Zacks Industry Outlook Vulcan Materials and Eagle Materials
Vulcan Materials and Eagle Materials have been highlighted in this Industry Outlook article.
VMC - Vulcan Materials Company
Price:
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--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$314.67
DETAILS
HIGH:
$349.00
LOW:
$249.00
MEDIAN:
$325.00
CONSENSUS:
$314.67
UPSIDE:
26.45%
Stock News
2 Concrete & Aggregates Stocks Positioned to Weather Industry Challenges
Although cost pressures and uneven end-market conditions are likely to remain headwinds for the Zacks Concrete & Aggregates industry, federal infrastructure spending should help for players like VMC and EXP.
Data Centers Need Copper, Concrete, and Cooling. Here Are 3 Boring Industrials Set to Cash In.
AI data center growth is driving demand for copper, concrete, and cooling. Freeport-McMoRan, Vulcan Materials, and Vertiv are well positioned to benefit.
Vulcan Materials: Sell-Off Creates Renewed Opportunity
Vulcan Materials remains the dominant U.S. producer of construction aggregates, benefiting from secular demand and high barriers to entry. Q2 2026 results reinforced the thesis: revenue rose 2.6% to $2.16B, with adjusted EPS up 5.7% to $2.59, beating the consensus. VMC trades at a forward P/E of 27.39, below its 10-year average, with a fair value estimate of $337 per share and potential for 31% total return by 2027.
Vulcan Materials Company: Clear Path To Doubling EBITDA
Vulcan Materials Company is positioned as a high-margin, infrastructure-focused 'picks and shovels' play within the Heavy Assets, Low Obsolescence, or HALO, theme. Aggregates drive 90% of VMC's gross profit, with a 72.7-year reserve life and a focus on unit profitability, evidenced by a 45% increase in cash gross profit per ton since 2022. VMC management targets a doubling of EBITDA in five to six years via M&A, greenfield expansion, and steady per-ton margin growth, despite cyclical construction demand risks.
Amundi Sells 88,105 Shares of Vulcan Materials Company $VMC
Amundi decreased its position in shares of Vulcan Materials Company (NYSE: VMC) by 17.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 407,298 shares of the construction company's stock after selling 88,105 shares during the period. Amundi
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Abercrombie & Fitch, Affirm Holdings, Eagle Materials, Klarna Group, Martin Marietta Materials, Oklo, Qualcomm, Robinhood Markets, Ulta Beauty, and More
Stocks took a beating Tuesday as surging oil prices and looming inflation data rattled every corner of the market, and now Wall Street analysts are reshuffling their calls on names ranging from nuclear energy upstart Oklo to retail giants Abercrombie and Ulta Beauty.
Vulcan (VMC) Up 1% Since Last Earnings Report: Can It Continue?
Vulcan (VMC) reported earnings 30 days ago. What's next for the stock?
Emerald Investment Advisers LLC Acquires New Stake in Vulcan Materials Company $VMC
Emerald Investment Advisers LLC bought a new position in Vulcan Materials Company (NYSE: VMC) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 14,757 shares of the construction company's stock, valued at approximately $4,353,000. Other large investors have also made
Rapala VMC Corporation (RPNMF) Q2 2026 Earnings Call Transcript
Rapala VMC Corporation (RPNMF) Q2 2026 Earnings Call Transcript
BlackRock Inc. Acquires New Stake in Vulcan Materials Company $VMC
BlackRock Inc. bought a new position in Vulcan Materials Company (NYSE: VMC) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 9,723,208 shares of the construction company's stock, valued at approximately $2,868,444,000. BlackRock Inc. owned approximately 7.50% of Vulcan Materials at
Is VMC Worth Buying as Pricing Strength Meets a Premium Valuation?
Vulcan's pricing strength and infrastructure demand support growth, but premium valuation, housing weakness and energy costs pose risks.
VMC Q2 Beat Keeps 2026 Outlook Intact Despite Higher Energy Costs
Vulcan beats Q2 estimates and holds its 2026 EBITDA outlook as pricing strength offsets energy inflation and weather pressure.
