Rathbones Group PLC Acquires 117,272 Shares of Veralto Corporation $VLTO
Rathbones Group PLC significantly increased its stake in Veralto Corporation (NYSE:VLTO) by 205.9% in the fourth quarter, purchasing an additional 117,272 shares to bring its total holdings to 174,223 shares, valued at $17.38 million. The article details Veralto's Q4 financial results, including an EPS beat and slightly missed revenue, along with its FY2026 guidance. It also provides an overview of Veralto's stock performance, dividend declaration, and current analyst ratings, which indicate a "Moderate Buy" consensus.
Allspring Global Investments Holdings LLC Boosts Holdings in Veralto Corporation $VLTO
Allspring Global Investments Holdings LLC significantly increased its stake in Veralto Corporation (NYSE:VLTO) by 144.3% in the fourth quarter, bringing its total holdings to 87,632 shares valued at $8.63 million. Institutional investors now own 91.28% of Veralto stock. The company has an average analyst rating of "Moderate Buy" with a target price of $108.78 and recently surpassed quarterly EPS estimates.
Rollins (NYSE:ROL) - Stock Analysis
This Simply Wall St analysis provides an overview of Rollins (NYSE:ROL), a pest and wildlife control service provider, highlighting its current valuation, growth prospects, and financial health. The report notes that Rollins is trading below its estimated fair value with projected earnings growth, despite recent insider selling and potential regulatory challenges. It also details the company's financial performance, dividend history, and stock price volatility.
Aberdeen Group plc Sells 15,999 Shares of Veralto Corporation $VLTO
Aberdeen Group plc reduced its stake in Veralto Corporation (NYSE:VLTO) by 4.5% in the fourth quarter, selling 15,999 shares and retaining 340,512 shares valued at approximately $33.98 million. Other institutional investors have also adjusted their positions in Veralto, which currently has a "Moderate Buy" analyst rating and a consensus target price of $108.78. Veralto recently announced a quarterly dividend of $0.13 per share.
The Technical Signals Behind (VLTO) That Institutions Follow
This article provides an in-depth technical analysis of Veralto Corp (NASDAQ: VLTO), highlighting divergent sentiment across different time horizons and indicating choppiness. It presents institutional trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The analysis, generated by AI models, aims to provide insights into VLTO's price positioning and risk parameters.
Perpetual Ltd Grows Stock Holdings in Veralto Corporation $VLTO
Perpetual Ltd increased its stake in Veralto Corporation (NYSE:VLTO) by 10.5% in the fourth quarter, now owning 132,532 shares valued at $13.22 million. Institutional investors collectively own 91.28% of the stock. Analysts currently hold a "Moderate Buy" consensus rating with an average target price of $108.78, and Veralto recently beat Q4 EPS estimates, reported revenue growth, and announced a quarterly dividend.
Analysts Offer Insights on Industrial Goods Companies: Montrose Environmental Group (MEG) and GFL Environmental (GFL)
Two analysts have issued bullish sentiments on industrial goods companies Montrose Environmental Group (MEG) and GFL Environmental (GFL). Barclays assigned a Buy rating to Montrose Environmental Group with a $40.00 price target, while William Blair maintained a Buy rating on GFL Environmental. The consensus among analysts is a "Moderate Buy" for MEG with a 60.7% upside and a "Strong Buy" for GFL with a 35.0% upside.
J. Safra Sarasin Holding AG Has $406,000 Position in Veralto Corporation $VLTO
J. Safra Sarasin Holding AG significantly reduced its stake in Veralto Corporation by 86.6% in the fourth quarter, now holding 4,068 shares valued at $406,000. Despite this reduction from one firm, several other institutional investors, such as Vanguard Group Inc., State Street Corp, and Impax Asset Management Group plc, increased their positions in Veralto. The company announced a quarterly dividend of $0.13 per share and forecasts earnings per share of $3.66 for the current year.
