Vulcan Materials Company (VMC) reported third-quarter 2026 revenue of $2.185 billion, compared with $2.292 billion a year earlier. Net earnings were $362.9 million, versus $375.0 million in the prior-year quarter, while diluted net earnings per share were $2.80.
The company said aggregates shipments declined 3% year over year, while freight-adjusted selling prices increased 5% on a mix-adjusted basis. Vulcan completed two bolt-on acquisitions during the quarter in Tennessee and southern Ohio.
- Gross profit was $665.6 million, compared with $697.2 million a year earlier.
- Aggregates gross profit totaled $593.4 million, or $9.46 per ton.
- Third-quarter capital expenditures were $174 million.
- Vulcan returned $417 million to shareholders through $350 million in share repurchases and $67 million in dividends.
- The company expects approximately $2.4 billion in adjusted EBITDA for full-year 2026.
$VMC Insider Trading Activity
$VMC insiders have traded $VMC stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $VMC stock by insiders over the last 6 months:
- J THOMAS HILL has made 0 purchases and 4 sales selling 14,000 shares for an estimated $3,866,404.
- DAVID P CLEMENT (Senior Vice President) has made 0 purchases and 2 sales selling 4,212 shares for an estimated $1,216,745.
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 490 institutional investors add shares of $VMC stock to their portfolio, and 496 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 5,056,726 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,491,784,737
- TCI FUND MANAGEMENT LTD added 2,447,004 shares (+inf%) to their portfolio in Q2 2026, for an estimated $721,890,650
- PRINCIPAL FINANCIAL GROUP INC removed 1,175,430 shares (-17.7%) from their portfolio in Q2 2026, for an estimated $346,763,604
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,066,478 shares (+inf%) to their portfolio in Q2 2026, for an estimated $314,621,674
- VERITAS ASSET MANAGEMENT LLP added 1,039,426 shares (+inf%) to their portfolio in Q2 2026, for an estimated $306,641,064
- EGERTON CAPITAL (UK) LLP removed 963,782 shares (-48.9%) from their portfolio in Q3 2026, for an estimated $235,769,990
- 59 NORTH CAPITAL MANAGEMENT, LP added 643,887 shares (+inf%) to their portfolio in Q2 2026, for an estimated $189,953,103
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.
