Albion Financial Group UT Boosts Stake in Vertiv Holdings Co. $VRT

Key Points

• Albion Financial Group UT increased its stake in Vertiv Holdings Co. by 5.5% during the second quarter, bringing its total holdings to 112,081 shares valued at approximately $14.39 million.
• Vertiv reported a net margin of 8.93% and revenue of $2.64 billion for the last quarter, exceeding analysts' expectations and showing a year-over-year revenue increase of 35.1%.
• Insider selling has taken place recently, with Director Steven Reinemund selling 100,000 shares at an average price of $128.22, marking a significant reduction in his position.

Albion Financial Group UT lifted its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 5.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 112,081 shares of the company's stock after purchasing an additional 5,813 shares during the period. Albion Financial Group UT's holdings in Vertiv were worth $14,392,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Ibex Wealth Advisors increased its stake in shares of Vertiv by 10.5% in the 1st quarter. Ibex Wealth Advisors now owns 73,739 shares of the company's stock worth $5,324,000 after purchasing an additional 6,989 shares in the last quarter. FengHe Fund Management Pte. Ltd. purchased a new stake in Vertiv in the 1st quarter worth $33,389,000. Viking Fund Management LLC increased its stake in Vertiv by 123.5% in the 1st quarter. Viking Fund Management LLC now owns 38,000 shares of the company's stock worth $2,744,000 after buying an additional 21,000 shares in the last quarter. Outlook Wealth Advisors LLC purchased a new stake in Vertiv in the 1st quarter worth $475,000. Finally, Fox Run Management L.L.C. increased its stake in Vertiv by 449.9% in the 1st quarter. Fox Run Management L.L.C. now owns 21,545 shares of the company's stock worth $1,556,000 after buying an additional 17,627 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Down 0.9%

VRT opened at $138.57 on Monday. The firm has a 50-day simple moving average of $134.71 and a two-hundred day simple moving average of $111.76. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $155.84. The company has a market capitalization of $52.92 billion, a PE ratio of 66.30, a price-to-earnings-growth ratio of 1.22 and a beta of 1.78. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating 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 business had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter in the prior year, the firm earned $0.67 EPS. The business's revenue was up 35.1% on a year-over-year basis. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Insider Buying and Selling at Vertiv

In related news, Director Steven Reinemund sold 100,000 shares of the stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total value of $12,822,000.00. Following the completion of the transaction, the director owned 133,333 shares of the company's stock, valued at approximately $17,095,957.26. This trade represents a 42.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Karsten Winther sold 41,654 shares of the stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the transaction, the insider directly owned 18,848 shares of the company's stock, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 180,952 shares of company stock worth $23,360,571 in the last 90 days. 5.01% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on VRT shares. Oppenheimer increased their price target on Vertiv from $140.00 to $151.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Morgan Stanley reiterated an "overweight" rating on shares of Vertiv in a research note on Sunday, August 10th. Wall Street Zen upgraded Vertiv from a "buy" rating to a "strong-buy" rating in a research note on Saturday, June 21st. Redburn Atlantic upgraded Vertiv to a "hold" rating in a research note on Wednesday, August 20th. Finally, Glj Research started coverage on Vertiv in a research note on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $142.25.

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.

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