Q3 EPS Forecast for Valmont Industries Increased by Analyst

Valmont Industries, Inc. (NYSE:VMI) – Equities research analysts at Zacks Research boosted their Q3 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 expects that the industrial products company will post earnings of $5.79 per share for the quarter, up from their prior forecast 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 issued reports on the company. JPMorgan Chase & Co. upped their price objective on Valmont Industries from $480.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, February 18th. Weiss Ratings reissued a “hold (c+)” rating on shares of Valmont Industries in a research note on Monday, December 29th. DA Davidson upped their price target on Valmont Industries from $415.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, February 18th. Wall Street Zen cut Valmont Industries from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Finally, Stifel Nicolaus lifted their price objective on Valmont Industries from $492.00 to $501.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Valmont Industries presently has an average rating of “Moderate Buy” and a consensus price target of $487.00.

Valmont Industries Price Performance

VMI opened at $451.79 on Wednesday. Valmont Industries has a one year low of $250.07 and a one year high of $487.58. The company has a debt-to-equity ratio of 0.49, a current ratio of 2.35 and a quick ratio of 1.58. The company’s 50 day simple moving average is $444.75 and its 200-day simple moving average is $412.92. The stock has a market capitalization of $8.82 billion, a P/E ratio of 26.86 and a beta of 1.19.

Valmont Industries (NYSE:VMI) last posted its quarterly earnings data on Tuesday, February 17th. The industrial products company reported $4.92 earnings per share 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 company had revenue of $1.04 billion during the quarter, compared to analyst estimates of $1.04 billion. During the same quarter in the previous year, the business posted $3.84 EPS. 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 business also recently declared 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. The ex-dividend date is Friday, March 27th. This represents a $3.08 annualized dividend and a dividend yield of 0.7%. This is an increase from Valmont Industries’s previous quarterly dividend of $0.68. Valmont Industries’s dividend payout ratio is 16.17%.

Institutional Investors Weigh In On Valmont Industries

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Franklin Resources Inc. lifted its stake in Valmont Industries by 2.7% in the second quarter. Franklin Resources Inc. now owns 525,890 shares of the industrial products company’s stock valued at $171,740,000 after buying an additional 13,578 shares during the period. Invesco Ltd. increased its stake in shares of Valmont Industries by 8.3% in the 3rd quarter. Invesco Ltd. now owns 422,997 shares of the industrial products company’s stock valued at $164,009,000 after acquiring an additional 32,382 shares during the last quarter. Earnest Partners LLC raised its position in shares of Valmont Industries by 1.7% in the 3rd quarter. Earnest Partners LLC now owns 399,388 shares of the industrial products company’s stock valued at $154,855,000 after acquiring an additional 6,799 shares during the period. Geode Capital Management LLC boosted its stake in Valmont Industries by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 369,059 shares of the industrial products company’s stock worth $148,509,000 after acquiring an additional 12,480 shares during the last quarter. Finally, Impax Asset Management Group plc boosted its position in shares of Valmont Industries by 0.8% during the second quarter. Impax Asset Management Group plc now owns 313,588 shares of the industrial products company’s stock worth $102,408,000 after purchasing an additional 2,500 shares in the last quarter. Institutional investors own 87.84% of the company’s stock.

Valmont Industries News Roundup

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.

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.