First Dallas Securities Inc. Acquires Shares of 3,015 Vertiv Holdings Co. $VRT

Key Points

• First Dallas Securities Inc. has acquired a new stake in Vertiv Holdings Co., purchasing 3,015 shares valued at approximately $218,000.
• Analyst ratings for Vertiv reflect a positive outlook, with two analysts giving a Strong Buy rating and an average target price of $142.00.
• Vertiv reported a substantial increase in revenue, with a 35.1% year-over-year growth, and EPS of $0.95 for its last quarter, surpassing analyst estimates.

First Dallas Securities Inc. acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 3,015 shares of the company's stock, valued at approximately $218,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ashton Thomas Private Wealth LLC acquired a new position in shares of Vertiv in the first quarter valued at about $699,000. Sender Co & Partners Inc. bought a new position in shares of Vertiv in the 1st quarter worth about $314,000. Cape Investment Advisory Inc. grew its position in shares of Vertiv by 425.9% during the 1st quarter. Cape Investment Advisory Inc. now owns 589 shares of the company's stock worth $43,000 after buying an additional 477 shares during the period. Teza Capital Management LLC boosted its position in shares of Vertiv by 33.7% during the 1st quarter. Teza Capital Management LLC now owns 3,287 shares of the company's stock worth $237,000 after purchasing an additional 829 shares in the last quarter. Finally, Scientech Research LLC increased its holdings in shares of Vertiv by 187.1% during the first quarter. Scientech Research LLC now owns 14,263 shares of the company's stock valued at $1,030,000 after acquiring an additional 9,295 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on VRT. Redburn Atlantic upgraded Vertiv to a "hold" rating in a report on Wednesday, August 20th. Citigroup upped their target price on Vertiv from $130.00 to $149.00 and gave the stock a "buy" rating in a research note on Monday, July 14th. Rothschild & Co Redburn initiated coverage on shares of Vertiv in a report on Wednesday, August 20th. They set a "neutral" rating and a $135.00 target price on the stock. Zacks Research raised shares of Vertiv to a "strong-buy" rating in a research note on Monday, August 11th. Finally, Melius upgraded shares of Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price target on the stock in a research report on Tuesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $142.00.

Vertiv Trading Up 3.1%

Shares of NYSE:VRT traded up $3.72 during trading on Tuesday, hitting $125.54. The company had a trading volume of 7,586,133 shares, compared to its average volume of 6,183,225. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $155.84. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The stock has a market cap of $47.94 billion, a price-to-earnings ratio of 36.47, a price-to-earnings-growth ratio of 1.08 and a beta of 1.78. The company has a fifty day simple moving average of $131.13 and a two-hundred day simple moving average of $106.72.

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

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Shareholders of record on Monday, September 15th will be issued a $0.0375 dividend. The ex-dividend date is Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. Vertiv's payout ratio is currently 7.18%.

Insider Activity

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the firm's stock in a transaction that occurred on Monday, September 8th. The shares were sold at an average price of $123.92, for a total value of $1,943,065.60. Following the completion of the sale, the director directly owned 4,631 shares in the company, valued at $573,873.52. This trade represents a 77.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Karsten Winther sold 41,654 shares of the firm's stock in a transaction on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the transaction, the insider owned 18,848 shares of the company's stock, valued at $2,529,590.08. This trade represents a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 180,952 shares of company stock valued at $23,360,571 over the last 90 days. 5.01% of the stock is currently owned by corporate insiders.

Vertiv Company Profile

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.