Veralto Corporation (VLTO)

Veralto's stock has underperformed the S&P 500 Index and the Industrial Select Sector SPDR Fund over the past three months, year-to-date, and the past 52 weeks. As of January 13, 2026, Veralto has a consensus rating of "Hold" from twelve ratings firms, with an average 1-year target price of $112.8889. Several research firms have adjusted their price targets for Veralto. Veralto reported Q3 2025 earnings on October 28, 2025, with an EPS of $0.99, beating the consensus estimate of $0.95, and Q2 2025 earnings on July 28, 2025, with revenue up 6.4% year-on-year. On November 25, 2025, shares climbed 5.9% intraday following Veralto's announcement to acquire In-Situ for $435 million. On December 1, 2025, SVP Mattias Bystrom sold 1,000 shares of VLTO stock at an average price of $101.73. Veralto raised its quarterly dividend by 18% to $0.13 per share.

Demand for water analytics and treatment solutions is likely to be relatively stable, while the Product Quality & Innovation segment could experience some seasonality tied to consumer spending patterns, product launches, and holiday seasons. Veralto's businesses are underpinned by global demand for clean water, safe food, and trusted essential goods, suggesting a relatively consistent demand profile, though specific end markets may experience minor fluctuations. The company has demonstrated consistent core sales growth across both segments, indicating a durable business model.

Veralto Corporation is an American technology company providing essential technology solutions globally to monitor, enhance, and protect vital resources. It operates in the Industrials sector, focusing on Commercial Services & Supplies and Environmental & Facilities Services. The company operates through two segments: Water Quality (60% of 2024 revenues), which focuses on water analytics and treatment solutions, and Product Quality & Innovation (40% of 2024 revenues), which provides solutions for brand owners and consumer packaged goods companies. Veralto serves diverse industries, including municipal utilities, food and beverage, pharmaceutical, and industrials.

Veralto Corporation has a global presence with 48% of its 2024 sales generated in North America, 22% in Western Europe, and 30% in other locations worldwide. The company's market presence spans across North America, Europe, and Asia.

Veralto Corporation's brand reputation is generally positive, built on a legacy of innovation and customer trust. The company has delivered solid quarterly results, often beating earnings estimates. Strategic acquisitions and investments demonstrate Veralto's commitment to expanding its offerings and innovation in its core markets. Veralto's mission to safeguard the world's most vital resources and its focus on solutions that enhance sustainability contribute positively to its brand image.

Veralto Corporation's stock ownership is primarily held by institutional investors, accounting for approximately 52.82% to 93.78% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual ownership (insiders) accounts for approximately 0.13% of the company's stock. Public companies and individual investors hold around 16.50% to 30.56% of the stock.