First National Bank of Omaha Acquires Shares of 3,550 Valmont Industries, Inc. $VMI
First National Bank of Omaha has acquired a new stake of 3,550 shares in Valmont Industries, valued at approximately $1.376 million, making institutional investors own 87.84% of the stock. Despite Valmont Industries missing Q4 EPS estimates slightly and providing cautious FY2026 guidance, several analysts have raised their price targets, maintaining a "Moderate Buy" consensus. The company, a diversified industrial manufacturer specializing in infrastructure and agricultural products, has seen its stock open at $454.64.
Why Valmont Industries (VMI) is a Top Momentum Stock for the Long-Term
The article highlights Valmont Industries (VMI) as a top momentum stock for long-term investment, according to Zacks Investment Research. It suggests readers can access Zacks' top stock recommendations for free. The piece references VMI's stock performance and provides a brief overview of Zacks Investment Research.
Valmont Industries (VMI) Target Price Raised to $450 by DA David
DA Davidson has raised its price target for Valmont Industries (VMI) to $450 from $415, while maintaining a Neutral rating. This adjustment reflects an 8.43% increase and follows several other recent price target adjustments by various analysts. Despite the increased target, the average analyst target price of $442.86 implies a slight downside from the current price, and GuruFocus estimates a larger downside based on its GF Value.
Valmont Industries (NYSE:VMI) Given New $501.00 Price Target at Stifel Nicolaus
Stifel Nicolaus has increased its price target for Valmont Industries (NYSE: VMI) from $492.00 to $501.00, maintaining a "buy" rating and suggesting a potential upside of 9.84%. This revision follows Valmont's Q4 earnings report, where adjusted EPS of $4.92 slightly missed consensus, while revenue of $1.04 billion aligned with expectations. The company provided optimistic FY 2026 guidance, citing infrastructure demand and backlog growth as key drivers despite weaker agricultural performance.
Valmont Industries' Q4 Earnings and Revenues Miss Estimates
Valmont Industries (VMI) reported Q4 2025 adjusted earnings of $4.92 per share and revenues of $1,038.3 million, both missing analyst estimates. The company provided its 2026 outlook, projecting net sales of $4.2-$4.4 billion and EPS between $20.5 and $23.50. Despite the mixed results, VMI currently holds a Zacks Rank #2 (Buy).
Valmont Industries, Inc. (NYSE:VMI) Q4 2025 Earnings Call Transcript
Valmont Industries, Inc. (NYSE: VMI) reported Q4 and full-year 2025 earnings, with adjusted diluted EPS of $4.92, an increase of 28.1% year-over-year. The company's Infrastructure segment showed strong performance, particularly Utility, driven by capacity expansion and robust demand. The Agriculture segment faced challenges but is expected to recover, with management taking steps to improve margins and address issues in Brazil.
VMI Q4 Deep Dive: Infrastructure Strength Offsets Agriculture Weakness as Guidance Holds Steady
Valmont Industries (VMI) reported Q4 CY2025 revenue that missed Wall Street expectations, though GAAP profit significantly beat estimates. The company's performance was driven by strong demand in its Utility business, offsetting challenges in agriculture due to market conditions in Brazil and the Middle East. Valmont's guidance remains steady, anticipating continued infrastructure demand and investments in technology and capacity for future growth.
Valmont Industries stock drops more than 4% after Q4 profit miss
Valmont Industries (VMI) stock dropped over 4% after missing Q4 profit expectations. The company reported adjusted EPS of $2.91, falling short of the $3.07 consensus, although sales rose by 7% year-over-year to $1.02 billion, meeting estimates. Valmont also provided a weaker-than-expected full-year 2024 adjusted EPS outlook between $14.25 and $15.25, compared to the $15.75 consensus.
Valmont (NYSE:VMI) Misses Q4 CY2025 Sales Expectations
Valmont (NYSE:VMI) reported Q4 CY2025 results, missing revenue expectations at $1.04 billion but beating GAAP EPS estimates significantly at $9.05 per share. The company's adjusted EBITDA also surpassed analyst forecasts, and its full-year 2026 EPS guidance of $22 at the midpoint exceeded expectations. Despite the mixed results, with revenue flat year-on-year, the company showed strong profitability growth and a rising backlog, indicating deferred revenue to the future and potential capacity constraints.
