Vulcan Materials (VMC) reported second-quarter 2026 total revenues of $2.1558 billion, up from $2.1024 billion a year earlier. Net earnings attributable to Vulcan were $323.4 million, compared with $320.9 million in the prior-year quarter.
The company said aggregates execution, pricing discipline and cost control supported profitability despite energy inflation and disruptive weather. Vulcan reaffirmed its full-year outlook for Adjusted EBITDA of $2.4 billion to $2.6 billion.
- Quarter ended June 30, 2026, total revenues were $2.1558 billion.
- Net earnings attributable to Vulcan were $323.4 million.
- Diluted net earnings per share attributable to Vulcan were $2.48.
- Aggregates segment gross profit rose to $567 million, or $9.47 per ton.
- Aggregates shipments increased 1% year over year to 59.9 million tons.
- The company returned $318 million to shareholders through $250 million of stock repurchases and $68 million of dividends.
$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 Hedge Fund Activity
We have seen 414 institutional investors add shares of $VMC stock to their portfolio, and 498 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
- 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
- BLACKROCK, INC. added 589,664 shares (+6.3%) to their portfolio in Q1 2026, for an estimated $160,565,507
- AVANTYR CAPITAL PARTNERS, LP added 539,094 shares (+inf%) to their portfolio in Q1 2026, for an estimated $146,795,296
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.
