Landscape Capital Management L.L.C. Makes New $1.15 Million Investment in Valmont Industries, Inc. $VMI

Posted by Brian Himes on Aug 24th, 2026

Landscape Capital Management L.L.C. bought a new stake in shares of Valmont Industries, Inc. (NYSE:VMI – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,996 shares of the industrial products company’s stock, valued at approximately $1,153,000.

Other large investors have also modified their holdings of the company. Millennium Management LLC boosted its stake in shares of Valmont Industries by 225.1% during the first quarter. Millennium Management LLC now owns 67,630 shares of the industrial products company’s stock valued at $19,300,000 after purchasing an additional 46,825 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in Valmont Industries by 8.6% in the first quarter. Goldman Sachs Group Inc. now owns 59,127 shares of the industrial products company’s stock worth $16,873,000 after buying an additional 4,676 shares in the last quarter. Empowered Funds LLC bought a new position in Valmont Industries in the first quarter worth approximately $265,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Valmont Industries by 3.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 72,511 shares of the industrial products company’s stock worth $20,692,000 after buying an additional 2,639 shares during the period. Finally, Geneos Wealth Management Inc. lifted its holdings 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 worth $43,000 after buying an additional 105 shares during the period. Institutional investors own 87.84% of the company’s stock.

Valmont Industries Stock Performance

Shares of VMI stock opened at $486.94 on Monday. Valmont Industries, Inc. has a 12-month low of $360.41 and a 12-month high of $585.71. The business’s fifty day simple moving average is $524.20 and its 200-day simple moving average is $485.90. The company has a current ratio of 2.35, a quick ratio of 1.55 and a debt-to-equity ratio of 0.42. The company has a market cap of $9.40 billion, a PE ratio of 18.96, a PEG ratio of 1.11 and a beta of 1.35.

Valmont Industries (NYSE:VMI – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The industrial products company reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.80 by $0.34. The firm had revenue of $1.12 billion during the quarter, compared to analysts’ expectations of $1.09 billion. Valmont Industries had a return on equity of 25.57% and a net margin of 11.70%.The business’s quarterly revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the firm earned $4.88 EPS. Analysts expect that Valmont Industries, Inc. will post 23.08 earnings per share for the current fiscal year.

Valmont Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Friday, September 25th will be paid a $0.77 dividend. The ex-dividend date is Friday, September 25th. This represents a $3.08 dividend on an annualized basis and a yield of 0.6%. Valmont Industries’s dividend payout ratio (DPR) is 11.99%.

Insider Activity

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

Wall Street Analyst Weigh In

VMI has been the topic of a number of analyst reports. Oppenheimer set a $600.00 price target on Valmont Industries and gave the company an “outperform” rating in a report on Thursday, May 28th. Weiss Ratings cut Valmont Industries from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, August 14th. Stifel Nicolaus raised their price objective on Valmont Industries from $645.00 to $678.00 and gave the company a “buy” rating in a research report on Monday, July 20th. Wall Street Zen lowered Valmont Industries from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 8th. Finally, Zacks Research downgraded shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a report on Monday, July 20th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $587.00.

Check Out Our Latest Analysis on VMI

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.