Veralto Corporation (VLTO) Stock Price & Analysis
Veralto Corporation (VLTO) closed at USD 104.9 on Thursday, October 22, 2026, up 3.54% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 104.9; the Oct 22, 2026 session ranged USD 102.32–104.9 on volume of 1,717,894 shares. Market capitalization is —, with a 52-week range of USD 80.03–105.75 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/VLTO.md
Key facts (VLTO)
- Last four reported quarters (through Jul 3, 2026): revenue $5.70B, net income $988M (17.3% margin), free cash flow $1.05B (SEC filings).
- Valuation: P/E 25.9x (avg 27.1x at the last 3 fiscal year-ends), EV/EBITDA 19.3x, net debt $1.26B.
- 2 of 80 tracked superinvestors hold VLTO (13F, Q2 2026): 0 new, 1 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $1.5M; 1 not under a Rule 10b5-1 plan ($26K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.24 on a 1–5 scale) (17 analysts), mean target USD 114 (range 100–133).
- Total return with dividends: 1Y +0.6% vs S&P 500 +14.9%; 5Y +36.4% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 1.09, revenue estimate $1.50B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (VLTO)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.70B | $4.87B | $5.02B | $5.19B | $5.50B | $5.70B |
| Gross profit | $2.71B | $2.76B | $2.90B | $3.10B | $3.30B | — |
| Operating income | $1.04B | $1.11B | $1.14B | $1.21B | $1.28B | $1.29B |
| Net income | $861M | $845M | $839M | $833M | $940M | $988M |
| EPS (diluted) | $3.50 | $3.43 | $3.40 | $3.34 | $3.76 | — |
| Free cash flow | $842M | $836M | $909M | $820M | $1.01B | $1.05B |
| Gross margin | 57.7% | 56.7% | 57.8% | 59.8% | 59.9% | — |
| Operating margin | 22.1% | 22.8% | 22.7% | 23.3% | 23.2% | 22.7% |
| Net margin | 18.3% | 17.4% | 16.7% | 16.0% | 17.1% | 17.3% |
| Revenue growth | — | +3.6% | +3.1% | +3.4% | +6.0% | — |
| Cash + short-term investments | $0K | $0K | $762M | $1.10B | $2.03B | — |
| Total debt | — | $0K | $2.63B | $2.60B | $2.67B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 3, 2026) (VLTO)
P/E 25.9x · P/S 4.5x · EV/EBITDA 19.3x · EV/Sales 4.7x · P/FCF 24.4x · P/B 8.3x · FCF yield 4.09% · Earnings yield 3.86% · Dividend yield (paid, TTM) 0.47% · Net debt $1.26B · EV $26.8B
P/E at fiscal year-ends: Dec 2025 26.6x, Dec 2024 30.5x, Dec 2023 24.2x.
Superinvestors (SEC 13F-HR, Q2 2026) (VLTO)
2 of 80 tracked investors hold VLTO. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Wallace Weitz | Weitz Investment Management | 0.48% | $6.9M | Added +93.8% |
| Bill Gates | Gates Foundation Trust | 0.03% | $11.0M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (VLTO)
3 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-17 | Trivedi Surekha | SVP, Strategy & Sustainability | 986 | $96K | 10.3% | Yes (adopted May 18, 2026) | Too little history (no open-market trades in 2023) |
| 2026-07-29 | Honeycutt Jennifer | President and CEO | 7,097 | $720K | 5.4% | Yes (adopted February 25, 2026) | Too little history (no open-market trades in 2023) |
| 2026-07-17 | Honeycutt Jennifer | President and CEO | 7,097 | $674K | 5.4% | Yes (adopted February 25, 2026) | Too little history (no open-market trades in 2023) |
| 2026-05-01 | Skeete Bernard M | Chief Accounting Officer | 300 | $26K | 5.9% | No | Too little history (no open-market trades in 2023) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (VLTO)
Consensus Buy (mean 2.24 on a 1–5 scale), 17 analysts; mean target USD 114 (low 100, high 133).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-05 | UBS | Target raised | Neutral | $104 → $106 |
| 2026-07-30 | UBS | Target raised | Neutral | $98 → $104 |
| 2026-07-30 | BNP Paribas | Target raised | Outperform | $115 → $120 |
| 2026-07-30 | RBC Capital | Target raised | Sector Perform | $100 → $109 |
| 2026-07-30 | Citigroup | Target raised | Neutral | $102 → $107 |
| 2026-07-30 | Stifel | Target raised | Buy | $111 → $114 |
| 2026-07-30 | Barclays | Target raised | Overweight | $113 → $117 |
| 2026-07-20 | Stifel | Target raised | Buy | $110 → $111 |
Total return (dividends reinvested) (VLTO)
| 1Y (from 2025-10-23) | 5Y (from 2023-10-02) | |
|---|---|---|
| Total return | +0.6% | +36.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +0.6% | +10.7% |
| Volatility (annualized) | 23.4% | 21.2% |
