3,131 Steel Dynamics, Inc. $STLD Shares Purchased by Schuylkill Financial LLC

Schuylkill Financial LLC grew its stake in Steel Dynamics, Inc. (NASDAQ:STLD) by 91.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,558 shares of the basic materials company’s stock after purchasing an additional 3,131 shares during the quarter. Steel Dynamics makes up about 1.4% of Schuylkill Financial LLC’s holdings, making the stock its 14th largest position. Schuylkill Financial LLC’s holdings in Steel Dynamics were worth $1,453,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. BlackRock Inc. bought a new stake in Steel Dynamics in the 2nd quarter worth about $2,844,501,000. Bank of America Corp DE increased its holdings in Steel Dynamics by 19.1% during the first quarter. Bank of America Corp DE now owns 1,340,234 shares of the basic materials company’s stock worth $241,242,000 after buying an additional 215,029 shares during the last quarter. Hsbc Holdings PLC increased its holdings in Steel Dynamics by 92.4% during the fourth quarter. Hsbc Holdings PLC now owns 1,030,448 shares of the basic materials company’s stock worth $174,609,000 after buying an additional 494,828 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in Steel Dynamics by 3.7% during the first quarter. Bank of New York Mellon Corp now owns 938,585 shares of the basic materials company’s stock worth $168,945,000 after buying an additional 33,434 shares during the last quarter. Finally, Deutsche Bank AG bought a new stake in Steel Dynamics in the second quarter worth about $126,579,000. Institutional investors own 82.41% of the company’s stock.

Wall Street Analyst Weigh In

STLD has been the topic of a number of research analyst reports. JPMorgan Chase & Co. dropped their target price on shares of Steel Dynamics from $272.00 to $260.00 and set a “neutral” rating on the stock in a research note on Friday, October 9th. UBS Group increased their target price on shares of Steel Dynamics from $165.00 to $276.00 and gave the company a “neutral” rating in a research report on Monday, August 10th. Wall Street Zen lowered shares of Steel Dynamics from a “strong-buy” rating to a “buy” rating in a research note on Sunday, September 20th. KeyCorp reaffirmed an “overweight” rating on shares of Steel Dynamics in a report on Wednesday, July 22nd. Finally, Barclays lifted their price target on shares of Steel Dynamics from $272.00 to $285.00 and gave the stock an “overweight” rating in a report on Monday. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $259.82.

Steel Dynamics Stock Performance

Shares of STLD stock traded up $1.59 on Wednesday, hitting $245.97. 312,225 shares of the stock were exchanged, compared to its average volume of 1,194,077. The company has a current ratio of 3.18, a quick ratio of 1.45 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $35.25 billion, a PE ratio of 18.13, a P/E/G ratio of 0.35 and a beta of 1.48. Steel Dynamics, Inc. has a one year low of $148.13 and a one year high of $288.74. The firm’s 50 day moving average is $238.13 and its two-hundred day moving average is $237.54.

Steel Dynamics (NASDAQ:STLD) last announced its quarterly earnings data on Monday, October 19th. The basic materials company reported $5.26 earnings per share for the quarter, missing the consensus estimate of $5.48 by ($0.22). Steel Dynamics had a return on equity of 21.95% and a net margin of 8.82%. The firm had revenue of $6.51 billion during the quarter, compared to analysts’ expectations of $6.43 billion. During the same period last year, the business posted $2.74 EPS. The company’s revenue was up 34.8% compared to the same quarter last year. Sell-side analysts expect that Steel Dynamics, Inc. will post 18.13 earnings per share for the current fiscal year.

Steel Dynamics Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, October 9th. Stockholders of record on Wednesday, September 30th were paid a $0.53 dividend. The ex-dividend date was Wednesday, September 30th. This represents a $2.12 annualized dividend and a dividend yield of 0.9%. Steel Dynamics’s dividend payout ratio (DPR) is presently 19.22%.

Key Steel Dynamics News

Here are the key news stories impacting Steel Dynamics this week:

• Positive Sentiment: Third-quarter results showed substantial year-over-year growth: net sales rose 35% to approximately $6.5 billion, while net income increased to $756 million from $403.7 million. Higher realized steel prices, lower scrap costs and wider metal spreads supported profitability. Steel Dynamics Reports Third Quarter 2026 Results
• Positive Sentiment: Steel shipments reached a record 3.8 million tons, and mills operated at a strong 92% utilization rate. Operating cash flow totaled $846 million, liquidity was $2.4 billion, and the company repurchased $276 million of stock during the quarter. Steel Dynamics: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Analysts and long-term investors may view the record shipments, strong utilization and swelling backlog as evidence of durable demand and a relatively stable outlook compared with more heavily leveraged steel turnaround stories. 2 Steel Giants Just Reported Earnings—and Told Very Different Stories
• Neutral Sentiment: Steel Dynamics announced leadership promotions intended to support long-term growth and operational excellence. The changes provide continuity but are unlikely to be a major near-term earnings catalyst. Steel Dynamics Announces Leadership Promotions
• Negative Sentiment: Adjusted earnings of $5.26 per share fell short of the roughly $5.42–$5.48 analyst consensus and came in below the company’s prior guidance range of $5.34–$5.38. The miss overshadowed record volumes and prompted the negative market reaction. Steel Dynamics stock slides as Q3 earnings disappoint
• Negative Sentiment: Metals-recycling income declined sequentially, while aluminum shipments were below internal expectations because of yield and quality problems during faster production. Investors are also questioning whether elevated expectations were already reflected in STLD’s valuation. Steel Dynamics Falls After Q3 EPS Miss Despite Record Shipments

Steel Dynamics Profile

Steel Dynamics, Inc is a steel producer and metals recycler headquartered in Fort Wayne, Indiana. The company manufactures steel products using electric arc furnace technology and serves customers across industries such as construction, automotive, manufacturing, and energy.

Its operations include the production of flat rolled steel, long steel products, structural steel, rail, and specialty products. Steel Dynamics also provides steel processing and fabrication services, including the manufacture of steel joists, deck systems, and other components used in commercial and industrial construction.

The company operates metals recycling facilities that collect, process, and supply ferrous and nonferrous scrap to support its steelmaking operations.