Nucor Corporation (NYSE:NUE) is included among the 14 Best Warren Buffett Dividend Stocks to Buy. Nucor (NUE) Extends Dividend Streak with 212th Consecutive Quarterly Payment On February 20, Nucor Corporation (NYSE:NUE)’s Board of Directors approved its regular quarterly cash dividend of $0.56 per share, which will be paid on May 11, 2026, to shareholders who are on record as of March 31, 2026. This marks the company’s 212th consecutive quarterly dividend, reflecting a long and consistent track record of ...

Nucor Announces 212th Consecutive Cash Dividend and New Share Repurchase Program [Accessibility Statement] Skip NavigationCHARLOTTE, N.C., Feb. 20, 2026 /PRNewswire/ -- The Board of Directors of Nucor Corporation (NYSE: NUE) declared the regular quarterly cash dividend of $0.56 per share on Nucor's common stock. This cash dividend is payable on May 11, 2026 to stockholders of record on March 31, 2026 and is Nucor's 212th consecutive quarterly cash dividend.In a separate action, Nucor's Board of Directors ap ...

Nucor Announces Promotion of Jack Sullivan to Chief Financial Officer, Treasurer and Executive Vice President [Accessibility Statement] Skip NavigationCHARLOTTE, N.C., Feb. 20, 2026 /PRNewswire/ -- Nucor Corporation (NYSE: NUE) announced today that John L. "Jack" Sullivan, Vice President, Treasurer and General Manager of Investor Relations, will be promoted to Chief Financial Officer, Treasurer and Executive Vice President effective March 1, 2026. He will succeed Steve Laxton, who was promoted to President ...

Nucor Corporation (NUE) is a leading steel producer headquartered in Charlotte, North Carolina. The company manufactures and sells a wide range of steel and steel-related products, including sheet, plate, bar, and structural steels. Its operations span steel mills, steel products, and raw materials segments, supplying materials to construction, automotive, and infrastructure markets. Nucor’s market cap is around $42.7 billion. Shares of this steel giant have outpaced the broader market over the past 52 w ...

Company Overview - Nucor Corporation is a leading producer of structural steel, steel bars, steel joists, steel deck, and cold finished bars in the United States, with 123 operating facilities primarily located in the U.S. and Canada [12] - The company also produces direct reduced iron (DRI) used in its steel mills, and most of its facilities and customers are based in North America [12] Investment Ratings - Nucor is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of A, indicating a solid overall performance [13] - The company has a Momentum Style Score of A, with shares increasing by 5.1% over the past four weeks [13] Earnings Estimates - Four analysts have revised their earnings estimates upwards for fiscal 2026, with the Zacks Consensus Estimate increasing by $0.50 to $11.74 per share [13] - Nucor boasts an average earnings surprise of +7.5%, suggesting a positive trend in earnings performance [13] Investment Consideration - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Nucor is recommended to be on investors' short list for potential investment opportunities [14]

Core Viewpoint - Nucor Corporation is facing significant cash flow challenges despite maintaining a long-standing dividend payout, raising concerns about the sustainability of its dividend growth trajectory [2][5]. Dividend Payment Overview - Nucor recently paid a quarterly dividend of $0.56 per share, reflecting a 1.82% increase from the previous quarter's $0.55 [3]. - For the full year 2025, the total dividend distribution was $2.21 per share, a modest increase of 1.84% from $2.17 in 2024, indicating a slowdown compared to the 4.83% growth seen between 2023 and 2024 [3]. Cash Flow Analysis - In fiscal 2025, Nucor generated $3.23 billion in operating cash flow, while capital expenditures reached $3.42 billion, resulting in negative free cash flow of $188 million, marking the first instance of negative free cash flow in the available dataset [5][9]. - This represents a significant decline from fiscal 2023, where Nucor produced $4.90 billion in free cash flow, and operating cash flow has decreased by 68% from its peak of $10.07 billion in fiscal 2022 [6][9]. Dividend Sustainability Concerns - Despite the cash flow issues, Nucor paid out $512 million in dividends in 2025, necessitating the use of its balance sheet to support both dividend payments and capital expenditures [7][9]. - The dividend payout now accounts for 25.1% of net income, a sharp increase from just 5.3% during the profitable fiscal year 2022 [7]. Financial Performance - Nucor's net income fell to $2.04 billion in fiscal 2025, a decline of 12.1% from 2024 and a staggering 75% drop from $8.08 billion in fiscal 2022 [14].

