Steel Dynamics named one of World’s Most Admired Companies
Steel Dynamics, Inc. has been recognized by Fortune as one of the World’s Most Admired Companies for the eighth consecutive year in 2025. CEO Mark D. Millett attributed this honor to the company's teams' dedication, innovation, and focus on operational and financial performance. The ranking is based on a survey evaluating corporate reputation across nine key attributes, including financial soundness, social responsibility, and quality of management.
Steel Dynamics Earnings Preview Signals Robust Growth
Steel Dynamics, a leading steel producer, is projected to report a significant 93.1% year-over-year increase in Q1 2026 diluted earnings per share, reaching $2.78. This robust growth is attributed to improved steel prices, strong customer demand, and favorable market conditions. The company's performance is considered a key indicator for the broader steel industry, which is benefiting from domestic manufacturing onshoring and infrastructure investments.
Steel Dynamics’ Quarterly Earnings Preview: What You Need to Know
Steel Dynamics, Inc. (STLD), a major steel producer and metal recycler, is set to release its Q1 2026 earnings, with analysts projecting a significant increase in EPS. The company's stock has outperformed both the S&P 500 and the Materials Select Sector SPDR ETF, driven by strong steel prices, customer demand, and strategic diversification into aluminum. Analysts maintain a bullish outlook on STLD, recommending a "Strong Buy" with a potential upside.
Steel Dynamics’ Quarterly Earnings Preview: What You Need to Know
Steel Dynamics, Inc. (STLD) is expected to announce strong fiscal first-quarter earnings for 2026, with analysts forecasting a 93.1% increase in EPS to $2.78 per share. The company has outperformed both the S&P 500 and the State Street Materials Select Sector SPDR ETF, driven by improved steel prices, high demand, and strategic diversification into aluminum. Analysts maintain a "Strong Buy" rating for STLD, projecting a potential upside of 7% from current levels.
TS Financials: Revenue Breakdown, Margins & Competitor Comparison
Tenaris SA (TS) primarily generates revenue from its Tubes segment, which accounts for 96.5% of total sales, totaling $2.87 billion, in the Oil Related Services and Equipment industry. The company exhibits strong profitability with a gross margin of 33.89%, an operating margin of 18.49%, and a net margin of 15.39%, along with an 11.65% Return on Equity. When compared to competitors like STLD and MT, TS demonstrates competitive efficiency, especially in its gross margin.
How Ternium’s 2025 Low‑Carbon Steel 20‑F Filing Could Impact Ternium (TX) Investors
Ternium (TX) filed its 2025 Form 20-F with the SEC, detailing its investments in low-carbon steelmaking and advanced products for the energy transition, positioning itself as a key supplier for lower-emission steel solutions. While the report offers detailed insights into decarbonization projects, it does not fundamentally alter the existing investment narrative, which balances successful project execution against risks like overcapacity and import pressure. Analysts, including UBS, have maintained a Neutral rating but lifted the price target, signaling the market's existing awareness of Ternium's green initiatives.
SteelPeak Wealth LLC Purchases 18,279 Shares of Steel Dynamics, Inc. $STLD
SteelPeak Wealth LLC significantly increased its stake in Steel Dynamics, Inc. by 1,119.4% in the fourth quarter, acquiring an additional 18,279 shares to hold a total of 19,912 shares valued at approximately $3.38 million. This move comes amidst mixed Wall Street sentiment, with a consensus "Hold" rating but varied price targets and ratings from different analysts. Steel Dynamics has recently surpassed EPS estimates and increased its quarterly dividend, though it missed revenue expectations for the last quarter.
SteelPeak Wealth Boosts Stake in Steel Dynamics
SteelPeak Wealth LLC significantly increased its holdings in Steel Dynamics (NASDAQ: STLD) by over 1,100% in Q4 2025, adding 18,279 shares to total 19,912 shares valued at $3.38 million. This move reflects continued investor confidence and belief in the steel manufacturer's growth potential amid favorable market conditions. The investment management firm filed its 13F report on April 4, 2026, detailing the substantial increase from its previous holding of 1,633 shares.
