Mueller Industries, Inc. (MLI)

Over the past six months, Mueller Industries declared cash dividends for the third and fourth quarters of 2025. The company reported its Third Quarter 2025 earnings with diluted EPS of $1.88, missing estimates, but revenue exceeded estimates with an 8% year-over-year increase; Second Quarter 2025 earnings showed strong financial performance. The stock reached a new 52-week high of $110.00 around November 26, 2025, but was downgraded to a "Hold" rating on November 17, 2025. There has been recent insider selling by key executives.

Mueller Industries' business is highly susceptible to the cyclical nature of the construction sector and industry. Demand for its products is anticipated to increase when interest rates are reduced, suggesting a correlation with construction activity and broader economic conditions. Residential construction in the U.S. has been subdued, impacting demand, but is expected to rise with lower interest rates.

Mueller Industries, Inc. is a global industrial corporation specializing in the manufacturing and distribution of highly technical and essential products, operating within the Industrials sector, specifically in the Metal Fabrication industry. It is the only vertically integrated manufacturer of copper tube and fittings, and brass rod and forgings in North America. Its major products include copper, brass, aluminum, and plastic products, which are categorized into three main segments: Piping Systems, Industrial Metals, and Climate.

Mueller Industries has a significant global presence, with operations throughout the United States, Canada, Mexico, Europe, Asia, and the Middle East, including the United Kingdom, China, and South Korea. The company serves a broad customer base through its network of manufacturing facilities and distribution centers.

Mueller Industries, Inc. demonstrates a strong operational and financial standing that positively reflects on its reputation. The company has a long-standing culture of operational execution, market-leading positions, consistent profitability, and a strong balance sheet, driving industry-leading returns and long-term shareholder value. In the past year, MLI's stock has outperformed both the US Machinery industry and the broader US Market. The company's robust financial health, share buybacks, and dividend growth further support its standing.

The ownership structure of Mueller Industries is a mix of institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock. Insiders own about 2.19% of the stock, while public companies and individual investors hold approximately 6.88% to 29.19%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, GAMCO Investors, Inc., and State Street Global Advisors, Inc.