Ryerson Holding Corp
In the published model solve dated 2026-Q2, anchored at $27.61, Ryerson Holding Corp (RYZ) is priced for +5.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
- At about $27.72 the market pays roughly 14x mid-cycle operating income, which inverts to about 11% annual operating-profit growth for five years. The trailing line is depressed by the cycle, so the price leans on normalized earnings rather than the trough quarter. - The asset and earnings-power families bracket the price closely: book value per share is $29.71, the earnings-power mark is $36, and excess-return reference floors sit near $27 to $30. This reads as an asset-supported value name, n
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182 institutional managers reported holding RYZ in 13F filings for the quarter ended 2026-03-31. 61 opened new positions that quarter. Held by BlackRock, Dimensional Fund Advisors, Franklin Resources, among others. On the short side, 1.7M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RYZ's share count grew 10.3% over the past five years even with $218.30M spent on repurchases. It pays a dividend, and has for 5 years running, raised 4 years straight; the current rate is $0.75 a share annually. Cash returned over the past three years: $71.20M in dividends and $62.90M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RYZ over the trailing three years: 2023: 1 buy totaling $148k; 2024: 2 buys totaling $145k; 2025: 1 buy totaling $225k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RYZ's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-01 | -15.0% | -18.5% |
| 2023-10-31 | +6.6% | +16.7% |
| 2024-02-22 | -5.8% | -4.5% |
| 2024-05-01 | -18.9% | -20.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RYZ's latest 8-K filings: 2026-07-29 (items 2.02, 8.01, 9.01); 2026-05-27 (items 7.01); 2026-05-06 (items 2.02, 8.01, 9.01); 2026-05-06 (items 5.02, 5.03, 5.07, 9.01); 2026-02-23 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.