Steel Dynamics 配当と自社株買い
配当金 基準チェック /46
Steel Dynamicsは配当を支払う会社で、現在の利回りは0.95%ですが、利益によって十分にカバーされています。前回の支払いは 10th July, 2026で、権利落ち日は30th June, 2026 。
主要情報
1.0%
配当利回り
2.3%
バイバック利回り
| 総株主利回り | 3.3% |
| 将来の配当利回り | 1.0% |
| 配当成長 | 13.7% |
| 次回配当支払日 | 10 Jul 26 |
| 配当落ち日 | 30 Jun 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 22% |
最近の配当と自社株買いの更新
Recent updates
ナラティブの更新 • Jul 08
STLD: Higher Steel Pricing Assumptions Will Confront Softer EPS Guidance
Steel Dynamics' updated analyst price target has increased to $221.33 from $169.10, as analysts factor in firmer assumptions around revenue growth, profit margins and sector pricing reflected in recent research commentary. Analyst Commentary Recent research on Steel Dynamics shows a mix of optimism on long term steel demand and more cautious views on earnings execution and valuation.Seeking Alpha • Jun 25
Steel Dynamics Offers Solid Fundamentals And A Potential Short-Term Buying Opportunity
Summary Steel Dynamics remains a hold, with a 10% further decline targeted as an attractive entry amid recent Q2 guidance and market volatility. STLD's Q1 saw revenues up 19% to $5.2B and net earnings doubling, driven by broad-based growth and a rapidly expanding aluminum segment. STLD's recycling-based model offers a structural cost advantage as energy prices rise, supporting long-term outperformance versus peers like Nippon Steel. I plan incremental buying if STLD declines by over 20% from highs, balancing downside risk with superior profitability and a forward P/E of 15. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 24
STLD: Higher Steel Prices And Tight Supply Will Support Future Earnings Power
The analyst price target for Steel Dynamics has been raised from $255.91 to $272.09, as analysts factor in updated views on steel pricing, demand trends, and modest adjustments to long term revenue growth, margins, discount rate, and future P/E assumptions. Analyst Commentary Recent commentary around Steel Dynamics shows a mix of optimism on pricing power and demand, alongside caution tied to guidance, valuation, and the durability of higher steel prices.分析記事 • Jun 19
Steel Dynamics (STLD) Stock Could Be 2% Below Fair Value After Stronger Guidance
Steel Dynamics (STLD) has put fresh numbers around its outlook, issuing second quarter 2026 earnings guidance of US$3.51 to US$3.55 per diluted share while flagging stronger steel and aluminum profitability. See our latest analysis for Steel Dynamics. The new guidance comes after a sharp pullback, with Steel Dynamics’ share price down 7.49% over the last session and 11.62% over the past week, yet still showing a 52.43% 3 month share price return and a 1 year total shareholder return of...ナラティブの更新 • Jun 06
STLD: Tariff Policy And Steel Pricing Cycles Will Shape Future Earnings Power
Analysts have raised the fair value estimate for Steel Dynamics to $255.91 from $227.61 after a series of higher price targets across the Street, reflecting updated views on steel pricing, expected revenue growth, profit margins, and future price-to-earnings assumptions. Analyst Commentary Street research on Steel Dynamics has been active, with a mix of bullish and more cautious views feeding into the updated fair value estimate.新しいナラティブ • May 07
Aluminum Sheet Deficit And Utilization Dependence Will Pressure Future Margins And Earnings
Catalysts About Steel Dynamics Steel Dynamics is a North American metals producer with operations in steel, metals recycling, fabrication and a growing flat rolled aluminum business. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • May 06
STLD: Tariff Policy And Margin Assumptions Will Shape Future Earnings Power
The updated fair value estimate for Steel Dynamics rises by about $35 to $227.61, as analysts factor in Street research that points to higher expected profit margins and a lower assumed future P/E, even as revenue growth assumptions and the discount rate are adjusted. Analyst Commentary Recent Street research on Steel Dynamics has focused heavily on valuation, with several bullish analysts lifting price targets while at least one bearish analyst has shifted to a more neutral stance.分析記事 • Apr 23
Steel Dynamics, Inc. (NASDAQ:STLD) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Steel Dynamics, Inc. ( NASDAQ:STLD ) shareholders, with its shares surging 17% to...
