Veralto (NYSE:VLTO) Updates FY 2026 Earnings Guidance

Veralto (NYSE:VLTO) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 4.350-4.430 for the period, compared to the consensus estimate of 4.250. The company issued revenue guidance of -. Veralto also updated its Q3 2026 guidance to 1.060-1.090 EPS.

Wall Street Analyst Weigh In

VLTO has been the subject of several recent research reports. Jefferies Financial Group assumed coverage on Veralto in a report on Tuesday, March 31st. They issued a “buy” rating and a $110.00 price target for the company. UBS Group raised their target price on Veralto from $99.00 to $101.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Barclays decreased their price target on Veralto from $117.00 to $113.00 and set an “overweight” rating for the company in a report on Thursday, April 30th. Royal Bank Of Canada upped their target price on shares of Veralto from $99.00 to $100.00 and gave the company a “sector perform” rating in a research note on Thursday, April 30th. Finally, Stifel Nicolaus lifted their price target on shares of Veralto from $110.00 to $111.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Five research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $106.33.

Veralto Stock Performance

NYSE:VLTO traded up $0.02 during trading hours on Wednesday, reaching $98.49. 1,056,843 shares of the stock were exchanged, compared to its average volume of 2,094,575. Veralto has a 52 week low of $80.03 and a 52 week high of $110.11. The company has a quick ratio of 1.32, a current ratio of 1.48 and a debt-to-equity ratio of 0.65. The stock has a market capitalization of $24.19 billion, a P/E ratio of 25.47, a P/E/G ratio of 2.66 and a beta of 0.63. The firm has a 50 day simple moving average of $88.05 and a 200-day simple moving average of $90.96.

Veralto (NYSE:VLTO) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $1.11 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.10. Veralto had a return on equity of 34.63% and a net margin of 17.33%.The business had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.45 billion. During the same period in the prior year, the firm earned $0.93 EPS. The business’s quarterly revenue was up 7.5% on a year-over-year basis. Veralto has set its FY 2026 guidance at 4.350-4.430 EPS and its Q3 2026 guidance at 1.060-1.090 EPS. As a group, sell-side analysts forecast that Veralto will post 4.24 earnings per share for the current fiscal year.

Veralto Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Tuesday, June 30th will be paid a dividend of $0.13 per share. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Tuesday, June 30th. Veralto’s dividend payout ratio (DPR) is currently 13.44%.

Insiders Place Their Bets

In other Veralto news, CEO Jennifer Honeycutt sold 7,097 shares of Veralto stock in a transaction dated Friday, July 17th. The stock was sold at an average price of $95.00, for a total transaction of $674,215.00. Following the transaction, the chief executive officer owned 124,085 shares of the company’s stock, valued at $11,788,075. The trade was a 5.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.43% of the company’s stock.

More Veralto News

Here are the key news stories impacting Veralto this week:

• Positive Sentiment: Q2 results exceeded expectations. Adjusted earnings were $1.11 per share, up from $0.93 a year earlier and ahead of analysts’ approximately $1.00–$1.01 estimate. Revenue rose 7.5% year over year to $1.47 billion, also topping the $1.45 billion consensus. Veralto Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Full-year guidance was stronger than expected. Veralto forecast fiscal 2026 earnings of $4.35–$4.43 per share, above the $4.25 analyst consensus. The outlook suggests management remains confident in demand and operating performance. Veralto Reports Second Quarter 2026 Results
• Neutral Sentiment: Third-quarter guidance was broadly in line. Veralto expects Q3 earnings of $1.06–$1.09 per share, compared with the $1.07 consensus, offering little immediate upside surprise but supporting continued earnings growth.
• Neutral Sentiment: CEO selling was limited and prearranged. Chief Executive Officer Jennifer Honeycutt sold 7,097 shares for approximately $674,000 under a Rule 10b5-1 trading plan. She retained 124,085 shares, reducing the likelihood that the transaction reflects weakening confidence in Veralto’s business. SEC Insider Transaction Filing
• Neutral Sentiment: Valuation and analyst expectations remain considerations. Veralto trades at roughly 25 times earnings, while the average analyst rating is “Hold” with a target price near $106.33. This may limit further gains unless the company continues to raise estimates.

Institutional Investors Weigh In On Veralto

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC increased its position in shares of Veralto by 16.1% in the 4th quarter. Brighton Jones LLC now owns 3,459 shares of the company’s stock valued at $352,000 after buying an additional 479 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Veralto in the second quarter valued at about $201,000. Marex Group plc acquired a new position in Veralto in the fourth quarter valued at about $215,000. UMB Bank n.a. increased its holdings in shares of Veralto by 10.0% in the fourth quarter. UMB Bank n.a. now owns 2,116 shares of the company’s stock worth $211,000 after acquiring an additional 192 shares in the last quarter. Finally, Howland Capital Management LLC acquired a new stake in shares of Veralto during the second quarter worth about $202,000. Institutional investors and hedge funds own 91.28% of the company’s stock.

About Veralto

Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color services worldwide. It operates through two segments, Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment offers precision instrumentation and water treatment technologies to measure, analyze, and treat water in residential, commercial, municipal, industrial, research, and natural resource applications through the Hach, Trojan Technologies, and ChemTreat brands. This segment provides water solutions, including chemical reagents, services, and digital solutions.