Steel Dynamics (NASDAQ:STLD) Cut to Hold at Wall Street Zen
Wall Street Zen downgraded Steel Dynamics (NASDAQ:STLD) from a "buy" to a "hold" rating, leading to a consensus "Hold" rating for the stock with an average price target of $182.44. The company recently reported quarterly EPS of $1.82, surpassing estimates, but its revenue of $4.41 billion fell short of expectations. Institutional investors own a significant portion of the company, and several have recently increased their holdings.
[DEF 14A] CLEVELAND-CLIFFS INC. Definitive Proxy Statement
Cleveland-Cliffs Inc. is holding its 2026 Annual Meeting on May 14, 2026, where shareholders will vote on electing eight directors, approving executive compensation on an advisory basis, and ratifying Deloitte & Touche LLP as the independent auditor. The proxy statement details the company's performance in 2025, highlighting strategic initiatives, a strong focus on safety, improved balance sheet flexibility, and an executive compensation philosophy designed to align with shareholder interests through performance-based incentives and long-term value creation. It also addresses the recovery of erroneously-awarded compensation following an accounting restatement and reaffirms the company's commitment to sustainability and corporate governance best practices.
Steel Dynamics Inc. stock underperforms Thursday when compared to competitors
Steel Dynamics Inc. (STLD) stock fell by 1.45% on Thursday, closing at $180.20. This underperformance occurred on a mixed trading day as the S&P 500 Index saw a slight gain, while the Dow Jones Industrial Average experienced a small decline. The stock's drop ended a three-day winning streak.
Steel Coil Slitting Service Market is Booming with Rising Demand
Coherent Market Insights has released a new research study titled "Global Steel Coil Slitting Service Market Size, Share, Pricing, Trends, Growth, Opportunities and Forecast 2026-2033," predicting significant growth in the sector. The report provides a comprehensive overview of the market, including future sales projections, consumer demand, regional analyses, and identifies key market drivers, inhibitors, opportunities, and risks. It also profiles major companies like Steel Dynamics Inc. and Nucor Corporation, detailing their financials, innovations, and strategies.
Steel Dynamics Inc. stock underperforms Wednesday when compared to competitors despite daily gains
Shares of Steel Dynamics Inc. (STLD) rose 1.58% to $182.85 on Wednesday, marking its third consecutive day of gains. Despite this increase, the stock underperformed compared to some competitors, even as the overall market saw an upward trend with the S&P 500 Index and Dow Jones Industrial Average also rising.
Ryerson announces leadership changes as Olympic integration progresses
Ryerson Holding Corp. has announced several leadership changes to integrate the organization fully following its acquisition of Olympic Steel. Key appointments include Mark Silver as EVP and Chief Legal and Risk Officer, Frank Williams as CIO, Richard Manson as Senior Vice President of Finance for Ryerson and CFO of Olympic Steel, Daniel Rosenberg as Chief of Staff, and Brian Seeley as President of Ryerson Advanced Processing. These changes aim to support greater continuity, collaboration, and leadership as Ryerson progresses with its integration efforts.
Does Stronger Earnings And Bigger Payouts Change The Bull Case For Commercial Metals (CMC)?
Commercial Metals Company (CMC) reported stronger second-quarter and six-month results, moving from a prior loss to a net income of US$270.31 million. The company completed a share repurchase program and increased its quarterly dividend by 11% to US$0.20 per share, emphasizing shareholder returns. While these improvements are positive, investors still need to consider margin sustainability, input cost fluctuations, and competitive pressures against the backdrop of an existing investment narrative projecting significant revenue and earnings growth by 2028.
Econ Financial Services Corp Takes Position in Steel Dynamics, Inc. $STLD
Econ Financial Services Corp initiated a new position in Steel Dynamics (NASDAQ:STLD) during Q4, acquiring 6,908 shares valued at approximately $1.17 million. Institutional investors now hold about 82.41% of the stock. Analysts have a mixed sentiment, with a consensus target price of $182.44, and Steel Dynamics recently exceeded quarterly EPS estimates, reported 14% revenue growth, and increased its quarterly dividend.
