CMC COMMERCIAL METALS Co Insider Trading

Fmr. Chief HR & Comm. Officer DURBIN JENNIFER J sold 25,050 shares of CMC at $79.97 on 2026-02-03 ($2.0M); retains 52.9K shares.

DURBIN JENNIFER J, a former Chief HR & Communication Officer, sold 25,050 shares at $79.97 on 2026-02-03 for a total value of $2,003,248.50, reducing her holdings by -32.1% from 77,930 shares to 52.9K shares. The sale occurred at a price $2.73 below the current market price of $82.70, placing the transaction price 3.4% below the 52-week high, during a period when the stock has gained 13.8% over 30 days and 44.0% over 90 days. While the filer maintains a material stake of 52.9K shares, the size of this divestment (32.1% reduction) combined with recent appreciation warrants investor attention, particularly in context of the company's flat revenue trajectory (-1.6% annual growth) and elevated valuation multiple (P/E: 20.94).

Director Arriola buys 2,000 CMC shares at $74.69; holdings rise to 9,238 shares (+27.6%)

Director Dennis V Arriola purchased 2,000 shares of Commercial Metals at $74.69 on 2026-01-20, increasing his holdings by 27.6% to 9,238 shares and committing $149,380.00 to the purchase. The buy occurred just 3.68 points below the 52-week high of $77.86, and the stock has appreciated 9.8% over the prior 30 days and 26.7% over 90 days, suggesting a period of positive momentum. Arriola's cross-ticker track record shows 2 prior open-market buys with an average 30-day return of +9.7%, though his 90-day performance has been mixed (average -2.9%, 50% win rate), which provides limited predictive clarity on this transaction's outlook. The company's latest quarterly revenue of $2,120,307,000.00 and net income of $177,282,000.00 support a $8,580,906,930.66 market cap and 19.59 P/E ratio, though annual revenue has declined 1.6% year-over-year.

CMC Director McPherson buys 1,722 shares for $100,036.88; holdings up 34.4% to 6.7K shares

John R McPherson, Director at Commercial Metals Co, executed 2 purchases totaling 1,722 shares for $100,036.88 on 2025-10-20, increasing his position by 34.4% from 5,000 to 6.7K shares. The blended average purchase price of $58.09 sits 6.4% below the current price of $62.05, and within 2.0% of the 52-week high of $63.32. McPherson's cross-ticker buy history shows 1 prior open-market purchase with an average 90-day return of +29.7% and a 90d win rate of 100.00%; his single prior CMC transaction (buy on 2025-04-04) returned +29.7% over 90 days, indicating a pattern of well-timed accumulation at this ticker. However, CMC's fundamentals present a mixed picture: the company reports $2.0B quarterly revenue but only $83.1M net income, with annual revenue declining -1.6% and a notably elevated P/E of 82.73, suggesting the market is pricing in expectations that may not yet be reflected in current earnings.

Director John R McPherson buys 2,475 shares of CMC at $40.42; holdings rise to 15,141 shares (+19.5%)

McPherson purchased 2,475 shares at $40.42 on 2025-04-04, increasing his stake from 12,666 to 15,141 shares, a 19.5% increase in his holdings. The acquisition occurred as CMC's stock trades near its 52-week low of $40.66 and is down 35.8% from its 52-week high of $63.32, with the stock declining 11.3% over the past 30 days and 16.8% over 90 days. Meanwhile, the company faces significant operational headwinds: revenue declined 9.9% year-over-year, net income contracted to $25.5M on quarterly revenue of $1.8B, and the stock carries a P/E of 62.55—elevated relative to earnings quality. The director's open-market purchase provides a data point on insider participation at current depressed prices, though it does not speak to expected turnaround timing or visibility into operational improvement.

Matt Peter R (President and CEO) bought 6,100 shares at $48.30 on 2025-03-27; now holds 129,417 shares post-transaction.

Matt Peter R, President and CEO of Commercial Metals Co, purchased 6,100 shares at $48.30 on 2025-03-27 for $294,630.00, increasing his holdings from 123,317 to 129,417 shares (+4.9% increase). The purchase occurred at a point -27.3% from the 52-week high of $63.32, and the stock has declined -5.0% over the preceding 30 days and -7.2% over the preceding 90 days. His prior buy at this ticker on 2023-10-23 delivered +9.4% return at 30 days and +23.8% return at 90 days, marking a well-timed entry point. However, fundamentals present caution: annual revenue declined -9.9% year-over-year, net income of $25.5M is modest relative to $1.8B in revenue, and the P/E of 70.78 is elevated. The open-market purchase by the CEO during a period of downward price momentum and contracted revenue growth warrants attention to whether this reflects conviction in a reversal or merely portfolio positioning amid operational headwinds.