Vaughan Nelson Investment Management, L.P. Adds $5M in Valmont Industries, Inc. ($VMI)

Vaughan Nelson Investment Management increased its stake in Valmont Industries, Inc. (NYSE:VMI) by 9,130 shares, according to its latest 13F filing with the SEC. As of the reporting period ending in April 2026, the firm holds 252,605 shares valued at approximately $138.1 million. This marks a 3.75% increase in its position.

What Changed in Vaughan Nelson's Valmont Industries Position

Vaughan Nelson boosted its Valmont Industries holdings from 243,475 shares to 252,605 shares, an increase of 9,130 shares. This represents a 3.75% rise in the firm’s stake, with the total value of the position now standing at about $138.1 million.

Other Institutional Activity in Valmont Industries

Several other major funds also adjusted their positions in Valmont Industries. BlackRock, Inc. added 19,024 shares, bringing its total to 1,891,672 shares worth around $755.9 million. Vanguard Portfolio Management LLC initiated a new position with 863,266 shares valued at $344.9 million. Vanguard Capital Management LLC also started a new position, acquiring 845,434 shares with a value of $337.8 million. On the other hand, Neuberger Berman Group LLC reduced its holdings by 18,797 shares, leaving it with 655,802 shares valued at $262.0 million. State Street Corp increased its position by 6,768 shares, totaling 645,591 shares worth approximately $258.5 million.

Valmont Industries Stock Snapshot

Shares of Valmont Industries (NYSE:VMI) are trading around $546.81. The company has a market capitalization of $10.62 billion and a P/E ratio of 30.4. Its forward P/E is 21.5, and it carries a beta of 1.354, indicating a moderate level of volatility. The stock's 52-week range is between $316.56 and $548.90, with a 50-day moving average of $490.39 and a 200-day moving average of $433.11. Valmont's current ratio stands at 2.38, with a quick ratio of 1.46 and a debt-to-equity ratio of 54.96.

Recent Earnings

Valmont Industries reported revenue of $4.16 billion, reflecting a growth of 6.2%. The company achieved a net margin of 8.91% and a return on equity of 22.19%. Earnings per share (EPS) were $17.99. The next earnings report is expected on July 21, 2026.

Dividend

Valmont Industries offers an annual dividend rate of $2.90, yielding 0.53% with a payout ratio of 15.63%.

Insider Buying and Selling at Valmont Industries, Inc.

Recent insider activity at Valmont Industries includes sales by Renee Campbell, SVP of Capital Markets & Risk, who sold 412 shares at an average price of $522.45 on May 6, 2026. Meanwhile, Daniel Neary, Deborah Caplan, Mogens Bay, and Catherine James Paglia each purchased 341 shares on April 27, 2026.

Analysts Set New Price Targets

On April 22, 2026, Stifel maintained its "buy" rating for Valmont Industries, setting a price target of $541. DA Davidson and JP Morgan also maintained their ratings, with targets of $450 and $510, respectively. The consensus among analysts suggests a mean price target of $545.25, based on four opinions.

About Valmont Industries

Valmont Industries, Inc., headquartered in Omaha, Nebraska, manufactures products and services for the infrastructure and agriculture sectors across the globe. The company operates in two main segments: Infrastructure and Agriculture. It provides steel and composite structures for electrical transmission and distribution, as well as metal and composite poles for lighting and transportation. Valmont also offers galvanizing services and produces mechanical irrigation equipment under the Valley brand. Founded in 1946, Valmont employs approximately 10,791 people.

Bottom Line

Vaughan Nelson's increased stake in Valmont Industries reflects confidence in the company's prospects. Valmont's diverse operations in infrastructure and agriculture, combined with its solid financial performance, make it a closely watched entity. However, it's important to remember that 13F filings are historical and don't necessarily indicate current holdings.