Q4 EPS Forecast for United States Steel Lifted by Analyst

United States Steel Co. (NYSE:X) – Equities researchers at Zacks Research lifted their Q4 2025 EPS estimates for United States Steel in a report released on Wednesday, April 16th. Zacks Research analyst A. Barman now anticipates that the basic materials company will post earnings of $0.67 per share for the quarter, up from their prior estimate of $0.63. The consensus estimate for United States Steel’s current full-year earnings is $1.43 per share. Zacks Research also issued estimates for United States Steel’s Q1 2026 earnings at $0.44 EPS, Q2 2026 earnings at $0.83 EPS and FY2026 earnings at $3.07 EPS.

Other analysts have also recently issued research reports about the company. Morgan Stanley increased their target price on United States Steel from $39.00 to $43.00 and gave the company an “equal weight” rating in a research report on Friday, March 7th. Bank of America started coverage on United States Steel in a research note on Monday, January 6th. They issued a “neutral” rating and a $35.00 target price on the stock. Jefferies Financial Group decreased their price target on shares of United States Steel from $45.00 to $40.00 and set a “buy” rating for the company in a research report on Monday, January 6th. BMO Capital Markets reiterated a “market perform” rating and set a $45.00 price objective on shares of United States Steel in a research note on Monday, March 31st. Finally, JPMorgan Chase & Co. reissued a “neutral” rating and set a $38.00 target price (down previously from $43.00) on shares of United States Steel in a research report on Wednesday. Five equities research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $39.94.

United States Steel Price Performance

Shares of X opened at $41.54 on Friday. The stock has a market capitalization of $9.40 billion, a PE ratio of 27.88, a PEG ratio of 1.53 and a beta of 1.79. The company has a 50 day moving average price of $40.15 and a 200-day moving average price of $37.83. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.91 and a current ratio of 1.55. United States Steel has a fifty-two week low of $26.92 and a fifty-two week high of $46.18.

United States Steel (NYSE:X) last released its quarterly earnings data on Thursday, January 30th. The basic materials company reported ($0.18) earnings per share for the quarter, missing analysts’ consensus estimates of $0.20 by ($0.38). United States Steel had a return on equity of 4.27% and a net margin of 2.46%.

Hedge Funds Weigh In On United States Steel

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in United States Steel during the fourth quarter worth about $130,731,000. Forest Avenue Capital Management LP purchased a new position in shares of United States Steel during the 4th quarter valued at approximately $50,795,000. NWI Management LP acquired a new position in shares of United States Steel in the 4th quarter valued at $48,946,000. Duquesne Family Office LLC boosted its holdings in United States Steel by 142.8% during the fourth quarter. Duquesne Family Office LLC now owns 1,610,040 shares of the basic materials company’s stock worth $54,725,000 after buying an additional 946,950 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its position in United States Steel by 11.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 9,291,906 shares of the basic materials company’s stock valued at $315,790,000 after buying an additional 929,762 shares during the period. Hedge funds and other institutional investors own 81.92% of the company’s stock.

United States Steel Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 12th. Shareholders of record on Monday, February 10th were issued a $0.05 dividend. The ex-dividend date of this dividend was Monday, February 10th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.48%. United States Steel’s dividend payout ratio is currently 13.42%.

United States Steel Company Profile

United States Steel Corporation produces and sells flat-rolled and tubular steel products primarily in North America and Europe. The company operates through North American Flat-Rolled (Flat-Rolled), Mini Mill, U. S. Steel Europe (USSE), and Tubular Products (Tubular) segments. The Flat-Rolled segment offers slabs, strip mill plates, sheets, and tin mill products, as well as iron ore and coke.