Valmont Industries, Inc. $VMI Shares Acquired by Schroder Investment Management Group

Key Points

• Schroder Investment Management boosted its stake in Valmont by 882.8%, buying 88,893 shares to hold 98,962 shares (about 0.50% of the company) valued at roughly $37.8 million.
• Valmont raised its quarterly dividend to $0.77 (from $0.68), an annualized $3.08 with an ex-dividend date of March 27 and a yield around 0.7%.
• The company reported Q EPS of $4.92 (missed by $0.03) and set FY2026 guidance of 20.500–23.500 EPS; analysts rate VMI a "Moderate Buy" with an average price target of $487 and a market cap near $8.4 billion.

Schroder Investment Management Group lifted its stake in shares of Valmont Industries, Inc. (NYSE:VMI - Free Report) by 882.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 98,962 shares of the industrial products company's stock after purchasing an additional 88,893 shares during the period. Schroder Investment Management Group owned about 0.50% of Valmont Industries worth $37,829,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Diversify Advisory Services LLC raised its stake in Valmont Industries by 14.1% during the third quarter. Diversify Advisory Services LLC now owns 1,444 shares of the industrial products company's stock valued at $593,000 after buying an additional 178 shares in the last quarter. Dynamic Technology Lab Private Ltd acquired a new position in shares of Valmont Industries in the 3rd quarter worth approximately $632,000. Natixis Advisors LLC increased its holdings in shares of Valmont Industries by 19.7% in the 3rd quarter. Natixis Advisors LLC now owns 111,757 shares of the industrial products company's stock valued at $43,332,000 after acquiring an additional 18,371 shares during the last quarter. Grantham Mayo Van Otterloo & Co. LLC increased its holdings in shares of Valmont Industries by 11.5% in the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 37,860 shares of the industrial products company's stock valued at $14,679,000 after acquiring an additional 3,900 shares during the last quarter. Finally, HUB Investment Partners LLC acquired a new stake in shares of Valmont Industries during the 3rd quarter valued at approximately $369,000. 87.84% of the stock is currently owned by institutional investors and hedge funds.

Valmont Industries Stock Performance

VMI opened at $430.67 on Thursday. The company has a current ratio of 2.35, a quick ratio of 1.58 and a debt-to-equity ratio of 0.49. The business's 50 day moving average is $446.74 and its 200-day moving average is $414.99. The stock has a market cap of $8.41 billion, a PE ratio of 25.60 and a beta of 1.19. Valmont Industries, Inc. has a twelve month low of $250.07 and a twelve month high of $487.58.

Valmont Industries (NYSE:VMI - Get Free Report) last issued its quarterly earnings data 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 return on equity of 23.82% and a net margin of 8.53%.The business had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $1.04 billion. During the same period last year, the company earned $3.84 earnings per share. The business's quarterly 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. On average, analysts predict that Valmont Industries, Inc. will post 18.07 earnings per share for the current year.

Valmont Industries Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Friday, March 27th will be paid a $0.77 dividend. The ex-dividend date of this dividend is Friday, March 27th. This is a positive change from Valmont Industries's previous quarterly dividend of $0.68. This represents a $3.08 annualized dividend and a dividend yield of 0.7%. Valmont Industries's dividend payout ratio (DPR) is currently 18.31%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on VMI shares. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Valmont Industries in a report on Monday, December 29th. Wall Street Zen cut shares of Valmont Industries from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. JPMorgan Chase & Co. raised their price target on shares of Valmont Industries from $480.00 to $510.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 18th. DA Davidson lifted their price target on shares of Valmont Industries from $415.00 to $450.00 and gave the company a "neutral" rating in a report on Wednesday, February 18th. Finally, Stifel Nicolaus boosted their price objective on shares of Valmont Industries from $492.00 to $501.00 and gave the company a "buy" rating in a research report on Wednesday, February 18th. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $487.00.

Valmont Industries 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.

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