VontierVNT
Market Cap: $5B
About: Vontier, spun off from Fortive in 2020, is an industrial technology company with a portfolio of transportation and mobility solutions. The company offers a wide array of products and services, including fueling equipment, sensors, point-of-sale and payment systems, telematics, and equipment used by vehicle mechanics and technicians. Vontier generated approximately $3.1 billion in sales in 2023.
Employees: 8,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
25% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]
0.96% more ownership
Funds ownership: 94.99% [Q1] → 95.95% (+0.96%) [Q2]
7% less call options, than puts
Call options by funds: $940K | Put options by funds: $1.02M
10% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 161
2% less funds holding
Funds holding: 482 [Q1] → 472 (-10) [Q2]
15% less capital invested
Capital invested by funds: $6.62B [Q1] → $5.66B (-$964M) [Q2]
16% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 63
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Evercore ISI Group David Raso 31% 1-year accuracy 4 / 13 met price target | 23%upside $40 | Outperform Maintained | 19 Aug 2024 |
Barclays Julian Mitchell 69% 1-year accuracy 49 / 71 met price target | 35%upside $44 | Overweight Maintained | 5 Aug 2024 |
Baird Robert Mason 57% 1-year accuracy 4 / 7 met price target | 29%upside $42 | Neutral Maintained | 2 Aug 2024 |
Financial journalist opinion
Based on 4 articles about VNT published over the past 30 days