新しいナラティブ • Apr 23
Aluminum Platform And Recycling Integration Will Support Stronger Long Term Earnings Power
Catalysts About Steel Dynamics Steel Dynamics produces steel, recycles metals, and is ramping a flat rolled aluminum business across North America. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Apr 20
STLD: Tariff Policy And Valuation Assumptions Will Shape Earnings Outlook
Analysts have raised the price target on Steel Dynamics by about $4, citing updated views on fair value, profitability and future P/E assumptions supported by recent research from major banks. Analyst Commentary Recent Street research on Steel Dynamics has focused on refining fair value estimates, with several major firms updating price targets and ratings in close succession.ナラティブの更新 • Apr 06
STLD: Tariff Policy And 2026 Outlook Will Shape Earnings And Capacity Use
Analysts trimmed their price target on Steel Dynamics by about $5 to reflect updated assumptions for slightly higher revenue growth, a lower profit margin and a higher future P/E, while recent Street research highlights mixed rating changes and refreshed 2026 outlooks for U.S. carbon steel equities. Analyst Commentary Recent research on Steel Dynamics offers a mix of optimism and caution, with analysts updating ratings and price targets as they refresh multi year views on U.S. carbon steel equities and factor in tariff and capacity trends.ナラティブの更新 • Mar 22
STLD: Tariff Support And 2026 Outlook Will Drive Capacity Expansion And BlueScope Pursuit
Analysts have trimmed their fair value estimate for Steel Dynamics by about $1.45 to $193.46, as they factor in slightly lower margin assumptions and refreshed price targets that now reflect updated 2026 outlooks for U.S. steel mills. Analyst Commentary Recent Street research on Steel Dynamics reflects a split view, with some firms lifting price targets on the back of refreshed 2026 assumptions and others taking a more cautious stance on rating and upside potential.ナラティブの更新 • Mar 07
STLD: Tariff Policy And 2026 Outlook Will Guide Capacity And BlueScope Bid
Narrative update The updated analyst price target for Steel Dynamics of about $195, up from roughly $193, reflects refreshed 2026 outlooks in recent research. Analysts point to firm steel pricing supported by tariffs, capacity driven share gains for domestic mills, and mixed to positive expectations for sector profitability.ナラティブの更新 • Feb 20
STLD: Tariff Policy And 2026 Outlook Will Shape Capacity And Acquisition Path
Analysts have adjusted their views on Steel Dynamics, setting a refreshed analyst price target in the high $180s to low $190s range. This reflects updated 2026 outlooks that highlight expectations for firm steel pricing, ongoing tariff support, and a mixed but generally constructive profitability setup for U.S. mills.ナラティブの更新 • Feb 06
STLD: Tariff Support And 2026 Outlook Will Balance Capacity And Acquisition Risks
Narrative Update The analyst price target for Steel Dynamics shifts slightly higher to about US$193 from about US$191, as analysts factor in refreshed 2026 outlooks that point to resilient steel pricing, incremental capacity driven market share gains for domestic mills, and mixed but generally supportive expectations for sector profitability despite a challenging macro backdrop. Analyst Commentary Recent research paints a mixed but generally constructive picture for Steel Dynamics, with several firms lifting price targets while one high profile downgrade highlights growing valuation and execution questions into 2026.ナラティブの更新 • Jan 22
STLD: Tariff Support And 2026 Sheet Mill Outlook Will Guide Balanced Returns
The analyst price target for Steel Dynamics has increased from US$183.08 to US$191.28 as analysts factor in refreshed 2026 outlooks that assume firm U.S. steel pricing, incremental profitability improvement for sheet mills, and updated models following recent earnings and sector tariff expectations. Analyst Commentary Recent research updates on Steel Dynamics point to a more mixed stance, with several firms lifting their price targets while some temper their ratings as they reassess 2026 assumptions and nearer term demand trends.ナラティブの更新 • Jan 06
STLD: Tariff Policy And Demand Rebound Will Shape Balanced Return Outlook
Analysts have lifted their fair value estimate for Steel Dynamics to about $183 per share from roughly $181, noting updated price targets from US$165 to US$185 and refreshed models that factor in a mixed demand backdrop across North America, China, the U.S. and Europe. Analyst Commentary Recent Street research on Steel Dynamics reflects a mix of optimism and caution, with several firms updating price targets and ratings as they incorporate new macro views and refreshed models.ナラティブの更新 • Dec 17
STLD: Tariff Policy And Demand Rebound Will Drive Returns Ahead
