Veralto (NYSE:VLTO) Updates FY 2026 Earnings Guidance

Veralto (NYSE:VLTO) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 4.200-4.280 for the period, compared to the consensus earnings per share estimate of 4.200. The company issued revenue guidance of -. Veralto also updated its Q2 2026 guidance to 0.960-1.000 EPS.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Jefferies Financial Group assumed coverage on Veralto in a report on Tuesday, March 31st. They set a “buy” rating and a $110.00 price objective for the company. UBS Group decreased their price objective on Veralto from $102.00 to $99.00 and set a “neutral” rating for the company in a report on Thursday, April 9th. Robert W. Baird set a $103.00 target price on Veralto in a report on Thursday. Weiss Ratings lowered Veralto from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, December 31st. Finally, Citigroup reduced their target price on Veralto from $104.00 to $102.00 and set a “neutral” rating for the company in a report on Thursday. Six investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.11.

Veralto Stock Performance

Shares of VLTO stock traded down $0.87 during trading on Thursday, hitting $88.60. The company’s stock had a trading volume of 1,062,915 shares, compared to its average volume of 1,956,459. The company has a market cap of $21.76 billion, a PE ratio of 23.61, a P/E/G ratio of 2.47 and a beta of 0.98. The company has a current ratio of 1.67, a quick ratio of 1.52 and a debt-to-equity ratio of 0.64. The business has a fifty day moving average of $90.67 and a 200-day moving average of $96.55. Veralto has a 52 week low of $84.99 and a 52 week high of $110.11.

Veralto (NYSE:VLTO) last released its earnings results on Tuesday, April 28th. The company reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.05. Veralto had a return on equity of 35.77% and a net margin of 17.08%.The company had revenue of $1.42 billion during the quarter, compared to analyst estimates of $1.40 billion. During the same period in the prior year, the company posted $0.95 earnings per share. Veralto’s quarterly revenue was up 6.8% on a year-over-year basis. Veralto has set its FY 2026 guidance at 4.200-4.280 EPS and its Q2 2026 guidance at 0.960-1.000 EPS. As a group, research analysts anticipate that Veralto will post 4.21 earnings per share for the current year.

Veralto Announces Dividend

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

Key Headlines Impacting Veralto

Here are the key news stories impacting Veralto this week:

• Positive Sentiment: Q1 results beat expectations — Veralto reported $1.07 adjusted EPS vs. $1.02 consensus and $1.422B revenue (+6.8% YoY), with healthy margins (adjusted operating margin ~25%) and strong ROE. This outperformance supports valuation and momentum. MarketBeat Q1 Results
• Positive Sentiment: Management raised FY‑2026 adjusted EPS guidance to $4.20–$4.28, raised free‑cash‑flow conversion target (~100% of GAAP net earnings), announced a cost‑optimization program ($65–$75M target by 2028) and noted ~$300M of year‑to‑date buybacks — all positive for earnings durability and shareholder returns. QuiverQuant Q1 Analysis
• Positive Sentiment: Royal Bank of Canada nudged its price target to $100 (from $99) with a “sector perform” rating — a modest vote of confidence and a ~12.8% upside versus current levels. Benzinga Note
• Neutral Sentiment: Earnings call materials and full transcripts are available for deeper details on segment performance (Water Quality strength was highlighted) and capital allocation priorities. Useful for investors modeling forward margins and cash flow. Yahoo: Q1 Earnings Call Highlights
• Neutral Sentiment: Analyst coverage is mixed but generally constructive — recent price‑target dispersion (median ~$107.50) implies upside for patient investors, though ratings range from sector perform to outperform. QuiverQuant Analysts & Targets
• Negative Sentiment: Q2 guidance came in slightly light: Veralto set Q2 EPS at $0.960–$1.000 versus a ~$1.02 consensus — a near‑term catalyst that can pressure the stock until investors see sequential execution. MarketBeat Guidance Note
• Negative Sentiment: Recent insider activity shows multiple sales (no purchases) and some large institutional rebalancing, which can weigh on sentiment even though buybacks have been significant. Monitor insider flow and 13F shifts for further pressure or support. QuiverQuant Insider & Institutional Data

Hedge Funds Weigh In On Veralto

Institutional investors and hedge funds have recently bought and sold shares of the company. DV Equities LLC bought a new position in Veralto during the fourth quarter valued at $35,000. Headlands Technologies LLC bought a new stake in shares of Veralto during the 2nd quarter valued at $44,000. EFG International AG bought a new stake in shares of Veralto during the 4th quarter valued at $49,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Veralto during the 3rd quarter valued at $54,000. Finally, Larson Financial Group LLC raised its stake in shares of Veralto by 18.9% during the 3rd quarter. Larson Financial Group LLC now owns 735 shares of the company’s stock valued at $78,000 after purchasing an additional 117 shares during the period. 91.28% of the stock is owned by institutional investors.

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.