VLTO PE Ratio & Valuation, Is VLTO Overvalued
Veralto Corp (VLTO) is currently in the Fair valuation zone, with a forward PE ratio of 24.05 compared to its five-year average of 26.27. Its fair price is estimated to be between $87.21 and $110.82 based on relative valuation. However, VLTO's P/S ratio of 4.25 is significantly above the industry average of 3.30, suggesting this premium may not be sustainable given its 3.79% revenue growth.
Capital Advisors Inc. OK Has $48.45 Million Position in Veralto Corporation $VLTO
Capital Advisors Inc. OK significantly increased its holdings in Veralto Corporation (VLTO) to $48.45 million, now owning 0.20% of the company's stock. Veralto recently exceeded quarterly earnings per share expectations and reported a 3.8% year-over-year revenue increase, while also setting optimistic FY2026 guidance. Analysts currently rate Veralto as a "Moderate Buy" with an average price target of $108.78.
Veralto: GlobalVision Acquisition To Expand AI Powered Packaging Compliance Solutions
Veralto is set to acquire GlobalVision, a move that will bolster its AI-driven packaging quality and compliance solutions by integrating GlobalVision into its Esko business. This acquisition aims to accelerate time-to-market for customers, particularly in the pharmaceutical and consumer packaged goods sectors, by enhancing digital packaging workflows and reducing errors. GlobalVision has shown strong financial growth, with an estimated $25 million in revenue for 2026 and an adjusted EBITDA margin of about 30%, making the acquisition strategically and financially beneficial for Veralto.
Veralto: GlobalVision Acquisition To Expand AI Powered Packaging Compliance Solutions
Veralto has announced its acquisition of GlobalVision to strengthen its packaging workflow capabilities and expand its AI-driven quality and compliance solutions. This acquisition will integrate GlobalVision’s AI-augmented technology into Veralto's Esko business, aiming to help customers accelerate time-to-market and reduce packaging errors. GlobalVision has shown strong financial growth and the transaction is expected to be neutral to Veralto’s adjusted EPS in 2026 and accretive in 2027.
BMO reiterates Veralto stock rating on acquisition, buyback plan
BMO Capital reiterated an Outperform rating and $108 price target for Veralto Corp. following the announcement of a $195 million acquisition and a $300 million share repurchase program. The acquisition, expected to be accretive to EPS by 2027, is highly synergistic with Veralto’s Esko business, while the buyback plan demonstrates a commitment to shareholder value. Other analysts like Barclays and Jefferies have also reacted positively to Veralto's strategic moves, upgrading ratings and increasing price targets.
Veralto To Acquire GlobalVision
Veralto (NYSE: VLTO), a leader in water and product quality solutions, announced its definitive agreement to acquire GlobalVision, a Montreal-based company that uses proprietary deterministic technology with AI to help pharmaceutical and consumer packaged goods customers ensure packaging compliance. GlobalVision will integrate into Veralto's Esko business, enhancing its end-to-end packaging platform. The acquisition is expected to be neutral to Veralto's adjusted EPS in 2026 and accretive in 2027, with GlobalVision projecting $25 million in sales in 2026.
Veralto Announces Acquisition of GlobalVision and the Completion of $300 Million of Share Repurchases
Veralto (NYSE: VLTO) has announced its acquisition of GlobalVision, a company specializing in AI-augmented quality and compliance solutions for packaging. This strategic acquisition aims to enhance Veralto's Esko business by integrating GlobalVision's technology to help pharmaceutical and consumer packaged goods customers accelerate market speed and maintain regulatory compliance. Additionally, Veralto completed approximately $300 million in share repurchases during the first quarter of 2026, representing about 1.3% of its outstanding shares.
Veralto (NYSE:VLTO) Coverage Initiated at Jefferies Financial Group
Jefferies Financial Group has initiated coverage on Veralto (NYSE:VLTO) with a "buy" rating and a $110 price target, suggesting a potential upside of 28.03%. The company recently beat Q4 EPS estimates and provided strong FY2026 guidance. Veralto currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $108.78.
