2,630 Shares in Vertiv Holdings Co. $VRT Bought by Consolidated Portfolio Review Corp

Key Points

• Consolidated Portfolio Review Corp acquired 2,630 shares of Vertiv Holdings Co., valued at approximately $338,000, in the 2nd quarter, indicating growing institutional interest in the company.
• Insider activity revealed significant share sales, with Director Jakki L. Haussler and another insider, Paul Ryan, selling a combined total of 37,898 shares worth over $4.8 million, leading to notable decreases in their ownership stakes.
• Vertiv recently reported strong quarterly earnings, with an EPS of $0.95 surpassing estimates, and a revenue growth of 35.1% compared to the previous year, strengthening its financial position in the market.

Consolidated Portfolio Review Corp bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,630 shares of the company's stock, valued at approximately $338,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in Vertiv by 3.7% in the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after buying an additional 1,359,070 shares during the last quarter. Amundi grew its holdings in Vertiv by 96.8% during the 1st quarter. Amundi now owns 6,951,773 shares of the company's stock worth $469,490,000 after acquiring an additional 3,420,144 shares during the last quarter. Fred Alger Management LLC increased its position in Vertiv by 19.6% in the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock valued at $252,416,000 after acquiring an additional 572,545 shares during the period. Dimensional Fund Advisors LP increased its position in Vertiv by 6.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock valued at $205,085,000 after acquiring an additional 182,937 shares during the period. Finally, 1832 Asset Management L.P. raised its stake in shares of Vertiv by 985.3% during the first quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock valued at $166,183,000 after acquiring an additional 2,089,612 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Insider Activity at Vertiv

In other news, Director Jakki L. Haussler sold 15,680 shares of the company's stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the transaction, the director owned 4,631 shares in the company, valued at approximately $573,873.52. This represents a 77.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Paul Ryan sold 22,218 shares of the firm's stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the sale, the insider owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. This represents a 63.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 180,952 shares of company stock valued at $23,360,571. 2.63% of the stock is currently owned by company insiders.

Vertiv Trading Up 0.1%

NYSE VRT opened at $161.72 on Friday. The stock has a market capitalization of $61.75 billion, a P/E ratio of 77.38, a P/E/G ratio of 1.43 and a beta of 1.84. The business has a 50 day simple moving average of $136.81 and a 200 day simple moving average of $113.26. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $168.99.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.83 by $0.12. The firm had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company's revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period in the prior year, the business earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were issued a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, September 15th. Vertiv's dividend payout ratio (DPR) is presently 7.18%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on VRT. Citigroup boosted their price objective on shares of Vertiv from $130.00 to $149.00 and gave the stock a "buy" rating in a research note on Monday, July 14th. Morgan Stanley reiterated an "overweight" rating on shares of Vertiv in a research report on Sunday, August 10th. Redburn Atlantic raised Vertiv to a "hold" rating in a research note on Wednesday, August 20th. William Blair assumed coverage on Vertiv in a research note on Monday, July 28th. They issued an "outperform" rating on the stock. Finally, Melius upgraded Vertiv from a "hold" rating to a "buy" rating and set a $165.00 target price on the stock in a report on Tuesday, July 8th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Vertiv has an average rating of "Moderate Buy" and a consensus target price of $144.95.

About Vertiv

Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

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