Liontrust Investment Partners LLP Has $106.88 Million Holdings in Veralto Corporation $VLTO

Liontrust Investment Partners LLP lessened its holdings in shares of Veralto Corporation (NYSE:VLTO) by 7.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,208,747 shares of the company’s stock after selling 101,072 shares during the quarter. Veralto makes up 1.5% of Liontrust Investment Partners LLP’s investment portfolio, making the stock its 15th largest holding. Liontrust Investment Partners LLP’s holdings in Veralto were worth $106,877,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in VLTO. Laurel Wealth Advisors LLC acquired a new stake in shares of Veralto during the fourth quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC grew its position in Veralto by 82.2% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 286 shares of the company’s stock valued at $29,000 after purchasing an additional 129 shares in the last quarter. Creative Capital Management Investments LLC increased its stake in Veralto by 45.9% in the 4th quarter. Creative Capital Management Investments LLC now owns 340 shares of the company’s stock valued at $34,000 after buying an additional 107 shares during the period. DV Equities LLC acquired a new position in Veralto in the 4th quarter valued at approximately $35,000. Finally, Elyxium Wealth LLC purchased a new stake in Veralto in the 4th quarter worth approximately $37,000. Institutional investors and hedge funds own 91.28% of the company’s stock.

Insider Activity

In other news, CEO Jennifer Honeycutt sold 7,097 shares of the business’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of $95.00, for a total transaction of $674,215.00. Following the transaction, the chief executive officer owned 124,085 shares in the company, valued at approximately $11,788,075. The trade was a 5.41% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.43% of the company’s stock.

Veralto Stock Performance

Shares of NYSE VLTO opened at $94.85 on Friday. The business’s 50-day simple moving average is $88.48 and its 200-day simple moving average is $90.88. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.32 and a current ratio of 1.48. Veralto Corporation has a 52 week low of $80.03 and a 52 week high of $110.11. The firm has a market cap of $23.30 billion, a price-to-earnings ratio of 23.95, a P/E/G ratio of 2.78 and a beta of 0.63.

Veralto (NYSE:VLTO) last released its earnings results on Tuesday, July 28th. The company reported $1.11 earnings per share 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 35.09%. The firm had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.45 billion. During the same quarter in the previous year, the business earned $0.93 EPS. The business’s revenue was up 7.5% on a year-over-year basis. Veralto has set its FY 2026 guidance at 4.350-4.430 EPS and its Q3 2026 guidance at 1.060-1.090 EPS. As a group, equities research analysts expect that Veralto Corporation will post 4.25 earnings per share for the current fiscal year.

Veralto Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th will be given a $0.13 dividend. This represents a $0.52 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, June 30th. Veralto’s dividend payout ratio (DPR) is currently 13.13%.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on VLTO. BNP Paribas Exane restated an “outperform” rating and set a $120.00 price target (up from $115.00) on shares of Veralto in a report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Veralto in a report on Wednesday, June 24th. Barclays increased their price objective on Veralto from $113.00 to $117.00 and gave the stock an “overweight” rating in a report on Thursday. Robert W. Baird set a $111.00 target price on Veralto in a research note on Thursday. Finally, Royal Bank Of Canada boosted their target price on Veralto from $100.00 to $109.00 and gave the company a “sector perform” rating in a research note on Thursday. Six research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $110.90.

Key Veralto News

Here are the key news stories impacting Veralto this week:

• Positive Sentiment: Analysts raised their targets. BNP Paribas Exane reaffirmed its “outperform” rating and increased its price target from $115 to $120, implying substantial upside. Citigroup also raised its target from $102 to $107, although it retained a neutral rating. Analyst price-target updates
• Positive Sentiment: Veralto beat second-quarter expectations and raised its outlook. Adjusted earnings were $1.11 per share versus the approximately $1.01 consensus, while revenue increased 7.5% year over year to $1.47 billion, topping estimates. Management raised fiscal 2026 earnings guidance to $4.35–$4.43 per share, above the prior analyst consensus. Water Quality led growth, while tariff refunds also supported profit. Veralto Q2 earnings report
• Positive Sentiment: Growth prospects remain favorable. Management commentary highlighted industrial expansion and data-center-related demand as potential tailwinds, particularly for Veralto’s water analytics and treatment businesses. VLTO Q2 Deep Dive: Data Center Tailwinds and Industrial Growth Drive Outlook
• Neutral Sentiment: Near-term guidance was largely in line. Third-quarter earnings guidance of $1.06–$1.09 per share brackets the roughly $1.07 consensus, limiting the immediate upside surprise. The broader analyst consensus remains “hold,” with an average target near $106.33.
• Negative Sentiment: Valuation and insider selling may be limiting enthusiasm. VLTO trades at approximately 24 times earnings, while CEO Jennifer Honeycutt sold 7,097 shares for about $674,000. The sale was made under a pre-arranged Rule 10b5-1 plan, reducing its significance, but it may still create a modest overhang. SEC insider transaction filing

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.