Market Cap
$9.0B
VMI
VALMONT INDUSTRIES INC
$478.46 ▲ +2.17%
Prev close $468.28Market cap$9.0B
ConsensusStrong Buy
12-mo target$624.50 (+30.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on VMI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$7.4B
Inst. Activity
28 buys / 22 sells
Insider Activity
$101.1K buy / $9.4M sell
Insider Net $
-$9.3M
SEC Reports
10
Price chart 30d +3.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: VMI — 3,073 shares ($1.5M) failed to deliver
Settlement: 20260914, Price: $483.44, FTD Value: $1,485,611.12, VALMONT INDS INC
Sep 8, 2026 Insider
Hickey Toni was granted 310 shares
CLO and Corporate Secretary
Aug 17, 2026 Insider
Campbell Renee L acquired via exercise 838 shares
SVP, Capital Markets & Risk @ $252.89 ($211.9K)
Aug 17, 2026 Insider
Jul 30, 2026 SEC Campbell Renee L surrendered for taxes 601 shares
SVP, Capital Markets & Risk @ $501.85 ($301.6K)
Two insiders at Valmont Industries traded a combined $497K over a week: CFO John Schwietz bought $101K open-market and a
CLUSTER — Impact 2/10
A trivial insider cluster at Valmont Industries shows a CFO purchase of $101K and a Director sale of $396K within the sa
CLUSTER — Impact 2/10
Valmont Industries reported Q2 2026 GAAP diluted EPS of $6.14 on revenue of $1.12B, beating consensus estimates of $5.80
8-K — Impact 7/10
Jun 30, 2026 Inst.
FULLER & THALER ASSET — NEW
246,376 shares ($142.3M)
Analyst ratings buy % +17.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 22, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 20, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 17, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jun 17, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 22, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 22, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 4 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 5 | 4 | 2 | 0 | 0 | 82% | |
| Jul 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Jun 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 4 | 4 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 4 | 4 | 3 | 0 | 0 | 73% | |
| Mar 1, 2026 | 4 | 4 | 3 | 0 | 0 | 73% | |
| Feb 1, 2026 | 4 | 4 | 3 | 0 | 0 | 73% |
Price targets
Where 4 covering analysts think VMI trades over the next 12 months.
$624.50 +30.5% upside Strong Buy
Current$478.46 Low$600.00 Median$610.00 High$678.00 4 analysts
$600.00$678.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 7 neutral · avg impact 4.0/10.
NEUTRALCLUSTER2/10
Two insiders at Valmont Industries traded a combined $497K over a week: CFO John Schwietz bought $10
Jul 30, 2026
NEUTRALCLUSTER2/10
A trivial insider cluster at Valmont Industries shows a CFO purchase of $101K and a Director sale of
Jul 29, 2026
BULLISH8-K7/10
Valmont Industries reported Q2 2026 GAAP diluted EPS of $6.14 on revenue of $1.12B, beating consensu
Jul 21, 2026
BULLISH8-K6/10
Valmont Industries hosted its 2026 Investor Day, reiterating its 2026 guidance (midpoint $4.3B net s
Jun 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: VMI — 3,073 shares ($1.5M) failed to deliver
Settlement: 20260914, Price: $483.44, FTD Value: $1,485,611.12, VALMONT INDS INC
Sep 7, 2026
dark_pool
Dark Pool: VMI — 0.1M shares, 11,212 trades
Week starting 2026-09-07. Total ATS volume: 148,454 shares across 11,212 trades.
Aug 31, 2026
dark_pool
Dark Pool: VMI — 0.2M shares, 14,982 trades
Week starting 2026-08-31. Total ATS volume: 191,660 shares across 14,982 trades.
Aug 24, 2026
dark_pool
Dark Pool: VMI — 0.2M shares, 17,232 trades
Week starting 2026-08-24. Total ATS volume: 222,276 shares across 17,232 trades.
