DA Davidson Lowers Earnings Estimates for Valmont Industries

Valmont Industries, Inc. (NYSE:VMI) – Research analysts at DA Davidson lowered their FY2026 EPS estimates for shares of Valmont Industries in a report released on Wednesday, October 22nd. DA Davidson analyst B. Thielman now forecasts that the industrial products company will post earnings per share of $21.19 for the year, down from their previous estimate of $21.47. DA Davidson currently has a “Neutral” rating and a $415.00 target price on the stock. The consensus estimate for Valmont Industries’ current full-year earnings is $18.07 per share.

Valmont Industries (NYSE:VMI) last announced its quarterly earnings results on Tuesday, October 21st. The industrial products company reported $4.98 earnings per share for the quarter, beating analysts’ consensus estimates of $4.64 by $0.34. The business had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $1.03 billion. Valmont Industries had a net margin of 6.33% and a return on equity of 22.92%. Valmont Industries’s revenue for the quarter was up 2.5% on a year-over-year basis. During the same period last year, the company posted $4.11 EPS. Valmont Industries has set its FY 2025 guidance at 18.700-19.50 EPS.

Other analysts also recently issued reports about the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Valmont Industries in a research report on Friday. JPMorgan Chase & Co. assumed coverage on shares of Valmont Industries in a research report on Friday, September 26th. They issued an “overweight” rating and a $480.00 price target on the stock. Stifel Nicolaus increased their price target on shares of Valmont Industries from $400.00 to $450.00 and gave the company a “buy” rating in a research report on Monday, October 20th. Finally, Wall Street Zen upgraded shares of Valmont Industries from a “hold” rating to a “buy” rating in a research report on Sunday, October 19th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $448.33.

Valmont Industries Stock Performance

Shares of NYSE:VMI opened at $418.12 on Friday. The company has a market capitalization of $8.25 billion, a price-to-earnings ratio of 36.01 and a beta of 1.15. The firm’s 50 day simple moving average is $384.67 and its 200 day simple moving average is $345.20. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.26 and a quick ratio of 1.44. Valmont Industries has a fifty-two week low of $250.07 and a fifty-two week high of $420.00.

Valmont Industries Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Friday, September 26th were paid a $0.68 dividend. The ex-dividend date of this dividend was Friday, September 26th. This represents a $2.72 annualized dividend and a dividend yield of 0.7%. Valmont Industries’s dividend payout ratio (DPR) is currently 23.43%.

Insider Buying and Selling at Valmont Industries

In related news, insider James Christopher Colwell sold 375 shares of the firm’s stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $410.68, for a total value of $154,005.00. Following the completion of the transaction, the insider directly owned 7,286 shares of the company’s stock, valued at approximately $2,992,214.48. This trade represents a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Timothy P. Francis sold 2,867 shares of the firm’s stock in a transaction on Friday, August 1st. The shares were sold at an average price of $358.52, for a total transaction of $1,027,876.84. Following the completion of the transaction, the chief accounting officer directly owned 9,746 shares of the company’s stock, valued at $3,494,135.92. This represents a 22.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Valmont Industries

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Principal Financial Group Inc. boosted its position in Valmont Industries by 0.4% during the first quarter. Principal Financial Group Inc. now owns 46,566 shares of the industrial products company’s stock worth $13,289,000 after purchasing an additional 172 shares during the period. GAMMA Investing LLC boosted its position in Valmont Industries by 82.3% during the first quarter. GAMMA Investing LLC now owns 226 shares of the industrial products company’s stock worth $64,000 after purchasing an additional 102 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in Valmont Industries by 18.0% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 2,579 shares of the industrial products company’s stock worth $736,000 after purchasing an additional 393 shares during the period. Janney Montgomery Scott LLC boosted its position in Valmont Industries by 16.1% during the first quarter. Janney Montgomery Scott LLC now owns 1,490 shares of the industrial products company’s stock worth $425,000 after purchasing an additional 207 shares during the period. Finally, Crossmark Global Holdings Inc. bought a new position in Valmont Industries during the first quarter worth $317,000. 87.84% of the stock is owned by institutional investors.

Valmont Industries Company Profile

Valmont Industries, Inc operates as manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally. It operates through two segments, Infrastructure and Agriculture. The company manufactures and distributes steel, pre-stressed concrete, composite structures for electrical transmission, substation, and distribution applications; and designs, engineers, and manufactures metal, steel, wood, aluminum, and composite poles and structures for lighting and transportation applications.