Veralto Corporation $VLTO Shares Acquired by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. increased its stake in Veralto by 3.4% to 1,199,220 shares (about 0.48% of the company) worth roughly $119.66 million, and institutional investors now own 91.28% of the stock.
• Analysts hold a consensus rating of Moderate Buy with an average price target of $108.44, reflecting a split of six Buy and six Hold ratings and price targets roughly in the $104–$117 range.
• Veralto beat Q4 EPS estimates ($1.04 vs. $0.98), issued FY2026 EPS guidance of 4.10–4.20, and pays a $0.13 quarterly dividend (0.6% yield) while shares trade around $89.47 within a 52‑week range of $84.99–$110.11.

Robeco Institutional Asset Management B.V. lifted its stake in shares of Veralto Corporation (NYSE:VLTO - Free Report) by 3.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,199,220 shares of the company's stock after buying an additional 39,803 shares during the quarter. Robeco Institutional Asset Management B.V. owned approximately 0.48% of Veralto worth $119,658,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Root Financial Partners LLC acquired a new position in shares of Veralto during the third quarter worth about $27,000. Goodman Advisory Group LLC acquired a new position in shares of Veralto during the third quarter worth about $29,000. Board of the Pension Protection Fund acquired a new position in shares of Veralto during the fourth quarter worth about $30,000. True Wealth Design LLC grew its position in shares of Veralto by 852.9% during the third quarter. True Wealth Design LLC now owns 324 shares of the company's stock worth $35,000 after buying an additional 290 shares in the last quarter. Finally, Headlands Technologies LLC acquired a new position in shares of Veralto during the second quarter worth about $44,000. 91.28% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Robert W. Baird set a $108.00 price objective on Veralto in a research report on Thursday, February 5th. Citigroup lowered their price objective on Veralto from $111.00 to $104.00 and set a "neutral" rating for the company in a research report on Thursday, February 5th. Jefferies Financial Group initiated coverage on Veralto in a research report on Tuesday, March 31st. They set a "buy" rating and a $110.00 price objective for the company. BMO Capital Markets reaffirmed an "outperform" rating on shares of Veralto in a report on Wednesday, February 11th. Finally, Barclays reaffirmed an "overweight" rating and issued a $117.00 price target on shares of Veralto in a report on Thursday, February 5th. Six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $108.44.

Veralto Stock Performance

Shares of VLTO opened at $89.47 on Monday. The stock has a 50 day moving average price of $91.66 and a 200 day moving average price of $97.90. 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 company has a market capitalization of $21.97 billion, a price-to-earnings ratio of 23.86, a price-to-earnings-growth ratio of 2.54 and a beta of 0.98. Veralto Corporation has a 52-week low of $84.99 and a 52-week high of $110.11.

Veralto (NYSE:VLTO - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported $1.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.98 by $0.06. The firm had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.41 billion. Veralto had a return on equity of 35.77% and a net margin of 17.08%.The firm's quarterly revenue was up 3.8% compared to the same quarter last year. During the same period in the prior year, the company posted $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. Research analysts predict that Veralto Corporation will post 3.66 EPS for the current fiscal year.

Veralto Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Tuesday, March 31st will be issued a $0.13 dividend. This represents a $0.52 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, March 31st. Veralto's dividend payout ratio is presently 13.87%.

Veralto Company 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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