Amundi Buys 75,572 Shares of Vulcan Materials Company $VMC
Amundi lifted its stake in Vulcan Materials Company (NYSE: VMC) by 18.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 495,403 shares of the construction company's stock after purchasing an additional 75,572 shares during the quarter. Amundi owned about 0.38% of
Vulcan Materials Q2 Earnings Call Highlights
Vulcan Materials NYSE: VMC said second-quarter adjusted EBITDA was $654 million, roughly in line with the prior-year period, as higher prices and operating efficiencies helped offset nearly $40 million in energy-related headwinds.
First Trust Advisors LP Sells 6,001 Shares of Vulcan Materials Company $VMC
First Trust Advisors LP decreased its position in shares of Vulcan Materials Company (NYSE: VMC) by 12.1% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 43,526 shares of the construction company's stock after selling 6,001 shares during the period. First Trust
BankChampaign National Association Acquires Shares of 2,591 Vulcan Materials Company $VMC
BankChampaign National Association purchased a new stake in shares of Vulcan Materials Company (NYSE: VMC) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 2,591 shares of the construction company's stock, valued at approximately $706,000. Several other institutional investors and hedge funds
Vulcan Materials Company (VMC) Q2 2026 Earnings Call Transcript
Vulcan Materials Company (VMC) Q2 2026 Earnings Call Transcript
Vulcan Materials Q2 Earnings & Revenues Beat Estimates, Stock Up
VMC's second-quarter 2026 earnings and revenues beat estimates as pricing gains, higher aggregates volumes and cost control help offset energy inflation.
Vulcan (VMC) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Vulcan (VMC) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Price Targets
Vulcan Materials price target lowered to $320 from $360 at Truist
$320.00
(was $243.06)
Keith Hughes
·
Truist Financial
Vulcan Materials price target lowered to $249 from $254 at Wells Fargo
$249.00
(was $243.06)
Wells Fargo
Vulcan Materials downgraded to Underweight from Equal Weight at Wells Fargo
$254.00
(was $258.30)
Timna Tanners
·
Wells Fargo
Vulcan Materials price target lowered to $349 from $350 at UBS
$349.00
(was $288.64)
UBS
Vulcan Materials price target lowered to $293 from $298 at RBC Capital
$293.00
(was $303.82)
RBC Capital
Vulcan Materials initiated with a Hold at Berenberg
$283.00
(was $281.56)
Berenberg Bank
Vulcan Materials price target raised to $325 from $320 at Raymond James
$325.00
(was $300.29)
Raymond James
Vulcan Materials price target lowered to $333 from $337 at Stifel
$333.00
(was $296.70)
Stifel Nicolaus
Vulcan Materials price target raised to $298 from $296 at RBC Capital
$298.00
(was $297.89)
RBC Capital
Vulcan Materials price target raised to $340 from $330 at Stephens
$340.00
(was $296.08)
Trey Grooms
·
Stephens
Vulcan Materials price target raised to $340 from $296 at Barclays
$340.00
(was $296.08)
Barclays
Vulcan Materials price target lowered to $320 from $323 at Raymond James
$320.00
(was $293.03)
Patrick Tyler Brown
·
Raymond James
Vulcan Materials price target lowered to $305 from $315 at Wells Fargo
$305.00
(was $296.86)
Timna Tanners
·
Wells Fargo
Vulcan Materials price target raised to $322 from $321 at Morgan Stanley
$322.00
(was $274.33)
Morgan Stanley
JPMorgan Downgrades Vulcan Materials Company (VMC) to Neutral
$320.00
(was $300.00)
Morgan Stanley
Vulcan Materials price target raised to $360 from $320 at Truist
$360.00
(was $300.79)
Truist Financial
Vulcan Materials price target lowered to $296 from $316 at RBC Capital
$296.00
(was $302.28)
RBC Capital
Vulcan Materials price target lowered to $320 from $330 at DA Davidson
$320.00
(was $302.22)
Brent Thielman
·
D.A. Davidson
Vulcan Materials price target lowered to $315 from $317 at Wells Fargo
$315.00
(was $302.22)
Timna Tanners
·
Wells Fargo
Vulcan Materials price target raised to $317 from $310 at Wells Fargo
$317.00
(was $299.73)
Timna Tanners
·
Wells Fargo