Zacks Research Expects Lower Earnings for Valmont Industries

Valmont Industries, Inc. (NYSE:VMI) – Research analysts at Zacks Research cut their Q1 2026 earnings per share estimates for Valmont Industries in a research report issued to clients and investors on Monday, March 2nd. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $4.69 for the quarter, down from their previous forecast of $4.83. The consensus estimate for Valmont Industries’ current full-year earnings is $18.07 per share. Zacks Research also issued estimates for Valmont Industries’ Q2 2026 earnings at $5.34 EPS, Q1 2027 earnings at $5.25 EPS, Q2 2027 earnings at $6.55 EPS, Q3 2027 earnings at $6.48 EPS, Q4 2027 earnings at $5.43 EPS, FY2027 earnings at $23.71 EPS and FY2028 earnings at $28.12 EPS.

VMI has been the topic of several other research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Valmont Industries in a report on Monday, December 29th. Wall Street Zen downgraded shares of Valmont Industries from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. DA Davidson boosted their target price on shares of Valmont Industries from $415.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, February 18th. JPMorgan Chase & Co. upped their price target on shares of Valmont Industries from $480.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. Finally, Stifel Nicolaus lifted their price target on shares of Valmont Industries from $492.00 to $501.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Three research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Valmont Industries has a consensus rating of “Moderate Buy” and an average target price of $487.00.

Valmont Industries Stock Up 1.2%

VMI opened at $451.79 on Tuesday. The firm’s fifty day moving average is $444.75 and its 200 day moving average is $412.92. Valmont Industries has a fifty-two week low of $250.07 and a fifty-two week high of $487.58. The stock has a market cap of $8.82 billion, a price-to-earnings ratio of 26.86 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 announced its quarterly earnings data on Tuesday, February 17th. The industrial products company reported $4.92 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.95 by ($0.03). Valmont Industries had a net margin of 8.53% and a return on equity of 23.82%. The company had revenue of $1.04 billion for the quarter, compared to the consensus estimate of $1.04 billion. During the same quarter last year, the firm posted $3.84 earnings per share. The company’s revenue was up .1% compared to the same quarter last year. Valmont Industries has set its FY 2026 guidance at 20.500-23.500 EPS.

Valmont Industries Increases Dividend

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

Institutional Investors Weigh In On Valmont Industries

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Community Bank N.A. acquired a new position in shares of Valmont Industries during the third quarter worth $25,000. Elyxium Wealth LLC purchased a new position in Valmont Industries during the 4th quarter worth $27,000. Caitong International Asset Management Co. Ltd acquired a new position in Valmont Industries during the 4th quarter valued at about $27,000. Leonteq Securities AG acquired a new position in Valmont Industries during the 4th quarter valued at about $30,000. Finally, First Horizon Corp purchased a new stake in Valmont Industries in the third quarter valued at about $29,000. Hedge funds and other institutional investors own 87.84% of the company’s stock.

Key Stories Impacting Valmont Industries

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

• Positive Sentiment: Zacks raised FY2026 EPS to $21.43 (from $20.03) and boosted several mid‑to‑longer‑term forecasts (FY2027 to $23.71 and FY2028 to $28.12), signaling improving analyst confidence in Valmont’s medium‑term profit trajectory.
• Positive Sentiment: Zacks increased Q3 2026 and Q4 2026 EPS forecasts to $5.79 and $5.61 respectively (material lifts vs prior estimates), implying stronger seasonal/segment outlooks for the second half of the fiscal year.
• Positive Sentiment: Valmont’s expanded presence in the NYSE Composite Index can attract passive/index buying and improve liquidity and visibility. Kalkine Media article
• Neutral Sentiment: Management will present at the J.P. Morgan Industrials Conference (March 17); investor Q&A could provide fresh guidance/clarity but is informational until new data is released. Business Wire release
• Negative Sentiment: Zacks trimmed near‑term estimates: Q1 2026 to $4.69 (from $4.83), Q2 2026 to $5.34 (from $5.46) and Q1 2027 to $5.25 — these cuts highlight potential short‑term headwinds or seasonality that could pressure next‑quarter expectations.
• Negative Sentiment: Valmont slightly missed the most recent reported quarter (EPS $4.92 vs. $4.95 consensus) despite flat year‑over‑year revenue, so execution risk and margin sensitivity remain factors for near‑term stock performance.

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.