BTC Capital Management Inc. Has $13.77 Million Stock Holdings in Steel Dynamics, Inc. $STLD
BTC Capital Management Inc. reduced its stake in Steel Dynamics, Inc. (NASDAQ:STLD) by 8.2% in the fourth quarter, ending with 81,204 shares valued at $13.77 million. Despite this reduction, Steel Dynamics remains a significant holding for the firm, representing 1.0% of its portfolio. The article also details other institutional investor activity, recent financial performance, dividend increases, and analyst ratings for Steel Dynamics.
Steel Dynamics Inc. stock outperforms competitors on strong trading day
Shares of Steel Dynamics Inc. (STLD) rose 5.11% to $180.00 on a strong trading day, outperforming the broader market. The S&P 500 Index (SPX) increased by 2.91%, and the Dow Jones Industrial Average (DJIA) gained 2.49%. This marks the second consecutive day of gains for Steel Dynamics Inc. stock.
Steel Dynamics Board Retirements Put Governance And Growth Plans In Focus
Steel Dynamics (NasdaqGS:STLD) announced the retirement of two long-serving directors, Richard P. Teets, Jr. and Gabriel L. Shaheen, at the upcoming annual meeting, signaling a shift in board oversight. This change is crucial for investors as new board members will influence capital allocation, risk management, and strategic planning, particularly concerning the company's expansion into aluminum and low-carbon investments. The article highlights the importance of the successors' expertise in aligning with Steel Dynamics' current priorities and how this transition impacts the company’s narrative around growth projects and market conditions.
Vale targets India as China’s star fades
Iron ore giant Vale SA is shifting its focus to India, aiming to expand its business by increasing shipments and global trading amid a booming Indian steel market and a plateauing Chinese output. The company expects India's steel capacity to more than triple by 2050, making it a significant growth opportunity for Vale and its rivals. Vale aims to boost sales to India by 50% this year and is exploring partnerships for blending facilities to leverage India's growing domestic demand.
SG Americas Securities LLC Acquires 61,805 Shares of Steel Dynamics, Inc. $STLD
SG Americas Securities LLC significantly increased its stake in Steel Dynamics, Inc. during the fourth quarter, purchasing 61,805 additional shares to hold a total of 66,768 shares worth approximately $11.31 million. This increase comes as Steel Dynamics reported beating its quarterly EPS estimates, though revenue was slightly below expectations but up 14% year-over-year. The company also announced an increase in its quarterly dividend, raising it to $0.53 per share.
Steel Dynamics To Go Ex-Dividend On March 31st, 2026 With 0.53 USD Dividend Per Share
Steel Dynamics (NASDAQ: STLD) has announced its upcoming ex-dividend date for March 31st, 2026, with a dividend payout of $0.53 per share. Investors need to own shares before this date to be eligible for the dividend. The company's dividend yield is 1.34%.
Mesabi Trust Stock: A Unique Royalty Trust in the Iron Ore Sector for North American Investors
Mesabi Trust (ISIN: US5905971097) is a unique royalty trust offering North American investors passive exposure to the U.S. iron ore sector. It generates income from royalties on iron ore properties in Minnesota, primarily leased to Cleveland-Cliffs Inc., shielding unitholders from operational risks. The trust's structure provides predictable income streams tied to production volumes, appealing to income-focused investors seeking commodity exposure and leveraging embedded value in iron ore pricing.
Steel Dynamics, Inc. (NASDAQ:STLD) Declares Quarterly Dividend of $0.53
Steel Dynamics, Inc. (NASDAQ:STLD) announced a quarterly dividend of $0.53 per share, an increase of 6.0% from its previous dividend. The ex-dividend date is March 31st, with payment to investors of record on April 10th. The company has a strong history of dividend increases and a low payout ratio, indicating good coverage by earnings.
Wedge Capital Management L L P NC Reduces Stock Position in Steel Dynamics, Inc. $STLD
Wedge Capital Management L L P NC significantly reduced its stake in Steel Dynamics, Inc. by 28.6% in the fourth quarter, selling 14,862 shares and holding 37,150 shares valued at $6.295 million. Despite this reduction, Steel Dynamics reported strong quarterly earnings, beating analyst estimates on EPS, and increased its quarterly dividend. The company maintains a "Hold" consensus rating from analysts with an average price target of $182.44.
