Veralto (VLTO)
Supplies water analytics, treatment, marking, packaging, color, and traceability systems.
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Sells water analytics and treatment systems alongside marking, coding, packaging, color, and traceability tools through two segments. Water Quality is the larger business, while a broad installed base produces recurring revenue from reagents, chemicals, inks, parts, service, and software.
Provides water analytics and treatment through Water Quality, led by Hach, Trojan Technologies, ChemTreat, and environmental monitoring brands. Instruments, reagents, treatment chemicals, ultraviolet disinfection, services, and software support utilities and industrial users worldwide.
Product Quality & Innovation combines Videojet and Linx marking and coding, Esko packaging workflows, X-Rite and Pantone color management, and TraceGains food-supply software. These systems support packaging, traceability, recalls, compliance, and product consistency for consumer-goods, food, pharmaceutical, and industrial customers.
A broad installed base drives recurring consumables, parts, service, and software sales, while the Veralto Enterprise System guides operating improvement and acquisitions. Demand is tied to regulated water, food, pharmaceutical, and packaging workflows; operations also depend on global supply chains and compliance with environmental, privacy, and trade rules.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 30, 2026 | UBS | Reiterate | Rating: —Target: $102 | Target: $104 |
| Jul 30, 2026 | Robert W. Baird | Target | Target: $103 | Target: $111 |
| Jul 30, 2026 | RBC Capital | Reiterate | Rating: —Target: $102 | Target: $109 |
| Jul 30, 2026 | Stifel Nicolaus | Target | Target: $111 | Target: $114 |
| Jul 20, 2026 | Stifel Nicolaus | Target | Target: $110 | Target: $111 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 3, 2026Cash & short-term investments $2.12B · Total debt $3.38B · Total assets $8.56B · Shareholders' equity $3.10B
- Revenue
- $1.47B
- Operating income
- $315.0M
- Net income
- $241.0M
HistoryDividendAnnual yield
| Institutions | 98.43% | 239.96M shares | |
|---|---|---|---|
| 993 holders · as of Jun 30, 2026 | |||
| Insiders | 0.16% | 391.7K shares | |
| 20 holders · as of Aug 19, 2026 | |||
| Other | 1.41% | 3.44M shares | |
| remainder | |||
243.79M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.29% | 22.65M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.58% | 16.04M | as of Jun 30, 2026 |
T. Rowe Price Investment Management, Inc.Institution | 5.62% | 13.71M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.98% | 12.15M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.57% | 11.13M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Surekha Trivedi | officer: SVP, Strategy & Sustainability | −986 | $97.05 |
| Jul 29, 2026 | Jennifer Honeycutt | director, officer: President and CEO | −7,097 | $101.52 |
| Jul 17, 2026 | Jennifer Honeycutt | director, officer: President and CEO | −7,097 | $95.00 |
| May 1, 2026 | Bernard M. Skeete | officer: Chief Accounting Officer | −300 | $88.21 |
| Feb 27, 2026 | Melissa Kapity | officer: SVP, Water Quality | −7,105 | $96.60 |
- Xylem
Broad water-cycle rival in analytics, treatment, flow, and software
- Dover
Marking, coding, traceability, and consumables rival
- Ecolab
Industrial water-treatment and process-chemistry competitor
- Thermo Fisher Scientific
Water-analysis instruments and lab-platform overlap
- Badger Meter
Flow, water-quality monitoring, and utility data overlap
- Zebra Technologies
AIDC and traceability peer across labels, RFID, and scanning
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Veralto | $95.66 | +0.50% | $23.20B | 24.0 | 21.2 | 4.1 | +7.5% |
| Xylem | $107.08 | −0.15% | $25.04B | 25.5 | 18.2 | 2.7 | +1.5% |
| Dover | $186.65 | +0.30% | $25.06B | 22.5 | 16.6 | 3.0 | +6.9% |
| Ecolab | $273.59 | +1.34% | $75.98B | 36.2 | 31.7 | 4.5 | +9.7% |
| Thermo Fisher Scientific | $658.10 | −0.10% | $244.81B | 35.4 | 25.1 | 5.3 | +10.5% |
| Badger Meter | $133.27 | +1.34% | $3.81B | 30.7 | 28.1 | 4.3 | −6.6% |
| Zebra Technologies | $351.24 | +0.11% | $16.71B | 33.0 | 16.8 | 2.9 | +20.4% |
| Median | 31.9 | 21.6 | 3.7 | +8.3% |