Valmont Industries
About: Valmont Industries Inc, along with its subsidiaries, operates as a manufacturer of products and services for infrastructure and agriculture markets. Its reportable segments are Infrastructure and Agriculture. The company generates maximum revenue from the Infrastructure segment, which includes the manufacturing and distribution of products and solutions to serve the infrastructure markets of utility, solar, lighting and transportation, and telecommunications, along with coatings services to protect metal products. The Agriculture segment provides irrigation equipment components, including aftermarket parts and tubular products, and technology solutions for precision agriculture. Geographically, it derives key revenue from the United States, followed by Australia, Brazil, and other regions.
Employees: 10,986
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
260% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 20
69% more call options, than puts
Call options by funds: $31.1M | Put options by funds: $18.4M
11% more funds holding
Funds holding: 430 [Q3] → 476 (+46) [Q4]
7% more capital invested
Capital invested by funds: $5.08B [Q3] → $5.43B (+$344M) [Q4]
1.49% more ownership
Funds ownership: 86.77% [Q3] → 88.26% (+1.49%) [Q4]
6% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 162
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stifel Nathan Jones 34% 1-year accuracy 25 / 73 met price target | 18%upside $345 | Buy Maintained | 23 Apr 2025 |
DA Davidson Brent Thielman 36% 1-year accuracy 13 / 36 met price target | 30%upside $380 | Neutral Downgraded | 19 Feb 2025 |
Financial journalist opinion
Based on 9 articles about VMI published over the past 30 days