Should You Buy Steel Dynamics, Inc. (NASDAQ:STLD) For Its Upcoming Dividend?
Steel Dynamics, Inc. (NASDAQ:STLD) is set to trade ex-dividend soon, offering a dividend of US$0.53 per share, contributing to a 1.2% trailing yield. The company's dividend payments are well-covered, with only 25% of profit after tax and 58% of free cash flow being paid out, suggesting sustainability. Additionally, Steel Dynamics has demonstrated strong earnings growth of 26% per annum over the last five years and a 14% average annual dividend increase over the past decade.
Vanguard (STLD) files Amendment: reports 0 shares after Jan 12 realignment
The Vanguard Group filed an Amendment No. 13 to its Schedule 13G/A, reporting 0 shares (0%) beneficial ownership of Steel Dynamics Inc (STLD) common stock. This change follows an internal realignment on January 12, 2026, and a subsequent disaggregation under SEC Release No. 34-39538, meaning reporting units will now file separately. The filing confirms that Vanguard no longer has beneficial ownership over securities held by its subsidiaries and business divisions.
Commercial Metals (CMC) Reports Q2 2026 Earnings Miss Amid Severe Winter Weather
Commercial Metals (CMC) reported a Q2 2026 earnings miss, with adjusted EPS at $1.16 against an analyst consensus of $1.30-$1.34, primarily due to severe North American winter weather impacting operations and increasing costs. Despite the earnings shortfall, the company's revenue increased by 21.5% year-over-year to $2.13 billion, exceeding expectations. Management is optimistic about a "meaningful recovery" in Q3 2026, anticipating improved weather conditions and continued strong demand for steel in infrastructure and manufacturing.
SDI says co-founder Richard Teets and Gabe Shaheen retiring from board
Steel Dynamics Inc. (SDI) announced that co-founder Richard "Dick" P. Teets, Jr. and Gabriel L. Shaheen will retire from its board of directors, effective May 6, 2026. CEO Mark Millett praised Teets for his foundational role in SDI's success and Shaheen for his invaluable financial and strategic contributions. Both retiring members expressed gratitude for their time and confidence in the company's future.
Steel Dynamics Announces Retirement of Two Long-Tenured Directors
Steel Dynamics (STLD) announced that co-founder Richard Teets, Jr. and director Gabriel Shaheen will retire from the board after the May 6, 2026 annual meeting, reducing the board size from nine to seven members. The company emphasized that their departures are amicable and not due to any disagreements. Teets was highlighted as a key architect of the company's growth, while Shaheen was praised for his financial acumen.
Steel Dynamics Inc. stock underperforms Friday when compared to competitors
Steel Dynamics Inc. (STLD) stock fell by 1.98% to $170.97 on Friday, ending a four-day winning streak. This underperformance occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing significant declines. The article highlights the stock's closing price relative to broader market movements.
Two longtime Steel Dynamics (NASDAQ: STLD) directors to retire
Steel Dynamics (NASDAQ: STLD) announced that two long-serving directors, Richard P. Teets, Jr. and Gabriel L. Shaheen, will retire from the board at the end of their current terms and will not seek re-election at the 2026 Annual Meeting on May 6, 2026. This decision will reduce the board's size from nine to seven members. The company emphasized that the retirements were not due to any disagreements and expressed gratitude for their significant contributions to the company's growth and success.
Steel Dynamics' Richard P. Teets Jr. and Gabriel L. Shaheen to Retire from Board
Steel Dynamics (STLD) announced that directors Richard P. Teets Jr. and Gabriel L. Shaheen will retire from the board at the end of their current terms in 2026 and will not seek re-election. This decision will lead to a reduction in the board size from nine to seven members. The company stated that their retirements are not due to any disagreement with Steel Dynamics.
[ARS] STEEL DYNAMICS INC SEC Filing
This article announces an ARS SEC filing by Steel Dynamics Inc. (STLD) on March 27, 2026, at 10:42 AM. The filing is categorized with low impact and neutral sentiment. The article also provides a brief overview of recent news, other SEC filings, and key stock data for Steel Dynamics Inc.
