. Bradbury acquired 5,000 Class A shares by converting Class B common stock and limited partnership interests. After the sales, she directly holds 12,500 Class A shares and indirectly controls additional Class B shares and limited partnership interests.
Core & Main CFO Robyn Bradbury sells 5,000 shares, value $262,724
Core & Main CFO Robyn Bradbury sold 5,000 shares of the company's Class A Common Stock for $262,724 on April 17, 2026, under a Rule 10b5-1 trading plan. Prior to the sale, Bradbury acquired an equal number of shares through an exchange of Class B common stock and limited partnership interests. After these transactions, she directly holds 12,500 Class A shares and maintains indirect ownership through an LLC.
Core & Main (CNM) CFO pre-planned stock sales follow 5,000-share conversion
Core & Main, Inc.'s CFO, Robyn L. Bradbury, reported pre-planned equity transactions involving the conversion of 5,000 "Paired Interests" into Class A common stock and the subsequent sale of these 5,000 Class A shares. The sales, executed on April 17, 2026, were part of a Rule 10b5-1 trading plan adopted on January 16, 2026, and occurred at weighted average prices of $52.8417 and $51.9404. After these transactions, Bradbury retains significant holdings in Class A common stock and indirect Paired Interests.
Core & Main CFO Robyn Bradbury sells 5,000 shares, value $262,724
Core & Main CFO Robyn Bradbury sold 5,000 shares of Class A Common Stock for over $262,000 on April 17, 2026, under a pre-arranged trading plan. Prior to these sales, Bradbury acquired 5,000 shares of Class A stock through an exchange of Class B common stock and limited partnership interests. Following these transactions, she directly and indirectly holds a significant number of Core & Main shares and interests.
Core & Main (CNM) Form 144: 400,000-share resale notice, insider sales reported
Core & Main, Inc. has filed a Form 144 indicating a proposed resale of 400,000 Class A Common Stock shares. The filing also detailed recent insider dispositions by Stephen O. LeClair, including 315,378 shares on April 15, 2026, and 132,808 shares on April 16, 2026. This regulatory notice ensures transparency regarding large share sales and insider transactions.
Core & Main CFO Robyn Bradbury sells 5,000 shares, value $262,724
Core & Main's CFO, Robyn L. Bradbury, sold 5,000 shares of Class A Common Stock for over $262,000 under a Rule 10b5-1 trading plan. The sales occurred on April 17, 2026, with shares sold at prices ranging from $51.49 to $53.22. This transaction followed an exchange where Ms. Bradbury acquired 5,000 Class A shares by converting Class B shares and limited partnership interests.
Core & Main (CNM) files Form 144: 35,000 Class A shares to be sold
Core & Main (CNM) has filed a Form 144, indicating the intended sale of 35,000 Class A Common Stock shares and related partnership interests. These shares are associated with an equity incentive award through Core & Main Management Feeder LLC. The filing specifies an "as of date" of April 17, 2026, and mentions NYSE trading, though details regarding sale timing and proceeds are not provided.
CNM (CNM) Form 144 shows Class A resale notice and 132,808 entry
Core & Main, Inc. (CNM) submitted a Form 144 notice, indicating a proposed sale of 132,808 Class A securities originating from an option granted on April 16, 2026. The filing reveals a transaction dated April 15, 2026, associated with an individual named Stephen Leclair. This SEC filing helps ensure transparency regarding the planned sale of a significant number of shares, which could impact the company's stock price.
CNM (NYSE: CNM) Rule 144 notice: officer-linked Class A sales planned
Core & Main, Inc. (NYSE: CNM) has filed a Rule 144 notice indicating planned sales of Class A shares linked to stock options. The filing specifies sales of 3,069 shares from an option granted on March 11, 2022, and 312,309 shares from an option granted on March 10, 2023. These transactions are dated for April 15, 2026, and are described as cash sales.
Implied Volatility Surging for Core & Main Stock Options
Implied volatility for Core & Main (CNM) stock options, particularly the Jun 18, 2026 $25.00 Call, has surged, indicating market expectation of significant price movement. This surge comes despite Core & Main being a Zacks Rank #4 (Sell) stock, with analysts mildly increasing current quarter estimates. Options traders might see this high implied volatility as an opportunity to sell premium.
Hope James D buys Core & Main (CNM) shares worth $99970
Hope James D, a director at Core & Main, Inc. (NYSE:CNM), purchased 1972 shares of Class A Common Stock for $99,970 on April 7, 2026, increasing his direct ownership to 6939 shares. This transaction follows Core & Main's Q4 FY2025 earnings, where the company surpassed EPS expectations but slightly missed revenue projections, while maintaining adjusted EBITDA in line with analysts' estimates.