Valmont Industries shares fall over 4% as Q4 earnings miss expectations
Valmont Industries (NYSE:VMI) reported fourth-quarter earnings that missed analyst expectations, despite meeting revenue targets, causing shares to fall over 4% in pre-market trading. The company posted adjusted earnings of $4.92 per share against an estimate of $4.96, while revenue was in line at $1.04 billion. The infrastructure segment showed strength with sales up 7.2%, but agriculture sales declined by 19.9% due to market softness in North America and Brazil.
VALMONT INDUSTRIES ($VMI) Releases Q4 2025 Earnings
VALMONT INDUSTRIES ($VMI) reported its Q4 2025 earnings, missing both earnings per share and revenue estimates. The company posted earnings of $4.92 per share against an estimated $5.01, and revenue of $1,038,260,000 against an estimate of $1,053,711,113. Insider trading shows two sales in the past six months, while institutional investor activity was mixed, with UBS AM significantly decreasing its holdings and NINETY ONE UK LTD substantially increasing theirs.
Valmont Industries (VMI) Misses Q4 Earnings and Revenue Estimates
Valmont Industries (VMI) reported Q4 earnings of $4.92 per share, missing the Zacks Consensus Estimate of $4.95, though it was higher than the $3.84 per share from a year ago. The company also missed revenue estimates, posting $1.04 billion against a consensus estimate slightly higher than that. Despite missing recent estimates, VMI shares have increased by 18.2% this year, and Zacks maintains a Rank #2 (Buy) for the stock due to a favorable earnings outlook.
Valmont Industries (NYSE:VMI) Announces Earnings Results
Valmont Industries (NYSE:VMI) reported quarterly earnings per share of $4.92, missing the analyst consensus by $0.03, while revenue matched expectations at $1.04 billion. The company maintains a "Moderate Buy" consensus rating from analysts with an average target price of $462.33, and institutional investors hold a significant 87.84% stake in the stock. Shares rose by approximately 1.9% to open at $476.19 following the announcement.
Valmont Q4 2025 Earnings: $168M Profit, $1.04B Revenue, 2026 Guidance Issued | 2026-02-17 - News and Statistics
Valmont Industries Inc. reported fourth-quarter 2025 earnings of $168 million ($9.05 per share, or $4.92 adjusted) and revenue of $1.04 billion, missing Wall Street analyst expectations for both figures. For the full year, the company had a profit of $350.3 million and revenue of $4.1 billion. Valmont also issued guidance for the full year 2026, anticipating earnings between $20.50 and $23.50 per share, and revenue ranging from $4.2 billion to $4.4 billion.
Valmont: Q4 Earnings Snapshot
Valmont Industries Inc. (VMI) reported fourth-quarter earnings of $168 million, or $9.05 per share, which adjusted to $4.92 per share, falling short of analyst expectations of $4.95 per share. The company's revenue of $1.04 billion also missed forecasts. For the full year, Valmont reported a profit of $350.3 million on $4.1 billion in revenue, and anticipates future annual earnings between $20.50 and $23.50 per share with revenue ranging from $4.2 billion to $4.4 billion.
Valmont Industries Reports Fourth Quarter and Full-Year 2025 Financial Results
Valmont Industries released its financial results for Q4 and full-year 2025, showing significant GAAP and adjusted EPS growth for the quarter and an increase in net sales for the full year. The Infrastructure segment drove growth, while Agriculture experienced a decline. The company provided a positive outlook for 2026, anticipating sales and earnings growth fueled by Infrastructure demand and new capacity.
Valmont Reports Fourth Quarter GAAP EPS of $9.05 and Adjusted EPS of $4.92; Provides Full-Year 2026 EPS Outlook of $20.50 to $23.50
Valmont Industries, Inc. reported strong fourth-quarter and full-year 2025 financial results, showing improved GAAP EPS of $9.05 and adjusted EPS of $4.92 for Q4 2025. The company also announced an optimistic full-year 2026 EPS outlook of $20.50 to $23.50, driven by expected growth in its Infrastructure segment despite anticipating a downcycle in Agriculture. Key highlights include increased net sales, significant backlog growth in infrastructure, and strategic investments in capacity and acquisitions.
