Veralto (NYSE:VLTO) Issues Earnings Results

Veralto (NYSE:VLTO) issued its earnings results on Tuesday. The company reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.06, FiscalAI reports. The firm had revenue of $1.40 billion for the quarter, compared to analysts’ expectations of $1.41 billion. Veralto had a return on equity of 38.69% and a net margin of 16.75%.The company’s revenue was up 3.8% compared to the same quarter last year. During the same quarter last year, the business earned $0.95 earnings per share. Veralto updated its FY 2026 guidance to 4.100-4.200 EPS and its Q1 2026 guidance to 0.970-1.010 EPS.

Veralto Stock Down 4.1%

NYSE:VLTO opened at $97.28 on Wednesday. The stock has a 50-day simple moving average of $100.82 and a 200 day simple moving average of $102.97. Veralto has a 52-week low of $83.86 and a 52-week high of $110.11. The company has a market cap of $24.16 billion, a PE ratio of 26.65, a PEG ratio of 2.89 and a beta of 0.89. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.40 and a current ratio of 1.57.

Veralto Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, December 31st were given a dividend of $0.13 per share. This is an increase from Veralto’s previous quarterly dividend of $0.11. This represents a $0.52 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Wednesday, December 31st. Veralto’s payout ratio is currently 14.25%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on VLTO shares. Citigroup reduced their price objective on shares of Veralto from $112.00 to $111.00 and set a “neutral” rating on the stock in a research note on Thursday, October 30th. Jefferies Financial Group reissued a “hold” rating and set a $105.00 price target (down from $125.00) on shares of Veralto in a research report on Wednesday, December 10th. BMO Capital Markets lowered their price objective on shares of Veralto from $123.00 to $114.00 and set an “outperform” rating for the company in a research report on Tuesday, November 25th. Barclays lifted their target price on Veralto from $119.00 to $121.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Finally, UBS Group increased their price target on Veralto from $110.00 to $112.00 and gave the stock a “neutral” rating in a report on Wednesday, November 5th. Five investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $112.89.

Insiders Place Their Bets

In other news, SVP Mattias Bystrom sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $101.73, for a total transaction of $101,730.00. Following the completion of the transaction, the senior vice president directly owned 31,430 shares of the company’s stock, valued at $3,197,373.90. This trade represents a 3.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.36% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC lifted its position in Veralto by 86.1% during the 3rd quarter. AQR Capital Management LLC now owns 2,157,211 shares of the company’s stock worth $226,615,000 after buying an additional 997,778 shares in the last quarter. Caisse de depot et placement du Quebec acquired a new stake in shares of Veralto in the third quarter valued at about $60,543,000. Schonfeld Strategic Advisors LLC raised its holdings in Veralto by 7,570.7% during the third quarter. Schonfeld Strategic Advisors LLC now owns 366,812 shares of the company’s stock worth $39,106,000 after acquiring an additional 362,030 shares in the last quarter. Man Group plc raised its holdings in Veralto by 449.4% during the second quarter. Man Group plc now owns 395,081 shares of the company’s stock worth $39,883,000 after acquiring an additional 323,164 shares in the last quarter. Finally, Lazard Asset Management LLC boosted its position in Veralto by 7,813.7% during the second quarter. Lazard Asset Management LLC now owns 307,050 shares of the company’s stock valued at $30,996,000 after purchasing an additional 303,170 shares during the last quarter. Institutional investors and hedge funds own 91.28% of the company’s stock.

Veralto Company Profile

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.