TABR Capital Management LLC Acquires New Shares in Valmont Industries, Inc. $VMI

TABR Capital Management LLC acquired a new position in shares of Valmont Industries, Inc. (NYSE:VMI) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 6,020 shares of the industrial products company’s stock, valued at approximately $2,422,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Community Bank N.A. acquired a new position in Valmont Industries in the third quarter valued at about $25,000. First Horizon Corp acquired a new stake in shares of Valmont Industries during the third quarter worth about $29,000. Abich Financial Wealth Management LLC bought a new position in shares of Valmont Industries during the 3rd quarter valued at about $36,000. Farther Finance Advisors LLC grew its position in shares of Valmont Industries by 357.1% in the 3rd quarter. Farther Finance Advisors LLC now owns 96 shares of the industrial products company’s stock valued at $37,000 after purchasing an additional 75 shares during the period. Finally, Geneos Wealth Management Inc. increased its stake in Valmont Industries by 223.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 152 shares of the industrial products company’s stock worth $43,000 after purchasing an additional 105 shares in the last quarter. 87.84% of the stock is currently owned by institutional investors.

More Valmont Industries News

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

• Positive Sentiment: Q1 beat and guidance raise — Valmont reported Q1 EPS of $5.51 vs. $4.72 expected and revenue of ~$1.03B, then raised full‑year EPS guidance to $21.50–$23.50, a clear near‑term earnings catalyst. Valmont Reports First Quarter 2026 Results and Raises Full-Year 2026 EPS Guidance
• Positive Sentiment: Infrastructure/utility strength — North American utility sales jumped (~27% in the quarter), backlog extended (~$1.65B) and lead times lengthened, exposing Valmont to a multi‑year utility capex cycle connected to grid upgrades and AI data‑center build‑out. This is driving margin expansion in the Infrastructure segment. Valmont: 1 Stock Is Powering the AI Boom and the Next Farm Supercycle
• Positive Sentiment: Shareholder returns & balance sheet health — Management increased the dividend (~13% raise) and repurchased $57.5M of stock in Q1; company maintains modest leverage, which supports EPS accretion and investor confidence. Valmont: 1 Stock Is Powering the AI Boom and the Next Farm Supercycle
• Neutral Sentiment: Agriculture segment mix — Agriculture sales declined (volume/region-specific weakness) but operating margins expanded, suggesting pricing power and higher aftermarket/tech mix that cushions cyclicality. Details shown in the earnings presentation and call transcript. Valmont Q1 Results – Earnings Call Presentation
• Negative Sentiment: Near‑term risks from cyclical ag weakness and international disruptions — Lower ag volumes (notably in some international markets) could pressure segment revenue if conditions persist; investors should watch sales cadence and geographic recovery. Valmont Q1 Earnings Report & Analysis

Valmont Industries Trading Up 12.0%

NYSE VMI opened at $459.14 on Wednesday. Valmont Industries, Inc. has a 52 week low of $269.21 and a 52 week high of $487.58. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.58 and a current ratio of 2.35. The stock’s 50 day moving average price is $428.58 and its two-hundred day moving average price is $421.93. The stock has a market capitalization of $8.98 billion, a price-to-earnings ratio of 27.30 and a beta of 1.24.

Valmont Industries (NYSE:VMI) last issued its quarterly earnings results on Tuesday, April 21st. The industrial products company reported $5.51 earnings per share for the quarter, topping the consensus estimate of $4.72 by $0.79. Valmont Industries had a net margin of 8.53% and a return on equity of 23.82%. The company had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $994.85 million. During the same period last year, the business earned $4.32 EPS. The business’s quarterly revenue was up 6.2% on a year-over-year basis. As a group, analysts anticipate that Valmont Industries, Inc. will post 21.9 earnings per share for the current fiscal year.

Valmont Industries Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 27th were given a $0.77 dividend. This represents a $3.08 dividend on an annualized basis and a yield of 0.7%. This is an increase from Valmont Industries’s previous quarterly dividend of $0.68. The ex-dividend date of this dividend was Friday, March 27th. Valmont Industries’s payout ratio is 18.31%.

Wall Street Analyst Weigh In

Several analysts have commented on VMI shares. Wall Street Zen downgraded shares of Valmont Industries from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. DA Davidson upped their price target on shares of Valmont Industries from $415.00 to $450.00 and gave the company a “neutral” rating in a report on Wednesday, February 18th. Weiss Ratings restated a “hold (c+)” rating on shares of Valmont Industries in a report on Friday, March 27th. JPMorgan Chase & Co. boosted their price objective on shares of Valmont Industries from $480.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, February 18th. Finally, Stifel Nicolaus upped their target price on shares of Valmont Industries from $492.00 to $501.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $487.00.

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.