Core & Main amends credit agreement, extends maturity to 2031
Core & Main's indirect subsidiary, Core & Main LP, has amended its asset-based lending (ABL) credit agreement, extending the maturity date of its $1.25 billion commitments to April 9, 2031. Wells Fargo Bank has been named the new administrative and collateral agent, replacing Citibank, N.A. This financial adjustment follows the company's Q4 FY2025 earnings beat, though revenue slightly missed projections, and recent analyst ratings and board appointments.
Hope James D buys Core & Main (CNM) shares worth $99970
Hope James D, a Director at Core & Main, Inc. (NYSE:CNM), recently purchased 1,972 shares of Class A Common Stock for $99,970. This transaction increases his direct ownership to 6,939 shares. The article also touches upon Core & Main's recent financial performance, noting it exceeded EPS expectations but slightly missed revenue projections, prompting mixed analyst ratings.
Hope James D buys Core & Main (CNM) shares worth $99970
Hope James D, a Director at Core & Main, Inc. (NYSE:CNM), purchased 1,972 shares of Class A Common Stock for $99,970 on April 7, 2026, increasing his direct ownership to 6,939 shares. This transaction follows the company's strong Q4 FY25 earnings where EPS exceeded expectations, despite revenue slightly missing projections. Analyst ratings for Core & Main remain cautious but generally positive, with Barclays aligning with EBITDA estimates and RBC Capital reiterating an Outperform rating, while Truist Securities maintained a Hold rating.
Core & Main (NYSE: CNM) director adds 1,972 shares in open-market buy
Core & Main (NYSE: CNM) director Hope James D purchased 1,972 shares of the company's Class A Common Stock on April 7, 2026, at an average price of $50.695 per share. This open-market buy increased the director's direct ownership to 6,939 shares following the transaction. The purchase, valued at approximately $100,000, signals a positive sentiment from an insider regarding the company's prospects.
Hope James D buys Core & Main (CNM) shares worth $99970
Hope James D, a director at Core & Main (NYSE:CNM), recently purchased 1972 shares of Class A Common Stock for $99,970. This transaction increases his direct ownership to 6939 shares. The purchase follows Core & Main's Q4 FY25 earnings report, which saw EPS exceed expectations while revenue slightly missed projections.
BlackRock Inc. (NYSE: CNM) reports 10.1% ownership of Core & Main Class A
BlackRock, Inc. has reported beneficial ownership of 18,990,291 shares of Core & Main Inc. Class A stock, representing a 10.1% stake. This disclosure was made in an amended Schedule 13G/A filing, indicating BlackRock holds sole voting power over 18,450,856 shares and sole dispositive power over all 18,990,291 shares. The filing was signed by Spencer Fleming on April 7, 2026.
Core & Main (CNM) Is Up 5.8% After Earnings Beat, Modest 2027 Outlook And Buybacks - Has The Bull Case Changed?
Core & Main (CNM) reported strong Q4 and full-year results in late March 2026, including higher net income and earnings per share, despite softer quarterly sales, and completed a $349.37 million share repurchase program. The company issued a modest sales outlook for fiscal year 2027, projecting net sales of US$7.80 billion–US$7.90 billion, demonstrating a focus on balancing reinvestment, acquisitions, and capital returns. While the earnings were resilient, analysts are questioning if previous bullish revenue assumptions, particularly for 2028 and beyond, need to be reevaluated in light of the updated guidance.
Core & Main Inc. Class A (CNM) Stock Price | Live Quotes & Charts | NYSE
This article provides live stock quotes and charts for Core & Main Inc. Class A (CNM) on the NYSE. It shows the current stock price, recent performance, and indicates that there are currently no analyst ratings or earnings information available for the company. The page also promotes a virtual trading conference and free trade alerts.
Core & Main (NYSE: CNM) director receives 580 restricted stock units as compensation
Core & Main (NYSE: CNM) director M. Susan Hardwick was granted 580 restricted stock units (RSUs) as part of her compensation, as reported in a Form 4 filing. These RSUs have a grant price of $0.00 per unit and will vest upon the company's annual meeting of shareholders in 2026, subsequently settling in Class A common stock. This transaction is categorized as a non-cash equity award, emphasizing long-term alignment with the company's performance rather than an outright stock purchase.