Valmont: Q4 Earnings Snapshot
Valmont Industries Inc. (VMI) reported fourth-quarter earnings of $168 million, or $9.05 per share, with adjusted earnings of $4.92 per share, missing Wall Street expectations. The company's revenue for the period was $1.04 billion, also falling short of forecasts. For the full year, Valmont reported a profit of $350.3 million and projects future earnings between $20.50 and $23.50 per share with revenue ranging from $4.2 billion to $4.4 billion.
Valmont Industries faces earnings test amid irrigation headwinds
Valmont Industries (VMI) is set to report fourth-quarter earnings, with analysts expecting flat revenue year-over-year at $1.04 billion and adjusted EPS of $4.96. The company faces headwinds in its core irrigation business due to low crop prices, but its infrastructure segment and investments in precision agriculture and grid reliability may provide a cushion. Investors are keenly watching management's commentary on 2026 demand trends and margin trajectory, especially given the stock's near record highs despite weakening dealer sentiment.
Valmont (VMI) Q4 Earnings: What To Expect
Valmont (VMI) is set to report its Q4 earnings on Tuesday. Analysts expect flat revenue year-on-year at $1.05 billion and adjusted earnings of $4.97 per share, following a quarter where Valmont beat revenue and operating income expectations. The building materials sector has shown positive sentiment, with Valmont's stock up 9.6% over the last month.
Valmont Industries Earnings Report 2025 Q4: Analyst Forecast & Peer Results - News and Statistics
Valmont Industries is set to release its Q4 2025 earnings report, with analysts forecasting quarterly revenue of $1.05 billion, unchanged year-over-year, and adjusted earnings of $4.97 per share. Despite past misses on revenue expectations, the company's stock has seen a 9.6% increase over the last month, buoyed by positive sentiment in the building materials sector, where peers like Carlisle and Sherwin-Williams reported favorable Q4 results. The article also provides a detailed structure of an IndexBox report, covering market overviews, product diversification, supply chains, and production data.
Caprock Group LLC Invests $1.76 Million in Valmont Industries, Inc. $VMI
Caprock Group LLC has acquired a new stake in Valmont Industries, Inc. (VMI) during Q3, purchasing 4,803 shares valued at approximately $1.76 million. Other institutional investors like GAMMA Investing LLC and Envestnet Portfolio Solutions Inc. also increased their positions. Valmont Industries, a diversified industrial manufacturer, has institutional ownership of 87.84% and analysts currently rate the stock as a "Moderate Buy" with an average price target of $462.33.
Valmont to Announce Q4 Earnings on February 16
Valmont (VMI) is scheduled to release its Q4 earnings on February 16, with analysts anticipating a consensus EPS of $4.96, a significant 29.2% increase year-over-year, and stable revenue expectations of $1.04 billion. The company has a strong track record of beating EPS estimates and has seen optimistic revisions from analysts, suggesting potential for stock price appreciation. Stifel has maintained a "Buy" rating and increased its price target for Valmont, citing the company's strong pricing power and expected volume growth in 2026.
Valmont Industries (NYSE:VMI) Hits New 1-Year High - Should You Buy?
Valmont Industries (NYSE:VMI) recently hit a new 52-week high, with shares trading as high as $487.58. Analysts currently have a "Moderate Buy" consensus rating with a target price of $462.33, though Stifel raised its target to $492. The company, which specializes in infrastructure and agricultural products, has a market capitalization of $9.43 billion and significant institutional ownership.
Stay Ahead of the Game With Valmont (VMI) Q4 Earnings: Wall Street's Insights on Key Metrics
Analysts on Wall Street anticipate Valmont Industries (VMI) to report Q4 earnings of $4.95 per share, an increase of 28.9% year-over-year, with revenues reaching $1.05 billion. Key metric projections include 'Net Sales- Agriculture' at $230.21 million (down 16.7%), 'Total Sales- Infrastructure' at $820.69 million (up 7.5%), and 'Net Sales- Infrastructure' at $818.97 million (up 7.6%). Valmont currently holds a Zacks Rank #2 (Buy) and its shares have seen a 9% increase in the past month.