Analysts have lifted their price target on Steel Dynamics by roughly $11 per share to about $181, citing refreshed models that balance a still challenging global demand backdrop with improving profitability and supportive U.S. and European demand trends. Analyst Commentary Street research on Steel Dynamics reflects a mixed but generally constructive stance, with recent revisions highlighting both upside potential and valuation constraints following the stock's strong run.ナラティブの更新 • Dec 02
STLD: Demand Recovery And Tariff Risks Will Shape Performance Ahead
The consensus analyst price target for Steel Dynamics has increased by $2.50, as analysts cite resilient U.S. and European demand and recent updates to price forecasts despite ongoing macroeconomic challenges. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Steel Dynamics' outlook, with several notable price target adjustments and rating changes.ナラティブの更新 • Nov 18
STLD: Challenging Demand And Trade Risks Will Define Near-Term Performance
Analysts have slightly increased their average price target for Steel Dynamics by $0.83 to $167.42. They cite updated models and recent earnings, while highlighting ongoing valuation considerations and a persistently challenging demand environment.ナラティブの更新 • Nov 03
STLD: Domestic Tariffs And U.S. Market Exposure Will Shape Future Performance
Analysts have raised their fair value estimate for Steel Dynamics from $153.83 to $166.58 per share. This change is due to upward price target revisions and model updates following recent earnings results and industry outlooks.ナラティブの更新 • Oct 20
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their price target for Steel Dynamics from $151.50 to $153.83 per share, citing anticipated tariff benefits, resilient U.S. steel pricing, and an improved profit margin outlook as key factors supporting their updated valuation. Analyst Commentary Analyst perspectives on Steel Dynamics reflect a mix of optimism around near-term support and caution regarding the longer-term landscape for U.S. steel producers.ナラティブの更新 • Oct 05
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their fair value estimate for Steel Dynamics from $149.58 to $151.50. This change is attributed to an improved domestic demand outlook, tariff benefits, and valuation premiums for U.S. mills.分析記事 • Aug 16
Steel Dynamics, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
NasdaqGS:STLD 1 Year Share Price vs Fair Value Explore Steel Dynamics's Fair Values from the Community and select yours...分析記事 • Aug 09
Is Steel Dynamics (NASDAQ:STLD) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jul 16
Returns On Capital At Steel Dynamics (NASDAQ:STLD) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Seeking Alpha • Feb 24
Steel Dynamics: Trump Trade With Several Tailwinds
Summary The reshoring of industrial capacity from China to the U.S., driven by tariffs, will benefit U.S. steelmakers like Steel Dynamics. Steel Dynamics is well-positioned with competitive advantages in electric arc furnace technology, vertical integration, and value-added products. Strategic investments in new steel and aluminum mills are expected to significantly boost Steel Dynamics' EBITDA by $1.2 billion. I recommend a buy rating for Steel Dynamics with a target price of $170, anticipating increased demand and profitability in the new geopolitical landscape. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Steel Dynamics: Tariffs Tailwind
Summary Steel Dynamics shares have surged 8.6% due to Trump's tariffs, making their products more competitive against imports. Trump's recent tariffs on steel and aluminum will further benefit Steel Dynamics by allowing them to price products higher without foreign competition. Despite conservative growth estimates, I believe Steel Dynamics will see accelerated growth, with potential for up to 29.7% upside in shares. The biggest risk is tariff removal, but Steel Dynamics remains competitive due to their efficient EAF furnaces, making shares a strong buy. Read the full article on Seeking Alpha決済の安定と成長
配当データの取得
安定した配当: STLDの1株当たり配当金は過去10年間安定しています。
増加する配当: STLDの配当金は過去10年間にわたって増加しています。
配当利回り対市場
| Steel Dynamics 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (STLD) | 1.0% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Metals and Mining) | 1.6% |
| アナリスト予想 (STLD) (最長3年) | 1.0% |
注目すべき配当: STLDの配当金 ( 0.95% ) はUS市場の配当金支払者の下位 25% ( 1.35% ) と比べると目立ったものではありません。
高配当: STLDの配当金 ( 0.95% ) はUS市場の配当金支払者の上位 25% ( 4.19% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: STLDは低い 配当性向 ( 21.7% ) であるため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: STLDの 現金配当性向 ( 46% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 13:57 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Steel Dynamics, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33
| アナリスト | 機関 |
|---|---|
| David Gagliano | Barclays |
| Richard Garchitorena | Barclays |
| Katja Jancic | BMO Capital Markets Equity Research |