Veralto to acquire GlobalVision for packaging quality solutions By Investing.com
Veralto (NYSE:VLTO) announced its acquisition of GlobalVision, a Montreal-based provider of packaging quality and compliance technology, for approximately 15 times estimated adjusted EBITDA. GlobalVision, which uses AI-augmented functionality for packaging verification, is expected to generate $25 million in sales in 2026 with an 85% recurring revenue base and a 30% adjusted EBITDA margin. This acquisition aims to enhance Veralto's Esko business by integrating GlobalVision's core technology to help customers deliver products faster and reduce errors.
Veralto Announces Acquisition Of Globalvision And The Completion Of $300 Million Of Share Repurchases
Veralto has announced the acquisition of Globalvision, a company not further detailed in this brief report. Additionally, Veralto has completed $300 million worth of share repurchases. This news was reported by Reuters.
Veralto Announces Acquisition of GlobalVision and the Completion of $300 Million of Share Repurchases
Veralto has announced the acquisition of GlobalVision, a company specializing in AI-augmented quality and compliance solutions for packaging. This acquisition aims to strengthen Esko's digital workflow solutions for packaging design, leveraging GlobalVision's proprietary technology to help pharmaceutical and consumer packaged goods companies meet quality and compliance regulations. Additionally, Veralto completed $300 million in share repurchases during the first quarter of 2026.
Packaging software deal follows Veralto's $300M stock buyback
Veralto (NYSE: VLTO) announced its acquisition of GlobalVision, a company expected to generate $25 million in 2026 sales with 85% recurring revenue and a 30% adjusted EBITDA margin. Concurrently, Veralto completed a $300 million share repurchase in Q1 2026. The acquisition aims to enhance Veralto's Esko business by integrating GlobalVision's AI-augmented quality and compliance technology, and is projected to be neutral to adjusted EPS in 2026 and accretive in 2027.
Veralto's Dividend Quickly Bounces Back Each Time
Veralto (VLTO) has announced a cash dividend of $0.13 per share, with an ex-dividend date of March 31, 2026, demonstrating its financial stability. Historically, Veralto's stock price has shown a swift recovery, typically within one day, after going ex-dividend. This consistent pattern, supported by strong financials including $5.021 billion in revenue and $839 million in net income, makes Veralto attractive for both short-term dividend capture strategies and long-term income-seeking investors.
Jefferies upgrades Veralto stock rating to buy on valuation By Investing.com
Jefferies upgraded Veralto Corp. (NYSE:VLTO) to Buy from Hold and raised its price target to $110, citing an attractive entry point due to the stock trading at a 21% discount to its historical average despite declining 8% year-to-date. The firm sees potential upside to Veralto's "conservative" low-to-mid single-digit guidance for 2026. This upgrade comes after Veralto reported strong Q4 2025 earnings which exceeded analyst expectations, though some analysts remain cautious on its growth trajectory and valuation.
Jefferies upgrades Veralto stock rating to buy on valuation By Investing.com
Jefferies upgraded Veralto Corp. (NYSE:VLTO) to Buy from Hold, raising its price target to $110, citing the stock's 21% discount to its historical average as an attractive entry point. The firm sees potential upside to Veralto's "conservative" 2026 guidance, noting its strong gross margins driven by stable recurring revenue. This upgrade comes despite mixed sentiment from other analysts following Veralto's strong Q4 2025 earnings but modest guidance.
Jefferies upgrades Veralto stock rating to buy on valuation By Investing.com
Jefferies upgraded Veralto Corp. (NYSE:VLTO) to Buy from Hold, raising its price target to $110 from $105 due to valuation. The firm sees an attractive entry point for investors, noting Veralto's high gross margins in industrials and a 21% discount to its historical average. While Jefferies finds the company's 2026 guidance conservative, other analysts show mixed sentiment, with BMO Capital and Stifel adjusting targets due to valuation concerns and recent M&A, despite positive Q4 2025 earnings.
Proposed 10,000-share Rule 144 sale — VLTO (VLTO) brokered at Fidelity
A Rule 144 filing for Veralto Corp (VLTO) indicates a proposed sale of 10,000 shares brokered at Fidelity. The shares originated from an option granted on July 15, 2023, and the filing also notes a previous sale of 8,664 shares on March 12, 2026. This type of filing is a routine administrative disclosure and does not inherently change company fundamentals.
Veralto Corp. stock rises Monday, outperforms market
Veralto Corp. (VLTO) shares increased by 1.15% to $86.01 on Monday, outperforming a mixed stock market. The Dow Jones Industrial Average rose by 0.11%, while the S&P 500 Index fell by 0.39%. This gain ended a two-day losing streak for Veralto Corp. stock.
Veralto Shares Test Annual Low Amid Dividend Calendar
Veralto shares have hit a new annual low as the company approaches its quarterly dividend distribution, setting a record date of March 31, 2026, for a $0.13 per share payout. Investors are closely monitoring the upcoming Q1 financial results on April 28, 2026, to assess the effectiveness of the Veralto Enterprise System and the integration of recent acquisitions. The stock's year-to-date decline exceeds 12 percent, making the financial report a critical event for restoring investor confidence.
Veralto Corporation (NYSE:VLTO) Sees Significant Decrease in Short Interest
Veralto Corporation (NYSE:VLTO) experienced a significant 16.1% decrease in short interest by March 13th, totaling 3,706,890 shares. This reduction, along with increased institutional investment, indicates a changing sentiment for the stock. Despite a consensus "Hold" rating from analysts with an average target price of $108.22, the company recently beat quarterly EPS estimates and declared a quarterly dividend of $0.13.
Veralto Corporation (NYSE:VLTO) Receives Consensus Rating of "Hold" from Analysts
Veralto Corporation (NYSE:VLTO) has received a consensus "Hold" rating from twelve brokerages, with an average one-year price target of $108.22. The company recently reported Q4 EPS of $1.04, beating estimates, and issued FY2026 EPS guidance of $4.10-$4.20. Institutional investors hold 91.28% of the stock, with significant new stakes and increased holdings from several major firms.
[SCHEDULE 13G/A] Veralto Corp Amended Passive Investment Disclosure
The Vanguard Group filed an amended Schedule 13G/A for Veralto Corp, reporting 0 shares beneficially owned and 0% of its common stock. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report beneficial ownership separately, as permitted by SEC Release No. 34-39538. The filing indicates Vanguard no longer claims beneficial ownership over these disaggregated securities.
Veralto Corp. stock outperforms market despite losses on the day
Veralto Corp. (VLTO) shares fell 1.57% to $85.03 on Friday, experiencing its second consecutive day of losses. Despite this decline, the stock outperformed the broader market, as the S&P 500 Index dropped 1.67% and the Dow Jones Industrial Average fell 1.73%. This indicates a relative strength for Veralto Corp. amidst a generally poor trading session.
Veralto (VLTO) reports record $5.5B sales, $1B+ free cash flow and $750M buyback
Veralto (VLTO) announced strong financial results for 2025, with record sales of $5.5 billion and adjusted EPS of $3.90, a 10% increase year-over-year. The company also generated over $1 billion in free cash flow, demonstrating strong capital efficiency. In a commitment to shareholder returns, Veralto increased its dividend by 18% and authorized a $750 million share repurchase program, while maintaining a strong balance sheet with $2.673 billion in total debt.
Veralto (NYSE: VLTO) outlines 2026 shareholder votes, governance and ESG focus
Veralto Corporation (NYSE: VLTO) has detailed its agenda for the 2026 annual shareholder meeting, which includes votes on director elections, auditor ratification, and an advisory say-on-pay resolution for executive compensation. The company emphasized its strong 2025 financial performance, including $5.5 billion in revenue and double-digit adjusted EPS growth, driven by its Veralto Enterprise System. Veralto also highlighted its robust corporate governance with an independent chair and fully independent committees, alongside a strong focus on ESG initiatives such as emissions reduction targets, water stewardship, and equal pay goals.
Defender Capital LLC. Acquires New Position in Veralto Corporation $VLTO
Defender Capital LLC. has acquired a new position in Veralto Corporation, purchasing 203,103 shares valued at approximately $20.27 million, making it their 5th largest holding. The company reported strong Q4 earnings, beating analyst estimates with $1.04 EPS, and declared a quarterly dividend of $0.13. Despite a "Hold" consensus rating from analysts, institutional ownership remains high at 91.28%.
Xylem Fell 5% in the Last 30 Days. Here’s Why the Stock Could Rebound in 2026
Xylem Inc. (XYL) stock recently fell 5% due to slower 2026 revenue growth guidance, although the company reported strong Q4 2025 results with expanded margins and rising EPS. Despite short-term pressures, the stock is considered undervalued with a target price of $158, implying a 31% upside, driven by long-term demand from utilities and data centers, backlog conversion, and continued margin expansion. Institutional ownership remains high, signaling confidence in the company's future.
Danaher (NYSE: DHR) 2025: $24.6B revenue, $5.3B free cash flow and AI push
Danaher Corporation reported 2025 revenues of $24.6 billion, adjusted diluted EPS of $7.80, and free cash flow of $5.3 billion, marking its 34th consecutive year of free cash flow exceeding net income. The company achieved 2% core revenue growth and highlighted strategic priorities for 2026 including growth acceleration through customer intimacy and innovation, disciplined M&A, operational excellence via the Danaher Business System (DBS), and significant investments in AI and talent development. Risks cited include economic volatility, geopolitical factors, regulatory changes, and competition.
danaher2025annualreport.htm
Danaher's 2025 Annual Report highlights solid financial performance with $24.6 billion in revenue, 2% core revenue growth, and 4.5% adjusted EPS growth. The company generated $5.3 billion in free cash flow, marking its 34th consecutive year of free cash flow exceeding net income, enabling approximately $4 billion returned to shareholders. Strategic priorities for 2026 include accelerating growth, disciplined M&A, operational excellence, and investing in talent and AI capabilities, while the company anticipates higher sales growth in Diagnostics and modest improvement in Life Sciences end markets.
SG Americas Securities LLC Has $77.99 Million Position in Veralto Corporation $VLTO
SG Americas Securities LLC significantly increased its stake in Veralto Corporation by 10,317.8% in Q4, acquiring 774,148 additional shares to hold a total of 781,651 shares valued at approximately $77.99 million. Veralto outperformed quarterly EPS estimates at $1.04 versus $0.98, and analysts maintain a mixed "Hold/Buy" rating with an average target price of $108.22. The company also announced a quarterly dividend of $0.13 per share.
Veralto Corp. stock falls Tuesday, underperforms market
Veralto Corp. (VLTO) stock fell 1.85% on Tuesday, closing at $86.86. This decline occurred on a day when the broader market also experienced losses, with the S&P 500 Index falling 0.37% and the Dow Jones Industrial Average falling 0.18%. This marks the sixth consecutive day of losses for Veralto Corp.
Precision Trading with Veralto Corp (VLTO) Risk Zones
This article from Stock Traders Daily analyzes Veralto Corp (VLTO), identifying weak near and mid-term sentiment and a neutral long-term outlook. It provides specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry/target/stop-loss levels, and outlines multi-timeframe signal analysis for various risk zones. The analysis is based on AI models to guide precision trading and risk management for VLTO.
Veralto Corporation $VLTO Shares Bought by Avanza Fonder AB
Avanza Fonder AB significantly increased its holdings in Veralto Corporation (NYSE:VLTO) by 108.2% in Q4, now owning 51,108 shares valued at $5.1 million. Institutional investors collectively own 91.28% of the stock. Analysts currently rate Veralto as a "Hold" with an average price target of $108.22, following the company's Q4 earnings beat and forward guidance.
