Valmont Industries (NYSE:VMI) Updates FY 2026 Earnings Guidance

Valmont Industries (NYSE:VMI) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 21.500-23.500 for the period, compared to the consensus earnings per share estimate of 22.830. The company issued revenue guidance of $4.2 billion-$4.4 billion, compared to the consensus revenue estimate of $4.3 billion. Valmont Industries also updated its FY 2029 guidance to 35.000-35.000 EPS.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Weiss Ratings downgraded Valmont Industries from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, June 11th. Stifel Nicolaus raised their target price on Valmont Industries from $541.00 to $645.00 and gave the stock a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. raised their target price on Valmont Industries from $520.00 to $600.00 and gave the stock an “overweight” rating in a research report on Wednesday. Zacks Research raised Valmont Industries from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 23rd. Finally, Wall Street Zen raised Valmont Industries from a “buy” rating to a “strong-buy” rating in a research report on Sunday, May 31st. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $573.75.

Valmont Industries Stock Up 1.9%

VMI stock opened at $567.12 on Thursday. Valmont Industries has a twelve month low of $316.56 and a twelve month high of $575.89. The company has a quick ratio of 1.59, a current ratio of 2.38 and a debt-to-equity ratio of 0.47. The stock has a market cap of $11.01 billion, a P/E ratio of 31.49, a PEG ratio of 1.28 and a beta of 1.34. The business’s 50-day moving average price is $497.50 and its 200-day moving average price is $453.21.

Valmont Industries (NYSE:VMI) last posted its quarterly earnings data on Tuesday, April 21st. The industrial products company reported $5.51 earnings per share for the quarter, beating analysts’ consensus estimates of $4.72 by $0.79. Valmont Industries had a return on equity of 24.94% and a net margin of 8.91%.The firm had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $994.85 million. During the same period in the previous year, the firm earned $4.32 EPS. The business’s quarterly revenue was up 6.2% on a year-over-year basis. On average, equities research analysts forecast that Valmont Industries will post 22.83 EPS for the current year.

Valmont Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Friday, June 26th will be given a dividend of $0.77 per share. This represents a $3.08 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, June 26th. Valmont Industries’s payout ratio is presently 17.10%.

Insider Transactions at Valmont Industries

In related news, Director Mogens C. Bay sold 17,500 shares of Valmont Industries stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $492.34, for a total transaction of $8,615,950.00. Following the sale, the director owned 112,309 shares of the company’s stock, valued at approximately $55,294,213.06. This trade represents a 13.48% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.42% of the company’s stock.

Key Stories Impacting Valmont Industries

Here are the key news stories impacting Valmont Industries this week:

• Positive Sentiment: Stifel Nicolaus raised its price target on Valmont Industries to $645 from $541 and reiterated a buy rating, signaling confidence in further upside potential. Stifel price target raised on Valmont Industries
• Positive Sentiment: JPMorgan also lifted its target to $600 from $520 and kept an overweight rating, adding to bullish sentiment around the stock. JPMorgan raises Valmont Industries target
• Positive Sentiment: Valmont’s Investor Day and related materials highlighted ongoing infrastructure margin gains, utility demand, backlog growth, and raised fiscal 2026 guidance, reinforcing the company’s longer-term growth story. Valmont Industries Investor Day announcement
• Neutral Sentiment: The company hosted its 2026 Investor Day, which may have helped keep attention on the stock, but the event itself was mainly informational rather than a direct operational catalyst. Investor Day transcript
• Neutral Sentiment: Valmont reiterated fiscal 2026 EPS guidance of $21.50 to $23.50 and revenue guidance of $4.2 billion to $4.4 billion, which was broadly in line with expectations and supports the current valuation. Valmont Industries guidance update

Institutional Trading of Valmont Industries

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Invesco Ltd. raised its stake in Valmont Industries by 8.3% during the 3rd quarter. Invesco Ltd. now owns 422,997 shares of the industrial products company’s stock valued at $164,009,000 after purchasing an additional 32,382 shares during the period. Sei Investments Co. raised its stake in Valmont Industries by 3.1% during the 3rd quarter. Sei Investments Co. now owns 290,948 shares of the industrial products company’s stock valued at $112,809,000 after purchasing an additional 8,715 shares during the period. AQR Capital Management LLC increased its stake in Valmont Industries by 118.8% in the 3rd quarter. AQR Capital Management LLC now owns 282,610 shares of the industrial products company’s stock worth $108,884,000 after acquiring an additional 153,418 shares during the last quarter. Amundi increased its stake in Valmont Industries by 49.7% in the 3rd quarter. Amundi now owns 154,629 shares of the industrial products company’s stock worth $59,989,000 after acquiring an additional 51,309 shares during the last quarter. Finally, UBS Group AG increased its stake in Valmont Industries by 54.4% in the 3rd quarter. UBS Group AG now owns 138,812 shares of the industrial products company’s stock worth $53,822,000 after acquiring an additional 48,929 shares during the last quarter. Institutional investors own 87.84% of the company’s stock.

Valmont Industries Company Profile

Valmont Industries, Inc (NYSE: VMI) is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont’s solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.

The company operates through several core business segments.