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

Valmont Industries (NYSE:VMI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 21.500-23.500 for the period, compared to the consensus 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.

Valmont Industries Price Performance

Shares of VMI opened at $539.60 on Tuesday. The firm has a market cap of $10.47 billion, a price-to-earnings ratio of 29.96, a PEG ratio of 1.26 and a beta of 1.34. The stock has a 50 day moving average of $491.13 and a 200-day moving average of $451.08. The company has a current ratio of 2.38, a quick ratio of 1.59 and a debt-to-equity ratio of 0.47. Valmont Industries has a 52 week low of $316.56 and a 52 week high of $558.73.

Valmont Industries (NYSE:VMI) last issued its earnings results on Tuesday, April 21st. The industrial products company reported $5.51 EPS for the quarter, topping the consensus estimate of $4.72 by $0.79. Valmont Industries had a return on equity of 24.94% and a net margin of 8.91%.The company had revenue of $1.03 billion during the quarter, compared to analyst estimates of $994.85 million. During the same quarter last year, the firm earned $4.32 EPS. The business’s revenue was up 6.2% on a year-over-year basis. As a group, analysts forecast that Valmont Industries will post 22.83 EPS for the current year.

Valmont Industries Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Friday, June 26th will be paid a dividend of $0.77 per share. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.08 annualized dividend and a yield of 0.6%. Valmont Industries’s payout ratio is presently 17.10%.

Analysts Set New Price Targets

VMI has been the topic of several recent analyst reports. JPMorgan Chase & Co. lifted their target price on Valmont Industries from $480.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. DA Davidson boosted their price objective on Valmont Industries from $415.00 to $450.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 18th. Zacks Research raised Valmont Industries from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 23rd. Weiss Ratings downgraded Valmont Industries from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Finally, Oppenheimer set a $600.00 price objective on Valmont Industries and gave the stock an “outperform” rating in a research note on Thursday, May 28th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $525.25.

Insider Activity

In related news, Director Mogens C. Bay sold 17,500 shares of Valmont Industries stock in a transaction on Friday, April 24th. The stock was sold at an average price of $492.34, for a total value of $8,615,950.00. Following the transaction, the director directly owned 112,309 shares in the company, valued at $55,294,213.06. The trade was a 13.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 1.42% of the stock is owned by insiders.

Hedge Funds Weigh In On Valmont Industries

Hedge funds have recently modified their holdings of the stock. Parkside Financial Bank & Trust grew its stake in Valmont Industries by 166.7% in the fourth quarter. Parkside Financial Bank & Trust now owns 328 shares of the industrial products company’s stock valued at $132,000 after purchasing an additional 205 shares in the last quarter. Arkadios Wealth Advisors acquired a new stake in shares of Valmont Industries during the 4th quarter valued at about $206,000. Parallel Advisors LLC lifted its holdings in shares of Valmont Industries by 37.1% during the 4th quarter. Parallel Advisors LLC now owns 218 shares of the industrial products company’s stock valued at $88,000 after buying an additional 59 shares during the last quarter. Zacks Investment Management bought a new stake in shares of Valmont Industries in the 3rd quarter valued at approximately $213,000. Finally, Brooklyn Investment Group grew its stake in shares of Valmont Industries by 191.4% in the 3rd quarter. Brooklyn Investment Group now owns 545 shares of the industrial products company’s stock valued at $211,000 after buying an additional 358 shares in the last quarter. 87.84% of the stock is currently owned by institutional investors and hedge funds.

About Valmont Industries

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.