Simpson Manufacturing (NYSE:SSD) Reaches New 1-Year High Following Strong Earnings

Simpson Manufacturing Company, Inc. (NYSE:SSD) shares hit a new 52-week high during mid-day trading on Tuesday after the company announced better than expected quarterly earnings. The stock traded as high as $204.31 and last traded at $201.73, with a volume of 28833 shares trading hands. The stock had previously closed at $196.07.

The construction company reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.26 by $0.09. Simpson Manufacturing had a net margin of 14.79% and a return on equity of 17.85%. The firm had revenue of $539.35 million during the quarter, compared to analyst estimates of $530.70 million. During the same quarter in the prior year, the firm posted $1.31 earnings per share. Simpson Manufacturing’s quarterly revenue was up 4.2% on a year-over-year basis.

Simpson Manufacturing Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 23rd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, April 2nd. Simpson Manufacturing’s payout ratio is presently 14.13%.

Key Stories Impacting Simpson Manufacturing

Here are the key news stories impacting Simpson Manufacturing this week:

• Positive Sentiment: Q4 beat — Simpson reported Q4 revenue of $539.3M and EPS of $1.35, beating consensus and showing modest year‑over‑year sales growth (≈4.2%). Strong earnings and margin leverage drove the initial rally. Simpson Manufacturing beats Q4 expectations on strong sales growth
• Positive Sentiment: High margin guidance — Management expects 2026 operating margins of 19.5%–20.5% as cost‑saving initiatives take hold, implying continued operating leverage even if end markets remain flat. That guidance supports higher earnings power and valuation expansion. Simpson expects 2026 operating margin of 19.5%–20.5% as market remains flat and cost-saving initiatives take hold
• Positive Sentiment: Strong capital returns — Company returned $120M via buybacks in 2025, declared a $0.29 quarterly dividend, and guided to roughly $150M in repurchases for 2026. Accelerating buybacks reduce share count and support EPS; this is a clear shareholder-friendly tailwind. SIMPSON MANUFACTURING CO., INC. ANNOUNCES 2025 FOURTH QUARTER AND FULL YEAR FINANCIAL RESULTS; PROVIDES 2026 OUTLOOK
• Neutral Sentiment: Balance sheet and cash flow — Low leverage and strong operating cash flow were highlighted in the report and commentary; these reduce financial risk but temper urgency for speculative re-rating. Simpson Manufacturing (NYSE: SSD) profile
• Neutral Sentiment: Full disclosure available — Management commentary, slide deck and earnings transcripts are posted (useful for modeling and confirming assumptions). Simpson (SSD) Q4 2025 Earnings Call Transcript
• Negative Sentiment: End‑market softness and tepid 2026 top‑line growth — Management characterized the market as largely flat; housing and OEM end markets remain a constraint, so margin gains must offset slow sales growth for EPS upside. Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight
• Negative Sentiment: Elevated short interest — Short interest has risen and could cap near‑term upside unless the company sustains margin improvement and buyback activity that materially outperforms expectations. Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight

Wall Street Analysts Forecast Growth

SSD has been the subject of several recent analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Simpson Manufacturing in a research note on Wednesday, January 21st. Stephens set a $200.00 price target on Simpson Manufacturing in a report on Tuesday. DA Davidson set a $190.00 price objective on shares of Simpson Manufacturing in a report on Wednesday, January 21st. Finally, Robert W. Baird set a $222.00 target price on shares of Simpson Manufacturing in a research report on Tuesday. One investment analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $204.00.

Insider Activity at Simpson Manufacturing

In related news, Director Philip E. Donaldson sold 2,375 shares of Simpson Manufacturing stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $168.16, for a total value of $399,380.00. Following the completion of the transaction, the director owned 6,086 shares in the company, valued at approximately $1,023,421.76. The trade was a 28.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.39% of the company’s stock.

Hedge Funds Weigh In On Simpson Manufacturing

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SSD. Geode Capital Management LLC increased its position in shares of Simpson Manufacturing by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 765,322 shares of the construction company’s stock worth $123,603,000 after acquiring an additional 6,869 shares during the period. Burgundy Asset Management Ltd. boosted its holdings in Simpson Manufacturing by 3.0% in the second quarter. Burgundy Asset Management Ltd. now owns 693,775 shares of the construction company’s stock valued at $107,750,000 after purchasing an additional 20,240 shares during the period. Northern Trust Corp grew its stake in Simpson Manufacturing by 1.4% during the 3rd quarter. Northern Trust Corp now owns 555,211 shares of the construction company’s stock worth $92,976,000 after purchasing an additional 7,552 shares in the last quarter. First Trust Advisors LP increased its holdings in Simpson Manufacturing by 5.2% during the 3rd quarter. First Trust Advisors LP now owns 541,149 shares of the construction company’s stock worth $90,621,000 after purchasing an additional 26,743 shares during the period. Finally, Norges Bank purchased a new stake in Simpson Manufacturing during the 4th quarter worth about $85,140,000. Hedge funds and other institutional investors own 93.68% of the company’s stock.

Simpson Manufacturing Stock Up 4.7%

The business has a 50-day simple moving average of $175.70 and a 200-day simple moving average of $177.05. The company has a debt-to-equity ratio of 0.17, a quick ratio of 1.88 and a current ratio of 3.35. The company has a market cap of $8.51 billion, a price-to-earnings ratio of 24.89 and a beta of 1.37.

About Simpson Manufacturing

Simpson Manufacturing Co, Inc, through its Simpson Strong-Tie® brand, is a leading global supplier of structural building products. The company specializes in the design, testing, manufacture and supply of connectors, anchors, fasteners and lateral systems that enhance the safety and performance of wood, concrete and masonry structures. Its product portfolio also includes repair and strengthening systems, concrete reinforcement and high-performance adhesives used in residential, commercial and industrial construction projects.

Founded in 1956 by Barclay Simpson in Oakland, California, Simpson Manufacturing has grown from a single product business into a diversified manufacturer with worldwide operations.