Commercial Metals
About: Commercial Metals Co operates steel mills, steel fabrication plants, and metal recycling facilities in the United States and manufactures rebar and structural steel, which are key product categories for the nonresidential construction sector. The Company has three operating and reportable segments: North America Steel Group, Europe Steel Group and Emerging Businesses Group.
Employees: 13,178
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]
48% more call options, than puts
Call options by funds: $41.4M | Put options by funds: $28M
44% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 34
7% more capital invested
Capital invested by funds: $4.72B [Q1] → $5.05B (+$334M) [Q2]
3% more funds holding
Funds holding: 388 [Q1] → 398 (+10) [Q2]
1.53% more ownership
Funds ownership: 90.69% [Q1] → 92.22% (+1.53%) [Q2]
7% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 142
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
B of A Securities
Sathish Kasinathan
|
$70
|
Buy
Maintained
|
15 Sep 2025 |
Wells Fargo
Timna Tanners
|
$61
|
Overweight
Initiated
|
14 Aug 2025 |
UBS
Andrew Jones
|
$56
|
Neutral
Maintained
|
13 Aug 2025 |
JP Morgan
Bill Peterson
|
$54
|
Neutral
Maintained
|
14 Jul 2025 |
Morgan Stanley
Piyush Sood
|
$58
|
Equal-Weight
Maintained
|
25 Jun 2025 |
BMO Capital
Katja Jancic
|
$55
|
Market Perform
Maintained
|
24 Jun 2025 |
Financial journalist opinion