Vulcan Materials (NYSE:VMC) Announces Quarterly Earnings Results, Beats Estimates By $0.25 EPS

Vulcan Materials (NYSE:VMC) posted its quarterly earnings results on Wednesday. The construction company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.25, FiscalAI reports. The business had revenue of $1.76 billion for the quarter, compared to analyst estimates of $1.64 billion. Vulcan Materials had a return on equity of 12.95% and a net margin of 13.81%.Vulcan Materials’s revenue for the quarter was up 7.4% compared to the same quarter last year. During the same period last year, the company earned $1.00 EPS.

Here are the key takeaways from Vulcan Materials’ conference call:

• The company reported a strong start to 2026 with $447 million of adjusted EBITDA (up 9% YoY) and reaffirmed full-year adjusted EBITDA guidance of $2.4 billion–$2.6 billion.
• Pricing momentum continues—freight-adjusted aggregates prices improved ~4% YoY, January price increases are largely realized, mid-year increases are underway, and the company is targeting $20 cash gross profit per ton (currently $11.38).
• Energy cost pressure is a near-term headwind—management expects roughly a $25 million diesel-related hit in Q2 and higher quarter-over-quarter aggregate cash cost growth, though they plan to offset this with surcharges, mid-year price actions, and operational levers.
• Balance sheet and capital allocation support growth—trailing 12?month operating cash of $1.8 billion, net debt/adjusted EBITDA ~1.9x, ~$686 million of capex (70% maintenance), >$800 million of capital returned to shareholders, an active M&A/greenfield pipeline, and an expected divestiture closing to free additional capacity for aggregates growth.

Vulcan Materials Price Performance

Shares of NYSE:VMC traded down $2.70 during mid-day trading on Friday, reaching $299.04. The stock had a trading volume of 189,228 shares, compared to its average volume of 1,202,384. The company has a current ratio of 2.59, a quick ratio of 1.97 and a debt-to-equity ratio of 0.51. The company has a market cap of $39.01 billion, a P/E ratio of 35.49, a price-to-earnings-growth ratio of 2.23 and a beta of 1.10. Vulcan Materials has a 1 year low of $252.35 and a 1 year high of $331.09. The business’s 50 day moving average price is $284.44 and its 200 day moving average price is $293.02.

Vulcan Materials Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 23rd. Investors of record on Monday, March 9th were given a $0.52 dividend. This is an increase from Vulcan Materials’s previous quarterly dividend of $0.49. This represents a $2.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, March 9th. Vulcan Materials’s dividend payout ratio (DPR) is presently 25.62%.

Insider Transactions at Vulcan Materials

In other Vulcan Materials news, Director Melissa H. Anderson sold 1,137 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $303.72, for a total transaction of $345,329.64. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.65% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Measured Wealth Private Client Group LLC purchased a new position in Vulcan Materials during the 3rd quarter worth $30,000. Birchwood Financial Partners Inc. purchased a new stake in shares of Vulcan Materials during the 4th quarter valued at $29,000. Kemnay Advisory Services Inc. purchased a new stake in shares of Vulcan Materials during the 4th quarter valued at $40,000. DV Equities LLC purchased a new stake in shares of Vulcan Materials during the 4th quarter valued at $53,000. Finally, UMB Bank n.a. lifted its holdings in shares of Vulcan Materials by 30.4% during the 4th quarter. UMB Bank n.a. now owns 266 shares of the construction company’s stock valued at $76,000 after purchasing an additional 62 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on VMC shares. Royal Bank Of Canada lifted their price objective on Vulcan Materials from $296.00 to $298.00 and gave the stock a “sector perform” rating in a research report on Thursday. Raymond James Financial set a $325.00 price objective on Vulcan Materials in a research note on Thursday. Citigroup reiterated a “buy” rating on shares of Vulcan Materials in a research note on Friday. Barclays boosted their price target on Vulcan Materials from $296.00 to $340.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Truist Financial lifted their price objective on Vulcan Materials from $320.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $330.38.

Vulcan Materials Company Profile

Vulcan Materials Company (NYSE: VMC) is a U.S.-based producer of construction materials that supplies the building and infrastructure markets. The company’s primary products include construction aggregates such as crushed stone, sand and gravel, as well as asphalt mixes and ready-mixed concrete. These materials are used in a wide range of projects including highways, commercial and residential construction, and public infrastructure.

Vulcan operates an integrated network of quarries, asphalt plants and concrete facilities to produce and deliver materials to contractors, municipalities and private developers.