Core And Main Governance Shift Puts New Utility Expertise To Work
Core & Main (NYSE:CNM) has appointed M. Susan Hardwick, former CEO of American Water Works, to its board, effective April 1, as part of significant governance changes including new board and audit committee chairs. This restructuring, which also saw the retirement of the executive chair, aims to enhance independent oversight and bring in utility expertise to better manage the company's strategic direction, particularly regarding acquisitions, capital allocation, and risk management. Despite recent stock declines, the changes are expected to strengthen governance amidst moderate net sales guidance and ongoing share buybacks, providing a clearer separation between management and oversight.
Core & Main's Cost Reductions Should Help Mitigate End Market Softness
Core & Main (CNM) is expected to mitigate softness in its end markets through operating cost reductions. The company is a key distributor in water, wastewater, storm drainage, and fire protection, serving an estimated $40 billion addressable market. This analysis by Morningstar highlights the strategic importance of cost efficiencies for the company's performance.
Core & Main refreshes board leadership and governance structure
Core & Main (CNM) has announced a significant refreshment of its board leadership and governance structure. This includes the appointment of former American Water Works CEO Susan Hardwick as a Class III director and the elevation of James Castellano to board chair following the retirement of Executive Chair Stephen LeClair. These changes are part of a long-term succession plan aimed at stronger independent leadership and enhanced utility-sector expertise on the board.
Core & Main Announces Board of Directors and Executive Chair Changes Effective April 2026
Core & Main, Inc. has announced significant changes to its board of directors and executive leadership, effective April 1, 2026, as part of its long-term succession planning. M. Susan Hardwick is appointed as a new director, while Stephen LeClair will retire as Executive Chair and from the Board. These changes also include a reorganization of the Audit Committee with James Hope becoming Chair.
Core & Main, Inc. (NYSE:CNM) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Core & Main, Inc. recently reported its annual results, showing revenues of US$7.6 billion and EPS of US$2.31, largely in line with estimates. Analysts have slightly downgraded their earnings per share forecasts for 2027 to US$2.60, though revenue estimates remain stable at US$7.87 billion, representing a 2.9% increase. The consensus price target of US$60.69 has not changed despite the minor earnings downgrade.
Core & Main (NYSE: CNM) refreshes board, names new chair
Core & Main Inc. (NYSE: CNM) announced significant governance changes effective April 1, 2026, as part of its long-term succession planning. M. Susan Hardwick, former CEO and CFO of American Water, was appointed as a Class III director and member of the Talent and Compensation Committee. Additionally, Stephen LeClair retired as executive chair and board chair, with James Castellano succeeding him as chair of the board, and James Hope becoming chair of the audit committee.
Analysts Offer Insights on Industrial Goods Companies: Core & Main (CNM) and AAR (AIR)
Analysts have provided optimistic outlooks for industrial goods companies Core & Main (CNM) and AAR (AIR). Wells Fargo maintained a Buy rating for Core & Main with a $65.00 price target, while KeyBanc also maintained a Buy rating on AAR with a $120.00 price target. The consensus among analysts for Core & Main is a "Moderate Buy" with a 20.5% upside, and for AAR, a "Strong Buy."
Vanguard disaggregates holdings; Core & Main (NYSE: CNM) shows 0 shares
The Vanguard Group has amended its Schedule 13G/A filing for Core & Main Inc. (NYSE: CNM), reporting 0 shares beneficially owned and 0% of common stock. This change reflects an internal realignment on January 12, 2026, where Vanguard will disaggregate reporting for certain subsidiaries in accordance with SEC guidance. The amendment clarifies that Vanguard itself no longer holds beneficial ownership of CNM shares, with any holdings now to be reported separately by its disaggregated entities.
Core & Main Analysts Slash Their Forecasts After Q4 Results
Core & Main (NYSE: CNM) reported mixed Q4 results, with adjusted EPS beating estimates but sales missing expectations. The company also provided a softer FY2026 sales forecast. Following these results, Barclays and Deutsche Bank analysts maintained their ratings but lowered their price targets on the stock.
Core & Main Faces High‑Stakes Technology Investment Balancing Act as Competitive Pressures Mount
Core & Main, Inc. (CNM) is facing increasing pressure to invest in technology to maintain its competitive edge, improve customer experience, and achieve cost efficiency. The company must balance the risks of over-investment (management distraction, operational disruptions, potential impairment charges) against under-investment, which could lead to falling behind more technologically advanced rivals. Wall Street currently has a Moderate Buy consensus rating on CNM stock.
