Veralto Corporation $VLTO Stake Trimmed by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC lessened its holdings in Veralto Corporation (NYSE:VLTO) by 81.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,588 shares of the company’s stock after selling 11,122 shares during the period. Verdence Capital Advisors LLC’s holdings in Veralto were worth $244,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. First Trust Advisors LP lifted its holdings in Veralto by 31.5% during the 1st quarter. First Trust Advisors LP now owns 6,150,388 shares of the company’s stock worth $543,817,000 after buying an additional 1,472,304 shares during the period. Amundi raised its stake in shares of Veralto by 16.3% in the first quarter. Amundi now owns 3,797,526 shares of the company’s stock worth $335,785,000 after purchasing an additional 531,478 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in Veralto in the 2nd quarter valued at about $235,200,000. Janus Henderson Group PLC increased its position in shares of Veralto by 3.4% during the 1st quarter. Janus Henderson Group PLC now owns 2,095,393 shares of the company’s stock valued at $185,266,000 after purchasing an additional 69,578 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its position in shares of Veralto by 16.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,788,026 shares of the company’s stock valued at $158,063,000 after acquiring an additional 252,267 shares during the period. Institutional investors own 91.28% of the company’s stock.

Trending Headlines about Veralto

Here are the key news stories impacting Veralto this week:

• Positive Sentiment: Q3 earnings and revenue beat estimates. Veralto reported adjusted earnings of $1.18 per share, above the $1.09 analyst consensus, while revenue rose 7.5% year over year to $1.51 billion, slightly exceeding expectations. EPS increased from $0.99 in the year-ago quarter. Veralto Reports Third Quarter 2026 Results
• Positive Sentiment: Water analytics and cost management supported performance. Management highlighted continued growth in water analytics and benefits from cost optimization, suggesting improving operating leverage and resilient demand for Veralto’s essential-resource solutions. VLTO Q3 deep dive
• Positive Sentiment: Data-center-related demand is expanding. Reports indicated that Veralto’s data-center business continues to grow, adding to investor enthusiasm about longer-term demand for its water-management and monitoring products. AI stocks and data-center demand
• Positive Sentiment: Fourth-quarter outlook points to acceleration. Veralto expects total sales growth of approximately 10%–11% in the fourth quarter and projects adjusted EPS of $1.13–$1.16. Full-year adjusted EPS is projected at $4.49–$4.52, reinforcing expectations for continued earnings momentum. Veralto fourth-quarter outlook
• Neutral Sentiment: The strong reaction raises the importance of Veralto delivering on its accelerated fourth-quarter sales outlook and sustaining margin gains as investors reassess the stock’s valuation.

Insider Buying and Selling

In other news, SVP Surekha Trivedi sold 986 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $97.05, for a total value of $95,691.30. Following the sale, the senior vice president owned 8,565 shares in the company, valued at $831,233.25. This represents a 10.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jennifer Honeycutt sold 7,098 shares of the firm’s stock in a transaction dated Friday, October 23rd. The shares were sold at an average price of $105.00, for a total value of $745,290.00. Following the sale, the chief executive officer owned 120,060 shares in the company, valued at $12,606,300. This trade represents a 5.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on VLTO. BNP Paribas Exane reiterated an “outperform” rating and issued a $120.00 target price (up from $115.00) on shares of Veralto in a research note on Thursday, July 30th. UBS Group upped their price target on shares of Veralto from $104.00 to $106.00 and gave the company a “neutral” rating in a research report on Monday, October 5th. Citigroup boosted their price target on Veralto from $102.00 to $107.00 and gave the company a “neutral” rating in a report on Thursday, July 30th. Wall Street Zen cut Veralto from a “buy” rating to a “hold” rating in a research note on Saturday, October 24th. Finally, Robert W. Baird set a $111.00 price target on shares of Veralto in a research note on Thursday, July 30th. Seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Veralto has a consensus rating of “Moderate Buy” and an average price target of $115.10.

Veralto Price Performance

VLTO stock opened at $111.47 on Friday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.61 and a current ratio of 1.78. The company has a market capitalization of $27.18 billion, a PE ratio of 27.59, a price-to-earnings-growth ratio of 3.15 and a beta of 0.62. Veralto Corporation has a one year low of $80.03 and a one year high of $115.17. The company’s fifty day moving average price is $98.23 and its 200-day moving average price is $93.13.

Veralto (NYSE:VLTO) last released its quarterly earnings results on Thursday, October 29th. The company reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.09 by $0.09. Veralto had a net margin of 17.27% and a return on equity of 35.54%. The company had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.50 billion. During the same quarter in the prior year, the firm earned $0.99 earnings per share. Veralto’s revenue was up 7.5% on a year-over-year basis. On average, equities analysts anticipate that Veralto Corporation will post 4.51 EPS for the current fiscal year.

Veralto Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, October 30th. Shareholders of record on Wednesday, September 30th were paid a $0.13 dividend. This represents a $0.52 annualized dividend and a yield of 0.5%. The ex-dividend date was Wednesday, September 30th. Veralto’s dividend payout ratio (DPR) is 13.13%.

About Veralto

Veralto Corporation (NYSE: VLTO) is a global provider of technology, products and services that help customers manage water quality and improve the quality, safety and efficiency of packaged goods. The company serves municipal, industrial, commercial and consumer-facing markets through a portfolio of operating businesses.

Veralto’s Water Quality segment provides instruments, software and services used to test, monitor and treat water and wastewater. Its brands include Hach, Trojan Technologies and ChemTreat, which support applications such as laboratory and field testing, disinfection, water treatment and industrial water management.

The company’s Product Quality & Innovation segment supplies technologies used in product identification, packaging design, color management and quality inspection.