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 EPS guidance of 22.250-23.500 for the period, compared to the consensus EPS 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 Stock Up 3.2%

Shares of VMI stock opened at $504.41 on Wednesday. The stock’s 50 day simple moving average is $534.65 and its 200 day simple moving average is $481.51. Valmont Industries has a twelve month low of $360.41 and a twelve month high of $585.71. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.55 and a current ratio of 2.35. The company has a market capitalization of $9.74 billion, a price-to-earnings ratio of 19.64, a PEG ratio of 1.11 and a beta of 1.35.

Valmont Industries (NYSE:VMI) last announced its quarterly earnings results on Tuesday, July 21st. The industrial products company reported $6.14 EPS 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 company had revenue of $1.12 billion for the quarter, compared to the consensus estimate of $1.09 billion. During the same quarter last year, the company posted $4.88 earnings per share. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. As a group, research analysts predict that Valmont Industries will post 23.08 EPS for the current year.

Valmont Industries Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders 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 dividend on an annualized basis and a yield of 0.6%. Valmont Industries’s payout ratio is currently 11.99%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on VMI shares. Wall Street Zen raised Valmont Industries from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. Zacks Research downgraded Valmont Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 20th. Stifel Nicolaus increased their price objective on Valmont Industries from $645.00 to $678.00 and gave the company a “buy” rating in a research report on Monday, July 20th. Oppenheimer set a $600.00 price objective on shares of Valmont Industries and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Finally, Weiss Ratings upgraded shares of Valmont Industries from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 30th. Four equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $587.00.

Insider Buying and Selling at Valmont Industries

In other Valmont Industries news, CFO John L. Schwietz acquired 208 shares of the company’s stock in a transaction dated Thursday, July 23rd. The stock was bought at an average price of $486.14 per share, for a total transaction of $101,117.12. Following the purchase, the chief financial officer owned 2,992 shares in the company, valued at $1,454,530.88. This represents a 7.47% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Theodor Werner Freye sold 800 shares of the firm’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $495.00, for a total transaction of $396,000.00. Following the transaction, the director directly owned 2,805 shares of the company’s stock, valued at $1,388,475. The trade was a 22.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.42% of the stock is owned by company insiders.

Trending Headlines about Valmont Industries

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

• Positive Sentiment: Valmont issued fiscal 2026 EPS guidance of $22.25-$23.50, with a midpoint of $22.88 that is slightly above the $22.83 consensus estimate. Revenue guidance of $4.3-$4.5 billion also implies a midpoint above the $4.3 billion analyst forecast, suggesting management expects solid demand and earnings performance.
• Positive Sentiment: Zacks Research raised its fiscal 2026 EPS estimate to $22.92 from $22.30 and increased its fiscal 2028 estimate to $29.22 from $28.48. It also lifted its Q3 2027 and Q2 2028 forecasts, indicating improved longer-term earnings expectations.
• Positive Sentiment: Brokerage analysts collectively assigned Valmont a “Moderate Buy” consensus recommendation, providing additional support for investor sentiment. Valmont Industries Receives Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Zacks maintained a “Hold” rating. Its fiscal 2026 EPS estimate of $22.92 remains slightly below the broader consensus estimate of $23.08, limiting the significance of the upgrade.
• Negative Sentiment: Zacks trimmed several near-term forecasts, including Q4 2026 EPS to $5.59 from $5.71, Q1 2027 EPS to $5.24 from $5.25, and Q2 2027 EPS to $6.52 from $6.53. These modest reductions point to some caution around near-term operating momentum.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in VMI. Millennium Management LLC grew its stake in shares of Valmont Industries by 225.1% in the 1st quarter. Millennium Management LLC now owns 67,630 shares of the industrial products company’s stock valued at $19,300,000 after purchasing an additional 46,825 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of Valmont Industries by 8.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 59,127 shares of the industrial products company’s stock worth $16,873,000 after buying an additional 4,676 shares during the period. Empowered Funds LLC acquired a new stake in Valmont Industries in the 1st quarter valued at $265,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake 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 buying an additional 2,639 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its position in Valmont Industries by 223.4% in the first quarter. Geneos Wealth Management Inc. now owns 152 shares of the industrial products company’s stock valued at $43,000 after acquiring an additional 105 shares during the period. Institutional investors and hedge funds 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.