Valmont Industries, Inc. $VMI is Copeland Capital Management LLC’s 3rd Largest Position

Copeland Capital Management LLC decreased its stake in shares of Valmont Industries, Inc. (NYSE:VMI) by 5.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 210,433 shares of the industrial products company’s stock after selling 11,721 shares during the quarter. Valmont Industries comprises about 1.9% of Copeland Capital Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Copeland Capital Management LLC owned about 1.07% of Valmont Industries worth $84,662,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Community Bank N.A. purchased a new position in Valmont Industries during the third quarter valued at $25,000. First Horizon Corp purchased a new position in Valmont Industries during the third quarter valued at $29,000. Abich Financial Wealth Management LLC purchased a new position in Valmont Industries during the third quarter valued at $36,000. Farther Finance Advisors LLC raised its stake in Valmont Industries by 357.1% during the third quarter. Farther Finance Advisors LLC now owns 96 shares of the industrial products company’s stock valued at $37,000 after buying an additional 75 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in Valmont Industries by 223.4% during the first quarter. Geneos Wealth Management Inc. now owns 152 shares of the industrial products company’s stock valued at $43,000 after buying an additional 105 shares during the last quarter. Hedge funds and other institutional investors own 87.84% of the company’s stock.

Valmont Industries Stock Up 6.0%

VMI stock opened at $494.59 on Friday. Valmont Industries, Inc. has a 1-year low of $286.50 and a 1-year high of $496.31. The business has a fifty day moving average price of $428.93 and a 200-day moving average price of $422.75. The company has a debt-to-equity ratio of 0.47, a current ratio of 2.38 and a quick ratio of 1.58. The stock has a market capitalization of $9.67 billion, a P/E ratio of 27.46 and a beta of 1.24.

Valmont Industries (NYSE:VMI) last posted its quarterly earnings results on Tuesday, April 21st. The industrial products company reported $5.51 earnings per share for the quarter, topping the consensus estimate of $4.72 by $0.79. Valmont Industries had a return on equity of 24.94% and a net margin of 8.91%.The firm had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $994.85 million. During the same quarter in the previous year, the business earned $4.32 earnings per share. The company’s revenue was up 6.2% on a year-over-year basis. Equities analysts forecast that Valmont Industries, Inc. will post 22.27 earnings per share for the current fiscal year.

Valmont Industries Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Friday, March 27th were issued a $0.77 dividend. This is an increase from Valmont Industries’s previous quarterly dividend of $0.68. This represents a $3.08 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, March 27th. Valmont Industries’s dividend payout ratio is 17.10%.

Key Headlines Impacting Valmont Industries

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

• Positive Sentiment: Q1 results beat estimates: VMI reported EPS and revenue above consensus, with ~6% year-over-year revenue growth driven by utility/infrastructure demand and raised full-year EPS guidance — a primary driver of the stock move. Valmont Industries’ Q1 Earnings and Revenues Beat Estimates, Rise Y/Y
• Positive Sentiment: Analyst upgrade/price-target boost: Stifel raised its price target to $541 and kept a Buy rating, providing additional analyst support and signaling upside to investors. Stifel Nicolaus price target raise
• Positive Sentiment: Market reaction: Coverage notes the stock gapped up after the earnings beat, reflecting immediate investor enthusiasm for the print and outlook. Valmont Industries (NYSE:VMI) Shares Gap Up Following Better-Than-Expected Earnings
• Positive Sentiment: Longer-term thematic tailwinds highlighted: Coverage points to VMI benefiting from infrastructure spending and “AI” related infrastructure demand plus an eventual agriculture upcycle — supports durability of revenue and pricing power. 1 Stock Is Powering the AI Boom and the Next Farm Supercycle
• Positive Sentiment: Investor Day scheduled for June 16, 2026: Management will present strategy and outlook in NYC — an event that could provide further clarity on margins, capital allocation and medium-term targets. Valmont Industries, Inc. to Host Investor Day on June 16, 2026
• Neutral Sentiment: Earnings call coverage and transcript provide detail: Analysts and transcripts highlight strong utility sales, pricing power and margin commentary — useful for digging into the sustainability of the beat but largely confirmatory. Valmont (VMI) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Press/analysis deep dives summarize drivers: Additional write-ups (Yahoo/MSN) review the same demand/pricing themes and provide color for investors doing further due diligence. Valmont Industries Inc (VMI) Q1 2026 Earnings Call Highlights

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. DA Davidson lifted their price objective on Valmont Industries from $415.00 to $450.00 and gave the company a “neutral” rating in a research note on Wednesday, February 18th. Stifel Nicolaus lifted their price objective on Valmont Industries from $497.00 to $541.00 and gave the company a “buy” rating in a research note on Wednesday. JPMorgan Chase & Co. lifted their price objective on Valmont Industries from $480.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, February 18th. Wall Street Zen cut Valmont Industries from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Valmont Industries in a research note on Friday, March 27th. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $500.33.

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.