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

Valmont Industries (NYSE:VMI) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 22.250-23.500 for the period, compared to the consensus estimate of 22.830. The company issued revenue guidance of $4.3 billion-$4.5 billion, compared to the consensus revenue estimate of $4.3 billion.

Valmont Industries Price Performance

Shares of Valmont Industries stock traded down $1.76 during midday trading on Wednesday, reaching $501.74. The company had a trading volume of 80,292 shares, compared to its average volume of 203,736. The company has a market capitalization of $9.69 billion, a price-to-earnings ratio of 19.52, a price-to-earnings-growth ratio of 1.11 and a beta of 1.35. Valmont Industries has a 1-year low of $360.41 and a 1-year high of $585.71. The company has a current ratio of 2.35, a quick ratio of 1.55 and a debt-to-equity ratio of 0.42. The stock has a fifty day simple moving average of $534.65 and a 200 day simple moving average of $481.51.

Valmont Industries (NYSE:VMI) last released its earnings results on Tuesday, July 21st. The industrial products company reported $6.14 earnings per share for the quarter, beating the consensus estimate of $5.80 by $0.34. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%.The firm had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same quarter in the prior year, the firm posted $4.88 earnings per share. The company’s quarterly revenue was up 6.5% on a year-over-year basis. As a group, equities research analysts forecast that Valmont Industries will post 23.08 earnings per share for the current year.

Valmont Industries Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Friday, September 25th will be given a dividend of $0.77 per share. The ex-dividend date of this dividend is Friday, September 25th. This represents a $3.08 annualized dividend and a dividend yield of 0.6%. Valmont Industries’s dividend payout ratio is currently 11.99%.

Analysts Set New Price Targets

A number of research firms have issued reports on VMI. JPMorgan Chase & Co. increased their target price on Valmont Industries from $600.00 to $620.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. Wall Street Zen raised Valmont Industries from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Stifel Nicolaus lifted their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Zacks Research cut Valmont Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Finally, Oppenheimer set a $600.00 price objective on Valmont Industries and gave the company an “outperform” rating in a report on Thursday, May 28th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $587.00.

Insider Buying and Selling at Valmont Industries

In other Valmont Industries news, Director Theodor Werner Freye sold 800 shares of the business’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $495.00, for a total transaction of $396,000.00. Following the sale, the director owned 2,805 shares of the company’s stock, valued at approximately $1,388,475. The trade was a 22.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO John L. Schwietz acquired 208 shares of Valmont Industries stock in a transaction that occurred on Thursday, July 23rd. The shares were purchased at an average price of $486.14 per share, for a total transaction of $101,117.12. Following the transaction, the chief financial officer directly owned 2,992 shares in the company, valued at $1,454,530.88. The trade was a 7.47% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 1.42% of the stock is owned by corporate insiders.

Valmont Industries News Roundup

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

• Positive Sentiment: Valmont’s FY2026 revenue guidance of $4.3 billion to $4.5 billion is broadly in line with the $4.3 billion consensus estimate, while the EPS guidance midpoint of $22.875 is slightly above the current consensus of $22.83.
• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate to $22.92 from $22.30, increased its FY2027 forecast to $25.25 from $23.84, and lifted its FY2028 estimate to $29.22 from $28.48. The firm also raised its Q4 2027 estimate to $6.68 from $5.53, suggesting stronger longer-term earnings expectations.
• Positive Sentiment: Brokerages collectively maintain a “Moderate Buy” consensus recommendation, which provides a supportive backdrop for the shares. Valmont Industries Receives Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Zacks Research kept a “Hold” rating despite raising several multiyear estimates, indicating that analysts see improving earnings potential but do not view the current valuation as an unambiguous buying opportunity.
• Negative Sentiment: The EPS guidance range is wide and its $22.25 lower bound falls below consensus expectations. Zacks also reduced estimates for Q4 2026 EPS to $5.59 from $5.71, Q1 2027 EPS to $5.24 from $5.25, and Q2 2027 EPS slightly to $6.52 from $6.53.

Hedge Funds Weigh In On Valmont Industries

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Millennium Management LLC increased its position in shares of Valmont Industries by 225.1% during the first quarter. Millennium Management LLC now owns 67,630 shares of the industrial products company’s stock worth $19,300,000 after buying an additional 46,825 shares during the period. Goldman Sachs Group Inc. grew its stake in Valmont Industries by 8.6% in the first quarter. Goldman Sachs Group Inc. now owns 59,127 shares of the industrial products company’s stock valued at $16,873,000 after acquiring an additional 4,676 shares during the period. Empowered Funds LLC acquired a new position in Valmont Industries during the first quarter worth $265,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Valmont Industries by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 72,511 shares of the industrial products company’s stock valued at $20,692,000 after acquiring an additional 2,639 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in Valmont Industries by 223.4% during the first quarter. Geneos Wealth Management Inc. now owns 152 shares of the industrial products company’s stock worth $43,000 after buying an additional 105 shares in the last quarter. 87.84% of the stock is 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.