DNOW Inc. (DNOW)

DNOW's stock price has been influenced by key events in the past six months. The company reported third-quarter 2025 earnings with an EPS of $0.26, surpassing estimates, but revenue missed expectations, leading to a stock decline. The acquisition of MRC Global was completed, enhancing DNOW's scale. Susquehanna upgraded DNOW's stock rating to Positive with a price target of $16.00. Over the last six months, DNOW's stock has seen a decrease of 4.24%.

Demand for DNOW's products and services is influenced by oil and natural gas prices and customer spending. The company anticipates a seasonal decrease in revenue for the fourth quarter of 2025. DNOW's supply chain services manage demand planning based on customer forecasts to ensure equipment availability.

DNOW Inc. is a global solutions provider for energy and industrial markets, offering products, services, and supply chain solutions. Headquartered in Houston, Texas, it operates in the industrial machinery and equipment wholesale industry, serving diverse markets including chemical processing, drilling, and renewable energy.

DNOW has a significant global presence with operations across North America, Asia Pacific, Latin America, the Middle East, the North Sea, and the Former Soviet Union. It maintains international distribution hubs in the United Kingdom, Norway, the Netherlands, Australia, and key Middle East markets, including energy centers and customer support facilities.

DNOW focuses on cultivating a positive brand reputation, highlighted by its 2024 Corporate Sustainability Report. The company achieved zero employee fatalities in 2024 and a decrease in its Total Recordable Incident Rate (TRIR) from 2023. DNOW also actively promotes education and awareness through celebrations. Recent acquisitions enhance DNOW's market position and reputation.

Major institutional owners of DNOW, Inc. include BlackRock, Inc., The Vanguard Group, Inc., Dimensional Fund Advisors LP, Boston Partners Global Investors, Inc., and State Street Global Advisors, Inc. Institutional shareholders collectively own a significant portion of the company, with 59.5% of shares held by institutions. Individual insiders hold 1.12% of the shares, while the general public owns 39.3%.