Vontier Corporation $VNT Shares Purchased by Eldred Rock Partners LLC

Eldred Rock Partners LLC grew its stake in shares of Vontier Corporation (NYSE:VNT) by 6.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 459,406 shares of the company’s stock after purchasing an additional 28,132 shares during the quarter. Vontier accounts for 2.9% of Eldred Rock Partners LLC’s investment portfolio, making the stock its 17th biggest position. Eldred Rock Partners LLC owned 0.33% of Vontier worth $13,323,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Scarborough Advisors LLC purchased a new position in Vontier in the 1st quarter worth approximately $57,000. Employees Retirement System of Texas purchased a new stake in shares of Vontier during the third quarter valued at approximately $58,000. Clearstead Advisors LLC raised its stake in shares of Vontier by 82.8% during the fourth quarter. Clearstead Advisors LLC now owns 1,665 shares of the company’s stock valued at $62,000 after purchasing an additional 754 shares during the period. Quarry LP lifted its position in shares of Vontier by 5,897.1% during the third quarter. Quarry LP now owns 2,099 shares of the company’s stock worth $88,000 after purchasing an additional 2,064 shares in the last quarter. Finally, Parkside Financial Bank & Trust boosted its stake in shares of Vontier by 152.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 2,634 shares of the company’s stock valued at $98,000 after purchasing an additional 1,591 shares during the period. Hedge funds and other institutional investors own 95.83% of the company’s stock.

Key Vontier News

Here are the key news stories impacting Vontier this week:

• Positive Sentiment: Vontier reported second-quarter adjusted EPS of $0.89, above the $0.80 consensus estimate, while revenue of $756.7 million also exceeded expectations of $747.1 million. EPS increased from $0.79 a year earlier. Vontier quarterly earnings report
• Positive Sentiment: Management raised full-year 2026 adjusted EPS guidance to $3.45-$3.55, above the prior consensus estimate of $3.40, and expanded its share-repurchase authorization to $1 billion. The higher outlook and buyback could support earnings per share and shareholder returns. Vontier raises EPS outlook and buyback authorization
• Positive Sentiment: The acquisition of EKOS adds cloud-connected fleet, fuel and electric-vehicle management software, strengthening Vontier’s fleet-connectivity platform and potentially expanding its recurring software opportunity. Vontier announces EKOS acquisition

Vontier Stock Performance

Shares of VNT stock opened at $35.02 on Friday. The stock has a market capitalization of $4.93 billion, a price-to-earnings ratio of 14.53, a PEG ratio of 1.29 and a beta of 1.15. Vontier Corporation has a one year low of $27.25 and a one year high of $48.20. The company’s 50-day simple moving average is $30.10 and its 200-day simple moving average is $34.10. The company has a debt-to-equity ratio of 1.33, a quick ratio of 0.90 and a current ratio of 1.25.

Vontier (NYSE:VNT) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.89 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.09. Vontier had a return on equity of 38.57% and a net margin of 11.34%.The firm had revenue of $756.70 million during the quarter, compared to analyst estimates of $747.12 million. During the same period in the previous year, the company earned $0.79 earnings per share. Vontier’s quarterly revenue was down 2.2% on a year-over-year basis. Vontier has set its FY 2026 guidance at 3.450-3.550 EPS and its Q3 2026 guidance at 0.820-0.860 EPS. Equities analysts anticipate that Vontier Corporation will post 3.5 earnings per share for the current fiscal year.

Vontier announced that its Board of Directors has authorized a share buyback program on Tuesday, May 19th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the company to repurchase up to 25.4% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its shares are undervalued.

Vontier Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Thursday, June 4th were paid a dividend of $0.025 per share. The ex-dividend date was Thursday, June 4th. This represents a $0.10 annualized dividend and a yield of 0.3%. Vontier’s dividend payout ratio (DPR) is 3.53%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Wall Street Zen lowered shares of Vontier from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Citigroup lowered their target price on Vontier from $50.00 to $44.00 and set a “buy” rating for the company in a research note on Friday, May 8th. Robert W. Baird set a $39.00 target price on Vontier in a research report on Friday. Weiss Ratings cut Vontier from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, May 19th. Finally, Argus downgraded Vontier from a “buy” rating to a “hold” rating in a report on Tuesday, May 26th. Five equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $41.00.

About Vontier

Vontier is a global industrial technology company focused on advancing mobility infrastructure and transportation solutions. Established as a standalone public company in October 2020 through the spin-off of Fortive’s mobility and transportation platforms, Vontier is headquartered in Raleigh, North Carolina. The company’s mission centers on delivering innovative products and services that help customers meet evolving demands in fuel retail, fleet management, and automotive service.

The company’s diversified portfolio spans several well-known brands.