AM Investment Strategies LLC Buys Shares of 2,465 Vertiv Holdings Co. $VRT

Key Points

• AM Investment Strategies LLC purchased a stake in Vertiv Holdings Co., acquiring 2,465 shares valued at approximately $316,000 in the second quarter.
• The stock has seen **mixed analyst ratings**, with two analysts giving it a Strong Buy, while one issued a Sell rating, resulting in a consensus rating of "Moderate Buy" with a target price of $142.00.
• Vertiv recently reported **strong earnings**, exceeding estimates with $2.64 billion in revenue and a net margin of 8.93%, while also announcing a **quarterly dividend of $0.0375** per share.

AM Investment Strategies LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,465 shares of the company's stock, valued at approximately $316,000.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Compagnie Lombard Odier SCmA increased its holdings in Vertiv by 7.6% in the second quarter. Compagnie Lombard Odier SCmA now owns 3,560 shares of the company's stock valued at $457,000 after buying an additional 250 shares in the last quarter. Financial Partners Group Inc purchased a new position in Vertiv in the second quarter valued at about $401,000. Golden State Equity Partners purchased a new position in Vertiv in the second quarter valued at about $230,000. CRA Financial Services LLC purchased a new position in Vertiv in the second quarter valued at about $326,000. Finally, Kapitalo Investimentos Ltda increased its holdings in Vertiv by 17.1% in the second quarter. Kapitalo Investimentos Ltda now owns 263,167 shares of the company's stock valued at $33,793,000 after buying an additional 38,500 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

VRT has been the subject of a number of research analyst reports. Redburn Atlantic raised shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. Bank of America increased their price target on shares of Vertiv from $140.00 to $150.00 and gave the company a "buy" rating in a research report on Thursday, July 17th. Melius Research upgraded shares of Vertiv from a "hold" rating to a "strong-buy" rating and increased their price target for the company from $134.00 to $165.00 in a research report on Tuesday, July 8th. Glj Research initiated coverage on shares of Vertiv in a research report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price target on the stock. Finally, Zacks Research upgraded shares of Vertiv to a "strong-buy" rating in a research report on Monday, August 11th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Vertiv has a consensus rating of "Moderate Buy" and a consensus target price of $142.00.

Insider Activity

In other Vertiv news, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the sale, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction that occurred on Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the completion of the sale, the insider directly owned 12,803 shares of the company's stock, valued at $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 180,952 shares of company stock valued at $23,360,571 over the last quarter. Insiders own 5.01% of the company's stock.

Vertiv Stock Down 6.0%

VRT stock opened at $142.79 on Wednesday. The stock has a market capitalization of $54.53 billion, a P/E ratio of 68.32, a PEG ratio of 1.34 and a beta of 1.78. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $155.84. The company has a 50 day moving average price of $134.02 and a two-hundred day moving average price of $110.35.

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

Vertiv Announces Dividend

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 paid a $0.0375 dividend. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, September 15th. Vertiv's payout ratio is presently 7.18%.

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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