Recent Insider Transactions Derivative • May 29
Insider notifies of intention to sell stock Mark Silver intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 28th of May. If the sale is conducted around the recent share price of US$27.91, it would amount to US$312k. Since December 2025, Mark's direct individual holding has increased from 121.12k shares to 131.36k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months. Upcoming Dividend • May 28
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 04 June 2026. Payment date: 18 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.5%). Declared Dividend • May 11
First quarter dividend of US$0.19 announced Dividend of US$0.19 is the same as last year. Ex-date: 4th June 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time. Live nieuws • May 08
Ryerson Holding Delivers US$1.57b Revenue and Profit in First Quarter After Olympic Steel Merger Ryerson Holding reported Q1 2026 revenue of US$1.57b after completing its US$837.3m merger with Olympic Steel in February.
The combined company returned to profitability with Q1 net income of US$4.5m and realized US$1m of merger-related synergies in the quarter.
Management is targeting about US$120m in annual run-rate synergies by early 2028, while authorizing up to US$100m in share repurchases and declaring a quarterly dividend of US$0.1875 per share.
For investors, the latest quarter highlights how quickly Ryerson is starting to integrate Olympic Steel. Revenue of US$1.57b and shipments of 656,000 tons reflect the larger footprint in North American metals service centers. The early US$1m of cost synergies provides a first datapoint against the long-term synergy target. The company is operating with total debt of US$907.7m and liquidity of US$618m as of March 31, which frames the balance sheet relative to its merger and capital return plans.
The planned US$120m run-rate synergy target by early 2028 and the new US$100m buyback authorization through April 2028 indicate that management is focused on both integration and capital allocation. The ongoing quarterly dividend adds another return channel for shareholders. Ryerson’s Q2 2026 revenue projection of US$1.86b to US$1.93b gives a reference range for how management currently views demand and volume for the combined business in the near term. Reported Earnings • May 07
First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.18 loss in 1Q 2025) First quarter 2026 results: EPS: US$0.11 (up from US$0.18 loss in 1Q 2025). Revenue: US$1.57b (up 38% from 1Q 2025). Net income: US$4.50m (up US$10.1m from 1Q 2025). Profit margin: 0.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance. Aankondiging • Apr 10
Ryerson Holding Corporation to Report Q1, 2026 Results on May 06, 2026 Ryerson Holding Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026 Price Target Changed • Mar 25
Price target decreased by 13% to US$27.00 Down from US$31.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of US$21.37. Stock is down 9.2% over the past year. The company posted a net loss per share of US$1.76 last year. Aankondiging • Mar 19
Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026 Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026. Location: 227 w. monroe st., 27th floor, chicago, ilinois 60606, United States Buy Or Sell Opportunity • Mar 06
Now 20% undervalued Over the last 90 days, the stock has risen 4.6% to US$25.01. The fair value is estimated to be US$31.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. Board Change • Mar 01
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Chairman of the Board Michael Siegal was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. New Risk • Feb 25
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 62% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 109% Earnings have declined by 29% per year over the past 5 years. Shareholders have been substantially diluted in the past year (62% increase in shares outstanding). Declared Dividend • Feb 20
Fourth quarter dividend of US$0.19 announced Dividend of US$0.19 is the same as last year. Ex-date: 5th March 2026 Payment date: 19th March 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (196% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time. Recent Insider Transactions Derivative • Feb 04
Executive VP & CFO notifies of intention to sell stock James Claussen intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$30.00, it would amount to US$149k. Since March 2025, James has owned 79.26k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months. Aankondiging • Jan 29
Ryerson Holding Corporation to Report Q4, 2025 Results on Feb 19, 2026 Ryerson Holding Corporation announced that they will report Q4, 2025 results After-Market on Feb 19, 2026 Recent Insider Transactions Derivative • Jan 23
President notifies of intention to sell stock Edward Lehner intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of January. If the sale is conducted around the recent share price of US$30.06, it would amount to US$1.8m. For the year to December 2019, Edward's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Edward has owned 653.23k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Dec 16
Price target increased by 8.3% to US$26.00 Up from US$24.00, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$24.49. Stock is up 13% over the past year. The company posted a net loss per share of US$0.26 last year. Upcoming Dividend • Nov 27
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 04 December 2025. Payment date: 18 December 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.7%). Declared Dividend • Oct 31
Third quarter dividend of US$0.19 announced Dividend of US$0.19 is the same as last year. Ex-date: 4th December 2025 Payment date: 18th December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (196% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time. Reported Earnings • Oct 29
Third quarter 2025 earnings released: US$0.46 loss per share (vs US$0.20 loss in 3Q 2024) Third quarter 2025 results: US$0.46 loss per share (further deteriorated from US$0.20 loss in 3Q 2024). Revenue: US$1.16b (up 3.1% from 3Q 2024). Net loss: US$14.8m (loss widened 124% from 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance. Aankondiging • Oct 02