| Max drawdown | -21.4% (Oct 2025→May 2026) | -27.1% (Oct 2024→May 2026) |
VLTO revenue by business segment (quarter ended Jul 3, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Water Quality | $908.0M | 61.6% | +10.1% |
| Product Quality & Innovation | $566.0M | 38.4% | +3.7% |
| Total revenue | $1.47B | 100% | — |
VLTO revenue by product line (quarter ended Jul 3, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Recurring | $541.0M | 36.7% | +10.2% |
| Nonrecurring | $367.0M | 24.9% | +9.9% |
| Total revenue | $1.47B | 100% | — |
VLTO revenue by region (quarter ended Jul 3, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $715.0M | 48.5% | +9.2% |
| High-growth markets | $388.0M | 26.3% | +2.9% |
| Western Europe | $338.0M | 22.9% | +9.0% |
| Other developed markets | $33.0M | 2.2% | +13.8% |
| Total revenue | $1.47B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name VLTO in their SEC reports
| Relationship to VLTO | Company | Filing | Sentence |
|---|---|---|---|
| partner | DANAHER CORP /DE/ (DHR) | 10-K Feb 24, 2026 | “In connection with the Veralto Separation, Danaher and Veralto entered into various agreements to effect the Veralto Separation and provide a framework for their relationship after the Veralto Separation, including a separation and distribution agreement, transition services agreement, an employee matters agreement, a tax matters agreement, an intellectual property matters agreement and a DANAHER BUSINESS SYSTEM (…” |
VLTO company outlook (results filed Jul 28, 2026)
- “For the third quarter of 2026, the Company anticipates non-GAAP core sales growth in the range of 4.0% to 5.0% year-over-year with adjusted operating profit margin expansion of approximately 25 basis points year-over-year.”
- “The Company's third quarter adjusted diluted earnings per share guidance is in the range of $1.06 to $1.09 per share.”
- “For the full year 2026, the Company raised its non-GAAP core sales growth to a range of 4.0% to 4.5% year-over-year, up from the prior guidance range of 3.0% to 4.5%.”
- “Adjusted operating profit margin is expected to expand 25 to 50 basis points year-over-year, including the benefit of IEEPA tariff refunds received in the second quarter.”
Quoted word-for-word from the SEC 8-K results press release.
VLTO analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.09 | $1.07 | +1.8% | $1.50B | 13 |
| Next quarter (ends Dec 2026) | $1.13 | $1.11 | +2.1% | $1.52B | 13 |
| Current fiscal year (ends Dec 2026) | $4.40 | $4.25 | +3.5% | $5.91B | 16 |
| Next fiscal year (ends Dec 2027) | $4.79 | $4.67 | +2.6% | $6.25B | 16 |
VLTO options: expected move
Options price a move of about ±7.3% (±$7.68) by Nov 20, 2026, which includes earnings on Oct 29, 2026. Over the last 8 reports the stock moved ±4.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 29.8% | ±7.3% |
| Dec 18, 2026 | 56 | 24.8% | ±7.8% |
| Jan 15, 2027 | 84 | 23.3% | ±8.9% |
| Apr 16, 2027 | 175 | 24.9% | ±13.6% |
30-day implied volatility 27.7% vs 17.7% realized over the last 30 trading days. Put/call ratio (volume) 0.03. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:37 UTC)
| Price | USD 104.9 |
|---|---|
| Change | ▲ 3.54% (up) |
| Previous Close | USD 104.9 |
| Open | USD 104.9 |
| Day Range | USD 102.32 – 104.9 |
| 52-Week Range | USD 80.03 – 105.75 |
| Volume | 1,717,894 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (VLTO)
Nexqual's technical model rates VLTO "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 10:37 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 76.4 (overbought) |
| vs SMA50 | Above (USD 97.38) |
| MACD | 1.72 (positive) |
Analyst Ratings (VLTO)
Wall Street analysts rate VLTO "Buy" based on 17 analysts, with a mean price target of USD 114 (range USD 100–133), per Nexqual as of October 23, 2026 at 10:37 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 17 |
| Mean Target | USD 114 |
| High Target | USD 133 |
| Low Target | USD 100 |
| Buy / Hold / Sell | 11 / 6 / 0 |
Earnings (VLTO)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 1.09 |
| Revenue Estimate | $1.50B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.11 vs est 1.01 ▲ beat |
| 2026-03-31 | USD 1.07 vs est 1.01 ▲ beat |
| 2025-12-31 | USD 1.04 vs est 0.98 ▲ beat |
