WSNYSESteel Works, Blast Furnaces & Rolling & Finishing MillsFiscal year ends May 31
Worthington Steel, Inc.
Financials through Q1 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 13, 2026
$41.66+1.98 (+4.99%)
Close on Oct 19, 2026
- Market cap
- $2.08B
- P/E (TTM)
- –
- Dividend yield
- 1.54%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
55.3%
28M of 51M shares
Institutional holders
236
29 new, 31 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 6 sales
Net sold $1.06M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,973,243 | 9.96% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 2,566,114 | 5.10% | 13G (passive) | Jun 30, 2026 |
| John P. McConnell | 17,159,808 | 34.30% | 13D (active) | Dec 1, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,107,237 | 10.02% | $171.50M | +2,608 | 0.00% |
| Dimensional Fund Advisors LP | 2,566,114 | 5.04% | $86.18M | +45,796 | 0.02% |
| Vanguard Portfolio Management LLC | 2,280,211 | 4.48% | $76.57M | +3,935 | 0.00% |
| State Street Corp | 2,078,892 | 4.08% | $69.81M | −185,464 | 0.00% |
| Vanguard Capital Management LLC | 1,650,805 | 3.24% | $55.43M | +27,353 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,218,254 | 2.39% | $40.91K | +689,953 | 0.03% |
| Alliancebernstein L.P. | 943,738 | 1.85% | $28.64M | −12,503 | 0.01% |
| Geode Capital Management, LLC | 890,497 | 1.75% | $29.91M | +52,607 | 0.00% |
| Fisher Asset Management, LLC | 640,136 | 1.26% | $21.50M | +384,200 | 0.01% |
| Charles Schwab Investment Management Inc | 619,598 | 1.22% | $20.81M | −119,459 | 0.00% |
| Teacher Retirement System Of Texas | 589,218 | 1.16% | $19.79M | +24,421 | 53.10% |
| Invesco Ltd. | 512,451 | 1.01% | $17.21M | +134,937 | 0.00% |
| Morgan Stanley | 440,834 | 0.87% | $14.80M | −47,851 | 0.00% |
| Goldman Sachs Group Inc | 398,032 | 0.78% | $13.37M | +43,022 | 0.00% |
| Northern Trust Corp | 388,242 | 0.76% | $13.04M | +25,056 | 0.00% |
| Bridgeway Capital Management, LLC | 386,495 | 0.76% | $12.98M | +3,133 | 0.23% |
| Lsv Asset Management | 369,054 | 0.72% | $12.39K | −44,531 | 0.02% |
| Nuveen, LLC | 363,821 | 0.71% | $12.22M | +74,457 | 0.00% |
| Bank of New York Mellon Corp | 345,942 | 0.68% | $11.62M | +4,532 | 0.00% |
| FIL Ltd | 325,221 | 0.64% | $10.92M | −35,288 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 236 | 28M | 55.3% | 29 / 81 | 71 / 31 | 2M | 2M |
| Q1 2026 | 244 | 28M | 54.5% | 37 / 80 | 66 / 29 | 7M | 2M |
| Q4 2025 | 241 | 27M | 52.1% | 41 / 69 | 73 / 17 | 2M | 2M |
| Q3 2025 | 217 | 26M | 51.8% | 27 / 75 | 58 / 17 | 3M | 2M |
| Q2 2025 | 209 | 25M | 49.1% | 28 / 77 | 56 / 23 | 2M | 2M |
| Q1 2025 | 207 | 25M | 48.8% | 25 / 70 | 59 / 23 | 3M | 2M |
| Q4 2024 | 207 | 25M | 48.2% | 29 / 74 | 60 / 37 | 3M | 2M |
| Q3 2024 | 219 | 23M | 45.6% | 28 / 83 | 59 / 17 | 7M | 2M |
| Q2 2024 | 211 | 23M | 45.8% | 37 / 75 | 49 / 18 | 2M | 3M |
| Q1 2024 | 195 | 24M | 46.9% | 42 / 34 | 71 / 38 | 4M | 3M |
| Q4 2023 | 193 | 23M | 45.7% | 193 / 0 | 0 / 0 | 23M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,959,410 | 3.85% | $65.80M | 0.06% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,212,520 | 2.38% | $40.72M | 0.00% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 872,601 | 1.71% | $29.30M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 857,224 | 1.68% | $28.79M | 0.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 778,962 | 1.53% | $26.16M | 0.60% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 553,577 | 1.09% | $18.59M | 0.03% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 459,285 | 0.90% | $15.42M | 0.15% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 406,396 | 0.80% | $14.63M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 373,050 | 0.73% | $12.53M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 365,340 | 0.72% | $13.16M | 0.04% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 327,307 | 0.64% | $11.79M | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 315,225 | 0.62% | $10.59M | 0.07% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 298,116 | 0.59% | $10.01M | 0.06% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 296,566 | 0.58% | $12.51M | 0.14% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 291,131 | 0.57% | $10.48M | 0.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Geoffrey G. Gilmore | President and CEO, Director | 359,521 | 0.71% | Jul 8, 2026 |
