K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 1-4119 NUCOR CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation o ...

It has been about a month since the last earnings report for Nucor (NUE) . Shares have added about 0.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Nucor due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Nucor's Q4 Earnings Miss on Lower Volumes, Revenues BeatNucor repo ...

Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of ...

President Donald Trump's new 10% universal tariff is sending fresh shockwaves through global markets, threatening to squeeze margins for companies dependent on overseas manufacturing. But while many multinational giants face rising uncertainty, a small group of companies may be uniquely insulated — and investors are starting to notice.The key differentiator is simple: domestic supply chains.Companies that manufacture and source heavily within the United States face significantly less exposure to import tari ...

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 ...

Core Viewpoint - Nucor Corporation is experiencing strong performance driven by positive market outlook and robust order backlogs, particularly in construction and infrastructure sectors [5][6]. Company Overview - Nucor Corporation (NUE) is a leading steel producer based in Charlotte, North Carolina, with a market capitalization of approximately $42.7 billion. The company manufactures a variety of steel products, including sheet, plate, bar, and structural steels, serving construction, automotive, and infrastructure markets [1]. Stock Performance - Over the past year, Nucor's shares have increased by 30.4%, significantly outperforming the S&P 500 Index, which rose by 11.9%. Year-to-date, NUE stock has gained 13.9%, while the S&P 500 has seen a slight decline [2]. - However, Nucor has underperformed compared to the VanEck Steel ETF (SLX), which has gained approximately 54.3% over the past year and 17.5% year-to-date [3]. Market Outlook - Investors are optimistic about Nucor's outlook for 2026, supported by strong order backlogs. Steel mill backlogs have increased nearly 40% year-over-year, while steel products backlogs are up about 15%. Structural backlogs are more than 15% above the previous record, indicating strong demand in infrastructure and energy-related construction [5]. Earnings Expectations - For the fiscal year ending December 2026, analysts project Nucor's earnings per share (EPS) to rise by 52.3% year-over-year to $11.74 on a diluted basis. The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [6]. Analyst Ratings - Among the 15 analysts covering Nucor stock, the consensus rating is a "Strong Buy," based on 11 "Strong Buy" ratings and four "Holds." This is a slight decrease from the previous month, which had 12 "Strong Buy" ratings [6][7]. - UBS has downgraded Nucor from "Buy" to "Neutral," while raising its price target from $168 to $183, citing concerns over increased competition from lower-cost steel imports from Southeast Asia and Brazil [7].

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].