Valmont Increases Quarterly Dividend by 13.2% to $0.77 per Share
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy VMI?
Source: seekingalpha
- Dividend Increase: Valmont has declared a quarterly dividend increase from $0.68 to $0.77 per share, representing a 13.2% rise, which reflects the company's ongoing improvement in cash flow and profitability, thereby boosting investor confidence.
- Yield Metrics: The forward yield of this dividend stands at 0.67%, indicating the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable returns.
- Payment Schedule: The new dividend will be payable on April 15, with a record date of March 27 and an ex-dividend date also on March 27, ensuring shareholders receive their earnings promptly and further solidifying shareholder relations.
- Future Outlook: Valmont expects revenues between $4.2 billion and $4.4 billion for 2026, with an EPS of up to $23.50, demonstrating the company's confidence in future growth, particularly with increased utility investments.
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Analyst Views on VMI
Wall Street analysts forecast VMI stock price to fall
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 471.270
Low
415.00
Averages
462.00
High
491.00
Current: 471.270
Low
415.00
Averages
462.00
High
491.00
About VMI
Valmont Industries, Inc. is a manufacturer of products and services for the infrastructure and agricultural markets. The Company operates through two segments: Infrastructure and Agriculture. The Infrastructure segment consists of the manufacture and distribution of products and solutions to serve the infrastructure markets of utility, solar, lighting, transportation, and telecommunications, along with coatings services to protect metal products. Its Infrastructure segment is comprised of five primary product lines: Utility; Lighting and Transportation (L&T); Coatings; Telecommunications, and Solar. The Agriculture segment consists of the manufacture of center pivot components and linear irrigation equipment for agricultural markets, including parts and tubular products, and advanced technology solutions for precision agriculture. The Company manufactures and distributes center pivot and lateral move irrigation equipment, along with service parts under its Valley brand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Valmont Increases Quarterly Dividend by 13.2% to $0.77 per Share
- Dividend Increase: Valmont has declared a quarterly dividend increase from $0.68 to $0.77 per share, representing a 13.2% rise, which reflects the company's ongoing improvement in cash flow and profitability, thereby boosting investor confidence.
- Yield Metrics: The forward yield of this dividend stands at 0.67%, indicating the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable returns.
- Payment Schedule: The new dividend will be payable on April 15, with a record date of March 27 and an ex-dividend date also on March 27, ensuring shareholders receive their earnings promptly and further solidifying shareholder relations.
- Future Outlook: Valmont expects revenues between $4.2 billion and $4.4 billion for 2026, with an EPS of up to $23.50, demonstrating the company's confidence in future growth, particularly with increased utility investments.
See More
Valmont Industries Announces 13% Increase in Quarterly Dividend
- Dividend Increase: Valmont Industries has announced a 13% increase in its quarterly cash dividend to $0.77 per share, payable on April 15, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Annualized Dividend: This increase results in an annualized dividend of $3.08 per share, aligning with the capital allocation priorities set by the company in February 2025, aimed at accelerating growth and enhancing shareholder returns.
- Capital Allocation Strategy: Valmont plans to allocate approximately 50% of its operating cash flow to high-return growth opportunities and the remaining 50% to shareholder returns through dividends and share repurchases, ensuring sustainable long-term value creation.
- Strong Cash Flow: CFO Thomas Liguori stated that Valmont continues to generate strong cash flow while investing in high-return growth opportunities and maintaining a robust balance sheet, ensuring that dividend growth aligns with earnings growth.
See More
Valmont Appoints Paul Maass to Board of Directors
- New Board Member: Valmont Industries announced the appointment of Paul Maass to its Board of Directors effective February 23, 2026, increasing the board to eleven members, which further strengthens the company's governance structure and leadership capabilities.
- Extensive Industry Experience: Maass brings a wealth of experience in global agribusiness, supply chain management, and strategic growth, having served as CEO of Scoular Company with over $7 billion in annual sales, which is expected to provide valuable market insights to Valmont.
- Leadership in Strategic Transformation: During his tenure at Scoular, Maass led a strategic transformation focused on innovation and portfolio expansion, aligning closely with Valmont's growth strategy aimed at enhancing long-term shareholder value.
- Diverse Board Roles: Maass also serves on the boards of several organizations, including the Federal Reserve Bank of Kansas City and Lamb Weston Holdings, demonstrating his broad influence in business and community organizations, which is expected to provide multidimensional support for Valmont's strategic development.
