Veralto Corporation $VLTO is Impax Asset Management Group plc's 9th Largest Position

Key Points

• Impax Asset Management cut its stake in Veralto by 18.1% in Q4, selling 694,352 shares to hold 3,145,370 shares (about 2.0% of Impax’s portfolio), representing roughly $313.8 million and making Veralto its ninth-largest position.
• Veralto beat quarterly EPS estimates ($1.04 vs. $0.98) while reporting revenue of $1.40 billion, and issued FY2026 guidance of 4.10–4.20 EPS (analysts currently expect ~4.21 EPS for the year).
• The company announced a quarterly dividend of $0.13 (annualized $0.52, ~0.6% yield) and remains highly institutionally owned (about 91.3% of shares held by hedge funds and other institutional investors).

Impax Asset Management Group plc cut its holdings in shares of Veralto Corporation (NYSE:VLTO - Free Report) by 18.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,145,370 shares of the company's stock after selling 694,352 shares during the quarter. Veralto accounts for about 2.0% of Impax Asset Management Group plc's portfolio, making the stock its 9th largest holding. Impax Asset Management Group plc owned about 1.27% of Veralto worth $313,845,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of VLTO. Brighton Jones LLC raised its position in Veralto by 16.1% during the 4th quarter. Brighton Jones LLC now owns 3,459 shares of the company's stock worth $352,000 after buying an additional 479 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Veralto by 5.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,947 shares of the company's stock worth $2,529,000 after buying an additional 1,306 shares during the last quarter. Empowered Funds LLC raised its position in Veralto by 20.4% during the 1st quarter. Empowered Funds LLC now owns 4,551 shares of the company's stock worth $443,000 after buying an additional 770 shares during the last quarter. Geneos Wealth Management Inc. raised its position in Veralto by 102.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 832 shares of the company's stock worth $81,000 after buying an additional 421 shares during the last quarter. Finally, Sivia Capital Partners LLC purchased a new position in Veralto during the 2nd quarter worth approximately $201,000. 91.28% of the stock is owned by hedge funds and other institutional investors.

Veralto Trading Down 0.1%

Shares of VLTO stock opened at $88.67 on Friday. Veralto Corporation has a fifty-two week low of $84.99 and a fifty-two week high of $110.11. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.52 and a current ratio of 1.67. The stock's fifty day moving average is $91.00 and its two-hundred day moving average is $96.93. The firm has a market capitalization of $21.78 billion, a P/E ratio of 23.65, a PEG ratio of 2.52 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 (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.06. Veralto had a net margin of 17.08% and a return on equity of 35.77%. The company had revenue of $1.40 billion for the quarter, compared to analysts' expectations of $1.41 billion. During the same quarter in the previous year, the company posted $0.95 EPS. The firm's quarterly revenue was up 3.8% on a year-over-year basis. Veralto has set its FY 2026 guidance at 4.100-4.200 EPS and its Q1 2026 guidance at 0.970-1.010 EPS. Research analysts expect that Veralto Corporation will post 4.21 earnings per share for the current fiscal year.

Veralto Dividend Announcement

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

Wall Street Analysts Forecast Growth

VLTO has been the topic of a number of analyst reports. Royal Bank Of Canada dropped their price objective on shares of Veralto from $111.00 to $102.00 and set a "sector perform" rating on the stock in a research note on Thursday, February 5th. Weiss Ratings cut shares of Veralto from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, December 31st. Citigroup dropped their price objective on shares of Veralto from $111.00 to $104.00 and set a "neutral" rating on the stock in a research note on Thursday, February 5th. Barclays reaffirmed an "overweight" rating and set a $117.00 price objective on shares of Veralto in a research note on Thursday, February 5th. Finally, Stifel Nicolaus dropped their price objective on shares of Veralto from $118.00 to $110.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Six analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target 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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