STEEL DYNAMICS INC
No SEC Form 4 filings for $STLD in the last 30 days.
See all $STLD insider activity →Steel Dynamics (STLD) will go ex-dividend in 4 days, with a US$0.53/share payment on October 9. The company has a 0.9% trailing yield, pays 19% of profits and 31% of cash flow as dividends. Earnings grew 34% annually over 5 years, with 14% dividend growth over 10 years.
Nucor (NUE) and Steel Dynamics (STLD) shares fell after Q3 guidance missed estimates, despite forecasting earnings growth. Both companies cited higher steel prices and strong demand. The iShares U.S. Basic Materials ETF (IYM) is up 17% in 2026, outperforming the S&P 500. Hot-rolled coil prices remain elevated, with supply constraints supporting the market.
Generac (GNRC) surged 25% after an $8B deal with Amazon to supply backup generators for data centers. CoreWeave raised $3.7B in convertible notes for AI infrastructure. Baldwin Insurance agreed to a $7.7B take-private deal. Marvell (MRVL) and GlobalFoundries expanded a chip production deal. Nebius raised GPU cloud service prices. Steel Dynamics (STLD) and Nucor (NUE) issued weak Q3 guidance despite strong shipments.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning STLD (STEEL DYNAMICS INC). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent STLD coverage spans market movers, earnings and corporate actions.
The dividend announcement may attract income‑focused investors and support the stock price ahead of the ex‑dividend date.
Guidance miss likely caps upside in the short term, while pricing resets and backlog strength support the longer thesis.
Negative earnings outlook.
Guidance below expectations may trigger short‑term price decline.
Guidance miss suggests near‑term downside pressure.
AlphAI scores every news story that mentions STLD with an AI model for sentiment and relevance, and aggregates insider trades from STEEL DYNAMICS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Steel Dynamics (STLD) will go ex-dividend in 4 days, with a US$0.53/share payment on October 9. The company has a 0.9% trailing yield, pays 19% of profits and 31% of cash flow as dividends. Earnings grew 34% annually over 5 years, with 14% dividend growth over 10 years.
1 min readNucor (NUE) and Steel Dynamics (STLD) shares fell after Q3 guidance missed estimates, despite forecasting earnings growth. Both companies cited higher steel prices and strong demand. The iShares U.S. Basic Materials ETF (IYM) is up 17% in 2026, outperforming the S&P 500. Hot-rolled coil prices remain elevated, with supply constraints supporting the market.
5 min readGenerac (GNRC) surged 25% after an $8B deal with Amazon to supply backup generators for data centers. CoreWeave raised $3.7B in convertible notes for AI infrastructure. Baldwin Insurance agreed to a $7.7B take-private deal. Marvell (MRVL) and GlobalFoundries expanded a chip production deal. Nebius raised GPU cloud service prices. Steel Dynamics (STLD) and Nucor (NUE) issued weak Q3 guidance despite strong shipments.
3 min readSteel Dynamics (STLD) expects Q3 EPS between $5.34 and $5.38, below consensus but up from $2.74 a year ago. Analysts are mixed, with 9 'Buy' or 'Strong Buy' ratings. The company reports strong backlog and aluminum production ramp-up. Market cap reached $33.98B, ranking #297 in S&P 500.
2 min readSteel Dynamics (STLD) shares fell 5% after Q3 earnings guidance of $5.34-$5.38 per share, below the $5.60 consensus. Analysts adjusted targets: JPMorgan lowered to $272 (Neutral), Wells Fargo raised to $257 (Overweight). STLD expects higher steel margins and strong demand across multiple sectors, with Q3 aluminum earnings improving. Year-to-date, shares are up 33%.
2 min readSTEEL DYNAMICS INC (STLD) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 Press Release September 17, 2026 7575 W. Jefferson Blvd. Fort Wayne, IN 46804 Steel Dynamics Provides Third Quarter 2026 Earnings Guidance FORT WAYNE, INDIANA, September 17, 2026 / PRNewswire / Steel Dynamics, Inc. (NASDAQ/GS: STLD) today provided third quarter 2026
2 min readXenon Pharmaceuticals (XENE) shares dropped 27.6% to $41.51 in pre-market trading after pausing enrollment in psychiatry studies due to adverse events. Other stocks moving lower include Frontline (FRO), Biohaven (BHVN), Stewards (SWRD), Steel Dynamics (STLD), and Array Technologies (ARRY). Steel Dynamics expects Q3 EPS of $5.34-$5.38, up from previous periods.
2 min readU.S. stock futures rose Friday. Xenon Pharmaceuticals (XEN) fell 24% after pausing trials. Netflix (NFLX) dropped 2.1% following a downgrade and price target cut by Wells Fargo. Array Technologies (ARRY) declined 3.1% after a downgrade and lower price target from UBS. Steel Dynamics (STLD) fell 3.4% on below-expectation earnings guidance. Frontline (FRO) dropped 6% ex-dividend. StubHub (ETSY) rose 3.5% on an upgrade from Citi. Dynatrace (DT) gained 1.2% after an upgrade from Needham. Etsy (ETSY)
3 min readSteel Dynamics and Nucor shares fell over 1.5% after weaker-than-expected Q3 guidance. Netflix dropped 3% following a Wells Fargo downgrade citing engagement concerns. Xenon Pharmaceuticals sank 25% after pausing clinical trials due to side effects. Crypto-related stocks rose with Bitcoin crossing $78,000. Macom Technology Solutions gained 3% after an upgrade by BMO Capital Markets.
2 min readGoldman Sachs lowered its price target on Steel Dynamics to $299 from $301 but maintained a buy rating. JPMorgan also adjusted its target to $272 from $273, keeping a neutral rating. Steel Dynamics' stock has risen 3.49% year-to-date.
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