Reliance (RS) News Today

Reliance, Inc. (RS) — shares moved higher today on mixed Q3 results and corporate actions. Investors appear to be balancing a new cash dividend and top-line strength against softer-than-expected EPS, below-consensus Q4 guidance and analyst price-target cuts. The net effect: supportive income signals but clear near-term earnings and guidance headwinds.

• Positive Sentiment: Company announced a quarterly dividend of $1.20/share (annualized yield ~1.8%), a direct shareholder return that likely supports buying interest. Reliance, Inc. Announces Quarterly Dividend of $1.20
• Neutral Sentiment: Analysis piece questions whether Reliance’s capital returns signal strategic discipline or are masking cost pressures — useful context but inconclusive on near-term stock direction. Are Reliance (RS) Capital Returns Masking Cost Pressures or Signaling Strategic Discipline?
• Neutral Sentiment: Q3: revenue beat estimates (higher sales) but EPS missed and margins were softer; management described Q4 demand as stable — mixed operational read that tempers conviction. Reliance's Earnings Miss, Revenues Surpass Estimates in Q3
• Neutral Sentiment: Rep. Lisa McClain sold a small ($1k–$15k) block of RS stock — a disclosure item that is unlikely to materially affect sentiment. Rep. Lisa C. McClain Sells Reliance, Inc. (NYSE:RS) Stock
• Neutral Sentiment: BMO cut its price target from $340 to $315 but kept an "outperform" rating — softer upside but continued analyst conviction. BMO Capital Markets Cuts Reliance (NYSE:RS) Price Target to $315.00
• Negative Sentiment: Wells Fargo lowered its price target to $284 and set an "equal weight" rating, signaling reduced upside and contributing downward pressure on valuation. Wells Fargo Lowers Price Target on Reliance
• Negative Sentiment: Company updated Q4 2025 EPS guidance to $2.65–$2.85, materially below the prior consensus (~$3.28), which is a clear negative catalyst for near-term expectations. Reliance (NYSE:RS) Updates Q4 2025 Earnings Guidance
• Negative Sentiment: Q3 EPS missed consensus ($3.64 vs. ~$3.71) despite revenue growth; the EPS miss and margin pressure amplify concerns highlighted by the lower guidance. Reliance (NYSE:RS) Announces Quarterly Earnings Results