Steel Dynamics board will lose co-founder and veteran director on May 6
Steel Dynamics (NASDAQ:STLD) announced that co-founder Richard P. Teets, Jr. and veteran director Gabriel L. Shaheen will retire from its Board of Directors effective May 6, 2026, at the company's Annual Meeting. Teets, with over 35 years of industry partnership, will remain a significant shareholder and pursue philanthropic activities, while Shaheen served for over 16 years, providing financial counsel and strategic perspective. The company expressed profound gratitude for their extensive contributions to its culture and growth, assuring investors that this transition aligns with ongoing operational strengths and growth initiatives.
Steel Dynamics Thanks Richard P. Teets, Jr. and Gabriel L. Shaheen for their Exemplary Board Service
Steel Dynamics, Inc. announced the retirements of Richard P. Teets, Jr. and Gabriel L. Shaheen from its Board of Directors, effective May 6, 2026. Mark D. Millett, Chairman and CEO, praised Teets for his foundational role as co-founder and leader, shaping the company's culture and innovation over 35 years. Shaheen was recognized for his invaluable financial acumen and strategic guidance during his sixteen years of service.
Steel Dynamics Announces Departure of Co-Founder Richard P. Teets, Jr. and Longtime Board Member Gabriel L. Shaheen
Steel Dynamics, Inc. has announced the departure of Richard P. Teets, Jr., a co-founder and former COO, and Gabriel L. Shaheen, a long-serving board member. Both individuals concluded their service, having significantly contributed to the company's governance and strategic direction since its inception in 1993 for Teets and since 2000 for Shaheen. Their combined expertise supported Steel Dynamics' growth and operational strategies over the years.
Steel Dynamics Thanks Richard P. Teets, Jr. and Gabriel L. Shaheen for their Exemplary Board Service
Steel Dynamics, Inc. announced the retirements of long-standing board members Richard P. Teets, Jr. and Gabriel L. Shaheen, effective May 6, 2026. Chairman and CEO Mark D. Millett expressed deep gratitude for their significant contributions, leadership, and expertise that were instrumental in the company's success and cultural foundation. Both Teets and Shaheen reflected on their impactful time with Steel Dynamics, highlighting the company's growth and commitment to its team members and communities.
Steel Dynamics, Inc. (NASDAQ:STLD) Given Consensus Recommendation of "Hold" by Brokerages
Steel Dynamics, Inc. (NASDAQ:STLD) has received a consensus "Hold" rating from ten research firms, with an average 12-month target price of $182.44. The company recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend. Institutional investors have significantly adjusted their positions in the basic materials company.
Zacks Industry Outlook Highlights Agnico ArcelorMittal, Nucor and Steel Dynamics
The Zacks Steel Producers industry faces challenges from muted demand in key markets like automotive and residential construction, exacerbated by sluggishness in China's property sector. Despite these headwinds, the industry benefits from higher steel prices and strong non-residential construction. Companies like ArcelorMittal, Nucor, and Steel Dynamics are highlighted as stocks to watch due to their strategic growth initiatives, focus on high-value products, and efforts to boost production capacity.
Steel Dynamics raises quarterly dividend by 6% to $0.53/share
Steel Dynamics has announced a 6% increase in its quarterly cash dividend, raising it from $0.50 to $0.53 per share of common stock. This dividend will be payable on or before April 19, 2024, to shareholders of record as of April 10, 2024. The move reflects the company's strong financial performance and commitment to returning value to shareholders.
Commercial Metals (CMC) Falls Short of Q2 Earnings Expectations
Commercial Metals Company (CMC) reported adjusted earnings of $1.16 per share for Q2, falling short of the Zacks Consensus Estimate of $1.28 per share, despite revenues of $2.13 billion beating expectations. The company's stock has declined approximately 9.8% year-to-date, and it currently holds a Zacks Rank #3 (Hold). Investors are now looking at future earnings projections and the broader industry outlook, with Steel Dynamics (STLD) also soon to report its quarterly results.
