Valmont Industries, Inc. $VMI Stake Lifted by Renaissance Technologies LLC

Posted by George Bondi on Jul 31st, 2026

Renaissance Technologies LLC boosted its stake in Valmont Industries, Inc. (NYSE:VMI – Free Report) by 94.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,360 shares of the industrial products company’s stock after buying an additional 24,400 shares during the period. Renaissance Technologies LLC’s holdings in Valmont Industries were worth $20,122,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in VMI. Elyxium Wealth LLC acquired a new position in shares of Valmont Industries during the fourth quarter valued at $27,000. Caitong International Asset Management Co. Ltd bought a new stake in Valmont Industries in the 4th quarter valued at about $27,000. Leonteq Securities AG acquired a new position in Valmont Industries during the 4th quarter valued at about $30,000. State of Wyoming bought a new position in Valmont Industries in the 4th quarter worth about $34,000. Finally, V Square Quantitative Management LLC acquired a new stake in shares of Valmont Industries in the first quarter valued at approximately $37,000. 87.84% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, Director Theodor Werner Freye sold 800 shares of Valmont Industries stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $495.00, for a total value of $396,000.00. Following the transaction, the director owned 2,805 shares of the company’s stock, valued at approximately $1,388,475. This trade represents a 22.19% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO John L. Schwietz purchased 208 shares of the company’s stock in a transaction that occurred on Thursday, July 23rd. The stock was bought at an average cost of $486.14 per share, for a total transaction of $101,117.12. Following the purchase, the chief financial officer directly owned 2,992 shares in the company, valued at $1,454,530.88. This represents a 7.47% increase in their position. The SEC filing for this purchase provides additional information. 1.42% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research firms recently commented on VMI. Wall Street Zen upgraded Valmont Industries from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 18th. JPMorgan Chase & Co. raised their price target on Valmont Industries from $600.00 to $620.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Zacks Research downgraded shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Weiss Ratings upgraded shares of Valmont Industries from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, June 26th. Finally, Stifel Nicolaus raised their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Valmont Industries has a consensus rating of “Moderate Buy” and an average target price of $587.00.

Read Our Latest Analysis on Valmont Industries

Valmont Industries Trading Up 4.6%

Shares of NYSE:VMI opened at $477.14 on Friday. The stock has a market capitalization of $9.26 billion, a price-to-earnings ratio of 18.58, a PEG ratio of 1.05 and a beta of 1.33. Valmont Industries, Inc. has a 1-year low of $353.41 and a 1-year high of $585.71. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.55 and a current ratio of 2.35. The company has a 50 day moving average price of $536.27 and a 200 day moving average price of $480.25.

Valmont Industries (NYSE:VMI – Get Free Report) last posted its quarterly earnings results on Tuesday, July 21st. The industrial products company reported $6.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.80 by $0.34. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%.The company had revenue of $1.12 billion for the quarter, compared to analysts’ expectations of $1.09 billion. During the same quarter in the prior year, the company earned $4.88 earnings per share. The firm’s revenue was up 6.5% on a year-over-year basis. On average, research analysts anticipate that Valmont Industries, Inc. will post 22.96 EPS for the current fiscal year.

Valmont Industries Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Friday, September 25th will be given a dividend of $0.77 per share. The ex-dividend date of this dividend is Friday, September 25th. This represents a $3.08 dividend on an annualized basis and a dividend yield of 0.6%. Valmont Industries’s payout ratio is 11.99%.

Valmont Industries Profile

(Free Report)

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.