Keybank National Association OH Sells 6,211 Shares of Vulcan Materials Company $VMC

Keybank National Association OH decreased its holdings in Vulcan Materials Company (NYSE:VMC) by 6.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 85,957 shares of the construction company’s stock after selling 6,211 shares during the quarter. Keybank National Association OH’s holdings in Vulcan Materials were worth $24,517,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Vulcan Materials by 1.8% in the third quarter. Vanguard Group Inc. now owns 17,207,183 shares of the construction company’s stock worth $5,293,274,000 after acquiring an additional 311,539 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of Vulcan Materials by 1.3% in the third quarter. JPMorgan Chase & Co. now owns 7,924,285 shares of the construction company’s stock worth $2,437,669,000 after acquiring an additional 99,298 shares during the period. Principal Financial Group Inc. boosted its stake in shares of Vulcan Materials by 5.8% in the third quarter. Principal Financial Group Inc. now owns 7,625,271 shares of the construction company’s stock worth $2,345,703,000 after acquiring an additional 414,828 shares during the period. Bank of America Corp DE boosted its stake in shares of Vulcan Materials by 0.4% in the third quarter. Bank of America Corp DE now owns 2,318,474 shares of the construction company’s stock worth $713,209,000 after acquiring an additional 9,030 shares during the period. Finally, Allspring Global Investments Holdings LLC boosted its stake in shares of Vulcan Materials by 0.9% in the third quarter. Allspring Global Investments Holdings LLC now owns 1,889,926 shares of the construction company’s stock worth $570,077,000 after acquiring an additional 17,274 shares during the period. Institutional investors own 90.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on VMC shares. Wells Fargo & Company dropped their price objective on Vulcan Materials from $315.00 to $305.00 and set an “equal weight” rating for the company in a research note on Wednesday, April 15th. Truist Financial upped their price objective on Vulcan Materials from $320.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. Raymond James Financial reaffirmed an “outperform” rating and issued a $320.00 price objective on shares of Vulcan Materials in a research note on Monday. B. Riley Financial started coverage on Vulcan Materials in a research note on Thursday, January 15th. They set a “buy” rating and a $345.00 price target for the company. Finally, Royal Bank Of Canada dropped their price target on Vulcan Materials from $316.00 to $296.00 and set a “sector perform” rating for the company in a research note on Wednesday, February 18th. Nine research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $323.69.

Insider Buying and Selling

In related news, Director Melissa H. Anderson sold 1,137 shares of the 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 document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.65% of the company’s stock.

Key Headlines Impacting Vulcan Materials

Here are the key news stories impacting Vulcan Materials this week:

• Positive Sentiment: Q1 earnings and revenue beat — Vulcan reported adjusted EPS of $1.35 (above consensus) and revenue of $1.76B, marking year?over?year growth and improved margins, which supports near?term upside. VULCAN REPORTS FIRST QUARTER 2026 RESULTS
• Positive Sentiment: Demand and pricing strength — Management cited strong demand for aggregates and construction materials plus effective pricing and cost control as drivers of the beat, signaling resilient end?market activity. Vulcan Materials beats revenue estimates on strong demand for construction materials
• Positive Sentiment: Guidance reaffirmed — Company communications with the quarter reiterate the full?year earnings outlook, reducing near?term execution risk and supporting investor confidence. VMC Q1 Earnings & Revenues Beat Estimates on Pricing and Cost Control
• Neutral Sentiment: Investor materials available — The company posted its press release, slide deck and conference call materials (useful for digging into regional trends and margin details). Listen to Conference Call
• Negative Sentiment: Valuation premium — Some coverage highlights Vulcan’s premium P/E after the recent run and notes a pullback had already tightened valuation; elevated multiples could limit further gains absent continued execution. A Look At Vulcan Materials (VMC) Valuation After Recent Share Price Pullback And Premium P/E

Vulcan Materials Price Performance

Shares of Vulcan Materials stock opened at $296.48 on Thursday. The stock has a 50 day moving average of $284.45 and a 200 day moving average of $292.95. Vulcan Materials Company has a 12 month low of $247.60 and a 12 month high of $331.09. The firm has a market cap of $38.68 billion, a PE ratio of 36.51, a PEG ratio of 2.20 and a beta of 1.10. The company has a current ratio of 2.69, a quick ratio of 1.97 and a debt-to-equity ratio of 0.51.

Vulcan Materials (NYSE:VMC) last announced its quarterly earnings results on Wednesday, April 29th. The construction company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.25. Vulcan Materials had a return on equity of 12.56% and a net margin of 13.56%.The company had revenue of $1.76 billion during the quarter, compared to analyst estimates of $1.65 billion. During the same period in the prior year, the company earned $1.00 earnings per share. The firm’s revenue was up 7.4% on a year-over-year basis. On average, research analysts expect that Vulcan Materials Company will post 9.15 EPS for the current fiscal year.

Vulcan Materials Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 23rd. Investors of record on Monday, March 9th were paid a dividend of $0.52 per share. The ex-dividend date of this dividend was Monday, March 9th. This is a boost from Vulcan Materials’s previous quarterly dividend of $0.49. This represents a $2.08 dividend on an annualized basis and a yield of 0.7%. Vulcan Materials’s dividend payout ratio is currently 25.62%.

About Vulcan Materials

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.