Vulcan Materials (NYSE:VMC) Stock Gets Price Target Cut from Stifel Nicolaus

Vulcan Materials (NYSE:VMC) had its price target cut by Stifel Nicolaus from $333.00 to $320.00 in a research report report published on Wednesday morning,Benzinga reports. They currently have a buy rating on the construction company’s stock.

Several other research firms have also recently commented on VMC. UBS Group decreased their target price on shares of Vulcan Materials from $349.00 to $326.00 and set a “buy” rating for the company in a research report on Thursday, October 8th. Citigroup lowered their target price on Vulcan Materials from $350.00 to $300.00 and set a “buy” rating on the stock in a research report on Friday, October 2nd. Royal Bank Of Canada lowered their price target on Vulcan Materials from $300.00 to $256.00 and set a “sector perform” rating on the stock in a report on Friday, October 9th. JPMorgan Chase & Co. cut their price objective on shares of Vulcan Materials from $320.00 to $300.00 and set a “neutral” rating on the stock in a research note on Tuesday, October 13th. Finally, B. Riley Financial reaffirmed a “buy” rating and issued a $300.00 price objective (down from $345.00) on shares of Vulcan Materials in a report on Friday, October 16th. Twelve analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Vulcan Materials presently has an average rating of “Moderate Buy” and an average target price of $308.78.

Vulcan Materials Stock Performance

VMC stock opened at $281.59 on Wednesday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.20 and a current ratio of 1.43. The stock has a market capitalization of $36.49 billion, a price-to-earnings ratio of 33.32, a PEG ratio of 2.89 and a beta of 1.05. Vulcan Materials has a 1 year low of $237.03 and a 1 year high of $331.09. The stock’s fifty day moving average is $255.77 and its two-hundred day moving average is $280.40.

Vulcan Materials (NYSE:VMC) last announced its quarterly earnings results on Thursday, October 29th. The construction company reported $2.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.81 by $0.02. The company had revenue of $2.18 billion during the quarter, compared to the consensus estimate of $2.24 billion. Vulcan Materials had a net margin of 13.77% and a return on equity of 13.03%. The company’s revenue for the quarter was down 4.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.84 earnings per share. On average, research analysts predict that Vulcan Materials will post 8.91 EPS for the current year.

Vulcan Materials Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders of record on Monday, November 9th will be issued a dividend of $0.52 per share. The ex-dividend date of this dividend is Monday, November 9th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 0.7%. Vulcan Materials’s dividend payout ratio (DPR) is presently 24.62%.

Insiders Place Their Bets

In other Vulcan Materials news, Director J. Hill sold 14,000 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $276.17, for a total value of $3,866,380.00. Following the completion of the transaction, the director directly owned 58,209 shares of the company’s stock, valued at approximately $16,075,579.53. The trade was a 19.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP David Clement sold 2,000 shares of Vulcan Materials stock in a transaction on Friday, August 7th. The shares were sold at an average price of $285.10, for a total value of $570,200.00. Following the completion of the sale, the senior vice president directly owned 6,716 shares of the company’s stock, valued at $1,914,731.60. This trade represents a 22.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.65% of the company’s stock.

Institutional Investors Weigh In On Vulcan Materials

Several large investors have recently modified their holdings of VMC. Putney Financial Group LLC grew its holdings in Vulcan Materials by 3.6% in the third quarter. Putney Financial Group LLC now owns 1,031 shares of the construction company’s stock worth $252,000 after purchasing an additional 36 shares during the last quarter. 4WEALTH Advisors Inc. increased its position in shares of Vulcan Materials by 3.2% during the first quarter. 4WEALTH Advisors Inc. now owns 1,261 shares of the construction company’s stock worth $337,000 after purchasing an additional 39 shares in the last quarter. North Dakota State Investment Board increased its position in shares of Vulcan Materials by 1.0% during the third quarter. North Dakota State Investment Board now owns 3,970 shares of the construction company’s stock worth $971,000 after purchasing an additional 39 shares in the last quarter. Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Vulcan Materials by 21.3% during the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 239 shares of the construction company’s stock valued at $67,000 after purchasing an additional 42 shares during the last quarter. Finally, Meeder Asset Management Inc. lifted its holdings in shares of Vulcan Materials by 71.7% during the 1st quarter. Meeder Asset Management Inc. now owns 103 shares of the construction company’s stock valued at $28,000 after purchasing an additional 43 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors.

Trending Headlines about Vulcan Materials

Here are the key news stories impacting Vulcan Materials this week:

• Positive Sentiment: Q3 earnings beat estimates: Vulcan reported adjusted EPS of $2.83, narrowly above the $2.81 consensus. Management also highlighted pricing strength, operational efficiencies and an approximately $2.4 billion 2026 adjusted EBITDA target. Vulcan Reports Third Quarter 2026 Results
• Positive Sentiment: Forward outlook and capital returns supported sentiment: Vulcan said it is targeting earnings growth again in 2027, expanded through acquisitions in Tennessee and southern Ohio, and returned $417 million to shareholders through buybacks and dividends. Vulcan outlook analysis
• Positive Sentiment: D.A. Davidson became more bullish: The firm raised its price target from $315 to $330 and assigned a “buy” rating, implying meaningful upside from recent trading levels.
• Neutral Sentiment: Analyst views remain divided: RBC raised its target slightly to $257 while maintaining “sector perform,” and BNP Paribas reduced its target to $281. The mixed recommendations may limit the impact of the bullish target increase.
• Negative Sentiment: Revenue and volumes weakened: Third-quarter revenue fell about 4.7% year over year to roughly $2.19 billion, below the $2.24 billion consensus, while aggregates shipments declined 3%. Lower 2026 EBITDA guidance and cautious forecasts from Wells Fargo and Stifel remain overhangs. Vulcan Q3 earnings report
• Negative Sentiment: Wells Fargo maintained a cautious stance: Although it raised its target from $249 to $253, it kept an “underweight” rating, indicating its view that the stock is priced above fundamental value.

Vulcan Materials Company Profile

Vulcan Materials Company (NYSE: VMC) is a producer and distributor of construction materials used in infrastructure, commercial, residential and industrial projects. The company is the largest producer of construction aggregates in the United States, including crushed stone, sand and gravel.

In addition to aggregates, Vulcan Materials produces asphalt mix, ready-mixed concrete and cement. Its materials are used in roads, bridges, airports, commercial buildings, homes and other construction applications.