See More
Valmont Industries Q4 2025 Earnings Call Insights
- Strong Financial Performance: Valmont Industries reported a GAAP EPS of $9.05 for Q4 2025, including a $78.5 million tax benefit primarily from a loss on the Prospera investment, while adjusted EPS of $4.92 reflects a 28.1% year-over-year increase, demonstrating resilience and growth potential in a mixed demand environment.
- Revenue and Profit Outlook: The company projects net sales for 2026 between $4.2 billion and $4.4 billion, with diluted EPS expected in the range of $20.50 to $23.50, indicating a 4.8% revenue growth and 15.2% EPS growth at the midpoint, reflecting confidence in future market demand.
- Strategic Investments and Acquisitions: Valmont acquired the remaining 40% of ConcealFab in Q4 2025 and 80% of Rational Mind in January 2026, enhancing its technology and engineering capabilities in telecommunications and agricultural solutions, thereby strengthening its market position.
- Operational Efficiency Improvements: The company plans to invest $170 million to $200 million in utility expansions in 2026, coupled with the deployment of AI scheduling tools, which are expected to enhance throughput and responsiveness to meet increasing customer demand, ensuring sustainable growth moving forward.
See More
Valmont Industries Releases 2026 Financial Outlook
- Earnings Report: Valmont's Q4 non-GAAP EPS of $4.92 missed expectations by $0.04, while revenue of $1.04 billion remained flat year-over-year, indicating competitive pressures in the market.
- Cash Flow Position: The company reported cash and cash equivalents of $187.1 million with a net leverage ratio of approximately 1.1x, reflecting Valmont's efforts to maintain financial stability while providing a foundation for future investments.
- 2026 Financial Outlook: Valmont projects net sales for 2026 to range between $4.2 billion and $4.4 billion, with infrastructure sales expected to grow by 5% to 9%, while agriculture sales may decline by 6.5% to flat, highlighting varying market challenges and opportunities across business segments.
- Earnings Per Share Forecast: The anticipated diluted EPS for 2026 is between $20.50 and $23.50, exceeding the consensus of $21.33 by 7% to 23%, demonstrating the company's confidence in its future profitability.
See More
Valmont to Announce Q4 Earnings on February 16
- Earnings Announcement Date: Valmont (VMI) is set to release its Q4 earnings on February 16 before market open, with a consensus EPS estimate of $4.96, reflecting a robust 29.2% year-over-year growth, indicating sustained profitability.
- Stable Revenue Expectations: The revenue estimate stands at $1.04 billion, flat year-over-year, showcasing Valmont's resilience in maintaining revenue amidst market challenges, which underscores its stable market position.
- Historical Performance: Over the past two years, Valmont has beaten EPS estimates 100% of the time, demonstrating strong profitability and effective execution by its management team, while the revenue estimate has exceeded expectations 38% of the time, further boosting investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced two upward revisions, indicating analysts' optimistic outlook on Valmont's future performance, which could drive stock price appreciation.
See More
Valmont Increases Quarterly Dividend by 13.2% to $0.77 per Share
- Dividend Increase: Valmont has declared a quarterly dividend increase from $0.68 to $0.77 per share, representing a 13.2% rise, which reflects the company's ongoing improvement in cash flow and profitability, thereby boosting investor confidence.
- Yield Metrics: The forward yield of this dividend stands at 0.67%, indicating the company's attractiveness in the current market environment, potentially drawing in more investors seeking stable returns.
- Payment Schedule: The new dividend will be payable on April 15, with a record date of March 27 and an ex-dividend date also on March 27, ensuring shareholders receive their earnings promptly and further solidifying shareholder relations.
- Future Outlook: Valmont expects revenues between $4.2 billion and $4.4 billion for 2026, with an EPS of up to $23.50, demonstrating the company's confidence in future growth, particularly with increased utility investments.
See More
Valmont Industries Announces 13% Increase in Quarterly Dividend
- Dividend Increase: Valmont Industries has announced a 13% increase in its quarterly cash dividend to $0.77 per share, payable on April 15, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Annualized Dividend: This increase results in an annualized dividend of $3.08 per share, aligning with the capital allocation priorities set by the company in February 2025, aimed at accelerating growth and enhancing shareholder returns.
