SecBot SecBot

CMC

COMMERCIAL METALS Co
NYSE· Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens)· Inc. DE· CIK 0000022444 Materials & Mining
$62.42 −0.35 (−0.56%)
Oct 26 4:00 PM ET · prev $62.77
Market cap
$7.0B
Mid cap
Consensus
Buy
67% Buy or better · 18 analysts
Median target
$78.00
+25% · range $70.00–85.00
1 year
+3.3%
from $60.41 · Oct 27
30 days
−3.2%
from $64.49
52-week range
$56.52–83.21
−25% from high · low Nov 4
Avg volume 20D
1.24M
shares / day
Short interest
🔒 Subscribers only
Insider net
+$100.0K
1 buyer · 0 sellers · since Jul 15
New fund stakes
3
Q2 2026 13F · 1 exit
Filing reports
6
analyzed by SecBot
SecBot read BULLISH 5 reports · 90 days
Balance 1 bearish · 2 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 5/5

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBULLISH

    1 insider bought $100.0K at an average $71.92. No open-market sales. Price is 13% below their cost.

  • InstitutionsMIXED

    Q2 2026: 29 added (3 new), 30 trimmed or exited. Largest new: Point72 Asset Management, $34.5M, Squarepoint Ops $18.9M.

  • AnalystsBULLISH

    12 of 18 rate it Buy or better. Every target is above the price.

  • TrendDOWNTREND

    5% below its 50-day average.

Who's buying

13F· Q2 2026
3
new positions
1
exit
$68.3M
in new stakes
FundMoveSharesValue
FULLER & THALER ASSET MANAGEMENT, INC.TRIM1,254,033$78.7M
JPMORGAN CHASE & COADD1,102,192$71.5M
UBS Group AGADD1,123,041$70.5M
Qube Research & Technologies LtdDOUBLED905,130$56.8M
JACOBS LEVY EQUITY MANAGEMENT, INCTRIM794,410$49.8M
VAN ECK ASSOCIATES CORPDOUBLED786,142$49.3M
Point72 Asset Management, L.P.NEW549,954$34.5M
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED543,527$34.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

18 analysts
Buy 67% rate it Buy or better
Strong Buy4Buy8Hold6Sell0Strong Sell0
12-month targets · 11 analysts

Price is below the lowest target. Median implies +25%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 20, 2026Barclays
MAINTAIN
MAINTAINEqual-Weight
Oct 19, 2026BMO Capital
MAINTAIN
MAINTAINMarket Perform
Oct 19, 2026Morgan Stanley
MAINTAIN
MAINTAINOverweight
Oct 9, 2026JP Morgan
MAINTAIN
MAINTAINOverweight
Oct 6, 2026Wells Fargo
MAINTAIN
MAINTAINEqual-Weight
Sep 9, 2026JP Morgan
MAINTAIN
MAINTAINOverweight

Insider ledger

Form 4
$100.0K
bought · 1 insider
$0
sold · 0 insiders
−13.2%
vs their $71.92 cost
DateInsiderTypeValue
Oct 15, 2026
McPherson John R
Director
AWARD$4.0K
Oct 14, 2026
MATT PETER R
President and CEO
TAX W/H$365.4K
Oct 14, 2026
LAWRENCE PAUL JAMES
SVP & Chief Financial Officer
TAX W/H$120.4K
Oct 14, 2026
Ghelani Kekin
SVP, Chief Strategy Officer
TAX W/H$39.4K
Oct 14, 2026
SLOAN LINDSAY L
VP & Chief Accounting Officer
TAX W/H$15.7K
Oct 14, 2026
SLOAN LINDSAY L
VP & Chief Accounting Officer
TAX W/H$15.9K
Oct 14, 2026
Doucet Michael
SVP, EBG & Chief Comm. Officer
TAX W/H$63.8K
Oct 14, 2026
Halloran Brian N.
SVP, N. America Steel Group
TAX W/H$29.1K

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Washington

New issue · Transportation Q3 2026 · filed Oct 20
Lobbying Q3 $50K 0.0% QoQ
YoY −16.7% vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
DEFDefenseENGEnergy/NuclearTRATransportationTRDTrade (domestic/foreign)

Corporate Lobbying

This company's lobbying spend, firms, issues and congressional activity are for subscribers.

Subscribe for Full Access

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 SEC
CMC reported a strong Q4 fiscal 2026 beat, with adjusted EPS of $2.09 (+21.9% vs consensus $1.71) and revenue of…
8-K — Impact 6/10
Oct 15, 2026 Insider
McPherson John R was granted 61 shares
Director @ $65.37 ($4.0K)
Oct 15, 2026 Earnings result
CMC Q4 2026 Earnings: EPS $2.09 (+4.9% vs est)
Oct 14, 2026 Insider
MATT PETER R surrendered for taxes 5,642 shares
President and CEO @ $64.77 ($365.4K)
Oct 14, 2026 Insider
LAWRENCE PAUL JAMES surrendered for taxes 1,859 shares
SVP & Chief Financial Officer @ $64.77 ($120.4K)
Oct 13, 2026 SEC
CMC declared a regular quarterly cash dividend of $0.20 per share, payable November 11, 2026, to holders of record as…
8-K — Impact 2/10
Sep 21, 2026 SEC
CMC announced it will host a conference call on October 15, 2026 to discuss its fiscal Q4 2026 and full-year results.
PRESS-RELEASE — Impact 1/10
Jun 30, 2026 Inst.
FULLER & THALER ASSET — TRIM
1,254,033 shares ($78.7M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent

SecBot reports

6 filings · 2 bullish · 1 bearish · 3 neutral
All CMC filing & press-release reports (6)