VLTO Veralto Corporation

Cwm LLC significantly increased its stake in Veralto Corporation (NYSE:VLTO) by 187.1% during the third quarter, acquiring an additional 41,849 shares and bringing its total holdings to 64,211 shares valued at $6,846,000. Other institutional investors also adjusted their positions, with notable new purchases from Norges Bank and substantial increases by Alliancebernstein L.P. and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main. Veralto recently beat earnings estimates, increased its quarterly dividend, and received varied analyst ratings, indicating continued investor and analyst interest.

Automatic Data Processing (ADP) is accelerating growth through investments in DataCloud penetration, inside sales, and service alignment, resulting in strong Q1 fiscal 2026 performance with mid-single-digit revenue and EPS growth. The company maintains a shareholder-friendly strategy through consistent dividend increases and strategic acquisitions that deepen its product portfolio and global reach. ADP currently holds a Zacks Rank #2 (Buy), boasts a positive earnings surprise history, and shows strong growth prospects for fiscal 2026.

Mirova US LLC decreased its holdings in Veralto Corporation by 3.7% in the third quarter, selling 42,138 shares and now owning 1,084,448 shares valued at $115.6 million. Veralto (NYSE:VLTO) has a "Moderate Buy" consensus rating from analysts with an average target price of $112.89. The company also reported strong Q3 earnings, beating estimates, and increased its quarterly dividend to $0.13 per share.

IQVIA Holdings, Inc. (IQV) exhibits strong potential for retention in portfolios due to its collaboration with Amazon Web Services enhancing its AI capabilities in life sciences, a robust R&DS backlog, and a commitment to shareholder returns through share repurchases. Despite these strengths, the company faces significant challenges with its liquidity, as indicated by a consistently falling current ratio. IQVIA currently holds a Zacks Rank of #3 (Hold), with other stocks like Byrna Technologies (BYRN) and Veralto Corporation (VLTO) receiving higher ranks.

IQVIA (IQV) stock has outperformed its industry significantly, driven by an expected long-term EPS growth rate of 8.38% and strong collaborations with Amazon Web Services ("AWS") for AI integration in life sciences. The company shows robust revenue visibility with a growing R&DS backlog and active share repurchase programs. However, challenges include a consistently falling current ratio, indicating liquidity concerns.

Regal Rexnord Corp (RRX), Granite Construction Inc (GVA), and Veralto Corp (VLTO) are all set to trade ex-dividend on December 31, 2025. Regal Rexnord will pay $0.35 per share, Granite Construction will pay $0.13 per share, and Veralto will pay $0.13 per share. Investors should expect these stocks to open slightly lower on the ex-dividend date, reflecting the dividend payouts.