- Capital Allocation Strategy: Valmont plans to allocate approximately 50% of its operating cash flow to high-return growth opportunities and the remaining 50% to shareholder returns through dividends and share repurchases, ensuring sustainable long-term value creation.
- Strong Cash Flow: CFO Thomas Liguori stated that Valmont continues to generate strong cash flow while investing in high-return growth opportunities and maintaining a robust balance sheet, ensuring that dividend growth aligns with earnings growth.
See More
Valmont Appoints Paul Maass to Board of Directors
- New Board Member: Valmont Industries announced the appointment of Paul Maass to its Board of Directors effective February 23, 2026, increasing the board to eleven members, which further strengthens the company's governance structure and leadership capabilities.
- Extensive Industry Experience: Maass brings a wealth of experience in global agribusiness, supply chain management, and strategic growth, having served as CEO of Scoular Company with over $7 billion in annual sales, which is expected to provide valuable market insights to Valmont.
- Leadership in Strategic Transformation: During his tenure at Scoular, Maass led a strategic transformation focused on innovation and portfolio expansion, aligning closely with Valmont's growth strategy aimed at enhancing long-term shareholder value.
- Diverse Board Roles: Maass also serves on the boards of several organizations, including the Federal Reserve Bank of Kansas City and Lamb Weston Holdings, demonstrating his broad influence in business and community organizations, which is expected to provide multidimensional support for Valmont's strategic development.
See More
Valmont Industries Q4 2025 Earnings Call Insights
- Strong Financial Performance: Valmont Industries reported a GAAP EPS of $9.05 for Q4 2025, including a $78.5 million tax benefit primarily from a loss on the Prospera investment, while adjusted EPS of $4.92 reflects a 28.1% year-over-year increase, demonstrating resilience and growth potential in a mixed demand environment.
- Revenue and Profit Outlook: The company projects net sales for 2026 between $4.2 billion and $4.4 billion, with diluted EPS expected in the range of $20.50 to $23.50, indicating a 4.8% revenue growth and 15.2% EPS growth at the midpoint, reflecting confidence in future market demand.
- Strategic Investments and Acquisitions: Valmont acquired the remaining 40% of ConcealFab in Q4 2025 and 80% of Rational Mind in January 2026, enhancing its technology and engineering capabilities in telecommunications and agricultural solutions, thereby strengthening its market position.
- Operational Efficiency Improvements: The company plans to invest $170 million to $200 million in utility expansions in 2026, coupled with the deployment of AI scheduling tools, which are expected to enhance throughput and responsiveness to meet increasing customer demand, ensuring sustainable growth moving forward.
See More
Valmont Industries Releases 2026 Financial Outlook
- Earnings Report: Valmont's Q4 non-GAAP EPS of $4.92 missed expectations by $0.04, while revenue of $1.04 billion remained flat year-over-year, indicating competitive pressures in the market.
- Cash Flow Position: The company reported cash and cash equivalents of $187.1 million with a net leverage ratio of approximately 1.1x, reflecting Valmont's efforts to maintain financial stability while providing a foundation for future investments.
- 2026 Financial Outlook: Valmont projects net sales for 2026 to range between $4.2 billion and $4.4 billion, with infrastructure sales expected to grow by 5% to 9%, while agriculture sales may decline by 6.5% to flat, highlighting varying market challenges and opportunities across business segments.
- Earnings Per Share Forecast: The anticipated diluted EPS for 2026 is between $20.50 and $23.50, exceeding the consensus of $21.33 by 7% to 23%, demonstrating the company's confidence in its future profitability.
See More
Valmont to Announce Q4 Earnings on February 16
- Earnings Announcement Date: Valmont (VMI) is set to release its Q4 earnings on February 16 before market open, with a consensus EPS estimate of $4.96, reflecting a robust 29.2% year-over-year growth, indicating sustained profitability.
- Stable Revenue Expectations: The revenue estimate stands at $1.04 billion, flat year-over-year, showcasing Valmont's resilience in maintaining revenue amidst market challenges, which underscores its stable market position.
- Historical Performance: Over the past two years, Valmont has beaten EPS estimates 100% of the time, demonstrating strong profitability and effective execution by its management team, while the revenue estimate has exceeded expectations 38% of the time, further boosting investor confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced two upward revisions, indicating analysts' optimistic outlook on Valmont's future performance, which could drive stock price appreciation.
See More