Valmont Industries, Inc. $VMI Stake Lessened by Impax Asset Management Group plc
Impax Asset Management Group plc reduced its stake in Valmont Industries, Inc. (NYSE:VMI) by 4.5% in the third quarter of 2025, selling 14,097 shares. Despite this, other institutions like Millennium Management and Goldman Sachs increased their holdings, leading to approximately 87.84% institutional ownership. Analysts maintain a "Moderate Buy" rating for Valmont Industries with an average price target of $462.33, while the stock currently trades around $474.
Valmont Industries (VMI) to Release Earnings on Tuesday
Valmont Industries (NYSE:VMI) is scheduled to release its Q4 2025 earnings before market open on Tuesday, February 17, 2026. Analysts project earnings of $4.95 per share and revenue of $1.0433 billion. The stock, currently trading near its 52-week high, has a "Moderate Buy" consensus rating from analysts, with institutional investors holding a significant portion of its shares.
How Investors Are Reacting To Valmont Industries (VMI) Balancing Softer Sales With Precision Agriculture Investment
Valmont Industries recently reported quarterly results showing slightly softer revenue but maintained profitability through cost controls and improved business mix. The company is actively investing in precision agriculture technology and grid reliability solutions, reinforcing its long-term focus on infrastructure and agriculture. Investors are now closely watching how these investments will translate into more stable margins and sustained earnings growth, especially given that the share price is already close to fair value estimates.
Valmont to Participate in February Investor Conferences
Valmont Industries, Inc. (NYSE: VMI) announced that its management will participate in two investor conferences in Miami, Florida, in February 2026: the Barclays Industrial Select Conference and Citi's 2026 Global Industrial Tech and Mobility Conference. CEO Avner M. Applbaum, CFO Thomas Liguori, and SVP Renee Campbell will host investor meetings at both events. A presentation at Citi's conference will be available live and as a replay on Valmont's investor page.
Valmont to Participate in February Investor Conferences
Valmont Industries, Inc. (NYSE: VMI) announced its participation in two investor conferences in February 2026 in Miami, Florida. CEO Avner M. Applbaum, CFO Thomas Liguori, and SVP Renee Campbell will represent the company, hosting investor meetings at the Barclays Industrial Select Conference and presenting at Citi's 2026 Global Industrial Tech and Mobility Conference. Investors can access a live webcast and replay of the Citi presentation.
Valmont Industries: Durable Infrastructure Economics, Misread as Cyclical Steel
Valmont Industries (VMI) is often misread as a cyclical steel fabricator, but its core business is rooted in durable infrastructure economics. The company's stability stems from supplying critical components for regulated systems like utility grids and irrigation, where reliability and long replacement cycles are key. Valmont's financial performance, characterized by resilient margins and disciplined capital allocation, reflects this infrastructure-like model rather than volatile growth, appealing to long-term owners comfortable with steady, predictable returns.
Valmont to Participate in February Investor Conferences
Valmont Industries, Inc. (NYSE: VMI) announced its participation in two investor conferences in February 2026, to be held in Miami, Florida. CEO Avner M. Applbaum, CFO Thomas Liguori, and SVP Capital Markets Renee Campbell will represent the company at the Barclays Industrial Select Conference and Citi's Global Industrial Tech and Mobility Conference. Valmont, a global leader in vital infrastructure and agricultural productivity solutions, will host investor meetings and give a presentation at these events.
Valmont Industries stock hits all-time high at $473.28 By Investing.com
Valmont Industries (VMI) stock has reached an all-time high of $473.28, reflecting strong investor confidence and business strategies. The company has a "GOOD" Financial Health rating and has consistently paid dividends for 47 years, with its stock value increasing significantly over the past year. Despite a slightly cautious outlook from irrigation dealers, Stifel has reiterated a Buy rating for VMI.
Valmont Industries stock hits all-time high at $473.28 By Investing.com
Valmont Industries (VMI) stock has reached an all-time high of $473.28, reflecting strong investor confidence with a 40.13% increase over the past year and a "GOOD" Financial Health rating from InvestingPro. Despite its high P/E ratio and overbought RSI, the company has consistently paid dividends for 47 years. Stifel maintains a Buy rating on VMI with a $491 price target, even though a recent survey showed slightly weakened sentiment among irrigation dealers.
