Boston Trust Walden Corp Sells 6,583 Shares of Valmont Industries, Inc. $VMI

Key Points

• Boston Trust Walden Corp trimmed its stake in Valmont by 5.8% in Q4, selling 6,583 shares and holding 107,039 shares (about a 0.54% stake) valued at roughly $43.06 million per its latest 13F filing.
• Valmont beat Q1 expectations, reporting $5.51 EPS vs. $4.72 consensus and $1.03B in revenue vs. ~$995M, prompting management to raise full‑year EPS guidance and spurring analyst price‑target upgrades (e.g., Stifel to $541, JPMorgan to $510).
• The company raised its quarterly dividend to $0.77 ($3.08 annual, ~0.7% yield), and the stock is trading near its 52‑week high with a market cap of about $9.14B, a P/E around 26, and roughly 87.8% institutional ownership.

Boston Trust Walden Corp cut its stake in shares of Valmont Industries, Inc. (NYSE:VMI - Free Report) by 5.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 107,039 shares of the industrial products company's stock after selling 6,583 shares during the period. Boston Trust Walden Corp owned about 0.54% of Valmont Industries worth $43,064,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the stock. Public Employees Retirement System of Ohio lifted its stake in Valmont Industries by 0.4% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 7,565 shares of the industrial products company's stock valued at $2,933,000 after acquiring an additional 29 shares in the last quarter. Wedmont Private Capital raised its stake in shares of Valmont Industries by 5.6% during the 4th quarter. Wedmont Private Capital now owns 582 shares of the industrial products company's stock worth $245,000 after purchasing an additional 31 shares during the period. Aptus Capital Advisors LLC raised its stake in shares of Valmont Industries by 0.5% during the 3rd quarter. Aptus Capital Advisors LLC now owns 6,223 shares of the industrial products company's stock worth $2,413,000 after purchasing an additional 32 shares during the period. GAMMA Investing LLC raised its stake in shares of Valmont Industries by 21.7% during the 3rd quarter. GAMMA Investing LLC now owns 202 shares of the industrial products company's stock worth $78,000 after purchasing an additional 36 shares during the period. Finally, Huntington National Bank raised its stake in shares of Valmont Industries by 48.2% during the 3rd quarter. Huntington National Bank now owns 126 shares of the industrial products company's stock worth $49,000 after purchasing an additional 41 shares during the period. 87.84% of the stock is currently owned by institutional investors.

Valmont Industries Trading Up 1.9%

Shares of VMI opened at $467.47 on Thursday. The business has a 50-day moving average of $428.36 and a 200 day moving average of $422.25. Valmont Industries, Inc. has a fifty-two week low of $285.50 and a fifty-two week high of $487.58. The firm has a market cap of $9.14 billion, a P/E ratio of 25.96 and a beta of 1.24. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.58 and a current ratio of 2.38.

Valmont Industries (NYSE:VMI - Get Free Report) last announced its quarterly earnings data 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 return on equity of 24.94% and a net margin of 8.91%.The company had revenue of $1.03 billion during the quarter, compared to analyst estimates of $994.85 million. During the same quarter last year, the firm posted $4.32 EPS. The firm's revenue for the quarter was up 6.2% on a year-over-year basis. As a group, research analysts forecast that Valmont Industries, Inc. will post 22.02 EPS for the current year.

Valmont Industries Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Friday, March 27th were issued a dividend of $0.77 per share. This represents a $3.08 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Friday, March 27th. This is a boost from Valmont Industries's previous quarterly dividend of $0.68. Valmont Industries's payout ratio is presently 18.31%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. JPMorgan Chase & Co. lifted their target price on Valmont Industries from $480.00 to $510.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 18th. Stifel Nicolaus lifted their target price on Valmont Industries from $497.00 to $541.00 and gave the stock a "buy" rating in a research note on Wednesday. Wall Street Zen cut Valmont Industries from a "buy" rating to a "hold" rating in a research note on Saturday, February 28th. Weiss Ratings reiterated a "hold (c+)" rating on shares of Valmont Industries in a research note on Friday, March 27th. Finally, DA Davidson lifted their target price on Valmont Industries from $415.00 to $450.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 18th. Two investment 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, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $500.33.

Key Valmont Industries News

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

• Positive Sentiment: Q1 beat and guidance lift — Valmont reported Q1 EPS of $5.51 vs. $4.72 consensus and revenue of $1.03B vs. ~$995M consensus; management raised full‑year EPS guidance after margin expansion and sales growth. Valmont Reports First-Quarter 2026 Results and Raises Full-Year 2026 EPS Guidance
• Positive Sentiment: Strong utility infrastructure demand and pricing power drove the quarter — management highlighted robust utility sales and improved pricing that supported margins, a key driver of the upbeat results. Valmont Industries Inc (VMI) Q1 2026 Earnings Call Highlights: Strong Growth in Utility Sales ...
• Positive Sentiment: Analyst upgrade and higher price target — Stifel raised its price target to $541 and kept a Buy rating, signaling more analyst upside and likely supporting near‑term buying interest. Stifel Raises Price Target to $541 (Benzinga)
• Neutral Sentiment: Investor Day scheduled for June 16 — management will present strategy and financial outlook in New York; this is a near‑term catalyst that could add clarity (and volatility) depending on new targets or margin detail. Valmont Industries, Inc. to Host Investor Day on June 16, 2026
• Neutral Sentiment: Full earnings materials available — transcripts and slide deck are posted (useful for due diligence but not new news). Q1 2026 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: Cyclicality and valuation risk — Valmont’s agriculture exposure waits on a potential “farm supercycle,” and the stock is trading near its 12‑month highs with a P/E around ~28, leaving limited margin for disappointment if utility demand or pricing eases. 1 Stock Is Powering the AI Boom and the Next Farm Supercycle (MarketBeat)

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.

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