Veralto (VLTO)

• Market cap: $26.5B
• 1 day: 0.19%
• 5 days: 0.24%
• 1 month: 0.05%
• 3 months: 9.54%
• 6 months: 8.42%
• Year to date: 6.11%
• 1 year: -2.02%
• 5 years: 32.43%
• 10 years: 32.43%
• Sector: Industrials
• Industry: Pollution & Treatment Controls

About: Veralto is a diversified industrial firm organized into two segments, water quality as well as product quality and innovation. The water quality segment offers water analytics and water treatment solutions, while the product quality and innovation segment offers coding, packaging, and color solutions for consumer packaged goods and pharmaceuticals. Headquartered in Waltham, Massachusetts, the company has around 17,000 employees. Veralto generated approximately $5.2 billion in revenue in 2024.

Employees: 17,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

58% more call options, than puts

Call options by funds: $4.31M | Put options by funds: $2.72M

41% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 79

5% more capital invested

Capital invested by funds: $22.2B [Q1] → $23.3B (+$1.14B) [Q2]

2% more funds holding

Funds holding: 1,017 [Q1] → 1,034 (+17) [Q2]

1.12% more ownership

Funds ownership: 92.09% [Q1] → 93.2% (+1.12%) [Q2]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

23% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 424

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $108
• Avg. target: $113
• High target: $120

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

RBC Capital Deane Dray	$108	Sector Perform Maintained	30 Jul 2025
Baird Michael Halloran	$112	Neutral Maintained	30 Jul 2025
Stifel Nathan Jones	$120	Buy Maintained	30 Jul 2025