Arnhold LLC Has $22.11 Million Stake in Vertiv Holdings Co. $VRT

Key Points

• Arnhold LLC increased its stake in Vertiv Holdings Co. by 41.2% during the first quarter, now holding approximately $22.11 million in shares, which constitutes about 2.2% of its overall portfolio.
• Research firms have raised their price targets for Vertiv, with UBS Group setting a new target of $173.00 and a "buy" rating, reflecting increased confidence in the company's performance.
• Vertiv recently announced a dividend increase to $0.0375 per share, up from $0.01, translating to a yield of 14.0% for shareholders, indicating financial growth and shareholder value return.

Arnhold LLC boosted its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 41.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 306,217 shares of the company's stock after purchasing an additional 89,370 shares during the quarter. Vertiv comprises about 2.2% of Arnhold LLC's portfolio, making the stock its 11th biggest holding. Arnhold LLC owned approximately 0.08% of Vertiv worth $22,109,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VRT. Ibex Wealth Advisors boosted its position in shares of Vertiv by 10.5% in the first quarter. Ibex Wealth Advisors now owns 73,739 shares of the company's stock valued at $5,324,000 after acquiring an additional 6,989 shares during the period. Gallo Partners LP acquired a new stake in Vertiv in the 4th quarter worth about $1,826,000. FengHe Fund Management Pte. Ltd. bought a new stake in Vertiv in the 1st quarter valued at about $33,389,000. Viking Fund Management LLC grew its position in shares of Vertiv by 123.5% during the 1st quarter. Viking Fund Management LLC now owns 38,000 shares of the company's stock worth $2,744,000 after purchasing an additional 21,000 shares in the last quarter. Finally, Outlook Wealth Advisors LLC bought a new position in Vertiv during the 1st quarter worth $475,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently weighed in on VRT. UBS Group upped their price objective on shares of Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Melius raised shares of Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price target for the company in a report on Tuesday, July 8th. KGI Securities started coverage on shares of Vertiv in a research note on Thursday, April 24th. They issued a "hold" rating on the stock. Bank of America boosted their price objective 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. Finally, Mizuho upped their target price on Vertiv from $125.00 to $150.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $142.00.

Insider Transactions at Vertiv

In related news, EVP Stephen Liang sold 43,683 shares of the firm's stock in a transaction that occurred on Friday, June 6th. The shares were sold at an average price of $115.83, for a total value of $5,059,801.89. Following the completion of the transaction, the executive vice president owned 9,551 shares in the company, valued at $1,106,292.33. This trade represents a 82.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction that occurred on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the sale, the insider owned 18,848 shares in the company, valued at approximately $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 2.63% of the company's stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $126.7460 on Friday. 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 company has a market cap of $48.40 billion, a price-to-earnings ratio of 60.64, a PEG ratio of 1.13 and a beta of 1.77. The firm has a 50 day simple moving average of $129.58 and a 200 day simple moving average of $105.64.

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, 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 during the quarter, compared to the consensus estimate of $2.36 billion. During the same period in the prior year, the business earned $0.67 earnings per share. The company's revenue for the quarter was up 35.1% compared to the same quarter last year. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Research analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Increases Dividend

The company also recently announced a dividend, which was paid on Thursday, June 26th. Shareholders of record on Tuesday, June 17th were given a $0.0375 dividend. This is a boost from Vertiv's previous dividend of $0.01. This represents a yield of 14.0%. The ex-dividend date was Monday, June 16th. Vertiv's dividend payout ratio is 7.18%.

Vertiv 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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