Core & Main (NYSE:CNM) Price Target Cut to $62.00 by Analysts at Deutsche Bank Aktiengesellschaft
Deutsche Bank Aktiengesellschaft has cut its price target for Core & Main (NYSE:CNM) from $65.00 to $62.00, while maintaining a "buy" rating, indicating a potential upside of approximately 25.9%. This adjustment follows Core & Main's recent announcement of a GAAP EPS beat in Q4 but a revenue miss and weaker full-year revenue guidance, which led to a stock sell-off. Despite the mixed Q4 results and revised guidance, the company's board authorized a $500 million stock repurchase program, reflecting leadership's belief in the stock's undervaluation.
Core & Main's Cost Reductions Should Help Mitigate End Market Softness
This Morningstar article discusses how Core & Main, a national distributor in water, wastewater, storm drainage, and fire protection markets, is using operating cost reductions to mitigate softness in its end markets. The company's strategy focuses on efficiency to navigate mixed market conditions. The article also provides context on Morningstar's editorial policies and how it generates revenue.
Core & Main's Q4 sales fell 6.9%, yet earnings per share rose 12%
Core & Main (NYSE: CNM) announced its Q4 and full-year fiscal 2025 results. For Q4, net sales decreased by 6.9%, but diluted earnings per share increased by 12.1% to $0.37. For the full fiscal year, net sales rose by 2.8% to $7.65 billion, with diluted earnings per share increasing by 8.5% to $2.31.
Core & Main Announces Fiscal 2025 Fourth Quarter and Full-Year Results
Core & Main (NYSE: CNM) announced its financial results for the fourth quarter and full fiscal year ended February 1, 2026. The company reported a 6.9% decrease in net sales for Q4 but a 2.8% increase for the full fiscal year, reaching $7,647 million. Core & Main also highlighted its 16th consecutive year of sales growth, strategic acquisitions, and a positive outlook for fiscal 2026 with projected net sales between $7,800 to $7,900 million.
Core & Main (NYSE: CNM) posts FY25 growth, trims net debt
Core & Main (NYSE: CNM) reported modest growth for fiscal year 2025, with net sales increasing 2.8% to $7,647 million and net income rising 6.5% to $462 million. The company significantly reduced its net debt to $1,946 million and repurchased $155 million in shares. For fiscal year 2026, Core & Main projects net sales between $7,800–$7,900 million and Adjusted EBITDA of $950–$980 million, anticipating continued slight growth and strong cash flow.
Top Wall Street Forecasters Revamp Core & Main Expectations Ahead Of Q4 Earnings
Core & Main, Inc. (NYSE: CNM) is set to release its Q4 earnings on March 24, with analysts anticipating increased earnings per share but a slight dip in revenue compared to the previous year. Several Wall Street analysts have recently updated their ratings and price targets for Core & Main, predominantly maintaining Overweight or Outperform ratings, indicating a generally positive outlook on the company's stock. The company recently completed its acquisition of Pioneer Supply.
CNM SEC Filings - Core & Main Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors and traders seeking official regulatory documents for Core & Main Inc. (CNM), including 10-K, 10-Q, 8-K, and insider trading forms. It also features AI-powered summaries of these filings to highlight key information and tracks how Core & Main communicates financial results, risks, and strategic decisions through its official reports. Recent filings include director stock awards, re-election of directors, auditor ratification, executive compensation approvals, and a significant share sale by an unnamed shareholder.
Kingdon Capital Management L.L.C. Invests $8.07 Million in Core & Main, Inc. $CNM
Kingdon Capital Management L.L.C. has acquired a new stake of 150,000 shares in Core & Main, Inc. (NYSE:CNM) valued at approximately $8.07 million. Core & Main recently authorized a $500 million share repurchase plan, indicating the board views the stock as undervalued, and institutional ownership stands at a high 94.19%. Analysts maintain a "Moderate Buy" consensus with an average target price of $62.
HighVista Strategies LLC Makes New $1.50 Million Investment in Core & Main, Inc. $CNM
HighVista Strategies LLC has made a new investment of $1.50 million in Core & Main, Inc. (NYSE:CNM) by purchasing 27,900 shares. This comes as several other institutional investors have also adjusted their holdings in the company, which has seen its stock rise by 0.9%. Analysts currently rate Core & Main as a "Moderate Buy" with a consensus target price of $62.00.
Core & Main (NYSE: CNM) CAO has 292 shares withheld for RSU taxes
Core & Main, Inc.'s Chief Accounting Officer, John Weldon Stephens, reported that 292 shares of Class A Common Stock were withheld to cover tax obligations arising from the vesting of restricted stock units. These transactions, which occurred on March 9 and 10, 2026, were tax-withholding dispositions, not open-market trades. Following these withholdings, Stephens directly holds 16,545 shares of Core & Main Class A Common Stock.
