Veralto jumps after Q1 results and higher full-year EPS outlook

Veralto Corporation (VLTO) is up 4.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Veralto’s first-quarter 2026 earnings update, which included solid year-over-year growth and a higher full-year adjusted EPS outlook. Investors also seemed to react positively to stronger cash-flow expectations and management’s focus on margin support initiatives.

Details:

Veralto reported first-quarter sales of $1.422 billion, up 6.7% year over year, alongside an adjusted operating profit margin of 25.1%.

The company posted first-quarter net earnings of $254 million ($1.02 per diluted share) and adjusted net earnings of $266 million ($1.07 per diluted share).

Veralto raised its 2026 adjusted diluted EPS guidance range to $4.20–$4.28 (from $4.10–$4.20) and increased its free-cash-flow conversion target to about 100% of GAAP net earnings.

Management highlighted a new cost optimization program (targeting annual savings of $65–$75 million by 2028) and noted year-to-date capital deployment that included acquisitions and $300 million of share repurchases.

Sources:

Veralto Investor Relations, SEC, PR Newswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$VLTO Insider Trading Activity

$VLTO insiders have traded $VLTO stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $VLTO stock by insiders over the last 6 months:

MELISSA KAPITY (SVP, Water Quality) has made 0 purchases and 3 sales selling 14,840 shares for an estimated $1,433,544.
MATTIAS BYSTROM (SVP, PQI) sold 1,000 shares for an estimated $101,730

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

$VLTO Hedge Fund Activity

We have seen 388 institutional investors add shares of $VLTO stock to their portfolio, and 532 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 8,595,841 shares (-76.2%) from their portfolio in Q4 2025, for an estimated $857,693,014
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,273,702 shares (-47.5%) from their portfolio in Q4 2025, for an estimated $326,649,985
FIL LTD added 1,303,940 shares (+263.8%) to their portfolio in Q4 2025, for an estimated $130,107,133
BROWN ADVISORY INC removed 1,293,447 shares (-23.0%) from their portfolio in Q4 2025, for an estimated $129,060,141
FIRST TRUST ADVISORS LP added 1,169,572 shares (+33.3%) to their portfolio in Q4 2025, for an estimated $116,699,894
VANGUARD GROUP INC removed 1,102,120 shares (-3.5%) from their portfolio in Q4 2025, for an estimated $109,969,533
SG AMERICAS SECURITIES, LLC added 900,135 shares (+115.2%) to their portfolio in Q1 2026, for an estimated $79,589,936

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$VLTO Congressional Stock Trading

Members of Congress have traded $VLTO stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $VLTO stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 01/28.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$VLTO Analyst Ratings

Wall Street analysts have issued reports on $VLTO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BMO Capital issued a "Outperform" rating on 11/25/2025

To track analyst ratings and price targets for $VLTO, check out Quiver Quantitative's $VLTO forecast page.

$VLTO Price Targets

Multiple analysts have issued price targets for $VLTO recently. We have seen 8 analysts offer price targets for $VLTO in the last 6 months, with a median target of $107.5.

Here are some recent targets:

Nathan Jones from Stifel set a target price of $110.0 on 04/14/2026
Joshua Spector from UBS set a target price of $99.0 on 04/09/2026
Stephen Volkmann from Jefferies set a target price of $110.0 on 03/31/2026
Deane Dray from RBC Capital set a target price of $102.0 on 02/05/2026
Andrew Kaplowitz from Citigroup set a target price of $104.0 on 02/05/2026
John McNulty from BMO Capital set a target price of $114.0 on 11/25/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.