Janus Henderson Group PLC Grows Stake in Veralto Corporation $VLTO

Janus Henderson Group PLC boosted its holdings in shares of Veralto Corporation (NYSE:VLTO) by 3.4% during the 1st quarter, Holdings Channel reports. The firm owned 2,095,393 shares of the company’s stock after buying an additional 69,578 shares during the period. Janus Henderson Group PLC’s holdings in Veralto were worth $185,266,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. Norges Bank bought a new position in Veralto in the 4th quarter worth approximately $261,340,000. First Trust Advisors LP grew its holdings in Veralto by 31.5% during the 1st quarter. First Trust Advisors LP now owns 6,150,388 shares of the company’s stock valued at $543,817,000 after buying an additional 1,472,304 shares in the last quarter. FIL Ltd raised its position in shares of Veralto by 263.8% during the fourth quarter. FIL Ltd now owns 1,798,310 shares of the company’s stock valued at $179,435,000 after buying an additional 1,303,940 shares during the last quarter. AQR Capital Management LLC raised its position in shares of Veralto by 86.1% during the third quarter. AQR Capital Management LLC now owns 2,157,211 shares of the company’s stock valued at $226,615,000 after buying an additional 997,778 shares during the last quarter. Finally, SG Americas Securities LLC lifted its holdings in shares of Veralto by 115.2% in the first quarter. SG Americas Securities LLC now owns 1,681,786 shares of the company’s stock worth $148,704,000 after buying an additional 900,135 shares in the last quarter. 91.28% of the stock is owned by hedge funds and other institutional investors.

Veralto Trading Down 4.0%

VLTO opened at $94.85 on Friday. The firm has a market cap of $23.30 billion, a P/E ratio of 23.95, a P/E/G ratio of 2.78 and a beta of 0.63. Veralto Corporation has a 12 month low of $80.03 and a 12 month high of $110.11. The company has a current ratio of 1.48, a quick ratio of 1.32 and a debt-to-equity ratio of 0.65. The stock has a 50-day moving average of $88.48 and a 200 day moving average of $90.88.

Veralto (NYSE:VLTO) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $1.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.01 by $0.10. Veralto had a return on equity of 35.09% and a net margin of 17.35%.The business had revenue of $1.47 billion for the quarter, compared to the consensus estimate of $1.45 billion. During the same period in the prior year, the business posted $0.93 earnings per share. The company’s quarterly revenue 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. As a group, research analysts forecast that Veralto Corporation will post 4.25 EPS for the current year.

Veralto Announces Dividend

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

Insiders Place Their Bets

In related news, CEO Jennifer Honeycutt sold 7,097 shares of the stock in a transaction on Friday, July 17th. The stock was sold at an average price of $95.00, for a total transaction of $674,215.00. Following the sale, the chief executive officer owned 124,085 shares in the company, valued at approximately $11,788,075. This represents a 5.41% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.43% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on VLTO shares. UBS Group upped their target price on shares of Veralto from $98.00 to $104.00 and gave the stock a “neutral” rating in a research report on Thursday. Wolfe Research reiterated an “outperform” rating and issued a $109.00 price target on shares of Veralto in a report on Thursday, July 9th. Royal Bank Of Canada boosted their price target on shares of Veralto from $100.00 to $109.00 and gave the stock a “sector perform” rating in a research note on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Veralto in a report on Wednesday, June 24th. Finally, Citigroup raised their price objective on Veralto from $102.00 to $107.00 and gave the company a “neutral” rating in a research report on Thursday. Six investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $110.90.

Veralto News Summary

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

About Veralto

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.