Rep. Michael McCaul Buys Core & Main (NYSE:CNM) Stock

Rep. Michael McCaul Buys Core & Main (NYSE:CNM) Stock

Representative Michael McCaul (R-Texas) disclosed the purchase of $250,001 - $500,000 of Core & Main, Inc. (NYSE:CNM) stock in a filing made on October 13th, 2025. The transaction, dated September 30th, 2025, was reported as a purchase by his spouse.

Michael McCaul's Recent Trades

• 1/30/2026: Sold $1,001 - $15,000 of ASML stock
• 1/30/2026: Bought $1,001 - $15,000 of MELI stock
• 1/30/2026: Bought $1,001 - $15,000 of MSFT stock
• 1/30/2026: Bought $1,001 - $15,000 of WDAY stock
• 1/30/2026: Bought $1,001 - $15,000 of INTU stock
• 1/30/2026: Bought $1,001 - $15,000 of SAP stock
• 1/30/2026: Bought $15,001 - $50,000 of NFLX stock
• 1/29/2026: Sold $15,001 - $50,000 of PINS stock
• 1/29/2026: Bought $15,001 - $50,000 of PSTG stock
• 1/28/2026: Bought $15,001 - $50,000 of NSIT stock

CNM Stock Performance

Shares of CNM opened at $53.61 on Thursday, down 2.66%. The 50-day moving average is $55.67 and the 200-day moving average is $56.06. The 52-week low is $43.18 and the 52-week high is $67.18.

Since the transaction date (September 30th, 2025), CNM shares have fallen 1.22%, opening at $53.48 on the transaction date. The stock fell 4.92% in the first week and fell 3.20% over two weeks, and fell 2.19% over one month.

Debt-to-equity was 1.23 and the current ratio was 2.26 with a quick ratio of 1.35. Market capitalization was $9.97 billion, the trailing P/E ratio was 23.10 and beta was 0.98. Return on equity (TTM) was 23.82% and net profit margin (TTM) was 5.60%. Reported revenue for fiscal 2024 was $7.44 billion versus $6.70 billion in fiscal 2023, a year-over-year increase of 11.02%. Analysts' average EPS estimate (from available estimates) was $4.24.

Key Stories Impacting CNM

• (Neutral) Core & Main announced that CFO Mark R. Witkowski would succeed Steve LeClair as CEO, effective March 31, 2025 (announcement published March 25, 2025).
• (Neutral) The company reported fiscal 2024 fourth-quarter and full-year results and provided FY2025 guidance in a March 25, 2025 release.
• (Positive) Core & Main reported repurchasing approximately $176 million of stock at an average price of ~$44.31 as disclosed in its FY2024 results (reported March 25, 2025).
• (Positive) Core & Main reported fiscal 2025 second-quarter results with net sales up ~6.6% and improvements in EPS and adjusted metrics (release dated September 9, 2025).
• (Positive) The Q2 FY2025 release noted an acquisition of Canada Waterworks after the quarter, indicating continued M&A expansion.
• (Neutral) The company reported fiscal 2025 third-quarter results in December 2025 with movement in revenue and net income and commentary on demand trends.
• (Positive) Core & Main announced the opening of a new facility in Columbus, Ohio (company news release dated February 2, 2026).

Analyst Ratings for CNM

Wells Fargo reiterated an 'Overweight' rating on 2026-01-14. Citigroup reiterated a 'Neutral' rating on 2026-01-08. Deutsche Bank reiterated a 'Buy' rating on 2025-12-11. Wells Fargo reiterated an 'Overweight' rating on 2025-12-10. Citigroup reiterated a 'Neutral' rating on 2025-12-10.

Presently, 122 analysts have rated CNM with a buy recommendation, 53 have issued a hold, and 3 have given a sell rating. The average rating is 'Moderate Buy'.

Institutional Investors Weigh In On CNM

BLACKROCK, INC. holds 18,928,518 shares worth $999,898,963. VANGUARD GROUP INC holds 17,598,217 shares worth $929,625,813. MORGAN STANLEY holds 14,586,859 shares worth $770,550,827. SELECT EQUITY GROUP, L.P. holds 7,778,376 shares worth $410,892,712. PICTET ASSET MANAGEMENT HOLDING SA holds 7,441,427 shares worth $393,093,381. Currently, 105.15% of the stock is owned by institutional investors.

About Michael McCaul

Michael McCaul is a Republican member of the U.S. House representing Texas's 10th congressional district. He was born in 1962 and age was 64 at the time of this report. McCaul has served in the House since 2005 and maintains an official website at https://mccaul.house.gov.

About CNM

Core & Main, Inc. is an Industrial - Distribution company that distributes water, wastewater, storm drainage and fire protection products and related services to municipalities, private water companies and professional contractors in the United States. The company is headquartered in Saint Louis, Missouri, was founded in 1874 and completed its IPO on July 22, 2021. Mark R. Witkowski is listed as CEO.