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NYSE · Industrials

VERALTO CORP VLTO

Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color solutions 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 under the Hach, Trojan Technologies, ChemTreat, and other brands.

Sources StockAnalysis company profile stockanalysis.com
Electrical Products

Company profile

Business mix

  • It operates through two segments, Water Quality (WQ) and Product Quality & Innovation (PQI).
  • This segment also provides water solutions, including chemical reagents, services, and software solutions.
  • The PQI segment offers marking and coding for packaged goods and related consumables; a software solution that provides digital asset management, marketing resource management, and product information management.
  • This segment sells its products and services through the Videojet, Linx, Esko, X-Rite, and Pantone brands.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in pollution & treatment controls?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 22.18 FCF 4.93% Buyback -0.06%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Weitz Investment Management Wallace Weitz 0.2% $3.5M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $10.1M Estimated from net added shares
Reduction amount $25.4M Estimated from net reduced shares
Net share change / base shares -31.5% -172,601 / 547,390
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 17.5% 13F value change +$5.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 16.3% 13F value change +$2.5M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 10.1% 13F value change -$745,834
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 222,270 Last 3 periods +111,956 (+50.4%) Total shares 334,226 Value $29.6M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 1.3% 13F value change -$206,235
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 5.3% 13F value change -$254,840
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 37,500 Last 3 periods +2,500 (+6.7%) Total shares 40,000 Value $3.5M
Mar Vista Investment Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -2.4% 13F value change +$877,075
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -64.2% 13F value change -$19.9M
13F 2026-03-31 Filed 2026-05-13
Major reduction Shares -99.4% 13F value change -$10.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 287,620 Last 3 periods -287,057 (-99.8%) Total shares 563 Value $49,780

Recent mentions

No public mentions.