Valmont Industries, Inc. (NYSE:VMI) Given Consensus Rating of "Moderate Buy" by Analysts
Valmont Industries, Inc. (NYSE:VMI) has received a "Moderate Buy" consensus rating from five analyst firms, with an average 12-month target price of $462.33. The company, a diversified industrial manufacturer, saw its stock open at $453.48 and has a market capitalization of $8.93 billion. Institutional investors hold a significant 87.84% of the shares.
Allianz Asset Management GmbH Has $110.02 Million Position in Valmont Industries, Inc. $VMI
Allianz Asset Management GmbH has increased its stake in Valmont Industries, Inc. (NYSE:VMI) by 1.2% in Q3, now holding 283,740 shares valued at approximately $110.02 million. This move highlights continued institutional interest, with 87.84% of the company's stock owned by institutional investors. Valmont Industries, a diversified industrial manufacturer, is currently trading near its 52-week high, and analysts maintain a "Moderate Buy" rating with an average price target of $462.33.
14,606 Shares in Valmont Industries, Inc. $VMI Bought by Cornerstone Planning Group LLC
Cornerstone Planning Group LLC recently acquired 14,606 shares of Valmont Industries, Inc. (NYSE: VMI) during the third quarter, a new stake valued at approximately $5.66 million. This investment represents about 0.7% of Cornerstone's portfolio and 0.07% of Valmont Industries' shares. Institutional ownership of VMI is notably high at 87.84%, with several other funds also increasing their positions, indicating widespread institutional interest in the infrastructure and agricultural products manufacturer.
Jackson Creek Investment Advisors LLC Makes New $1.66 Million Investment in Valmont Industries, Inc. $VMI
Jackson Creek Investment Advisors LLC has recently invested $1.66 million in Valmont Industries, acquiring 4,276 shares. This new stake positions them among several institutional investors modifying their holdings in the industrial products company. Analysts currently rate VMI as a "Moderate Buy" with an average price target of $462.33, and the stock is trading near its 12-month high with a market cap of $8.93 billion.
Valmont Industries, Inc. $VMI Shares Sold by Strs Ohio
Strs Ohio significantly reduced its stake in Valmont Industries, Inc. (NYSE:VMI) by selling 4,720 shares, decreasing its position by 90.9% to 474 shares. Despite this, other institutions like Millennium Management and Goldman Sachs increased their holdings, with institutional investors collectively owning 87.84% of the stock. Valmont shares are trading near their 52-week high, and analysts maintain a "Moderate Buy" rating with an average target price of $462.33.
Valmont Industries, Inc. $VMI Stock Position Lifted by AGF Management Ltd.
AGF Management Ltd. has significantly increased its stake in Valmont Industries (NYSE:VMI) by 53.9% in Q3, now holding 21,380 shares valued at $8.29 million. Other institutional investors like Asset Management One, EFG Asset Management North America, and Covea Finance also boosted their positions, bringing total institutional ownership to 87.84%. Analysts currently maintain a "Moderate Buy" rating for VMI with an average price target of $462.33, while the stock trades near its 52-week high.
Arjuna Capital Acquires 3,363 Shares of Valmont Industries, Inc. $VMI
Arjuna Capital significantly increased its stake in Valmont Industries (NYSE:VMI) by 90.6% in Q3, acquiring an additional 3,363 shares to own a total of 7,073 shares valued at $2.74 million. Other institutions like Norges Bank and Invesco also made substantial investments, leading to hedge funds and institutional investors collectively owning 87.84% of the company's stock. Valmont Industries currently holds a "Moderate Buy" consensus rating from analysts, with an average target price of $462.33.
Y Intercept Hong Kong Ltd Buys 2,280 Shares of Valmont Industries, Inc. $VMI
Y Intercept Hong Kong Ltd significantly increased its stake in Valmont Industries, Inc. (NYSE:VMI) by 87.3%, acquiring an additional 2,280 shares to reach a total of 4,892 shares valued at approximately $1,897,000. This move highlights institutional investor interest in Valmont Industries, with hedge funds and institutional investors collectively owning about 87.84% of the company's stock. Wall Street analysts maintain a "Moderate Buy" consensus rating for VMI, with an average price target of $462.33, while the stock currently trades around $446.88.