Ryerson Holding Corporation to Report Q3, 2025 Results on Oct 28, 2025 Ryerson Holding Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025 Upcoming Dividend • Aug 28
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 04 September 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.8%). Declared Dividend • Aug 01
Second quarter dividend of US$0.19 announced Dividend of US$0.19 is the same as last year. Ex-date: 4th September 2025 Payment date: 18th September 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time. New Risk • Jul 30
New major risk - Revenue and earnings growth Earnings have declined by 7.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risks High level of debt (58% net debt to equity). Paying a dividend despite being loss-making. Reported Earnings • Jul 30
Second quarter 2025 earnings released: EPS: US$0.06 (vs US$0.29 in 2Q 2024) Second quarter 2025 results: EPS: US$0.06 (down from US$0.29 in 2Q 2024). Revenue: US$1.17b (down 4.6% from 2Q 2024). Net income: US$1.90m (down 81% from 2Q 2024). Profit margin: 0.2% (down from 0.8% in 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance. Aankondiging • Jul 22
Ryerson Holding Corporation Announces Departure of John Orth as Executive Vice President Effective July 31, 2025 Ryerson Holding Corporation announced that John Orth, Executive Vice President of Operations is leaving the Company and stepping down from all positions with the Company and its subsidiaries, effective July 31, 2025. Aankondiging • Jul 03
Ryerson Holding Corporation to Report Q2, 2025 Results on Jul 29, 2025 Ryerson Holding Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025 Upcoming Dividend • May 29
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 05 June 2025. Payment date: 18 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.9%). Recent Insider Transactions • May 21
Independent Chair of the Board recently bought US$225k worth of stock On the 13th of May, Stephen Larson bought around 10k shares on-market at roughly US$22.50 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months. Declared Dividend • May 04
First quarter dividend of US$0.19 announced Dividend of US$0.19 is the same as last year. Ex-date: 5th June 2025 Payment date: 18th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time. Reported Earnings • May 01
First quarter 2025 earnings released: US$0.18 loss per share (vs US$0.22 loss in 1Q 2024) First quarter 2025 results: US$0.18 loss per share (improved from US$0.22 loss in 1Q 2024). Revenue: US$1.14b (down 8.4% from 1Q 2024). Net loss: US$5.60m (loss narrowed 26% from 1Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance. Aankondiging • May 01
Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on June 18, 2025 On April 30, 2025, the Board of Directors of Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on June 18, 2025, to stockholders of record as of June 5, 2025. Aankondiging • Apr 25
Ryerson Holding Corporation Appoints Lt. Gen. Bruce T. Crawford, U.S. Army (Ret.), to the Board of Directors Ryerson Holding Corporation announced the election of Lt. Gen. Bruce T. Crawford, U.S. Army (Ret.), to the Ryerson Board of Directors. Prior to joining Ryerson, General Crawford retired from the U.S. Army with the rank of Lieutenant General after serving for 34 years, culminating as the U.S. Army's Chief Information Officer and principal enterprise IT and cybersecurity policy advisor to the Secretary of the Army and the Army Chief of Staff. Before that, General Crawford served in various operational, strategic, and tactical positions in the U.S., Europe, the Pacific, and Southwest Asia. Following his transition from the Army, General Crawford served as the Chief of Innovation, Chair of the Digital Advisory Group, Director of the Global Digital Center of Excellence, and Senior Vice President for Strategic Development, Growth and Sales in the $5 billion government-focused Critical Mission Solutions division at Jacobs Solutions Inc., a provider of engineering, technical, professional, and construction services. General Crawford earned a Bachelor of Science in Electrical Engineering from South Carolina State University. He also holds a Master of Science in Administration from Central Michigan University, a Master of Science in National Resource Strategy from the National Defense University, and an Honorary Doctor of Public Service from South Carolina State University. General Crawford serves on the Board of Directors of Foundation Risk Partners, Comtech Telecommunications Corp, the George C. Marshall International Center, and the Executive Committee of AFCEA International. He previously served as a member of the Board of Directors of Avalara Inc. Recent Insider Transactions Derivative • Apr 06
President exercised options and sold US$1.2m worth of stock On the 31st of March, Edward Lehner exercised options to acquire 52k shares at no cost and sold these for an average price of US$22.96 per share. This trade did not impact their existing holding. For the year to December 2018, Edward's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Edward's direct individual holding has decreased from 603.23k shares to 593.23k. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months. Aankondiging • Apr 03
Ryerson Holding Corporation to Report Q1, 2025 Results on Apr 30, 2025 Ryerson Holding Corporation announced that they will report Q1, 2025 results After-Market on Apr 30, 2025 Recent Insider Transactions • Mar 07
President recently sold US$248k worth of stock On the 5th of March, Edward Lehner sold around 10k shares on-market at roughly US$24.79 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months. Aankondiging • Mar 06
Ryerson Holding Corporation, Annual General Meeting, Apr 17, 2025 Ryerson Holding Corporation, Annual General Meeting, Apr 17, 2025. Recent Insider Transactions • Feb 27
Executive VP & CFO recently sold US$152k worth of stock On the 24th of February, James Claussen sold around 6k shares on-market at roughly US$25.30 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Recent Insider Transactions Derivative • Feb 25
