Brandywine Global Investment Management LLC Boosts Holdings in Vontier Corporation $VNT

Brandywine Global Investment Management LLC raised its holdings in Vontier Corporation (NYSE:VNT) by 8.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,495,686 shares of the company’s stock after purchasing an additional 111,465 shares during the period. Brandywine Global Investment Management LLC’s holdings in Vontier were worth $55,610,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Allworth Financial LP increased its stake in shares of Vontier by 212.9% during the 3rd quarter. Allworth Financial LP now owns 948 shares of the company’s stock worth $40,000 after purchasing an additional 645 shares in the last quarter. Employees Retirement System of Texas purchased a new stake in Vontier in the 3rd quarter valued at approximately $58,000. Clearstead Advisors LLC lifted its stake in Vontier by 82.8% in the 4th quarter. Clearstead Advisors LLC now owns 1,665 shares of the company’s stock valued at $62,000 after buying an additional 754 shares in the last quarter. Quarry LP grew its holdings in Vontier by 5,897.1% during the 3rd quarter. Quarry LP now owns 2,099 shares of the company’s stock valued at $88,000 after buying an additional 2,064 shares during the last quarter. Finally, GAMMA Investing LLC grew its holdings in Vontier by 12.7% during the 4th quarter. GAMMA Investing LLC now owns 2,702 shares of the company’s stock valued at $100,000 after buying an additional 304 shares during the last quarter. 95.83% of the stock is currently owned by institutional investors and hedge funds.

Vontier Stock Performance

Shares of VNT stock opened at $28.19 on Monday. The company has a current ratio of 1.23, a quick ratio of 0.90 and a debt-to-equity ratio of 1.26. The company has a market cap of $3.97 billion, a PE ratio of 9.96, a P/E/G ratio of 1.06 and a beta of 1.16. The company’s fifty day simple moving average is $32.92 and its 200-day simple moving average is $36.21. Vontier Corporation has a 52 week low of $27.25 and a 52 week high of $48.20.

Vontier (NYSE:VNT) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.80 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.82 by ($0.02). Vontier had a net margin of 13.37% and a return on equity of 37.88%. The company had revenue of $750.60 million during the quarter, compared to analyst estimates of $737.21 million. During the same quarter in the prior year, the company posted $0.77 earnings per share. The firm’s revenue for the quarter was up 1.3% on a year-over-year basis. Vontier has set its FY 2026 guidance at 3.350-3.500 EPS and its Q2 2026 guidance at 0.780-0.810 EPS. As a group, equities research analysts anticipate that Vontier Corporation will post 3.39 EPS for the current year.

Vontier announced that its Board of Directors has initiated a stock buyback plan on Tuesday, May 19th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the company to reacquire up to 25.4% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.

Vontier Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be issued a dividend of $0.025 per share. This represents a $0.10 annualized dividend and a dividend yield of 0.4%. The ex-dividend date is Thursday, June 4th. Vontier’s dividend payout ratio (DPR) is presently 3.53%.

Analyst Ratings Changes

VNT has been the subject of a number of analyst reports. Robert W. Baird set a $37.00 price target on Vontier in a report on Friday, May 8th. Weiss Ratings lowered Vontier from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, May 19th. KeyCorp dropped their price objective on Vontier from $50.00 to $40.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Barclays cut their target price on shares of Vontier from $50.00 to $45.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Finally, Citigroup decreased their price target on shares of Vontier from $50.00 to $44.00 and set a “buy” rating on the stock in a research note on Friday, May 8th. Five investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $42.38.

Vontier Company Profile

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.