Zacks Industry Outlook Highlights Agnico ArcelorMittal, Nucor and Steel Dynamics
The Zacks Steel Producers industry is facing challenges from muted demand in key markets like automotive and residential construction, alongside sluggishness in China's economy and property market. Despite these headwinds, the industry is supported by higher steel prices and a resilient commercial construction sector. The article highlights three companies—ArcelorMittal, Nucor Corp., and Steel Dynamics, Inc.—as stocks to watch due to their strategic positioning, growth initiatives, and efforts to manage costs and maximize shareholder returns.
Zacks Industry Outlook Highlights Agnico ArcelorMittal, Nucor and Steel Dynamics
The Zacks Steel Producers industry faces challenges from muted demand in major markets like automotive and residential construction, along with sluggishness in China's property market. However, higher steel prices and a resilient commercial construction sector provide some tailwinds. Companies like ArcelorMittal, Nucor, and Steel Dynamics are highlighted for their strategic positioning, including expansion, cost optimization, investment in growth projects, and capacity upgrades, despite the overall "gloomy near-term" industry outlook indicated by a Zacks Industry Rank of #225.
Metalúrgica Gerdau S.A. stock faces headwinds amid steel sector volatility and margin pressures in Brazil
Metalúrgica Gerdau S.A. (GGBR4) faces challenges in the steel sector, with its stock declining 12.64% over the past month and net profit margins shrinking to 1.99%. Despite recent headwinds, the company maintains strong financial health and analysts project a 36.94% annual earnings growth, suggesting a potential recovery and making it attractive to US investors seeking undervalued opportunities in emerging markets. The stock is currently trading at a 24.9% discount to its intrinsic value.
Steel Dynamics Inc. stock gains spotlight with KeyBanc overweight rating and $190 target amid steel
KeyBanc has initiated overweight coverage on Steel Dynamics Inc. (STLD) with a $190 price target, driven by the analyst's confidence in the steelmaker's resilient operations and its ability to navigate commodity cycles. The company's mini-mill model, disciplined capacity management, and consistent dividend policy are highlighted as key strengths, positioning STLD for outperformance in a recovering steel market. This bullish outlook aligns with broader industrial sector optimism and demand from infrastructure spending in the US.
Steel Dynamics Inc. stock outperforms competitors on strong trading day
Steel Dynamics Inc. (STLD) saw its stock price rally by 2.22% to $173.47, outperforming the broader market on a strong trading day. This marked the third consecutive day of gains for the company, as both the S&P 500 Index and Dow Jones Industrial Average also rose. The article highlights STLD's performance relative to its competitors and the general market trend.
3 Steel Producer Stocks to Watch Amid Industry Challenges
The Zacks Steel Producers industry faces challenges from muted demand in major markets like automotive and residential construction, exacerbated by sluggish demand in China's property sector. However, higher steel prices and strong non-residential construction offer some support. Despite near-term headwinds, ArcelorMittal S.A. (MT), Nucor Corporation (NUE), and Steel Dynamics, Inc. (STLD) are highlighted as stocks to watch due to their strategic growth initiatives and market positioning.
Metal Recycling Market is expected to Hit US$ 585.94 Billion
The global metal recycling market is projected to reach US$585.94 billion by 2033, growing at a CAGR of 8.5% from its 2025 valuation of US$301.84 billion. This growth is driven by the sustainable benefits of recycling, such as reduced virgin mining and lower energy consumption, supplying key industries like automotive and construction. Recent developments highlight significant investments and collaborations in critical mineral and battery material recycling, particularly in the U.S. and Japan, aiming to enhance domestic capacity and reduce reliance on imports.
Steel Dynamics (STLD) Increases Despite Market Slip: Here's What You Need to Know
Steel Dynamics (STLD) saw a 1.84% increase despite a broader market slip, with its stock closing at $169.70. Analysts predict strong upcoming earnings for the company, with an expected EPS of $2.83 and revenue of $5.02 billion for the quarter. The company currently holds a Zacks Rank of #3 (Hold) and its valuation metrics, including a Forward P/E of 12.48 and a PEG ratio of 0.46, are in line with its industry average.