| John B. Blystone | Executive Chairman, Director | 241,957 | 0.47% | Jul 8, 2026 |
| Clifford Larivey | President Flat Rolled Stl Proc | 48,547 | 0.10% | Sep 30, 2026 |
| Jeffrey R. Klingler | Chief Operating Officer | 108,299 | 0.21% | Jul 8, 2026 |
| Timothy A. Adams | Chief Financial Officer | 53,476 | 0.10% | Jul 8, 2026 |
| Joseph Heuer | General Counsel | 19,169 | 0.04% | Jun 30, 2026 |
| Gwen Joseph | Corporate Controller | 2,536 | 0.00% | Jun 30, 2026 |
| Guido Kerkhoff | CEO Kloeckner & Co. SE | 0 | – | Jun 15, 2026 |
| George John Ganem III | CEO Americas Kloeckner Metals | 0 | – | Jun 15, 2026 |
| Steven R. Witt | Controller | 38,137 | 0.07% | Jun 30, 2025 |
| Jon J. Bowsher | Director | 17,893 | 0.04% | Feb 3, 2026 |
| Scott J. Kelly | Director | 16,157 | 0.03% | Jan 29, 2026 |
| Mary Fackler Schiavo | Director | 96,779 | 0.19% | Jan 26, 2026 |
| Mark C. Davis | Director | 21,219 | 0.04% | Sep 30, 2025 |
| Sidney A. Ribeau | Director | 78,843 | 0.15% | Sep 30, 2025 |
| George P. Stoe | Director | 22,063 | 0.04% | Sep 30, 2025 |
| Nancy G. Mistretta | Director | 15,393 | 0.03% | Sep 30, 2025 |
| John H. McConnell II | Director | 43,412 | 0.09% | Sep 30, 2025 |
| Charles M. Chiappone | Director | 17,243 | 0.03% | Sep 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Clifford Larivey President Flat Rolled Stl Proc | Sep 28, 2026 | Tax withholding | −21,607 | $36.87 | $796.65K | 48,547 |
| Clifford Larivey President Flat Rolled Stl Proc | Jul 7, 2026 | Award | +2,906 | – | – | 71,451 |
| Clifford Larivey President Flat Rolled Stl Proc | Jul 7, 2026 | Tax withholding | −1,297 | $32.16 | $41.71K | 70,154 |
| Timothy A. Adams Chief Financial Officer | Jul 7, 2026 | Tax withholding | −1,266 | $32.16 | $40.71K | 53,476 |
| Timothy A. Adams Chief Financial Officer | Jul 7, 2026 | Award | +2,837 | – | – | 54,742 |
| Geoffrey G. Gilmore President and CEO, Director | Jul 7, 2026 | Award | +23,664 | – | – | 359,521 |
| Geoffrey G. Gilmore President and CEO, Director | Jul 7, 2026 | Tax withholding | −10,555 | $32.16 | $339.45K | 348,966 |
| John B. Blystone Executive Chairman, Director | Jul 7, 2026 | Tax withholding | −6,408 | $32.16 | $206.08K | 241,957 |
| John B. Blystone Executive Chairman, Director | Jul 7, 2026 | Award | +14,750 | – | – | 248,365 |
| Jeffrey R. Klingler Chief Operating Officer | Jul 7, 2026 | Tax withholding | −3,861 | $32.16 | $124.17K | 103,698 |
| Jeffrey R. Klingler Chief Operating Officer | Jul 7, 2026 | Award | +8,655 | – | – | 107,559 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 30, 2026 | Tax withholding | −4,898 | $33.58 | $164.47K | 98,904 |
| Timothy A. Adams Chief Financial Officer | Jun 30, 2026 | Tax withholding | −1,153 | $33.58 | $38.72K | 51,905 |
| Geoffrey G. Gilmore President and CEO, Director | Jun 30, 2026 | Tax withholding | −9,075 | $33.58 | $304.74K | 335,857 |
| Clifford Larivey President Flat Rolled Stl Proc | Jun 30, 2026 | Tax withholding | −1,873 | $33.58 | $62.90K | 68,545 |
| John B. Blystone Executive Chairman, Director | Jun 29, 2026 | Tax withholding | −7,414 | $35.16 | $260.68K | 233,615 |
| Joseph Heuer General Counsel | Jun 26, 2026 | Award | +4,890 | – | – | 19,169 |
| Gwen Joseph Corporate Controller | Jun 26, 2026 | Award | +1,630 | – | – | 4,166 |
| Timothy A. Adams Chief Financial Officer | Jun 26, 2026 | Award | +8,150 | – | – | 52,248 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 26, 2026 | Award | +10,590 | – | – | 103,802 |
| Geoffrey G. Gilmore President and CEO, Director | Jun 26, 2026 | Award | +39,915 | – | – | 344,932 |
| Clifford Larivey President Flat Rolled Stl Proc | Jun 26, 2026 | Award | +6,110 | – | – | 70,418 |