Core Viewpoint - Nucor Corporation is facing significant challenges with negative free cash flow and declining net income, raising concerns about the sustainability of its dividend despite a strong balance sheet and a long history of dividend payments [1][2]. Financial Performance - Nucor generated negative free cash flow of $188 million in 2025, marking the first time in its history that it failed to produce positive free cash flow [1]. - The company paid out $512 million in dividends during 2025, consuming 25.1% of net income, a sharp increase from 5.3% in 2022 [1]. - Net income fell 75% to $2.04 billion in 2025, down from $8.08 billion in 2022, with operating cash flow dropping 68% from its peak [1][2]. Dividend Analysis - The latest quarterly dividend of $0.56 per share represents a modest 1.82% increase from the previous quarter, with a full-year dividend of $2.21 per share, up just 1.84% from 2024 [1]. - The current dividend yield is 1.15%, significantly below the S&P 500 average, making it less attractive for income-focused investors [1][2]. Cash Flow and Capital Expenditures - Operating cash flow for fiscal 2025 was $3.23 billion, while capital expenditures were $3.42 billion, leading to negative free cash flow [1]. - The company has a strong balance sheet with $2.70 billion in cash and a $2.25 billion undrawn credit facility, providing a cushion to support dividend payments [1][2]. Market Valuation - Nucor's stock is priced at 26 times trailing earnings and 17 times forward earnings, indicating that the market is betting on future earnings growth rather than current dividend income [2]. - The stock has appreciated 46.62% over the past year, driven by expectations of a cyclical recovery in the steel industry [2]. Economic Context - U.S. GDP growth accelerated to 4.4% in Q3 2025, which could support industrial demand and improve Nucor's cash generation in 2026 [2]. - Management is optimistic about increased earnings in Q1 2026, driven by higher volumes and prices, which could restore positive cash flow [2]. Insider Activity - Recent insider transactions show a concerning trend, with 15 disposals compared to only 2 acquisitions, indicating a lack of confidence from management [1]. - Notable sales include CEO Leon Topalian and CFO Stephen Laxton disposing of shares, which raises questions about their outlook on the company's performance [1].

Core Viewpoint - Nucor has experienced significant stock gains due to steel tariffs, but potential reductions in these tariffs by the Trump administration could impact its future performance and competitiveness in the market [1]. Group 1: Nucor's Performance - Nucor's stock has increased by 41% over the past 12 months and 16% year-to-date in 2026, benefiting from tariffs that have reached up to 50% [1]. - The company has maintained 210 consecutive quarterly dividend payments and has a strong cash position of $5 billion, supporting buybacks and expansion efforts [1]. Group 2: Tariff Changes - Trump is considering scaling back tariffs on steel and aluminum, which could include exemptions for certain products and a pause on expanding tariff lists [1]. - The rationale for these changes includes rising consumer prices and political pressures ahead of midterm elections, with 59% of Americans disapproving of Trump's handling of rising costs [1]. Group 3: Implications for the Steel Industry - Lower tariffs may expose U.S. steel producers to increased competition from imports, potentially affecting prices and profit margins [1]. - Steel imports saw a decline of 12.2% in 2025, with expectations of continued decreases into early 2026 [1]. - Despite potential challenges, demand from sectors like data centers and infrastructure projects may provide some support for the steel market [1]. Group 4: Investor Sentiment - Warren Buffett's recent purchase of 6.6 million shares of Nucor for approximately $850 million reflects confidence in the company's fundamentals, despite potential short-term uncertainties due to tariff changes [1]. - Nucor's efficient production methods and focus on high-margin areas, including green steel initiatives, position it favorably for long-term growth [1].

Nucor Corporation (NYSE:NUE) is included among the Dividend Growth Stocks: 25 Aristocrats. UBS Points to Pricing Strength Behind Nucor’s (NUE) Share Gains On January 28, UBS analyst Andrew Jones cut Nucor Corporation (NYSE:NUE) to Neutral from Buy and raised the firm’s price target to $183 from $168. The move reflects what the analyst described as “full” valuation and pricing. UBS noted that Nucor shares have climbed 32% since mid-October, even after a softer fourth quarter, supported by strong pricing m ...

Company Overview - Nucor Corporation (NYSE:NUE) is the largest steel manufacturer in the U.S., producing various steel products including sheet, plate, bar, and structural steel, as well as raw materials and industrial gases for multiple applications [2] Financial Performance - Nucor reported a "mixed quarter," with shares experiencing a pullback despite being at a 52-week high prior to the quarter [1] - The financial results were not as strong as anticipated, indicating underlying challenges despite some positive factors [1] Market Environment - The company benefits from protective steel tariffs that prevent foreign products from being sold at lower prices, which supports the domestic steel industry [1] - CEO Leon Topalian noted that the current import situation is the best he has seen in his 30 years at Nucor, highlighting a supportive trade environment for U.S. manufacturing [1]