Executive VP & CFO notifies of intention to sell stock James Claussen intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$25.30, it would amount to US$152k. Since June 2024, James has owned 64.79k shares directly. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months. Declared Dividend • Feb 25
Fourth quarter dividend of US$0.19 announced Dividend of US$0.19 is the same as last year. Ex-date: 6th March 2025 Payment date: 20th March 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time. Price Target Changed • Feb 24
Price target increased by 8.7% to US$25.00 Up from US$23.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$24.30. Stock is down 25% over the past year. The company posted a net loss per share of US$0.26 last year. Reported Earnings • Feb 21
Full year 2024 earnings released: US$0.26 loss per share (vs US$4.17 profit in FY 2023) Full year 2024 results: US$0.26 loss per share (down from US$4.17 profit in FY 2023). Revenue: US$4.60b (down 10.0% from FY 2023). Net loss: US$8.60m (down 106% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance. Aankondiging • Jan 17
Ryerson Holding Corporation to Report Q4, 2024 Results on Feb 20, 2025 Ryerson Holding Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025 Price Target Changed • Jan 15
Price target decreased by 8.0% to US$23.00 Down from US$25.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of US$20.56. Stock is down 36% over the past year. The company posted earnings per share of US$4.17 last year. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$20.56, the stock trades at a trailing P/E ratio of 30.5x. Average forward P/E is 13x in the Metals and Mining industry in the US. Total loss to shareholders of 8.5% over the past three years. Upcoming Dividend • Nov 29
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 05 December 2024. Payment date: 19 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.9%). Recent Insider Transactions Derivative • Nov 17
Executive VP notifies of intention to sell stock Mark Silver intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$24.00, it would amount to US$216k. Since March 2024, Mark's direct individual holding has increased from 103.37k shares to 116.66k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Nov 14
Insider recently sold US$113k worth of stock On the 11th of November, Molly Kannan sold around 4k shares on-market at roughly US$26.05 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$640k more than they bought in the last 12 months. Recent Insider Transactions Derivative • Nov 13
Insider notifies of intention to sell stock Molly Kannan intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$26.05, it would amount to US$113k. Since June 2024, Molly has owned 20.52k shares directly. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to US$26.12, the stock trades at a trailing P/E ratio of 38.7x. Average forward P/E is 13x in the Metals and Mining industry in the US. Total returns to shareholders of 1.8% over the past three years. Declared Dividend • Nov 01
Third quarter dividend of US$0.19 announced Shareholders will receive a dividend of US$0.19. Ex-date: 5th December 2024 Payment date: 19th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (117% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 30% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend. New Risk • Nov 01
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Dividend is not well covered by earnings (117% payout ratio). Profit margins are more than 30% lower than last year (0.5% net profit margin). Reported Earnings • Oct 30
Third quarter 2024 earnings released: US$0.20 loss per share (vs US$1.02 profit in 3Q 2023) Third quarter 2024 results: US$0.20 loss per share (down from US$1.02 profit in 3Q 2023). Revenue: US$1.13b (down 9.6% from 3Q 2023). Net loss: US$6.60m (down 119% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Aankondiging • Oct 30
Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on December 19, 2024 Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on December 19, 2024, to stockholders of record as of December 5, 2024, unchanged from the prior quarter. During the third quarter of 2024, Ryerson’s quarterly dividend amounted to a cash return of approximately $6.0 million. Aankondiging • Oct 09
Ryerson Holding Corporation to Report Q3, 2024 Results on Oct 29, 2024 Ryerson Holding Corporation announced that they will report Q3, 2024 results After-Market on Oct 29, 2024 Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to US$19.52, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$14.46 per share. Declared Dividend • Aug 02
Second quarter dividend of US$0.19 announced Shareholders will receive a dividend of US$0.19. Ex-date: 5th September 2024 Payment date: 19th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 10% EPS decline seen over the last 5 years. Reported Earnings • Aug 01
Second quarter 2024 earnings released: EPS: US$0.29 (vs US$1.08 in 2Q 2023) Second quarter 2024 results: EPS: US$0.29 (down from US$1.08 in 2Q 2023). Revenue: US$1.23b (down 8.8% from 2Q 2023). Net income: US$9.90m (down 74% from 2Q 2023). Profit margin: 0.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the US are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$21.83, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.71 per share. Aankondiging • Jul 04
Ryerson Holding Corporation to Report Q2, 2024 Results on Jul 30, 2024 Ryerson Holding Corporation announced that they will report Q2, 2024 results After-Market on Jul 30, 2024 Upcoming Dividend • May 30
Upcoming dividend of US$0.19 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.1%). Recent Insider Transactions • May 10
Chief Operating Officer recently bought US$95k worth of stock On the 2nd of May, Michael Burbach bought around 4k shares on-market at roughly US$23.75 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • May 07
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to US$22.91, the stock trades at a trailing P/E ratio of 8.7x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.03 per share.