| John B. Blystone Executive Chairman, Director | Jun 26, 2026 | Award | +14,665 | – | – | 241,029 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Option exercise | +3,442 | $18.64 | $64.16K | 96,654 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Option exercise | +6,259 | $21.51 | $134.63K | 102,913 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Option exercise | +10,335 | $14.37 | $148.51K | 113,248 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Sale(10b5-1 plan) | −14,008 | $43.52 | $609.63K | 99,240 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 2, 2026 | Sale(10b5-1 plan) | −6,028 | $44.53 | $268.43K | 93,212 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 1, 2026 | Option exercise | +200 | $21.51 | $4.30K | 93,412 |
| Jeffrey R. Klingler Chief Operating Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −200 | $43.00 | $8.60K | 93,212 |
| Timothy A. Adams Chief Financial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −1,267 | $42.77 | $54.19K | 44,098 |
| Timothy A. Adams Chief Financial Officer | Jun 1, 2026 | Option exercise | +2,367 | $13.10 | $31.01K | 46,465 |
| Timothy A. Adams Chief Financial Officer | Jun 1, 2026 | Sale(10b5-1 plan) | −1,100 | $41.70 | $45.87K | 45,365 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Sale(10b5-1 plan) | −11,105 | $40.09 | $445.20K | 64,308 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +1,399 | $21.51 | $30.09K | 71,883 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +2,046 | $14.37 | $29.40K | 73,929 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +610 | $34.10 | $20.80K | 75,413 |
| Clifford Larivey President Flat Rolled Stl Proc | May 22, 2026 | Option exercise | +874 | $33.36 | $29.16K | 74,803 |
| Jon J. Bowsher Director | Jan 30, 2026 | Buy | +2,500 | $40.15 | $100.38K | 17,893 |
| Scott J. Kelly Director | Jan 27, 2026 | Buy | +7,000 | $39.11 | $273.77K | 16,157 |
| Mary Fackler Schiavo Director | Jan 22, 2026 | Returned to company | −0.58 | $35.14 | $20 | 96,779 |
| Mary Fackler Schiavo Director | Jan 22, 2026 | Option exercise | +291.58 | – | – | 96,780 |
| Timothy A. Adams Chief Financial Officer | Dec 22, 2025 | Tax withholding | −971 | $36.32 | $35.27K | 44,098 |
| Jeffrey R. Klingler Chief Operating Officer | Dec 22, 2025 | Tax withholding | −1,429 | $36.32 | $51.90K | 93,212 |
| John B. Blystone Executive Chairman, Director | Dec 22, 2025 | Tax withholding | −9,950 | $36.32 | $361.38K | 226,364 |
| Geoffrey G. Gilmore President and CEO, Director | Dec 22, 2025 | Tax withholding | −9,610 | $36.32 | $349.04K | 305,017 |
| Mary Fackler Schiavo Director | Sep 26, 2025 | Award | +5,836 | – | – | 96,488 |
| John H. McConnell II Director | Sep 26, 2025 | Award | +5,836 | – | – | 43,167 |
| Sidney A. Ribeau Director | Sep 26, 2025 | Award | +5,836 | – | – | 78,843 |
| George P. Stoe Director | Sep 26, 2025 | Award | +8,068 | – | – | 22,063 |
| Jon J. Bowsher Director | Sep 26, 2025 | Award | +5,836 | – | – | 15,393 |
| Charles M. Chiappone Director | Sep 26, 2025 | Award | +5,836 | – | – | 17,243 |
| Scott J. Kelly Director | Sep 26, 2025 | Award | +5,836 | – | – | 9,157 |
| Mark C. Davis Director | Sep 26, 2025 | Award | +5,836 | – | – | 21,219 |
| Nancy G. Mistretta Director | Sep 26, 2025 | Award | +5,836 | – | – | 15,393 |
| Geoffrey G. Gilmore President and CEO, Director | Jul 8, 2025 | Tax withholding | −9,374 | $31.75 | $297.62K | 314,627 |
| Geoffrey G. Gilmore President and CEO, Director | Jul 8, 2025 | Award | +20,670 | – | – | 324,001 |
| Clifford Larivey President Flat Rolled Stl Proc | Jul 8, 2025 | Award | +4,521 | – | – | 72,535 |
| Clifford Larivey President Flat Rolled Stl Proc | Jul 8, 2025 | Tax withholding | −2,051 | $31.75 | $65.12K | 70,484 |
| Jeffrey R. Klingler Chief Operating Officer | Jul 8, 2025 | Award | +5,490 | – | – | 97,132 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Larivey Clifford Officer | Oct 6, 2026 | 26,838 | $1.05M | Oct 6, 2026 | Restricted Stock Awards |
| A. Adams Tim Officer | Jun 1, 2026 | 2,367 | $99.86K | Jun 1, 2026 | Exercise of Stock Options |
| Klingler Jeffrey Officer | Jun 1, 2026 | 20,236 | $853.76K | Jun 1, 2026 | Exercise of Stock Options |
| Larivey Clifford Officer | May 22, 2026 | 11,105 | $433.10K | May 22, 2026 | Exercise of Stock Options |
| Carl A. Nelson Jr Director | Apr 25, 2024 | 12,000 | $2.97M | Apr 25, 2024 | Board Compensation |