Massachusetts Financial Services Co. MA Lowers Holdings in Veralto Corporation $VLTO

Key Points

• Massachusetts Financial Services trimmed its stake in Veralto by 4.1%, selling 28,413 shares and leaving 660,685 shares (about 0.27% of the company) worth roughly $65.9 million, while institutional investors now own about 91.3% of the stock.
• Veralto beat Q4 EPS estimates ($1.04 vs. $0.98) with revenue of $1.40 billion (slightly below estimates), and issued FY2026 guidance of 4.10–4.20 EPS and Q1 2026 guidance of 0.97–1.01 EPS.
• The company announced a quarterly dividend of $0.13 per share (annualized $0.52, ~0.6% yield; ex-dividend March 31, payable April 30), and analysts hold a mixed view with a consensus rating of “Moderate Buy” and an average target of $107.56.

Massachusetts Financial Services Co. MA decreased its position in shares of Veralto Corporation (NYSE:VLTO - Free Report) by 4.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 660,685 shares of the company's stock after selling 28,413 shares during the quarter. Massachusetts Financial Services Co. MA owned approximately 0.27% of Veralto worth $65,923,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Root Financial Partners LLC purchased a new stake in Veralto in the third quarter worth about $27,000. Goodman Advisory Group LLC purchased a new position in Veralto during the 3rd quarter valued at about $29,000. Board of the Pension Protection Fund bought a new stake in shares of Veralto in the 4th quarter valued at about $30,000. True Wealth Design LLC raised its holdings in shares of Veralto by 852.9% in the 3rd quarter. True Wealth Design LLC now owns 324 shares of the company's stock valued at $35,000 after purchasing an additional 290 shares in the last quarter. Finally, Hilltop National Bank lifted its position in shares of Veralto by 2,625.0% in the 4th quarter. Hilltop National Bank now owns 436 shares of the company's stock worth $44,000 after purchasing an additional 420 shares during the period. Hedge funds and other institutional investors own 91.28% of the company's stock.

Veralto Trading Up 1.7%

NYSE VLTO opened at $92.40 on Wednesday. Veralto Corporation has a 52 week low of $84.99 and a 52 week high of $110.11. The company has a 50 day moving average price of $91.35 and a 200 day moving average price of $97.71. The company has a quick ratio of 1.52, a current ratio of 1.67 and a debt-to-equity ratio of 0.64. The firm has a market cap of $22.69 billion, a PE ratio of 24.64, a price-to-earnings-growth ratio of 2.57 and a beta of 0.98.

Veralto (NYSE:VLTO - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The company reported $1.04 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.06. The company had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.41 billion. Veralto had a net margin of 17.08% and a return on equity of 35.77%. Veralto's revenue was up 3.8% compared to the same quarter last year. During the same period last year, the firm earned $0.95 earnings per share. Veralto has set its FY 2026 guidance at 4.100-4.200 EPS and its Q1 2026 guidance at 0.970-1.010 EPS. As a group, sell-side analysts forecast that Veralto Corporation will post 3.66 EPS for the current fiscal year.

Veralto Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Investors 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 yield of 0.6%. The ex-dividend date is Tuesday, March 31st. Veralto's payout ratio is 13.87%.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on VLTO. UBS Group dropped their price objective on shares of Veralto from $102.00 to $99.00 and set a "neutral" rating on the stock in a research note on Thursday, April 9th. BMO Capital Markets restated an "outperform" rating on shares of Veralto in a report on Wednesday, February 11th. Barclays reaffirmed an "overweight" rating and set a $117.00 target price on shares of Veralto in a research report on Thursday, February 5th. Citigroup cut their price target on Veralto from $111.00 to $104.00 and set a "neutral" rating on the stock in a report on Thursday, February 5th. Finally, Robert W. Baird set a $108.00 price target on Veralto in a research report on Thursday, February 5th. Six research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price 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.

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