NYSE · Industrials

FORTIVE CORP FTV

Fortive Corporation designs, develops, manufactures, and markets products, software, and services in the United States, China, and internationally. It operates through Intelligent Operating Solutions and Advanced Healthcare Solutions segments.

Industrial Machinery/Components

Company profile

Business mix

  • It operates through Intelligent Operating Solutions and Advanced Healthcare Solutions segments.
  • This segment markets its products and services under the ACCRUENT, FLUKE, GORDIAN, INDUSTRIAL SCIENTIFIC, INTELEX, and SERVICECHANNEL brand names.
  • The Advanced Healthcare Solutions segment provides critical workflow solutions comprising instrument sterilization, instrument tracking, biomedical test tools, radiation detection and safety monitoring.
  • Fortive Corporation was incorporated in 2015 and is headquartered in Everett, Washington.

Current key questions

  • Can demand for the company's products and platforms keep growing within scientific & technical instruments?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 36.01 FCF 5.17% Buyback 6.66%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 3.5% $1.2B 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $526.8M Estimated from net added shares
Reduction amount $1.0M Estimated from net reduced shares
Net share change / base shares +73.2% +9,510,966 / 12,990,922
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 22.9% 13F value change -$118.2M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 28.7% 13F value change +$174.0M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -6.1% 13F value change +$58.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 16.9% 13F value change +$181.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 12,950,122 Last 4 periods +9,529,266 (+73.6%) Total shares 22,479,388 Value $1.2B
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor increase Shares 11.4% 13F value change -$616,435
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 2.1% 13F value change -$96,173
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -2.2% 13F value change +$233,398
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -50.4% 13F value change -$1.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 40,800 Last 4 periods -18,300 (-44.9%) Total shares 22,500 Value $1.2M
Third Point Dan Loeb 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$139.0M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -38.9% 13F value change -$78.6M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$60.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.