Vaughan Nelson Investment Management L.P. Acquires 71,865 Shares of Nucor Corporation $NUE

Vaughan Nelson Investment Management L.P. boosted its stake in shares of Nucor Corporation (NYSE:NUE) by 9.2% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 851,805 shares of the basic materials company’s stock after buying an additional 71,865 shares during the period. Nucor makes up approximately 1.4% of Vaughan Nelson Investment Management L.P.’s holdings, making the stock its 12th biggest holding. Vaughan Nelson Investment Management L.P.’s holdings in Nucor were worth $144,040,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Stance Capital LLC bought a new stake in shares of Nucor during the third quarter worth $25,000. Strive Financial Group LLC acquired a new stake in shares of Nucor during the fourth quarter worth $27,000. Motiv8 Investments LLC bought a new stake in Nucor in the 4th quarter valued at $32,000. Mcguire Capital Advisors Inc. bought a new stake in Nucor in the 4th quarter valued at $32,000. Finally, Reflection Asset Management acquired a new position in Nucor in the 4th quarter worth $36,000. Institutional investors and hedge funds own 76.48% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on NUE shares. BNP Paribas Exane increased their target price on Nucor from $210.00 to $248.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Argus upped their price objective on Nucor from $200.00 to $262.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Barclays assumed coverage on Nucor in a research report on Thursday, May 21st. They set an “overweight” rating and a $270.00 price objective for the company. Weiss Ratings raised Nucor from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, May 14th. Finally, KeyCorp initiated coverage on Nucor in a research note on Wednesday, March 25th. They issued a “sector weight” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $263.75.

More Nucor News

Here are the key news stories impacting Nucor this week:

• Positive Sentiment: Nucor’s Q2 guidance of $4.50 to $4.60 per share came in above expectations, signaling stronger near-term earnings power. Nucor Announces Guidance for the Second Quarter of 2026 Earnings
• Positive Sentiment: Commentary suggests Nucor is benefiting from higher steel prices and healthy demand, which could support margins in the current quarter. Nucor Projects Earnings to Increase in Q2 on Higher Prices
• Positive Sentiment: Industry outlook pieces continue to favor steel producers like Nucor as construction strength and recovering auto demand support the sector. Zacks Industry Outlook Highlights Nucor, Ternium, Gerdau and L.B. Foster
• Neutral Sentiment: A long-term performance article highlighted how a $1,000 investment in Nucor would have grown over 10 years, underscoring the stock’s historical compounding rather than a new catalyst. Here’s How Much a $1000 Investment in Nucor Made 10 Years Ago Would Be Worth Today
• Neutral Sentiment: Recent trading also showed some day-to-day weakness versus the broader market, but that move appears secondary to the company’s positive earnings outlook. Nucor (NUE) Stock Declines While Market Improves: Some Information for Investors

Insider Buying and Selling

In other news, EVP Allen C. Behr sold 10,096 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $226.08, for a total value of $2,282,503.68. Following the completion of the sale, the executive vice president owned 62,871 shares of the company’s stock, valued at approximately $14,213,875.68. This represents a 13.84% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Randy J. Spicer sold 2,500 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $225.00, for a total transaction of $562,500.00. Following the completion of the transaction, the executive vice president directly owned 20,510 shares of the company’s stock, valued at $4,614,750. This represents a 10.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 82,378 shares of company stock worth $18,963,930 in the last quarter. 0.62% of the stock is owned by company insiders.

Nucor Price Performance

NYSE:NUE opened at $244.26 on Monday. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.55 and a current ratio of 2.90. The stock’s 50-day simple moving average is $230.40 and its 200 day simple moving average is $192.20. The company has a market cap of $55.63 billion, a P/E ratio of 24.18, a P/E/G ratio of 0.63 and a beta of 1.88. Nucor Corporation has a 52-week low of $122.82 and a 52-week high of $270.90.

Nucor (NYSE:NUE) last issued its quarterly earnings results on Monday, April 27th. The basic materials company reported $3.23 EPS for the quarter, beating the consensus estimate of $2.82 by $0.41. Nucor had a return on equity of 10.68% and a net margin of 6.82%.The firm had revenue of $9.50 billion during the quarter, compared to analysts’ expectations of $8.88 billion. During the same period in the prior year, the firm posted $0.77 earnings per share. The business’s quarterly revenue was up 21.3% compared to the same quarter last year. As a group, sell-side analysts forecast that Nucor Corporation will post 15.68 EPS for the current fiscal year.

Nucor Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, August 11th. Stockholders of record on Tuesday, June 30th will be paid a dividend of $0.56 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.24 dividend on an annualized basis and a dividend yield of 0.9%. Nucor’s dividend payout ratio is currently 22.18%.

Nucor Company Profile

Nucor Corporation (NYSE: NUE) is an American steel producer headquartered in Charlotte, North Carolina. The company is primarily engaged in the manufacture and sale of steel and steel products, operating a network of steel mills, recycling facilities and fabrication plants across the United States and North America. Nucor’s operations emphasize electric arc furnace steelmaking using recycled scrap metal, which supports a decentralized, mill-based production model focused on efficiency and flexibility.

Product offerings span a broad range of basic and value?added steel items, including sheet, plate, merchant bar, structural beams, reinforcing bar, tubing, fasteners and fabricated components.