SecBot SecBot

CNM

Core & Main, Inc.
NYSE· Wholesale-Durable Goods, NEC· Inc. DE· CIK 0001856525 Consumer & Retail
$42.38 +0.41 (+0.98%)
Oct 26 4:00 PM ET · prev $41.97
Market cap
$8.1B
Mid cap
Consensus
Buy
58% Buy or better · 19 analysts
Median target
$55.00
+30% · range $40.00–75.00
1 year
−21.5%
from $53.98 · Oct 27
30 days
−0.0%
from $42.39
52-week range
$40.35–59.09
−28% from high · low Oct 9
Avg volume 20D
1.71M
shares / day
Short interest
12.47M
≈6.5% of shares · +22.6%
Days to cover
4.8
at average volume
Insider net
−$67.6K
1 buyer · 1 seller · since Mar 9
New fund stakes
3
Q2 2026 13F · 1 exit
Filing reports
10
analyzed by SecBot
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/1
Strongest NEUTRAL Core & Main reported fiscal Q2 2026 results with net sales of $2,145M (+2.5% YoY) and diluted EPS of $0.77…
All reports →

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.

  • InsidersMIXED

    1 insider bought $195.1K at an average $48.30. 1 insider sold $262.7K. Price is 12% below their cost.

  • InstitutionsMIXED

    Q2 2026: 41 added (3 new), 39 trimmed or exited. Largest new: Nordea Investment Management Ab $118.7M, Daiwa Securities Group $26.8M.

  • AnalystsBULLISH

    11 of 19 rate it Buy or better. Median target $55.00 (+30%).

  • EstimatesFLAT

    Current-quarter EPS estimate $0.929 → $0.942 over 90 days. 4 up, 5 down in 30 days.

  • Short sellersBUILDING

    Short interest +22.6% to 12.47M shares. 4.8 days to cover, ≈6.5% of shares.

  • TrendDOWNTREND

    0% below its 50-day average.

Who's buying

13F· Q2 2026
3
new positions
1
exit
$164.4M
in new stakes
FundMoveSharesValue
FMR LLCADD8,959,133$432.3M
Impax Asset Management Group plcADD4,203,618$202.8M
AmundiADD3,846,527$185.6M
NORDEA INVESTMENT MANAGEMENT ABNEW2,488,658$118.7M
Neuberger Berman Group LLCDOUBLED2,362,339$114.0M
RENAISSANCE TECHNOLOGIES LLCADD1,408,500$68.0M
UBS Group AGADD1,293,141$62.4M
CITADEL ADVISORS LLCDOUBLED985,716$47.6M

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

The Street

19 analysts
Buy 58% rate it Buy or better
Strong Buy3Buy8Hold7Sell1Strong Sell0
12-month targets · 13 analysts

Price is inside the target range. Median implies +30%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 7, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Sep 11, 2026Citigroup
MAINTAIN
MAINTAINNeutral
Sep 10, 2026Wells Fargo
MAINTAIN
MAINTAINOverweight
Sep 10, 2026Truist Securities
MAINTAIN
MAINTAINHold
Sep 10, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Sep 10, 2026Barclays
MAINTAIN
MAINTAINOverweight

Insider ledger

Form 4
$195.1K
bought · 1 insider
$262.7K
sold · 1 insider
−12.3%
vs their $48.30 cost
DateInsiderTypeValue
Oct 16, 2026
Witkowski Mark R
Chief Executive Officer
GIFT19,596 sh
Aug 4, 2026
Harper Carla D
Senior VP, Human Resources
TAX W/H$11.2K
Jul 22, 2026
HUEBERT MICHAEL G.
President
TAX W/H$56.9K
Jul 6, 2026
Hope James D
Director
BUY$95.1K
Jun 23, 2026
Buck Robert M
Director
AWARD2,799 sh
Jun 23, 2026
Castellano James G
Director
AWARD2,799 sh
Jun 23, 2026
Amirthalingam Bhavani
Director
AWARD2,799 sh
Jun 23, 2026
MAZZARELLA KATHLEEN M
Director
AWARD2,799 sh

Earnings setup

Estimates
$0.94
EPS estimate, this quarter
+1%
estimate change, 90 days
4↑ 5↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.94$0.88–$1.01+1.0%$2.1B
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Congressional trades
CNM trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 2 sells
DateMemberTypeAmountDisclosed
Aug 25, 2026
April McClain Delaney
D· HOUSE· Child account· CORE & MAIN INC
SELL$100,001 - $250,000Sep 9, 2026(15d)
Jun 12, 2026
April McClain Delaney
D· HOUSE· Child account· CORE & MAIN INC
SELL$1,001 - $15,000Jul 7, 2026(25d)

Short side

FINRA· Sep 30, 2026
12,470,102
shares short
+22.6%
vs prior settlement
4.8
days to cover
≈6.5%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 Insider
Witkowski Mark R gifted 19,596 shares
Chief Executive Officer
Sep 30, 2026 Short interest report
Short Interest: CNM up 23% to 12.5M shares
Settlement 2026-09-30 | Days to cover: 4.77 | ≈6.55% of shares outstanding (est.)
Sep 9, 2026 SEC
Core & Main reported fiscal Q2 2026 results with net sales of $2,145M (+2.5% YoY) and diluted EPS of $0.77 (+10.0%…
8-K — Impact 5/10
Aug 25, 2026 Congress
April McClain Delaney sell
$100,001 - $250,000 — House
Aug 4, 2026 Insider
Harper Carla D surrendered for taxes 242 shares
Senior VP, Human Resources @ $46.32 ($11.2K)
Jul 22, 2026 Insider
HUEBERT MICHAEL G. surrendered for taxes 1,301 shares
President @ $43.75 ($56.9K)
Jul 16, 2026 SEC
Three institutional asset managers (Assenagon, Swedbank, Wealth Enhancement) collectively trimmed ~$47.7M from their…
INST-CLUSTER — Impact 5/10
Jul 8, 2026 SEC
Director Hope James D purchased 2,100 shares of Core & Main (CNM) for $95,000 at ~$46.01 per share. The transaction is…
INSIDER-BUY — Impact 2/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 30, 2026
Short interest
Short Interest: CNM up 23% to 12.5M shares
Settlement 2026-09-30 | Days to cover: 4.77 | ≈6.55% of shares outstanding (est.)
Sep 9, 2026
Earnings date
CNM Q2 2027 Earnings Scheduled — 2026-09-09
Jun 10, 2026
Earnings date
CNM Q1 2027 Earnings Scheduled — 2026-06-10
Jun 9, 2026
Earnings date
CNM Q1 2026 Earnings Before Market Open — 2026-06-09
May 13, 2026
Short interest
FTD: CNM — 242,042 shares ($11.5M) failed to deliver
Settlement: 20260513, Price: $47.50, FTD Value: $11,496,995, CORE & MAIN INC COM CL A (DE)

SecBot reports

10 filings · 0 bullish · 1 bearish · 9 neutral
All CNM filing & press-release reports (10)