Valmont Industries
About: Valmont Industries Inc is an investment holding company. It operates through two segments namely Infrastructure and Agriculture. The company generates maximum revenue from the Infrastructure segment. The infrastructure segment consists of the manufacture and distribution of products and solutions to serve the infrastructure markets of utility, renewable energy, lighting, transportation, and telecommunications, and coatings services to preserve metal products. Geographically, it derives a majority of its revenue from North America.
Employees: 11,125
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
150% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 5 (+3) [Q2]
40% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 53
23% more capital invested
Capital invested by funds: $4.02B [Q1] → $4.93B (+$910M) [Q2]
6% more funds holding
Funds holding: 378 [Q1] → 399 (+21) [Q2]
1.99% more ownership
Funds ownership: 87.0% [Q1] → 89.0% (+1.99%) [Q2]
21% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 155
36% less call options, than puts
Call options by funds: $4.34M | Put options by funds: $6.72M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
DA Davidson Brent Thielman 88% 1-year accuracy 30 / 34 met price target | 12%upside $340 | Buy Maintained | 26 Jul 2024 |
Stifel Nathan Jones 84% 1-year accuracy 38 / 45 met price target | 7%upside $325 | Buy Maintained | 18 Jul 2024 |
Financial journalist opinion
Based on 5 articles about VMI published over the past 30 days