PFA Pension Forsikringsaktieselskab Acquires New Holdings in Nucor Corporation $NUE

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Nucor Corporation (NYSE:NUE - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 294,996 shares of the basic materials company's stock, valued at approximately $48,615,000. PFA Pension Forsikringsaktieselskab owned approximately 0.13% of Nucor at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in NUE. Integrated Wealth Concepts LLC raised its stake in Nucor by 21.1% in the first quarter. Integrated Wealth Concepts LLC now owns 3,266 shares of the basic materials company's stock valued at $393,000 after buying an additional 568 shares during the last quarter. Dynamic Technology Lab Private Ltd purchased a new stake in Nucor in the first quarter valued at about $259,000. Geneos Wealth Management Inc. raised its stake in Nucor by 81.8% in the first quarter. Geneos Wealth Management Inc. now owns 340 shares of the basic materials company's stock valued at $41,000 after buying an additional 153 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in Nucor in the second quarter valued at about $390,000. Finally, Cerity Partners LLC raised its stake in Nucor by 51.9% in the second quarter. Cerity Partners LLC now owns 40,629 shares of the basic materials company's stock valued at $5,263,000 after buying an additional 13,877 shares during the last quarter. Institutional investors own 76.48% of the company's stock.

More Nucor News

Here are the key news stories impacting Nucor this week:

• Positive Sentiment: Goldman Sachs raised its price target on Nucor to $260 from $240, implying roughly a mid‑teens upside vs the current share level — a clear analyst vote of confidence that supports upward price momentum. Goldman Sachs Adjusts Price Target on Nucor to $260 From $240
• Positive Sentiment: Coverage highlighting Nucor’s “blockbuster” earnings (triple‑digit EPS gains, double‑digit revenue growth) reinforces the narrative of stronger fundamentals and justifies higher valuation multiples. Investors may be re‑rating shares on the earnings beat and upward guidance/forecasts. Is Nucor a Buy After Its Blockbuster Earnings Report?
• Positive Sentiment: Jim Cramer singled out Nucor as a “data center stock,” a high‑visibility endorsement that can attract retail and momentum flows by linking Nucor to secular demand drivers (infrastructure, data‑center builds). Nucor (NUE) is a Data Center Stock, Says Jim Cramer
• Neutral Sentiment: Analyst activity is rising — Nucor shows up on trending lists (TipRanks) indicating increased attention from the sell‑side and modelers; this raises liquidity/coverage but is not a direct buy/sell signal. Campbell, DoorDash, Oklo, Nucor, Telus Trending With Analysts
• Neutral Sentiment: General market pages (CNN) and other outlets continue to list Nucor in stock trackers — useful for visibility but not a direct catalyst. Nucor Corporation
• Negative Sentiment: MarketWatch noted Nucor underperformed peers on a recent session, a reminder that relative performance and sector rotation could cap near‑term gains even as fundamentals improve. Nucor Corp. stock underperforms Wednesday when compared to competitors

Nucor Trading Up 0.3%

Shares of NYSE:NUE opened at $225.93 on Friday. Nucor Corporation has a 52-week low of $106.21 and a 52-week high of $227.96. The stock has a market cap of $51.43 billion, a price-to-earnings ratio of 22.37, a PEG ratio of 0.76 and a beta of 1.87. The company has a quick ratio of 1.57, a current ratio of 2.90 and a debt-to-equity ratio of 0.30. The business has a 50-day moving average price of $180.91 and a 200-day moving average price of $169.01.

Nucor (NYSE:NUE - Get Free Report) last announced its quarterly earnings data on Monday, April 27th. The basic materials company reported $3.23 earnings per share (EPS) for the quarter, topping 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 last year, the business posted $0.77 earnings per share. The company's revenue for the quarter was up 21.3% compared to the same quarter last year. Equities analysts predict that Nucor Corporation will post 13.64 EPS for the current year.

Nucor Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 11th. Stockholders of record on Tuesday, March 31st will be paid a $0.56 dividend. This represents a $2.24 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Tuesday, March 31st. Nucor's dividend payout ratio (DPR) is presently 22.18%.

Nucor declared that its Board of Directors has authorized a stock repurchase plan on Friday, February 20th that authorizes the company to buyback $4.00 billion in shares. This buyback authorization authorizes the basic materials company to purchase up to 9.7% of its stock through open market purchases. Stock buyback plans are typically an indication that the company's management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. BNP Paribas Exane increased their price target on Nucor from $185.00 to $210.00 and gave the company an "outperform" rating in a research note on Monday, April 20th. BMO Capital Markets increased their price target on Nucor from $196.00 to $235.00 and gave the company an "outperform" rating in a research note on Tuesday, April 28th. Jefferies Financial Group increased their price target on Nucor from $225.00 to $250.00 and gave the company a "buy" rating in a research note on Tuesday, April 28th. The Goldman Sachs Group increased their price target on Nucor from $240.00 to $260.00 in a research note on Friday. Finally, Wells Fargo & Company increased their price target on Nucor from $213.00 to $244.00 and gave the company an "overweight" rating in a research note on Wednesday. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, Nucor currently has an average rating of "Moderate Buy" and a consensus target price of $240.00.

Insider Activity

In other news, EVP Allen C. Behr sold 7,568 shares of the firm's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $188.50, for a total value of $1,426,568.00. Following the completion of the transaction, the executive vice president directly owned 67,711 shares in the company, valued at $12,763,523.50. This trade represents a 10.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Kenneth Rex Query sold 7,452 shares of the firm's stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $196.02, for a total value of $1,460,741.04. Following the completion of the transaction, the executive vice president owned 76,628 shares of the company's stock, valued at approximately $15,020,620.56. The trade was a 8.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 22,520 shares of company stock valued at $4,245,334. Company insiders own 0.62% of the company's stock.

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.

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