FinArc Investments Inc. purchased a new position in Veralto Corporation (NYSE:VLTO – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 16,607 shares of the company’s stock, valued at approximately $1,468,000. Veralto comprises about 1.4% of FinArc Investments Inc.’s holdings, making the stock its 26th largest holding.
Several other large investors also recently made changes to their positions in VLTO. Laurel Wealth Advisors LLC bought a new stake in Veralto during the fourth quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC grew its holdings in Veralto by 82.2% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 286 shares of the company’s stock valued at $29,000 after purchasing an additional 129 shares during the last quarter. Creative Capital Management Investments LLC raised its position in shares of Veralto by 45.9% in the fourth quarter. Creative Capital Management Investments LLC now owns 340 shares of the company’s stock valued at $34,000 after purchasing an additional 107 shares during the period. DV Equities LLC bought a new position in shares of Veralto in the fourth quarter valued at approximately $35,000. Finally, Elyxium Wealth LLC acquired a new stake in shares of Veralto in the fourth quarter worth $37,000. Institutional investors own 91.28% of the company’s stock.
Insider Activity
In other news, CEO Jennifer Honeycutt sold 7,097 shares of the business’s stock in a transaction that occurred on Friday, July 17th. The stock was sold at an average price of $95.00, for a total transaction of $674,215.00. Following the sale, the chief executive officer directly owned 124,085 shares in the company, valued at approximately $11,788,075. The trade was a 5.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.43% of the company’s stock.
Veralto Stock Performance
Veralto (NYSE:VLTO – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $1.11 EPS for the quarter, beating analysts’ consensus estimates of $1.01 by $0.10. The business had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.45 billion. Veralto had a net margin of 17.35% and a return on equity of 35.09%. The firm’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.93 earnings per share. Veralto has set its FY 2026 guidance at 4.350-4.430 EPS and its Q3 2026 guidance at 1.060-1.090 EPS. Equities research analysts anticipate that Veralto Corporation will post 4.25 earnings per share for the current year.
Veralto Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.13 per share. The ex-dividend date is Tuesday, June 30th. This represents a $0.52 dividend on an annualized basis and a dividend yield of 0.5%. Veralto’s payout ratio is currently 13.13%.
Key Stories Impacting Veralto
Here are the key news stories impacting Veralto this week:
- Positive Sentiment: Analysts raised their targets. BNP Paribas Exane reaffirmed its “outperform” rating and increased its price target from $115 to $120, implying substantial upside. Citigroup also raised its target from $102 to $107, although it retained a neutral rating. Analyst price-target updates
- Positive Sentiment: Veralto beat second-quarter expectations and raised its outlook. Adjusted earnings were $1.11 per share versus the approximately $1.01 consensus, while revenue increased 7.5% year over year to $1.47 billion, topping estimates. Management raised fiscal 2026 earnings guidance to $4.35–$4.43 per share, above the prior analyst consensus. Water Quality led growth, while tariff refunds also supported profit. Veralto Q2 earnings report
- Positive Sentiment: Growth prospects remain favorable. Management commentary highlighted industrial expansion and data-center-related demand as potential tailwinds, particularly for Veralto’s water analytics and treatment businesses. VLTO Q2 Deep Dive: Data Center Tailwinds and Industrial Growth Drive Outlook
- Neutral Sentiment: Near-term guidance was largely in line. Third-quarter earnings guidance of $1.06–$1.09 per share brackets the roughly $1.07 consensus, limiting the immediate upside surprise. The broader analyst consensus remains “hold,” with an average target near $106.33.
- Negative Sentiment: Valuation and insider selling may be limiting enthusiasm. VLTO trades at approximately 24 times earnings, while CEO Jennifer Honeycutt sold 7,097 shares for about $674,000. The sale was made under a pre-arranged Rule 10b5-1 plan, reducing its significance, but it may still create a modest overhang. SEC insider transaction filing
Analysts Set New Price Targets
Several analysts recently issued reports on the stock. Royal Bank Of Canada upped their price objective on shares of Veralto from $100.00 to $109.00 and gave the stock a “sector perform” rating in a report on Thursday. Robert W. Baird set a $111.00 target price on shares of Veralto in a report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Veralto in a research report on Wednesday, June 24th. Stifel Nicolaus upped their price target on shares of Veralto from $111.00 to $114.00 and gave the company a “buy” rating in a report on Thursday. Finally, BNP Paribas Exane reiterated an “outperform” rating and issued a $120.00 price objective (up from $115.00) on shares of Veralto in a research note on Thursday. Six analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $110.90.
Veralto 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.
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