WS

Worthington Steel, Inc.

NYSE · Steel Works, Blast Furnaces & Rolling & Finishing Mills · Inc. OH · CIK 0001968487
$41.52 -2.99% $2.2B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders7 funds
Inst. Value$202.2M
Inst. Activity2 buys / 0 sells
Insider Activity1B / 3S
Insider Net $-$963.1K
Reddit Sentiment64° Warm
SEC Reports4
Exchange NYSE·Sector Steel Works, Blast Furnaces & Rolling & Finishing Mills·Inc. OH·CIK 0001968487·Prev Close $42.80

Recent Activity

Jun 2, 2026 SEC
Worthington Steel issued $700M of 7.750% Senior Secured Notes due 2033 and entered into a $700M Term Loan Credit Facilit
8-K — Impact 6/10
Jun 2, 2026 Insider
KLINGLER JEFFREY R sold 3,442 shares
Chief Operating Officer @ $18.64 ($64.2K)
Jun 2, 2026 Insider
KLINGLER JEFFREY R sold 14,008 shares
Chief Operating Officer @ $43.52 ($609.7K)
Jun 2, 2026 Insider
KLINGLER JEFFREY R sold 6,259 shares
Chief Operating Officer @ $0.00 ($0.00)
Jun 1, 2026 SEC
Jeffrey R. Klingler, an officer of Worthington Steel, filed a Form 144 on June 1, 2026, indicating intent to sell 20,236
144 — Impact 3/10
May 27, 2026 SEC
Worthington Steel disclosed that the German Federal Cartel Office granted merger control clearance for its acquisition o
8-K — Impact 7/10
Inst.
MORGAN STANLEY — ADD
402,597 shares ($13.9M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
49,698 shares ($1.7M)

Price Targets

$38.00 -8.5% upside Sell
Current $41.52 Low $38.00 Median $38.00 High $38.00 1 analysts
$38.00 $38.00

Analyst Ratings

Strong Buy80% buy · 10 analysts
3Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 Keybanc MAINTAIN Overweight → Overweight
Mar 27, 2026 Keybanc MAINTAIN Overweight → Overweight
Mar 25, 2026 Keybanc MAINTAIN Overweight → Overweight
Jan 23, 2026 Keybanc MAINTAIN Overweight → Overweight
Dec 16, 2025 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.73 ▼ -14.1% $0.73 — $0.73 -30% YoY 1
Next Q $0.68 ▼ -10.5% $0.68 — $0.68 -12% YoY 1
Current FY $2.15 ▼ -12.8% $2.15 — $2.15 -0% YoY 1
Next FY $2.67 ▼ -11.7% $2.45 — $2.90 24% YoY 2

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$148.4M
CHARLES SCHWAB INVESTMENT MANAGEMENT$28.1MADD
MORGAN STANLEY$13.9MADD
RENAISSANCE TECHNOLOGIES LLC$5.2MADD
BANK OF AMERICA CORP$2.9MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026KLINGLER JEFFREYM$64.2K
Jun 2, 2026KLINGLER JEFFREYSELL$609.7K
Jun 2, 2026KLINGLER JEFFREYM$0.00
Jun 1, 2026KLINGLER JEFFREYM$4.3K
Jun 1, 2026KLINGLER JEFFREYSELL$8.6K

