National Pension Service Has $6.46 Million Stock Position in Veralto Corporation $VLTO

Key Points

• National Pension Service cut its Veralto position by 83.8% in the second quarter, selling 377,208 shares and retaining 72,818 shares valued at approximately $6.46 million. Institutional investors and hedge funds collectively own 91.28% of VLTO.
• Veralto reported quarterly EPS of $1.11, beating estimates of $1.01, while revenue rose 7.5% year over year to $1.47 billion. The company issued fiscal 2026 EPS guidance of $4.35–$4.43.
• Analysts maintain a Moderate Buy consensus with an average price target of $110.90, compared with the stock’s recent price of $94.22. Recent insider sales totaled $1.49 million, though both transactions were made under pre-arranged Rule 10b5-1 plans.

National Pension Service reduced its holdings in Veralto Corporation (NYSE:VLTO - Free Report) by 83.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 72,818 shares of the company's stock after selling 377,208 shares during the period. National Pension Service's holdings in Veralto were worth $6,458,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Annis Gardner Whiting Capital Advisors LLC grew its stake in shares of Veralto by 82.2% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 286 shares of the company's stock worth $29,000 after acquiring an additional 129 shares during the last quarter. DV Equities LLC acquired a new position in Veralto during the 4th quarter valued at $35,000. Highland Investment Advisors LLC bought a new stake in Veralto in the 2nd quarter valued at $32,000. Elyxium Wealth LLC bought a new stake in Veralto in the 4th quarter valued at $37,000. Finally, Headlands Technologies LLC acquired a new stake in Veralto in the 2nd quarter worth $44,000. 91.28% of the stock is currently owned by institutional investors and hedge funds.

Veralto Trading Up 0.8%

Shares of Veralto stock opened at $94.22 on Friday. Veralto Corporation has a 52-week low of $80.03 and a 52-week high of $109.86. The firm has a market capitalization of $22.97 billion, a PE ratio of 23.79, a price-to-earnings-growth ratio of 2.67 and a beta of 0.60. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.78 and a quick ratio of 1.61. The company's fifty day moving average price is $95.66 and its two-hundred day moving average price is $90.88.

Veralto (NYSE:VLTO - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $1.11 EPS for the quarter, topping analysts' consensus estimates of $1.01 by $0.10. Veralto had a net margin of 17.35% and a return on equity of 34.76%. The company had revenue of $1.47 billion during the quarter, compared to the consensus estimate of $1.45 billion. During the same period last year, the firm earned $0.93 EPS. The firm's revenue for the quarter was up 7.5% compared to the same quarter last year. Veralto has set its FY 2026 guidance at 4.350-4.430 EPS and its Q3 2026 guidance at 1.060-1.090 EPS. On average, analysts expect that Veralto Corporation will post 4.41 EPS for the current year.

Wall Street Analyst Weigh In

VLTO has been the topic of several research reports. UBS Group boosted their price objective on shares of Veralto from $98.00 to $104.00 and gave the stock a "neutral" rating in a report on Thursday, July 30th. BNP Paribas Exane reiterated an "outperform" rating and issued a $120.00 target price (up from $115.00) on shares of Veralto in a research note on Thursday, July 30th. Royal Bank Of Canada lifted their target price on Veralto from $100.00 to $109.00 and gave the stock a "sector perform" rating in a research report on Thursday, July 30th. Citigroup boosted their price target on Veralto from $102.00 to $107.00 and gave the company a "neutral" rating in a research note on Thursday, July 30th. Finally, Stifel Nicolaus upped their price target on Veralto from $111.00 to $114.00 and gave the company a "buy" rating in a report on Thursday, July 30th. Six research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Veralto currently has an average rating of "Moderate Buy" and an average target price of $110.90.

Insider Activity

In other Veralto news, CEO Jennifer Honeycutt sold 7,097 shares of the firm's stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $101.52, for a total transaction of $720,487.44. Following the completion of the transaction, the chief executive officer owned 124,085 shares in the company, valued at $12,597,109.20. This trade represents a 5.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Surekha Trivedi sold 986 shares of Veralto stock in a transaction that occurred 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 sale, the senior vice president directly owned 8,565 shares in the company, valued at $831,233.25. The trade was a 10.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 15,180 shares of company stock valued at $1,490,394 in the last three months. Company insiders own 0.43% of the company's stock.

About Veralto

Veralto Corporation NYSE: VLTO is a global provider of technology, equipment, software and services focused on water quality and product quality. The company serves municipal, industrial, commercial and consumer markets, helping customers monitor and manage water systems while improving the production, packaging and identification of products.

Veralto operates through two primary segments. Its Water Quality businesses provide water analytics, testing and monitoring systems, treatment technologies, flow measurement equipment and related software and services.

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