Zacks Research Issues Optimistic Estimate for VMI Earnings

Valmont Industries, Inc. (NYSE:VMI) – Equities research analysts at Zacks Research increased their Q3 2026 EPS estimates for shares of Valmont Industries in a research report issued to clients and investors on Monday, March 2nd. Zacks Research analyst Team now expects that the industrial products company will post earnings of $5.79 per share for the quarter, up from their previous estimate of $5.10. The consensus estimate for Valmont Industries’ current full-year earnings is $18.07 per share. Zacks Research also issued estimates for Valmont Industries’ Q4 2026 earnings at $5.61 EPS and FY2026 earnings at $21.43 EPS.

Several other research analysts also recently weighed in on the company. JPMorgan Chase & Co. boosted their price target on Valmont Industries from $480.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Valmont Industries in a research report on Monday, December 29th. Stifel Nicolaus upped their target price on Valmont Industries from $492.00 to $501.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. DA Davidson increased their target price on Valmont Industries from $415.00 to $450.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen cut Valmont Industries from a “buy” rating to a “hold” rating in a report on Saturday. Three research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $487.00.

Valmont Industries Stock Down 2.7%

Shares of NYSE VMI opened at $446.50 on Wednesday. Valmont Industries has a 1 year low of $250.07 and a 1 year high of $487.58. The firm’s 50 day moving average price is $444.06 and its 200 day moving average price is $412.65. The firm has a market cap of $8.72 billion, a P/E ratio of 26.55 and a beta of 1.19. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.58 and a current ratio of 2.35.

Valmont Industries (NYSE:VMI) last issued its quarterly earnings results on Tuesday, February 17th. The industrial products company reported $4.92 EPS for the quarter, missing analysts’ consensus estimates of $4.95 by ($0.03). The firm had revenue of $1.04 billion for the quarter, compared to analysts’ expectations of $1.04 billion. Valmont Industries had a return on equity of 23.82% and a net margin of 8.53%.The business’s quarterly revenue was up .1% compared to the same quarter last year. During the same quarter last year, the firm earned $3.84 earnings per share. Valmont Industries has set its FY 2026 guidance at 20.500-23.500 EPS.

Institutional Investors Weigh In On Valmont Industries

A number of large investors have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd acquired a new position in Valmont Industries during the 4th quarter worth approximately $27,000. MidFirst Bank acquired a new stake in Valmont Industries in the fourth quarter valued at approximately $464,000. DGS Capital Management LLC acquired a new stake in Valmont Industries in the fourth quarter valued at approximately $255,000. Kera Capital Partners Inc. raised its stake in shares of Valmont Industries by 31.7% during the fourth quarter. Kera Capital Partners Inc. now owns 1,376 shares of the industrial products company’s stock valued at $613,000 after purchasing an additional 331 shares during the period. Finally, Virtu Financial LLC acquired a new position in shares of Valmont Industries during the fourth quarter worth $487,000. Institutional investors and hedge funds own 87.84% of the company’s stock.

Valmont Industries Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Friday, March 27th will be paid a dividend of $0.77 per share. This is a boost from Valmont Industries’s previous quarterly dividend of $0.68. This represents a $3.08 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, March 27th. Valmont Industries’s payout ratio is presently 16.17%.

Key Stories Impacting Valmont Industries

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

• Positive Sentiment: Management to present at the J.P. Morgan Industrials Conference (March 17). Direct access to the CEO and CFO gives Valmont a chance to reinforce guidance, address analyst questions and boost investor visibility — typically supportive for sentiment. Valmont to Participate in J.P. Morgan Industrials Conference
• Positive Sentiment: Zacks raised its FY2027 and some mid‑/late‑2027 quarterly EPS forecasts (FY2027 to $23.71 and FY2028 to $28.12). Those upward revisions imply expectations for stronger medium‑term profitability, which can support valuation if results track higher. (Zacks research notes)
• Positive Sentiment: Coverage note: Valmont’s profile was highlighted for expanded presence in the NYSE Composite Index — an index inclusion/visibility item that can modestly improve liquidity and institutional interest over time. Valmont Industries (NYSE:VMI) Expands Industrial Infrastructure Presence Nyse Composite Index
• Neutral Sentiment: Zacks published a full set of updated quarterly and multi‑year EPS projections (Q1–Q4 2026–2028 and FY2027/28). These provide a refreshed modeling baseline but contain mixed direction changes that require parsing for drivers (volume, margins, acquisitions).
• Negative Sentiment: Zacks cut near‑term estimates — notably Q1 2026 (to $4.69) and Q2 2026 (to $5.34) and trimmed Q1 2027 — signaling softer results expected in the immediate quarters. Those downgrades are the most likely catalyst for today’s weaker share action as they weigh on short‑term earnings visibility. (Zacks research notes)

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.