Reddit Sentiment

64°
Warm
Bearish Neutral Bullish
7 mentions 3 bullish 0 bearish
7 institutional holders with $202.2M total value (5,840,680 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,287,641$148.4M73.4%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC811,832$28.1M13.9%ADD +30.7%
3MORGAN STANLEY402,597$13.9M6.9%ADD +26.5%
4RENAISSANCE TECHNOLOGIES LLC150,800$5.2M2.6%ADD +35.8%
5BANK OF AMERICA CORP /DE/83,582$2.9M1.4%TRIM -38.5%
6FMR LLC54,530$1.9M0.9%TRIM -49.3%
7WELLS FARGO & COMPANY/MN49,698$1.7M0.9%ADD +31.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD318,194402,597+26.5%$13.9M2025-Q4
WELLS FARGO & COMPANY/MNADD37,92149,698+31.1%$1.7M2025-Q4
BANK OF AMERICA CORP /DE/TRIM115,91271,293-38.5%$2.2M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD455,942595,717+30.7%$17.8M2025-Q2
BANK OF AMERICA CORP /DE/ADD59,856115,912+93.7%$3.5M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT24,3340-100.0%$0.002025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD330,880455,942+37.8%$11.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD111,900152,000+35.8%$3.9M2025-Q1
FMR LLCTRIM73,26137,134-49.3%$940.6K2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM64,01024,334-62.0%$616.4K2025-Q1
NORGES BANKEXIT70,2000-100.0%$0.002025-Q1
MORGAN STANLEYTRIM629,242384,743-38.9%$12.2M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM171,903111,900-34.9%$3.6M2024-Q4
UBS Group AGADD76,29298,083+28.6%$3.1M2024-Q4
NORGES BANKNEW70,200$2.2M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT219,39254,578-75.1%$1.7M2024-Q4
MORGAN STANLEYADD384,232629,242+63.8%$21.4M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW321,296$10.9M2024-Q3
3 unique insiders with 4 transactions. Net insider value: -$963.1K ($100.4K bought, $1.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026KLINGLER JEFFREY RChief Operating OfficerM3,442$18.64$64.2K
Jun 2, 2026KLINGLER JEFFREY RChief Operating OfficerSELL14,008$43.52$609.7K
Jun 2, 2026KLINGLER JEFFREY RChief Operating OfficerM6,259$0.00$0.00
Jun 1, 2026KLINGLER JEFFREY RChief Operating OfficerM200$21.51$4.3K
Jun 1, 2026KLINGLER JEFFREY RChief Operating OfficerSELL200$43.00$8.6K
Jun 1, 2026KLINGLER JEFFREY RChief Operating OfficerM200$0.00$0.00
May 22, 2026Larivey CliffordPresident Flat Rolled Stl ProcM1,399$0.00$0.00
May 22, 2026Larivey CliffordPresident Flat Rolled Stl ProcM2,046$0.00$0.00
May 22, 2026Larivey CliffordPresident Flat Rolled Stl ProcM1,399$21.51$30.1K
May 22, 2026Larivey CliffordPresident Flat Rolled Stl ProcSELL11,105$40.09$445.2K
May 22, 2026Larivey CliffordPresident Flat Rolled Stl ProcM610$0.00$0.00
Jan 30, 2026BOWSHER JON JDirectorBUY2,500$40.15$100.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 3 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$38.00 mean target -8.5% upside Sell (3.00)
$38.00 Low $38.00 High
MetricValue
Current Price$41.52
Target Low$38.00
Target Mean$38.00
Target Median$38.00
Target High$38.00
# Analysts1
RecommendationSell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.73 $0.73 $0.73 -30.5% -14.1% 0↑ 1↓ $1.0B 19.1% 1
Next Q
2026-08-31
$0.68 $0.68 $0.68 -11.7% -10.5% 0↑ 1↓ $0.9B 5.7% 1
Current FY
2026-05-31
$2.15 $2.15 $2.15 -0.5% -12.8% 0↑ 1↓ $3.5B 13.4% 1
Next FY
2027-05-31
$2.67 $2.45 $2.90 24.4% -11.7% 0↑ 1↓ $3.7B 4.5% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.730
7d ago$0.850-0.120
30d ago$0.850-0.120
60d ago$0.850-0.120
90d ago$0.850-0.120
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 27, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 25, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 23, 2026 Keybanc MAINTAIN Overweight Overweight
Dec 16, 2025 Keybanc MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263520080%
May 1, 20263520080%
Apr 1, 20263520080%
Mar 1, 20263520080%
Feb 1, 20263520080%
Jan 1, 20263520080%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

64°
Warm
Bearish Neutral Bullish
7 mentions 3 bullish 0 bearish 7 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 27, 2026144° Neutral001
May 26, 2026144° Neutral001
Mar 31, 2026160° Warm101
Mar 31, 2026160° Warm101
Mar 5, 2026150° Neutral001
Mar 5, 2026150° Neutral001
Jul 15, 2025160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 2mo ago
Profit for Sellers, No matter what!
▲ 1 💬 1 ⚡ 0.5
r/SPACs Neutral 9d 23h ago
Any pre-DA SPAC warrants / rights still have real potential here?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 3mo ago
AMPX/WS 10bagger
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 17d 11h ago
Mandami and WS
▲ 0 💬 1
Mar 25, 2026
earnings_calendar
WS Q3 2026 Earnings Scheduled — 2026-03-25