Aug 17, 2026
dark_pool
Dark Pool: VMI — 0.3M shares, 17,705 trades
Week starting 2026-08-17. Total ATS volume: 252,916 shares across 17,705 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $5.74 | $5.54–$5.87 | 15.3% | +0.0% | 0↑ 3↓ | $1.1B | 6 |
| Next Q | $5.67 | $5.45–$5.85 | 15.2% | -0.1% | 1↑ 2↓ | $1.1B | 6 |
| Current FY | $22.95 | $22.41–$23.10 | 20.2% | -0.0% | 2↑ 0↓ | $4.4B | 6 |
| Next FY | $25.98 | $25.35–$26.74 | 13.2% | +0.5% | 3↑ 0↓ | $4.7B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $5.740 | — |
| 7d ago | $5.740 | — |
| 30d ago | $5.738 | +0.003 |
| 60d ago | $5.800 | -0.060 |
| 90d ago | $5.800 | -0.060 |
Institutional ownership
Which big funds own VMI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.4B total value (12,832,230 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 1,976,054 | $1.1B | 15.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 854,011 | $493.3M | 6.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 844,005 | $487.5M | 6.6% | — |
| STATE STREET CORP | 659,625 | $381.5M | 5.1% | — |
| Neuberger Berman Group LLC | 497,545 | $287.4M | 3.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 424,196 | $245.1M | 3.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 390,222 | $225.4M | 3.0% | — |
| EARNEST PARTNERS LLC | 381,692 | $220.5M | 3.0% | — |
| Invesco Ltd. | 366,785 | $211.9M | 2.9% | — |
| KING LUTHER CAPITAL MANAGEMENT CORP | 337,838 | $195.1M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 246,376 | — | $142.3M |
| NORGES BANK | NEW | — | 244,208 | — | $141.1M |
| Pictet Asset Management Holding SA | DOUBLED | 3,127 | 239,251 | +7551.1% | $138.2M |
| GOLDMAN SACHS GROUP INC | ADD | 91,034 | 127,782 | +40.4% | $73.8M |
| BROWN ADVISORY INC | TRIM | 170,195 | 121,839 | -28.4% | $70.4M |
| Point72 Asset Management, L.P. | DOUBLED | 47,411 | 118,065 | +149.0% | $68.2M |
| Mawer Investment Management Ltd. | NEW | — | 114,118 | — | $65.9M |
| Amundi | TRIM | 118,539 | 82,598 | -30.3% | $47.7M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 50,360 | 78,320 | +55.5% | $45.2M |
| Nuveen, LLC | DOUBLED | 30,831 | 69,329 | +124.9% | $40.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
20 insiders, 41 transactions. Net -$9.3M — $101.1K bought, $9.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Hickey Toni | CLO and Corporate Secretary | AWARD | 310 | — | — |
| Aug 17, 2026 | Campbell Renee L | SVP, Capital Markets & Risk | EXERCISE | 838 | $252.89 | $211.9K |
| Aug 17, 2026 | Campbell Renee L | SVP, Capital Markets & Risk | TAX W/H | 601 | $501.85 | $301.6K |
| Jul 31, 2026 | Applbaum Avner M | President and CEO | TAX W/H | 162 | $481.70 | $78.0K |
| Jul 31, 2026 | Applbaum Avner M | President and CEO | TAX W/H | 162 | $481.70 | $78.0K |
| Jul 29, 2026 | Schwietz John L | Executive VP and CFO | TAX W/H | 24 | $456.29 | $11.0K |
| Jul 27, 2026 | Freye Theodor Werner | Director | SELL | 800 | $495.00 | $396.0K |
| Jul 23, 2026 | Schwietz John L | Executive VP and CFO | BUY | 208 | $486.15 | $101.1K |
| May 6, 2026 | Campbell Renee L | SVP, Capital Markets & Risk | SELL | 412 | $522.45 | $215.2K |
| May 6, 2026 | Campbell Renee L | SVP, Capital Markets & Risk | SELL | 412 | $522.45 | $215.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VMI.
Shares short
455,191
Settlement Sep 15, 2026
Change vs prior
-1.1%
Semi-monthly cycle
Days to cover
2.9
At avg daily volume
Of shares outstanding
≈2.4%
Estimate — not % of float
All VMI filing & press-release reports (10)
- CLUSTER reportJul 30, 2026
- CLUSTER reportJul 29, 2026
- 8-K reportJul 21, 2026
- 8-K reportJun 16, 2026
- 144 reportApr 24, 2026
- 8-K reportApr 21, 2026
- 8-K reportApr 15, 2026
- 8-K reportApr 9, 2026
- DEFA14A reportMar 11, 2026
- 8-K reportFeb 25, 2026