4,760 Shares in Vertiv Holdings Co. $VRT Bought by Westbourne Investments Inc.

Key Points

• Westbourne Investments Inc. has acquired 4,760 shares of Vertiv Holdings Co. (NYSE:VRT) for about $344,000 during the first quarter, indicating growing institutional interest in the company.
• Vertiv's recent earnings report revealed earnings per share of $0.95, exceeding analysts' expectations and showcasing a 35.1% year-over-year revenue increase to $2.64 billion.
• The company announced a quarterly dividend of $0.0375 per share, reflecting a low dividend payout ratio of 7.18% amid strong market capitalization of $53.09 billion.

Westbourne Investments Inc. purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,760 shares of the company's stock, valued at approximately $344,000.

Several other institutional investors have also added to or reduced their stakes in VRT. GW&K Investment Management LLC purchased a new stake in Vertiv during the first quarter valued at about $26,000. SouthState Corp purchased a new stake in shares of Vertiv during the first quarter worth about $27,000. North Star Investment Management Corp. boosted its holdings in shares of Vertiv by 4,120.0% during the first quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock worth $30,000 after purchasing an additional 412 shares during the period. Sachetta LLC boosted its holdings in shares of Vertiv by 242.0% during the first quarter. Sachetta LLC now owns 448 shares of the company's stock worth $32,000 after purchasing an additional 317 shares during the period. Finally, Banque Transatlantique SA purchased a new stake in shares of Vertiv during the first quarter worth about $33,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Price Performance

Shares of VRT opened at $139.02 on Wednesday. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $155.84. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. The firm has a 50 day moving average of $131.19 and a 200 day moving average of $106.85. The company has a market capitalization of $53.09 billion, a P/E ratio of 66.28, a price-to-earnings-growth ratio of 1.08 and a beta of 1.78.

Vertiv (NYSE:VRT - Get Free Report) last issued its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.83 by $0.12. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The company had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.36 billion. During the same quarter last year, the company posted $0.67 earnings per share. The firm'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 research analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Investors 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 annualized dividend and a yield of 0.1%. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

Insider Buying and Selling at Vertiv

In other news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the transaction, the insider owned 12,803 shares in the company, valued at $1,630,334.02. This trade represents a 63.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Jakki L. Haussler sold 15,680 shares of Vertiv stock in a transaction on Monday, September 8th. The stock was 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 $573,873.52. This represents a 77.20% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 180,952 shares of company stock worth $23,360,571. 5.01% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on VRT. Wolfe Research reiterated an "outperform" rating and set a $155.00 target price on shares of Vertiv in a report on Thursday, July 10th. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a research note on Saturday, June 21st. Evercore ISI reissued an "outperform" rating on shares of Vertiv in a research note on Thursday, July 10th. Rothschild Redb raised shares of Vertiv to a "hold" rating in a research note on Wednesday, August 20th. Finally, Glj Research initiated coverage on shares of Vertiv in a research note on Tuesday, August 19th. They set a "sell" rating and a $112.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $142.00.

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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