| 2025-09-30 | USD 0.99 vs est 0.95 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financials & Fundamentals (VLTO)
| Total Revenue | $5.70B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +7.50% |
| Gross Margin | +60.18% |
| Operating Margin | +21.37% |
| Profit Margin | +17.35% |
| ROE | +34.31% |
| Debt / Equity | 1.16 |
| Current Ratio | 1.78 |
| Total Cash | $2.12B |
| Total Debt | $3.59B |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $1.05B (18.4% of revenue) |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financial Health Score (VLTO)
Nexqual rates Veralto Corporation's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:37 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 60%, operating 21% (last 12 months) |
| Balance Sheet | Mixed — $2.12B cash and investments vs $3.38B debt (Jul 2026, SEC) |
| Cash Flow | Strong — FCF $1.05B (last 4 quarters to Jul 2026, SEC), 18% margin |
| Efficiency | Strong — ROE 34%, ROA 10.3% |
Ownership (VLTO)
| Insider Ownership | +0.19% |
|---|---|
| Institutional Ownership | +101.71% |
| Shares Outstanding | 243.79M |
| Float | 243.24M |
| Short % of Float | +2.96% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Leadership (VLTO)
Veralto Corporation is led by Jennifer L. Honeycutt, President, CEO & Director, per Nexqual as of October 23, 2026 at 10:37 UTC.
| President, CEO & Director | Jennifer L. Honeycutt |
|---|---|
| Senior VP & CFO | Sameer Ralhan |
| Vice President of Investor Relations | Ryan A. Taylor |
| Senior Vice President of Corporate Development | Vaneet Malhotra |
| Senior Vice President of Strategy & Sustainability | Surekha Trivedi |
Major Backers & Investors (VLTO)
Notable institutional backers of Veralto Corporation include T. Rowe Price, First Trust Advisors LP, Invesco, according to Nexqual as of October 23, 2026 at 10:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| T. Rowe Price | 5.62% |
| First Trust Advisors LP | 3.36% |
| Invesco | 2.27% |
| Impax Asset Management Group plc | 2.13% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | 1.93% |
| Goldman Sachs | 1.66% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 11.56% |
| BlackRock | 9.29% |
| State Street | 4.57% |
| Geode Capital | 3.03% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
From Veralto Corporation's Latest SEC 10-K Filing (filed 2026-02-20)
Key Strengths & Strategy (as disclosed to the SEC)
- Our WQ segment provides innovative products and services that improve the quality and reliability of water with leading brands including Hach, Trojan Technologies and ChemTreat.
- Our PQI segment enables our customers to promote consumer trust in their products and help enable product innovation with leading brands including Videojet, Linx, Esko, X-Rite and Pantone.
- Our business model is highly resilient with approximately 61% of our sales derived from consumables (e.g., reagents, inks and process chemicals), spare parts, services (e.g., maintenance and inspection), and software (including Software-as-a-Service, or "SaaS", and term-based licenses).
Legal & Regulatory Risks (Item 1A, quoted)
- Our businesses are subject to extensive regulation; failure to comply with those regulations could adversely affect our business and financial statements.
- We are subject to or otherwise responsible for a variety of litigation and other legal and regulatory proceedings in the course of our business that can adversely affect our business and financial statements.
- Our operations, products and services expose us to the risk of environmental, health and safety liabilities, costs and violations that could adversely affect our business and financial statements.
- The forum selection provisions under Veralto's certificate of incorporation could discourage lawsuits against Veralto and Veralto's directors, officers, employees and stockholders.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ZWS | Zurn Elkay Water Solutions Corp | USD 48.66 | ▲ 0.58% |
| PCT | PureCycle Technologies, Inc. | USD 2.78 | ▲ 0.36% |
| ADUR | Aduro Clean Technologies Inc. | USD 10.07 | ▼ 2.89% |
| CDZI | Cadiz, Inc. | USD 4.06 | ▲ 2.27% |
| ERII | Energy Recovery, Inc. | USD 6.67 | ▲ 0.3% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:37 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt