Veralto Corporation $VLTO Stock: Grandfield & Dodd LLC Raises Stake

Grandfield & Dodd LLC boosted its holdings in Veralto Corporation (NYSE:VLTO) by 726.9% in the third quarter, HoldingsChannel reports. The firm owned 20,392 shares of the company’s stock after purchasing an additional 17,926 shares during the period. Grandfield & Dodd LLC’s holdings in Veralto were worth $1,923,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in VLTO. First Trust Advisors LP boosted its holdings in shares of Veralto by 31.5% during the 1st quarter. First Trust Advisors LP now owns 6,150,388 shares of the company’s stock worth $543,817,000 after buying an additional 1,472,304 shares in the last quarter. Amundi grew its position in shares of Veralto by 16.3% during the 1st quarter. Amundi now owns 3,797,526 shares of the company’s stock worth $335,785,000 after buying an additional 531,478 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of Veralto during the 2nd quarter worth approximately $235,200,000. Janus Henderson Group PLC increased its stake in shares of Veralto by 3.4% in the 1st quarter. Janus Henderson Group PLC now owns 2,095,393 shares of the company’s stock valued at $185,266,000 after acquiring an additional 69,578 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of Veralto by 16.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,788,026 shares of the company’s stock valued at $158,063,000 after acquiring an additional 252,267 shares in the last quarter. 91.28% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Veralto

In related news, CEO Jennifer Honeycutt sold 7,098 shares of the stock in a transaction on Friday, October 23rd. The stock was sold at an average price of $105.00, for a total value of $745,290.00. Following the completion of the sale, the chief executive officer directly owned 120,060 shares of the company’s stock, valued at approximately $12,606,300. This represents a 5.58% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Surekha Trivedi sold 986 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $97.05, for a total value of $95,691.30. Following the transaction, the senior vice president owned 8,565 shares in the company, valued at approximately $831,233.25. This trade represents a 10.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.43% of the stock is owned by insiders.

Veralto Price Performance

Shares of NYSE VLTO opened at $111.47 on Friday. Veralto Corporation has a fifty-two week low of $80.03 and a fifty-two week high of $115.17. The stock has a market cap of $27.18 billion, a price-to-earnings ratio of 27.59, a PEG ratio of 3.15 and a beta of 0.62. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.61 and a current ratio of 1.78. The firm’s 50-day simple moving average is $98.23 and its 200 day simple moving average is $93.13.

Veralto (NYSE:VLTO) last issued its quarterly earnings data on Thursday, October 29th. The company reported $1.18 EPS for the quarter, topping analysts’ consensus estimates of $1.09 by $0.09. The firm had revenue of $1.51 billion during the quarter, compared to analyst estimates of $1.50 billion. Veralto had a return on equity of 35.54% and a net margin of 17.27%. The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.99 EPS. As a group, research analysts anticipate that Veralto Corporation will post 4.51 earnings per share for the current fiscal year.

Veralto Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, October 30th. Investors of record on Wednesday, September 30th were given a dividend of $0.13 per share. The ex-dividend date of this dividend was Wednesday, September 30th. This represents a $0.52 annualized dividend and a dividend yield of 0.5%. Veralto’s payout ratio is presently 13.13%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Wall Street Zen downgraded shares of Veralto from a “buy” rating to a “hold” rating in a research report on Saturday, October 24th. Robert W. Baird set a $111.00 target price on shares of Veralto in a research note on Thursday, July 30th. Royal Bank Of Canada raised their price target on shares of Veralto from $100.00 to $109.00 and gave the stock a “sector perform” rating in a report on Thursday, July 30th. Barclays lifted their price target on shares of Veralto from $113.00 to $117.00 and gave the company an “overweight” rating in a research note on Thursday, July 30th. Finally, UBS Group upped their price objective on shares of Veralto from $104.00 to $106.00 and gave the company a “neutral” rating in a report on Monday, October 5th. Seven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Veralto presently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

Key Headlines Impacting Veralto

Here are the key news stories impacting Veralto this week:

• Positive Sentiment: Q3 earnings and revenue beat estimates. Veralto reported adjusted earnings of $1.18 per share, above the $1.09 analyst consensus, while revenue rose 7.5% year over year to $1.51 billion, slightly exceeding expectations. EPS increased from $0.99 in the year-ago quarter. Veralto Reports Third Quarter 2026 Results
• Positive Sentiment: Water analytics and cost management supported performance. Management highlighted continued growth in water analytics and benefits from cost optimization, suggesting improving operating leverage and resilient demand for Veralto’s essential-resource solutions. VLTO Q3 deep dive
• Positive Sentiment: Data-center-related demand is expanding. Reports indicated that Veralto’s data-center business continues to grow, adding to investor enthusiasm about longer-term demand for its water-management and monitoring products. AI stocks and data-center demand
• Positive Sentiment: Fourth-quarter outlook points to acceleration. Veralto expects total sales growth of approximately 10%–11% in the fourth quarter and projects adjusted EPS of $1.13–$1.16. Full-year adjusted EPS is projected at $4.49–$4.52, reinforcing expectations for continued earnings momentum. Veralto fourth-quarter outlook
• Neutral Sentiment: The strong reaction raises the importance of Veralto delivering on its accelerated fourth-quarter sales outlook and sustaining margin gains as investors reassess the stock’s valuation.

Veralto Profile

Veralto Corporation (NYSE: VLTO) is a global provider of technology, products and services that help customers manage water quality and improve the quality, safety and efficiency of packaged goods. The company serves municipal, industrial, commercial and consumer-facing markets through a portfolio of operating businesses.

Veralto’s Water Quality segment provides instruments, software and services used to test, monitor and treat water and wastewater. Its brands include Hach, Trojan Technologies and ChemTreat, which support applications such as laboratory and field testing, disinfection, water treatment and industrial water management.

The company’s Product Quality & Innovation segment supplies technologies used in product identification, packaging design, color management and quality inspection.