Ninety One UK Ltd Trims Stock Holdings in Veralto Corporation $VLTO

Ninety One UK Ltd lowered its position in Veralto Corporation (NYSE:VLTO) by 11.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 85,140 shares of the company’s stock after selling 10,809 shares during the quarter. Ninety One UK Ltd’s holdings in Veralto were worth $8,495,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VLTO. AQR Capital Management LLC lifted its stake in Veralto by 86.1% in the third quarter. AQR Capital Management LLC now owns 2,157,211 shares of the company’s stock valued at $226,615,000 after buying an additional 997,778 shares during the last quarter. Vanguard Group Inc. lifted its stake in Veralto by 2.8% in the third quarter. Vanguard Group Inc. now owns 31,058,387 shares of the company’s stock valued at $3,311,135,000 after buying an additional 852,276 shares during the last quarter. SG Americas Securities LLC lifted its stake in Veralto by 10,317.8% in the fourth quarter. SG Americas Securities LLC now owns 781,651 shares of the company’s stock valued at $77,993,000 after buying an additional 774,148 shares during the last quarter. First Trust Advisors LP lifted its stake in Veralto by 24.3% in the third quarter. First Trust Advisors LP now owns 3,508,512 shares of the company’s stock valued at $374,042,000 after buying an additional 685,614 shares during the last quarter. Finally, Caisse de depot et placement du Quebec purchased a new stake in Veralto in the third quarter valued at approximately $60,543,000. Hedge funds and other institutional investors own 91.28% of the company’s stock.

Veralto Price Performance

Veralto stock opened at $91.04 on Friday. Veralto Corporation has a 12 month low of $84.99 and a 12 month high of $110.11. The company has a debt-to-equity ratio of 0.64, a current ratio of 1.67 and a quick ratio of 1.52. The business has a 50 day simple moving average of $91.37 and a 200-day simple moving average of $97.46. The stock has a market capitalization of $22.36 billion, a PE ratio of 24.28, a price-to-earnings-growth ratio of 2.57 and a beta of 0.98.

Veralto (NYSE:VLTO) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $1.04 EPS for the quarter, topping the consensus estimate of $0.98 by $0.06. Veralto had a return on equity of 35.77% and a net margin of 17.08%.The business had revenue of $1.40 billion during the quarter, compared to analysts’ expectations of $1.41 billion. During the same quarter in the prior year, the business earned $0.95 earnings per share. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. Veralto has set its FY 2026 guidance at 4.100-4.200 EPS and its Q1 2026 guidance at 0.970-1.010 EPS. Equities analysts predict that Veralto Corporation will post 3.66 earnings per share for the current year.

Veralto Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.13 per share. This represents a $0.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, March 31st. Veralto’s dividend payout ratio is 13.87%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on VLTO shares. Citigroup reduced their price objective on Veralto from $111.00 to $104.00 and set a “neutral” rating for the company in a research note on Thursday, February 5th. Barclays reiterated an “overweight” rating and issued a $117.00 price objective on shares of Veralto in a research note on Thursday, February 5th. Robert W. Baird set a $108.00 price objective on Veralto in a research note on Thursday, February 5th. Royal Bank Of Canada reduced their price objective on Veralto from $111.00 to $102.00 and set a “sector perform” rating for the company in a research note on Thursday, February 5th. Finally, Weiss Ratings cut Veralto from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, December 31st. Six investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.56.

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.