DEFA14A ·Filed Mar 11, 2026

VMI

VALMONT INDUSTRIES INC
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0001104659-26-026143
Proxy solicitation materials
Actionable Insight • Neutral

Shareholders should review the proxy statement and vote on the proposed items, particularly the election of directors and approval of the employee stock purchase plan, by the April 26, 2026 deadline.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
VMI ▲ +27.42% at T+60d
NEUTRAL call ✓ call won +27.42% · α vs SPY +15.90% · entry $429.39 → $547.14
Entry anchored
Mar 11, 06:08 AM ET
via exchange tick
T+1d
-2.34%
call -2.34% · α -0.86%
$419.34
settled 7mo ago
T+5d
-6.78%
call -6.78% · α -4.59%
$400.29
settled 7mo ago
T+20d
-0.72%
call -0.72% · α -1.24%
$426.31
settled 6mo ago
T+60d
+27.42%
call +27.42% · α +15.90%
$547.14
settled 4mo ago

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Executive Summary

Valmont Industries, Inc. (VMI) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for April 27, 2026. The filing outlines the voting items for shareholders, including the election of four director nominees, approval of the Valmont 2026 Employee Stock Purchase Plan, advisory approval of executive compensation, and ratification of the company's independent auditors. The document provides instructions for voting and accessing meeting materials.

Key Facts

  • Valmont Industries, Inc. (VMI) is holding its 2026 Annual Meeting on April 27, 2026.
  • The filing is a definitive proxy statement (DEFA14A) for shareholder voting.
  • Voting items include the election of four director nominees: Mogens C. Bay, Ritu Favre, Richard A. Lanoha, and Paul T. Maass.
  • Other voting items are the approval of the Valmont 2026 Employee Stock Purchase Plan, advisory approval of executive compensation, and ratification of the independent auditors for fiscal 2026.
  • Shareholders can vote online at www.ProxyVote.com or by requesting paper or email copies of the materials by April 13, 2026.

Financial Impact

No immediate financial impact; routine governance matters.

Risk Factors

  • Failure to vote may result in not having a say in corporate governance decisions.
  • Disagreement with the board's recommendations on executive compensation or auditor ratification could lead to shareholder activism.

Market Snapshot

Exchange
NYSE

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-026143
Document: 0001104659-26-026143-index-headers.html0001104659-26-026143
Document: 0001104659-26-026143-index.html0001104659-26-026143
Document: 0001104659-26-026143.txt0001104659-26-026143
10 reports for VMI
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+60▲ +17.37%Apr 21, 2026
Filters
Rows
Reports for VMI — sortable, filterable
TypeNow
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$456.29 $476.98▲ +4.53%▼ −0.49%$479.28 (+5.04%)
Jul 29, 2026
9w ago
Insider Cluster
NEUTRAL ★ 2/10
$456.29 $476.98▲ +4.53%▼ −0.49%$479.28 (+5.04%)
Jul 21, 2026
10w ago
8-K
BULLISH ★ 7/10
$505.35 $487.36▼ −3.56%▼ −6.12%$479.28 (−5.16%)
Jun 16, 2026
15w ago
8-K
BULLISH ★ 6/10
$556.51 $543.47▼ −2.34%▼ −2.54%$479.28 (−13.88%)
Apr 24, 2026
22w ago
144
NEUTRAL ★ 3/10
$497.99 $529.25▲ +6.28%▲ +1.32%$479.28 (−3.76%)
Apr 21, 2026
23w ago
8-K
BULLISH ★ 8/10
$458.77 $500.68▲ +9.14%▲ +4.22%$479.28 (+4.47%)
Apr 15, 2026
24w ago
8-K
NEUTRAL ★ 3/10
$401.75 $513.63▲ +27.85%▲ +22.03%$479.28 (+19.30%)
Apr 9, 2026
25w ago
8-K
NEUTRAL ★ 3/10
$426.31 $522.81▲ +22.64%▲ +15.07%$479.28 (+12.43%)
Mar 11, 2026
29w ago
DEFA14A
NEUTRAL ★ 3/10
$429.39 $426.31▼ −0.72%▼ −1.24%$479.28 (+11.62%)
Feb 25, 2026
31w ago
8-K
NEUTRAL ★ 3/10
$462.93 $405.61▼ −12.38%▼ −7.15%$479.28 (+3.53%)
Showing 10 of 10

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