SummitTX Capital L.P. Raises Stock Holdings in Veralto Corporation $VLTO

SummitTX Capital L.P. lifted its stake in Veralto Corporation (NYSE:VLTO) by 40.7% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,942 shares of the company’s stock after buying an additional 5,772 shares during the quarter. SummitTX Capital L.P.’s holdings in Veralto were worth $1,763,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in VLTO. Laurel Wealth Advisors LLC purchased a new stake in Veralto in the 4th quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC raised its stake in Veralto by 82.2% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 286 shares of the company’s stock worth $29,000 after acquiring an additional 129 shares during the period. Creative Capital Management Investments LLC lifted its holdings in Veralto by 45.9% during 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 in the last quarter. DV Equities LLC purchased a new position in Veralto during the fourth quarter valued at approximately $35,000. Finally, Elyxium Wealth LLC bought a new position in shares of Veralto in the fourth quarter worth approximately $37,000. 91.28% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Jennifer Honeycutt sold 7,097 shares of the firm’s stock in a transaction that occurred on Friday, July 17th. The shares were sold at an average price of $95.00, for a total transaction of $674,215.00. Following the transaction, the chief executive officer directly owned 124,085 shares of the company’s stock, valued at approximately $11,788,075. This trade represents a 5.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on VLTO. UBS Group raised their price objective on shares of Veralto from $99.00 to $101.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Weiss Ratings reiterated a “hold (c)” rating on shares of Veralto in a research note on Wednesday, June 24th. Barclays decreased their price target on Veralto from $117.00 to $113.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Citigroup lowered their price objective on Veralto from $104.00 to $102.00 and set a “neutral” rating on the stock in a research report on Thursday, April 30th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $109.00 price objective on shares of Veralto in a research note on Thursday, July 9th. Five equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $106.33.

Veralto Stock Up 0.2%

Shares of VLTO opened at $98.63 on Thursday. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.48 and a quick ratio of 1.32. The stock has a market capitalization of $24.22 billion, a price-to-earnings ratio of 24.91, a price-to-earnings-growth ratio of 2.77 and a beta of 0.63. Veralto Corporation has a 1 year low of $80.03 and a 1 year high of $110.11. The business’s 50 day simple moving average is $88.30 and its 200-day simple moving average is $90.94.

Veralto (NYSE:VLTO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $1.11 EPS for the quarter, topping analysts’ consensus estimates of $1.01 by $0.10. The business had revenue of $1.47 billion during the quarter, compared to analysts’ expectations of $1.45 billion. Veralto had a net margin of 17.35% and a return on equity of 35.09%. The business’s revenue was up 7.5% on a year-over-year basis. During the same period last year, the company posted $0.93 EPS. 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, equities analysts expect that Veralto Corporation will post 4.24 earnings per share for the current fiscal year.

Veralto Announces Dividend

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

Key Veralto News

Here are the key news stories impacting Veralto this week:

• Positive Sentiment: Q2 results exceeded expectations. Veralto reported adjusted EPS of $1.11, up from $0.93 a year earlier and above the approximately $1.00–$1.01 analyst consensus. Revenue rose 7.5% year over year to $1.47 billion, also topping estimates of roughly $1.45 billion. Water Quality led growth, while tariff refunds helped lift profit. Veralto Reports Second Quarter 2026 Results
• Positive Sentiment: Fiscal 2026 guidance was raised. Management now expects EPS of $4.35–$4.43, above the prior consensus estimate of $4.25. The increase strengthens the earnings-growth narrative and is likely the biggest reason for the favorable investor reaction. Veralto Q2 2026 Earnings Call Highlights
• Positive Sentiment: Analyst support remains favorable. Goldman Sachs analyst Brian K. Lee reiterated a Buy rating and assigned a $113 price target, citing the earnings beat, raised guidance, and strength in Veralto’s water-quality business. Goldman Sachs Buy Rating
• Neutral Sentiment: Third-quarter guidance was broadly in line. Veralto forecast EPS of $1.06–$1.09, compared with consensus of $1.07, indicating continued growth but little immediate upside versus expectations.
• Neutral Sentiment: Dividend provides modest income support. The company declared a quarterly dividend of $0.13, or $0.52 annualized, implying a yield of approximately 0.5% and a payout ratio near 13.4%. Veralto Dividend Information
• Negative Sentiment: CEO insider selling is a minor overhang. CEO Jennifer Honeycutt sold 7,097 shares for approximately $674,000, reducing her holdings by 5.4%. Because the transaction occurred under a pre-arranged Rule 10b5-1 plan and she retained 124,085 shares, it is unlikely to materially change the investment outlook. SEC Insider Transaction Filing

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.