Core & Main (NYSE:CNM) Shares Unloaded Rep. April McClain Delaney

Key Points

• Representative April McClain Delaney sold between $15,001 and $50,000 in Core & Main stock on August 11th, 2025, according to a recent disclosure.
• Core & Main's stock has a market capitalization of $12.72 billion and a recent trading price of $64.55, reflecting a slight decline of 0.2%.
• Insider trading activity included significant stock sales by insiders, with a total of 472,956 shares sold worth over $29 million in the last quarter.

Representative April McClain Delaney (D-Maryland) recently sold shares of Core & Main, Inc. NYSE: CNM. In a filing disclosed on September 02nd, the Representative disclosed that they had sold between $15,001 and $50,000 in Core & Main stock on August 11th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of BJ's Wholesale Club NYSE: BJ on 8/25/2025.
• Purchased $15,001 - $50,000 in shares of Markel Group NYSE: MKL on 8/21/2025.
• Sold $15,001 - $50,000 in shares of Dayforce NYSE: DAY on 8/19/2025.
• Sold $1,001 - $15,000 in shares of Viking NYSE: VIK on 8/13/2025.
• Purchased $1,001 - $15,000 in shares of Jones Lang LaSalle NYSE: JLL on 8/7/2025.
• Purchased $1,001 - $15,000 in shares of Markel Group NYSE: MKL on 8/7/2025.
• Sold $1,001 - $15,000 in shares of IDEXX Laboratories NASDAQ: IDXX on 8/7/2025.
• Sold $1,001 - $15,000 in shares of Clean Harbors NYSE: CLH on 8/7/2025.
• Purchased $15,001 - $50,000 in shares of Morningstar NASDAQ: MORN on 8/2/2025.
• Sold $1,001 - $15,000 in shares of Bio-Techne NASDAQ: TECH on 8/1/2025.

Core & Main Stock Performance

Core & Main stock traded up $1.05 during mid-day trading on Friday, reaching $66.90. 2,160,876 shares of the stock traded hands, compared to its average volume of 1,547,573. The stock has a market capitalization of $13.19 billion, a PE ratio of 31.11, a price-to-earnings-growth ratio of 1.98 and a beta of 1.04. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.96 and a quick ratio of 1.10. Core & Main, Inc. has a 12-month low of $37.22 and a 12-month high of $67.18. The business's 50-day moving average is $63.75 and its 200-day moving average is $55.99.

Core & Main (NYSE:CNM - Get Free Report) last posted its quarterly earnings data on Tuesday, June 10th. The company reported $0.52 EPS for the quarter, meeting analysts' consensus estimates of $0.52. Core & Main had a return on equity of 23.55% and a net margin of 5.47%.The company had revenue of $1.91 billion during the quarter, compared to analysts' expectations of $1.84 billion. During the same quarter in the prior year, the business earned $0.49 earnings per share. Core & Main's revenue for the quarter was up 9.8% compared to the same quarter last year. Core & Main has set its FY 2025 guidance at EPS. As a group, sell-side analysts predict that Core & Main, Inc. will post 2.16 EPS for the current fiscal year.

Hedge Funds Weigh In On Core & Main

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CNM. EverSource Wealth Advisors LLC boosted its stake in Core & Main by 145.4% during the second quarter. EverSource Wealth Advisors LLC now owns 454 shares of the company's stock valued at $27,000 after buying an additional 269 shares during the last quarter. Parallel Advisors LLC boosted its stake in Core & Main by 447.1% during the first quarter. Parallel Advisors LLC now owns 651 shares of the company's stock valued at $31,000 after buying an additional 532 shares during the last quarter. Bfsg LLC boosted its stake in Core & Main by 56.4% during the second quarter. Bfsg LLC now owns 560 shares of the company's stock valued at $34,000 after buying an additional 202 shares during the last quarter. Cubist Systematic Strategies LLC boosted its stake in Core & Main by 262.0% during the first quarter. Cubist Systematic Strategies LLC now owns 724 shares of the company's stock valued at $35,000 after buying an additional 524 shares during the last quarter. Finally, Rossby Financial LCC bought a new position in Core & Main during the first quarter valued at approximately $37,000. 94.19% of the stock is owned by institutional investors.

Insider Buying and Selling at Core & Main

In other Core & Main news, CEO Mark R. Witkowski sold 100,000 shares of the company's stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $64.08, for a total transaction of $6,408,000.00. Following the sale, the chief executive officer directly owned 35,847 shares in the company, valued at $2,297,075.76. This represents a 73.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Robyn L. Bradbury sold 5,000 shares of the company's stock in a transaction that occurred on Tuesday, July 22nd. The shares were sold at an average price of $64.51, for a total value of $322,550.00. Following the sale, the chief financial officer owned 8,555 shares in the company, valued at approximately $551,883.05. This trade represents a 36.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 472,056 shares of company stock valued at $29,290,714. Corporate insiders own 3.53% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on CNM. Loop Capital reissued a "hold" rating and set a $68.00 price target on shares of Core & Main in a report on Monday, July 28th. Royal Bank Of Canada boosted their price target on Core & Main from $60.00 to $67.00 and gave the company an "outperform" rating in a report on Tuesday, June 10th. Wells Fargo & Company boosted their price target on Core & Main from $65.00 to $70.00 and gave the company an "overweight" rating in a report on Tuesday, July 8th. JPMorgan Chase & Co. upped their price objective on Core & Main from $56.00 to $64.00 and gave the stock an "overweight" rating in a research note on Thursday. Finally, Citigroup upped their price objective on Core & Main from $56.00 to $62.00 and gave the stock a "neutral" rating in a research note on Tuesday, June 10th. Six equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $63.40.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland's 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027. McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland's 6th Congressional District. She declared candidacy for the 2026 election. April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor's degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

About Core & Main

Core & Main, Inc is a specialty distributor focused on water, wastewater, storm drainage and fire protection products, and related services. The company provides infrastructure solutions to municipalities, private water companies and professional contractors across municipal, non-residential, and residential end markets, nationwide.