Q3 EPS Forecast for Valmont Industries Lifted by Analyst

Valmont Industries, Inc. (NYSE:VMI) – Equities research analysts at Zacks Research increased their Q3 2026 earnings per share (EPS) estimates for shares of Valmont Industries in a research note issued to investors on Monday, March 2nd. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $5.79 for the quarter, up from their prior forecast of $5.10. The consensus estimate for Valmont Industries’ current full-year earnings is $18.07 per share. Zacks Research also issued estimates for Valmont Industries’ Q4 2026 earnings at $5.61 EPS and FY2026 earnings at $21.43 EPS.

Valmont Industries (NYSE:VMI) last announced its quarterly earnings data on Tuesday, February 17th. The industrial products company reported $4.92 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 company had revenue of $1.04 billion for the quarter, compared to analyst estimates of $1.04 billion. During the same period in the prior year, the firm posted $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.

A number of other research firms also recently commented on VMI. JPMorgan Chase & Co. increased their price objective on Valmont Industries from $480.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, February 18th. Stifel Nicolaus boosted their price target 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. Wall Street Zen downgraded Valmont Industries from a “buy” rating to a “hold” rating in a report on Saturday. DA Davidson raised their price target on Valmont Industries from $415.00 to $450.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 18th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Valmont Industries in a report on Monday, December 29th. Three equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $487.00.

Valmont Industries Price Performance

Shares of VMI opened at $446.50 on Wednesday. The firm has a market capitalization of $8.72 billion, a price-to-earnings ratio of 26.55 and a beta of 1.19. The firm’s fifty day simple moving average is $444.06 and its 200-day simple moving average is $412.65. Valmont Industries has a twelve month low of $250.07 and a twelve month high of $487.58. The company has a current ratio of 2.35, a quick ratio of 1.58 and a debt-to-equity ratio of 0.49.

Hedge Funds Weigh In On Valmont Industries

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Azzad Asset Management Inc. ADV purchased a new position in shares of Valmont Industries in the third quarter valued at $739,000. Jackson Creek Investment Advisors LLC acquired a new stake in Valmont Industries in the 3rd quarter valued at about $1,658,000. Asset Management One Co. Ltd. increased its holdings in Valmont Industries by 441.2% during the 3rd quarter. Asset Management One Co. Ltd. now owns 4,941 shares of the industrial products company’s stock valued at $1,916,000 after acquiring an additional 4,028 shares in the last quarter. Cornerstone Planning Group LLC acquired a new position in Valmont Industries during the third quarter worth about $5,663,000. Finally, Allianz Asset Management GmbH lifted its holdings in shares of Valmont Industries by 1.2% in the third quarter. Allianz Asset Management GmbH now owns 283,740 shares of the industrial products company’s stock valued at $110,015,000 after purchasing an additional 3,379 shares in the last quarter. 87.84% of the stock is owned by institutional investors and hedge funds.

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 issued a $0.77 dividend. The ex-dividend date of this dividend is Friday, March 27th. This represents a $3.08 annualized dividend and a dividend yield of 0.7%. This is an increase from Valmont Industries’s previous quarterly dividend of $0.68. Valmont Industries’s payout ratio is 16.17%.

Key Stories Impacting Valmont Industries

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

• Positive Sentiment: Management to present at the J.P. Morgan Industrials Conference (March 17). Direct access to the CEO and CFO gives Valmont a chance to reinforce guidance, address analyst questions and boost investor visibility — typically supportive for sentiment. Valmont to Participate in J.P. Morgan Industrials Conference
• Positive Sentiment: Zacks raised its FY2027 and some mid‑/late‑2027 quarterly EPS forecasts (FY2027 to $23.71 and FY2028 to $28.12). Those upward revisions imply expectations for stronger medium‑term profitability, which can support valuation if results track higher. (Zacks research notes)
• Positive Sentiment: Coverage note: Valmont’s profile was highlighted for expanded presence in the NYSE Composite Index — an index inclusion/visibility item that can modestly improve liquidity and institutional interest over time. Valmont Industries (NYSE:VMI) Expands Industrial Infrastructure Presence Nyse Composite Index
• Neutral Sentiment: Zacks published a full set of updated quarterly and multi‑year EPS projections (Q1–Q4 2026–2028 and FY2027/28). These provide a refreshed modeling baseline but contain mixed direction changes that require parsing for drivers (volume, margins, acquisitions).
• Negative Sentiment: Zacks cut near‑term estimates — notably Q1 2026 (to $4.69) and Q2 2026 (to $5.34) and trimmed Q1 2027 — signaling softer results expected in the immediate quarters. Those downgrades are the most likely catalyst for today’s weaker share action as they weigh on short‑term earnings visibility. (Zacks research notes)

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.