VMI Raises Its Quarterly Dividend Reflecting Its Profit Growth

Valmont Industries Announces Dividend Increase

Valmont Industries, Inc. (VMI) has revealed a 13% boost to its quarterly cash dividend, reflecting the company’s ongoing commitment to its capital allocation goals set in the previous year. The board has approved a new dividend of $0.77 per share, which will be distributed on April 15, 2026, to shareholders registered by March 27, 2026. This adjustment brings the annual dividend to $3.08 per share.

Capital Allocation Strategy and Financial Performance

This dividend increase is part of Valmont’s capital allocation plan introduced in February 2025. The strategy aims to direct half of the company’s operating cash flow toward high-yield growth projects, while the other half is returned to shareholders through dividends and stock buybacks. The approach is intended to foster balanced growth and enhance shareholder value.

Valmont’s disciplined approach to capital management has been evident in its consistent dividend growth, which aligns with its earnings performance. The company continues to generate robust cash flow, achieve strong returns from growth opportunities, and maintain a healthy balance sheet, all contributing to sustainable long-term value for investors.

Recent Earnings and Stock Performance

For the fourth quarter of 2025, Valmont reported adjusted earnings of $4.92 per share, marking a 28.1% increase compared to $3.84 per share in the same period last year. Revenue for the quarter reached $1,038.3 million, representing a slight year-over-year growth of 0.1%.

Over the past year, VMI shares have risen by 33.1%, while the industry saw a 40.9% increase.

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VMI’s Zacks Rank and Notable Alternatives

Currently, VMI holds a Zacks Rank #3 (Hold).

Other top-rated stocks in the Basic Materials sector include Albemarle Corporation (ALB), DuPont de Nemours, Inc. (DD), and Balchem Corporation (BCPC).

• ALB and DD each have a Zacks Rank #1 (Strong Buy).
• BCPC is rated Zacks Rank #2 (Buy).

Consensus Earnings Estimates

• Albemarle (ALB): Projected 2026 earnings are $6.41 per share, a 911.4% year-over-year increase. ALB has surpassed earnings expectations in each of the last four quarters, with an average surprise of 57.8%. Its stock has jumped 126.3% in the past year.
• DuPont (DD): Estimated 2026 earnings are $2.28 per share, up 35.7% from last year. DD has beaten consensus estimates in all four recent quarters, averaging a 6.47% surprise.
• Balchem (BCPC): Expected 2026 earnings are $5.53 per share, a 7.4% increase year over year. BCPC exceeded estimates in two of the last four quarters and its shares are up 1.2% over the past year.

Top Semiconductor Stock Highlighted by Zacks

A lesser-known semiconductor company is gaining attention for producing products that major players like NVIDIA do not offer. Positioned to benefit from the next phase of industry growth, this company is just starting to gain recognition.

With impressive earnings and a growing client base, it is set to meet the surging demand for AI, machine learning, and IoT technologies. Global semiconductor manufacturing is forecasted to expand from $452 billion in 2021 to $971 billion by 2028.

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Free Stock Analysis Reports

• Valmont Industries, Inc. (VMI): Free Stock Analysis Report
• DuPont de Nemours, Inc. (DD): Free Stock Analysis Report
• Albemarle Corporation (ALB): Free Stock Analysis Report
• Balchem Corporation (BCPC): Free Stock Analysis Report