90,720 Shares in Veralto Corporation $VLTO Purchased by Goodman Financial Corp
Goodman Financial Corp acquired 90,720 shares of Veralto Corporation (NYSE:VLTO) in the fourth quarter, a new position valued at approximately $9.05 million. This investment makes Veralto 1.7% of Goodman Financial Corp's holdings and its 26th largest position. Other institutional investors have also adjusted their stakes in Veralto, which recently reported strong earnings and declared a quarterly dividend.
Veralto Corporation $VLTO Shares Sold by Nordea Investment Management AB
Nordea Investment Management AB reduced its holdings in Veralto Corporation (NYSE:VLTO) by 3.1% in the fourth quarter, selling 129,310 shares but still owning over 4 million shares valued at approximately $409.9 million. Despite this, Veralto exceeded quarterly EPS expectations, reporting $1.04 against an estimated $0.98, with revenues up 3.8% year-over-year. The company's stock currently holds an average "Hold" rating from analysts with an average price target of $108.22.
Swiss Life Asset Management Ltd Acquires 11,930 Shares of Veralto Corporation $VLTO
Swiss Life Asset Management Ltd increased its stake in Veralto Corporation by 18.0%, purchasing an additional 11,930 shares to bring its total holdings to 78,343 shares valued at approximately $8.35 million. Veralto recently beat its Q4 EPS expectations but slightly missed revenue estimates, while analysts currently hold a consensus "Hold" rating with an average price target of $108.22. The company also declared a quarterly dividend of $0.13 per share.
Veralto’s Surge in Volume Fails to Lift Stock as 442nd-Ranked Activity Masks Earnings Beat and Skeptical Market Reaction to Cautious 2026 Guidance
Veralto (VLTO) saw its stock decline by 1.15% despite a significant surge in trading volume and beating Q4 2025 earnings estimates. The market reacted skeptically to the company's cautious 2026 guidance, which projected modest growth and margin expansion compared to previous years. Investors appear to be balancing the company's defensive business model in resilient sectors against tempered expectations for future aggressive growth and potential execution risks.
Veralto Corp. stock falls Friday, still outperforms market
Veralto Corp. (VLTO) shares fell by 1.15% on Friday, closing at $88.63. Despite this decline, the stock outperformed the broader market, as the S&P 500 Index dropped 1.51% and the Dow Jones Industrial Average fell 0.96%. This marked the fourth consecutive day of losses for Veralto Corp.
A Look At Veralto (VLTO) Valuation After Recent Share Price Weakness
Veralto (VLTO) has experienced recent share price weakness, with the stock down 11% over the past three months, prompting a re-evaluation of its valuation. Despite this, its most followed narrative suggests it is 18.3% undervalued with a fair value of $110.12, driven by recurring revenue streams from digital workflow and software solutions. The article also notes that Veralto's P/E ratio is similar to its fair ratio and industry average, indicating the market may have already priced in much of its growth story.
A Look At Veralto (VLTO) Valuation After Recent Share Price Weakness
Veralto (VLTO) has experienced recent share price weakness, with the stock down 11% over the last 3 months, despite analysts seeing an upside to its price targets. Its fair value is pegged at $110.12, suggesting it is currently undervalued compared to its closing price of $89.99, primarily due to high-margin recurring revenue streams from digital workflow and connected software solutions. However, the valuation depends on improving conditions in China and easing cost pressures.
Veralto Corp. stock outperforms market despite losses on the day
Veralto Corp. (VLTO) shares fell 1.10% to $89.99 on Wednesday, marking its second consecutive day of losses. Despite the decline, the stock outperformed the broader market, as the S&P 500 Index dropped 1.36% and the Dow Jones Industrial Average fell 1.63% on the same grim trading day.
Veralto declares $0.13 dividend
Veralto Corporation (NYSE: VLTO) has declared a quarterly cash dividend of $0.13 per share. This dividend is payable on April 26, 2024, to shareholders of record as of March 22, 2024.
