J. Safra Sarasin Holding AG Trims Position in Valmont Industries, Inc. $VMI

Key Points

• J. Safra Sarasin Holding AG trimmed its stake by 11.3% in Valmont Industries, selling 3,106 shares and ending the quarter with 24,480 shares worth about $9.85 million.
• Other large institutions have been active buyers—Norges Bank started a ~$77.9 million position and firms like Invesco, AQR, Schroder and Qube substantially increased holdings—leaving 87.84% of the stock owned by institutions.
• Analysts give VMI a consensus "Moderate Buy" with a $487 target; the company slightly missed quarterly EPS ( $4.92 vs. $4.95), provided FY2026 EPS guidance of 20.50–23.50, and raised its quarterly dividend to $0.77 (annualized $3.08, 0.8% yield).

J. Safra Sarasin Holding AG lowered its position in Valmont Industries, Inc. (NYSE:VMI - Free Report) by 11.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,480 shares of the industrial products company's stock after selling 3,106 shares during the quarter. J. Safra Sarasin Holding AG owned about 0.12% of Valmont Industries worth $9,849,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in Valmont Industries in the 2nd quarter valued at about $77,860,000. Invesco Ltd. increased its holdings in shares of Valmont Industries by 83.5% during the 2nd quarter. Invesco Ltd. now owns 390,615 shares of the industrial products company's stock worth $127,563,000 after buying an additional 177,749 shares during the last quarter. AQR Capital Management LLC increased its holdings in shares of Valmont Industries by 118.8% during the 3rd quarter. AQR Capital Management LLC now owns 282,610 shares of the industrial products company's stock worth $108,884,000 after buying an additional 153,418 shares during the last quarter. Schroder Investment Management Group raised its position in shares of Valmont Industries by 882.8% during the 3rd quarter. Schroder Investment Management Group now owns 98,962 shares of the industrial products company's stock valued at $37,829,000 after buying an additional 88,893 shares during the period. Finally, Qube Research & Technologies Ltd lifted its holdings in Valmont Industries by 179.6% in the second quarter. Qube Research & Technologies Ltd now owns 117,342 shares of the industrial products company's stock valued at $38,320,000 after acquiring an additional 75,377 shares during the last quarter. 87.84% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on VMI. JPMorgan Chase & Co. increased their price objective on Valmont Industries from $480.00 to $510.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 18th. Wall Street Zen downgraded Valmont Industries from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. 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. Weiss Ratings reiterated a "hold (c+)" rating on shares of Valmont Industries in a report on Friday. Finally, Stifel Nicolaus raised 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 equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $487.00.

Valmont Industries Stock Performance

NYSE:VMI opened at $384.23 on Tuesday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.58 and a current ratio of 2.35. The stock has a market capitalization of $7.51 billion, a P/E ratio of 22.84 and a beta of 1.19. The company has a 50 day moving average price of $440.19 and a 200 day moving average price of $417.78. Valmont Industries, Inc. has a fifty-two week low of $250.07 and a fifty-two week high of $487.58.

Valmont Industries (NYSE:VMI - Get Free Report) last announced its earnings results 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 firm had revenue of $1.04 billion during the quarter, compared to analysts' expectations of $1.04 billion. During the same period in the previous year, the firm earned $3.84 EPS. The firm'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. Equities research analysts forecast that Valmont Industries, Inc. will post 18.07 EPS for the current year.

Valmont Industries Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Friday, March 27th will be issued a $0.77 dividend. The ex-dividend date is Friday, March 27th. This represents a $3.08 annualized dividend and a dividend yield of 0.8%. This is a boost from Valmont Industries's previous quarterly dividend of $0.68. Valmont Industries's dividend payout ratio (DPR) is presently 18.31%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.