Valmont Industries stock hits all-time high at $452.1 By Investing.com
Valmont Industries (VMI) stock has reached an all-time high of $452.1, which is just under its 52-week high, reflecting strong market performance and investor confidence. The company boasts an $8.86 billion market capitalization, a "GOOD" financial health score, and a 47-year history of dividend payments with a 0.61% yield. Despite a recent survey from Stifel indicating a slightly weakened sentiment among irrigation dealers with a projected 2.8% volume decline, Stifel maintains a "Buy" rating with a $491 price target.
Valmont Industries: An Interesting Derivative Of An AI/Utility Boom (NYSE:VMI)
Valmont Industries is benefiting from the AI/utility infrastructure boom, with its utility segment showing strong double-digit growth and a 20% increase in backlog. The company has raised its 2025 earnings guidance to $19.10 per share, though its shares currently trade at a 23x earnings multiple. While a 20x forward multiple is reasonable if Valmont achieves 10-20% earnings growth in 2026, execution is key, and potential dips could offer better entry points for investors.
Valmont Industries stock hits all-time high at $452.1
Valmont Industries (VMI) stock reached an all-time high of $452.1, trading just under its 52-week high, with a P/E ratio suggesting it may be overvalued. The company has shown robust performance with a 36.22% return over the past year and boasts 47 years of consistent dividend payments, indicating strong market position and investor confidence despite a cautious outlook from some irrigation dealers. Stifel maintains a "Buy" rating with a $491 price target ahead of upcoming earnings.
Will Higher 2025 EPS Guidance and a New CAO Change Valmont Industries' (VMI) Narrative
Valmont Industries (VMI) recently increased its 2025 EPS guidance and appointed William E. Johnson as chief accounting officer, drawing positive attention from analysts. These actions are seen as reinforcing stronger financial oversight and earnings visibility, contributing to increased confidence in the company's long-term earnings profile. The article discusses how these developments influence Valmont's investment narrative, emphasizing improved profitability despite recent earnings volatility and a rich valuation multiple.
Valmont Industries, Inc. Announces Timing of Fourth Quarter and Full Year 2025 Earnings Release and Conference Call
Valmont Industries, Inc. (NYSE: VMI) will release its fourth quarter and full year 2025 financial results on Tuesday, February 17, 2026, before the market opens. Following the release, President and CEO Avner M. Applbaum and CFO Thomas Liguori will host a webcast and conference call at 8:00 a.m. CT to discuss the results. A replay of the event will be available until February 24, 2026.
Investors get Feb. 17 look at Valmont’s full-year 2025 results
Valmont Industries, Inc. (NYSE: VMI) will release its fourth quarter and full-year 2025 financial results on Tuesday, February 17, 2026, before the market opens. Following the release, President and CEO Avner M. Applbaum and CFO Thomas Liguori will host a webcast and conference call at 8:00 a.m. CT to discuss the results. A replay of the event will be available after the call.
Retirement Systems of Alabama Has $19.61 Million Holdings in Valmont Industries, Inc. $VMI
Retirement Systems of Alabama decreased its stake in Valmont Industries (NYSE: VMI) by 11.7% in the third quarter, reducing its holdings to 50,569 shares valued at $19.61 million. Institutional investors collectively own 87.84% of Valmont, which currently has a "Moderate Buy" consensus rating from analysts with an average price target of $462.33. The company, trading around $446, has a market capitalization of $8.79 billion and a P/E ratio of 38.44.
EFG Asset Management North America Corp. Has $4.70 Million Stock Position in Valmont Industries, Inc. $VMI
EFG Asset Management North America Corp. significantly increased its stake in Valmont Industries, Inc. by 103.4% in the third quarter, holding 12,106 shares valued at $4.70 million. Other institutional investors like Norges Bank and Invesco also made substantial investments, driving institutional ownership to 87.84%. Analysts have a "Moderate Buy" consensus rating for Valmont Industries with a target price of $462.33.
