Zacks Research Issues Pessimistic Estimate for VMI Earnings

Valmont Industries, Inc. (NYSE:VMI) – Equities research analysts at Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for shares of Valmont Industries in a research report issued on Monday, March 2nd. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $4.69 for the quarter, down from their prior estimate 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.

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

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

Valmont Industries Stock Performance

NYSE VMI opened at $446.50 on Tuesday. The firm’s fifty day moving average price is $444.06 and its two-hundred day moving average price is $412.65. The stock has a market cap of $8.72 billion, a PE ratio of 26.55 and a beta of 1.19. Valmont Industries has a fifty-two week low of $250.07 and a fifty-two 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.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in VMI. Community Bank N.A. acquired a new position in Valmont Industries in the third quarter valued at approximately $25,000. Elyxium Wealth LLC acquired a new stake in Valmont Industries in the fourth quarter worth about $27,000. Caitong International Asset Management Co. Ltd acquired a new position in Valmont Industries during the 4th quarter valued at about $27,000. First Horizon Corp bought a new stake in shares of Valmont Industries during the 3rd quarter worth about $29,000. Finally, Leonteq Securities AG acquired a new stake in shares of Valmont Industries in the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 87.84% of the company’s stock.

Valmont Industries Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Friday, March 27th will be paid a $0.77 dividend. The ex-dividend date is Friday, March 27th. 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. Valmont Industries’s payout ratio is currently 16.17%.

Valmont Industries News Roundup

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)

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.