Vontier (NYSE:VNT – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 3.450-3.550 for the period, compared to the consensus estimate of 3.400. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion. Vontier also updated its Q3 2026 guidance to 0.820-0.860 EPS.
Analyst Upgrades and Downgrades
Several analysts have recently weighed in on the stock. Robert W. Baird set a $37.00 price objective on shares of Vontier in a report on Friday, May 8th. Wall Street Zen downgraded Vontier from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Citigroup decreased their price target on Vontier from $50.00 to $44.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. Wolfe Research reaffirmed an “outperform” rating and set a $43.00 price target on shares of Vontier in a report on Thursday, July 9th. Finally, Argus downgraded Vontier from a “buy” rating to a “hold” rating in a research report on Tuesday, May 26th. Five investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $40.00.
View Our Latest Stock Analysis on Vontier
Vontier Price Performance
Vontier (NYSE:VNT – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.89 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.09. Vontier had a net margin of 13.37% and a return on equity of 37.88%. The company had revenue of $756.70 million during the quarter, compared to the consensus estimate of $747.12 million. During the same period in the previous year, the firm posted $0.79 earnings per share. The company’s revenue was down 2.2% on a year-over-year basis. Vontier has set its FY 2026 guidance at 3.450-3.550 EPS and its Q3 2026 guidance at 0.820-0.860 EPS. On average, research analysts anticipate that Vontier will post 3.39 EPS for the current fiscal year.
Vontier Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th were issued a dividend of $0.025 per share. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $0.10 annualized dividend and a yield of 0.3%. Vontier’s dividend payout ratio is currently 3.53%.
Vontier declared that its Board of Directors has approved a share buyback plan on Tuesday, May 19th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to purchase up to 25.4% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.
Key Vontier News
Here are the key news stories impacting Vontier this week:
- Positive Sentiment: Q2 earnings and revenue exceeded expectations. Vontier reported adjusted EPS of $0.89, above the $0.80-$0.82 analyst consensus and up from $0.79 a year earlier. Revenue reached $756.7 million, topping estimates of approximately $747.1 million. Vontier Corporation Tops Q2 Earnings Estimates
- Positive Sentiment: Full-year EPS outlook was raised. Vontier now expects 2026 adjusted EPS of $3.45-$3.55, above the prior outlook and ahead of the roughly $3.40 consensus. Full-year revenue guidance of $3.0-$3.1 billion is broadly in line with expectations. Why Did Vontier Raise Full-Year EPS Outlook?
- Positive Sentiment: Shareholder returns received a boost. The company expanded its stock-buyback authorization to $1 billion, potentially supporting EPS and signaling management’s confidence in cash generation and valuation. Vontier Forecasts 2026 EPS and Expands Buyback
- Positive Sentiment: EKOS acquisition expands fleet software capabilities. Acquiring EKOS adds cloud-connected fleet, fuel and EV-management software, strengthening Vontier’s end-to-end fleet connectivity platform and exposure to recurring technology revenue. Vontier Strengthens Fleet Connectivity Solutions With EKOS Acquisition
- Neutral Sentiment: Profitability improved despite softer sales. Quarterly revenue declined 2.2% year over year, but net margin was 13.37% and return on equity was 37.88%, highlighting continued operating efficiency.
- Negative Sentiment: Third-quarter revenue guidance disappointed. Vontier forecast Q3 revenue of $720 million-$735 million, below the approximately $745.8 million consensus. Q3 EPS guidance of $0.82-$0.86 brackets the $0.85 estimate, suggesting earnings strength may not be accompanied by near-term sales growth.
Hedge Funds Weigh In On Vontier
Several large investors have recently made changes to their positions in the company. Employees Retirement System of Texas bought a new stake in Vontier during the 3rd quarter worth about $58,000. Quarry LP boosted its stake in shares of Vontier by 5,897.1% in the 3rd quarter. Quarry LP now owns 2,099 shares of the company’s stock valued at $88,000 after purchasing an additional 2,064 shares during the last quarter. Parkside Financial Bank & Trust boosted its stake in shares of Vontier by 152.5% in the 4th quarter. Parkside Financial Bank & Trust now owns 2,634 shares of the company’s stock valued at $98,000 after purchasing an additional 1,591 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Vontier by 19.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 3,486 shares of the company’s stock worth $129,000 after buying an additional 568 shares during the period. Finally, Lazard Asset Management LLC grew its position in shares of Vontier by 7.7% during the 2nd quarter. Lazard Asset Management LLC now owns 3,534 shares of the company’s stock worth $129,000 after buying an additional 253 shares during the period. Institutional investors and hedge funds own 95.83% of the company’s stock.
Vontier Company Profile
Vontier is a global industrial technology company focused on advancing mobility infrastructure and transportation solutions. Established as a standalone public company in October 2020 through the spin-off of Fortive’s mobility and transportation platforms, Vontier is headquartered in Raleigh, North Carolina. The company’s mission centers on delivering innovative products and services that help customers meet evolving demands in fuel retail, fleet management, and automotive service.
The company’s diversified portfolio spans several well-known brands.
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