Veritas Asset Management LLP has opened a new $306.6M position in $VMC, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $VMC.
$VMC Hedge Fund Activity
We have seen 422 institutional investors add shares of $VMC stock to their portfolio, and 510 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LONE PINE CAPITAL LLC removed 1,539,753 shares (-91.4%) from their portfolio in Q1 2026, for an estimated $419,274,741
- VERITAS ASSET MANAGEMENT LLP added 1,039,426 shares (+inf%) to their portfolio in Q2 2026, for an estimated $306,641,064
- VONTOBEL HOLDING LTD. removed 906,637 shares (-64.7%) from their portfolio in Q2 2026, for an estimated $267,466,981
- FMR LLC removed 793,048 shares (-17.8%) from their portfolio in Q1 2026, for an estimated $215,946,970
- MANUFACTURERS LIFE INSURANCE COMPANY, THE added 680,761 shares (+908.6%) to their portfolio in Q1 2026, for an estimated $185,371,220
- EAGLE CAPITAL MANAGEMENT LLC removed 664,233 shares (-94.1%) from their portfolio in Q1 2026, for an estimated $180,870,645
- PRINCIPAL FINANCIAL GROUP INC removed 594,920 shares (-8.2%) from their portfolio in Q1 2026, for an estimated $161,996,716
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$VMC Insider Trading Activity
$VMC insiders have traded $VMC stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $VMC stock by insiders over the last 6 months:
- DAVID P CLEMENT (Senior Vice President) sold 2,212 shares for an estimated $646,545
- MELISSA H. ANDERSON sold 1,137 shares for an estimated $345,329
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$VMC Analyst Ratings
Wall Street analysts have issued reports on $VMC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 04/30/2026
- Stephens & Co. issued a "Overweight" rating on 04/30/2026
To track analyst ratings and price targets for $VMC, check out Quiver Quantitative's $VMC forecast page.
$VMC Price Targets
Multiple analysts have issued price targets for $VMC recently. We have seen 10 analysts offer price targets for $VMC in the last 6 months, with a median target of $330.5.
Here are some recent targets:
- Timna Tanners from Wells Fargo set a target price of $305.0 on 07/08/2026
- Steven Fisher from UBS set a target price of $349.0 on 07/08/2026
- Anthony Codling from RBC Capital set a target price of $293.0 on 06/30/2026
- Anthony Pettinari from Citigroup set a target price of $355.0 on 05/01/2026
- Adam Seiden from Barclays set a target price of $340.0 on 04/30/2026
- Trey Grooms from Stephens & Co. set a target price of $340.0 on 04/30/2026
- Angel Castillo from Morgan Stanley set a target price of $321.0 on 04/06/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $VMC ticker page for more data.
