Valmont Industries, Inc. $VMI Shares Sold by Zurcher Kantonalbank Zurich Cantonalbank

Key Points

• Zurcher Kantonalbank trimmed its stake in Valmont by 24.0% in Q4, selling 12,183 shares and now holds 38,478 shares (~0.20% of the company) worth $15.48 million.
• Valmont beat Q1 expectations with $5.51 EPS vs. $4.72 consensus and $1.03B revenue, and management raised full‑year EPS guidance after margin expansion driven by strong utility infrastructure demand and pricing power.
• The company increased its quarterly dividend to $0.77 ($3.08 annualized, 0.7% yield), while analysts hold a consensus "Moderate Buy" and a $500.33 target (Stifel recently lifted its target to $541).

Zurcher Kantonalbank Zurich Cantonalbank reduced its position in Valmont Industries, Inc. (NYSE:VMI - Free Report) by 24.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 38,478 shares of the industrial products company's stock after selling 12,183 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank owned about 0.20% of Valmont Industries worth $15,480,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Community Bank N.A. acquired a new position in Valmont Industries in the 3rd quarter valued at $25,000. First Horizon Corp purchased a new stake in shares of Valmont Industries during the 3rd quarter worth $29,000. Abich Financial Wealth Management LLC purchased a new stake in shares of Valmont Industries during the 3rd quarter worth $36,000. Farther Finance Advisors LLC boosted its position in shares of Valmont Industries by 357.1% during the 3rd quarter. Farther Finance Advisors LLC now owns 96 shares of the industrial products company's stock worth $37,000 after purchasing an additional 75 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its position in shares of Valmont Industries by 335.7% during the 3rd quarter. Jones Financial Companies Lllp now owns 122 shares of the industrial products company's stock worth $47,000 after purchasing an additional 94 shares in the last quarter. 87.84% of the stock is owned by institutional investors and hedge funds.

Valmont Industries Price Performance

Valmont Industries stock opened at $467.47 on Thursday. Valmont Industries, Inc. has a 52 week low of $285.50 and a 52 week high of $487.58. The company has a quick ratio of 1.58, a current ratio of 2.38 and a debt-to-equity ratio of 0.47. The firm's 50-day simple moving average is $428.36 and its 200 day simple moving average is $422.25. The firm has a market capitalization of $9.14 billion, a PE ratio of 25.96 and a beta of 1.24.

Valmont Industries (NYSE:VMI - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The industrial products company reported $5.51 EPS for the quarter, topping the consensus estimate of $4.72 by $0.79. Valmont Industries had a net margin of 8.91% and a return on equity of 24.94%. The business had revenue of $1.03 billion for the quarter, compared to analyst estimates of $994.85 million. During the same period in the previous year, the firm earned $4.32 EPS. The business's revenue for the quarter was up 6.2% compared to the same quarter last year. On average, equities research analysts predict that Valmont Industries, Inc. will post 22.02 EPS for the current fiscal year.

Valmont Industries Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 27th were given a $0.77 dividend. The ex-dividend date was Friday, March 27th. This represents a $3.08 annualized dividend and a dividend yield of 0.7%. This is a boost from Valmont Industries's previous quarterly dividend of $0.68. Valmont Industries's payout ratio is presently 18.31%.

Key Headlines Impacting Valmont Industries

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)

Analysts Set New Price Targets

Several brokerages have commented on VMI. JPMorgan Chase & Co. boosted their target price 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. Weiss Ratings restated a "hold (c+)" rating on shares of Valmont Industries in a research report on Friday, March 27th. DA Davidson boosted their target price on shares of Valmont Industries from $415.00 to $450.00 and gave the stock a "neutral" rating in a research report on Wednesday, February 18th. Wall Street Zen lowered shares of Valmont Industries from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Finally, Stifel Nicolaus boosted their target price on shares of Valmont Industries from $497.00 to $541.00 and gave the stock a "buy" rating in a research report on Wednesday. Two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $500.33.

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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