Vaughan Nelson Investment Management, L.P. Adds $5M in Valmont Industries, Inc. ($VMI)
Vaughan Nelson Investment Management added 9,130 shares of VMI, boosting its position to 252,605 shares.
Key Points
- Vaughan Nelson Investment Management increased its VMI stake by 3.75%, adding 9,130 shares to hold a total of 252,605 shares valued at $138.1 million.
- VMI shares traded at $546.81 with a recent analyst target of $541 from Stifel, maintaining a buy rating.
- Insider activity showed mixed transactions with recent buys and sells, while several analysts maintained their ratings.
Vaughan Nelson Investment Management, L.P. has increased its stake in VMI by 3.75%, according to its latest 13F filing with the SEC dated April 16, 2026. The firm added 9,130 shares, bringing its total holdings to 252,605 shares valued at approximately $138.1 million.
What Changed in Vaughan Nelson's VMI Position
Vaughan Nelson's recent filing shows an increase in its VMI holdings from 243,475 shares to 252,605 shares, marking an addition of 9,130 shares. This move reflects a 3.75% boost in their position, indicating a continued interest in the company.
Other Institutional Activity in VMI
Other major institutional investors also made moves in VMI. BlackRock, Inc. grew its holdings by 19,024 shares, ending with 1,891,672 shares worth about $755.9 million. Vanguard Portfolio Management LLC significantly increased its position, adding 863,266 shares to hold a total of 863,266 shares valued at $344.9 million. Vanguard Capital Management LLC mirrored this move by adding 845,434 shares, now holding 845,434 shares valued at $337.8 million. Meanwhile, Neuberger Berman Group LLC reduced its position by 18,797 shares, now holding 655,802 shares valued at $262.0 million.
VMI Stock Snapshot
VMI shares recently traded at $546.81. The company has seen its stock fluctuate within a 52-week range, with a recent peak at this price point. Analysts have set varied price targets, with Stifel maintaining a buy rating and a target price of $541 as of April 22, 2026.
Insider Buying and Selling at Valmont Industries, Inc.
Insider activity at VMI shows some mixed transactions. On May 6, 2026, Renee Campbell, SVP of Capital Markets & Risk, sold 412 shares at an average price of $522.45. On April 27, 2026, several insiders, including Daniel Neary, Deborah Caplan, Mogens Bay, and Catherine James Paglia, each purchased 341 shares.
Analysts Set New Price Targets
Analysts have maintained their positions on VMI. On April 22, 2026, Stifel maintained a buy rating with a price target of $541. DA Davidson and JP Morgan also maintained their ratings earlier in the year, with targets of $450 and $510, respectively. The consensus among analysts remains positive, with a mean target price reflecting steady confidence in the stock.
About VMI
VMI operates in the industrial sector, engaging in the design and manufacture of a diverse range of products and services. With headquarters in a strategic location, the company is led by a dedicated team aiming to expand its market presence. VMI is known for its innovation in the industry, employing a significant workforce to support its operations.
Bottom Line
Vaughan Nelson's increased stake in VMI highlights the firm's interest in the company's prospects. While 13F filings are backward-looking and may not represent current positions, they offer insight into institutional sentiment. Investors often track these filings to gauge market trends and institutional confidence.
See Also
This instant news alert was generated by automated narrative technology and financial data from Trueearnings and public regulatory filings. It is for informational purposes only and is not financial advice.