Aubrey Capital Management Ltd Purchases Shares of 19,400 Vertiv Holdings Co. $VRT

Key Points

• Aubrey Capital Management disclosed a new fourth-quarter stake in Vertiv Holdings Co., buying 19,400 shares valued at about $3.14 million. The position represents roughly 1.2% of the fund’s portfolio.
• Vertiv has seen heavy insider selling, including large sales by directors Roger Fradin and Steven Reinemund. Insiders sold 489,761 shares worth about $123.4 million in the last quarter.
• The company reported strong quarterly results, beating earnings and revenue expectations, and analysts have broadly turned positive with multiple price target increases. Vertiv also raised guidance and now has a consensus rating of Moderate Buy.

Aubrey Capital Management Ltd purchased a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 19,400 shares of the company's stock, valued at approximately $3,143,000. Vertiv accounts for approximately 1.2% of Aubrey Capital Management Ltd's portfolio, making the stock its 27th biggest position.

A number of other large investors also recently bought and sold shares of VRT. Empowered Funds LLC increased its position in shares of Vertiv by 25.9% in the first quarter. Empowered Funds LLC now owns 11,557 shares of the company's stock valued at $834,000 after buying an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Vertiv in the second quarter valued at approximately $567,000. Cary Street Partners Financial LLC increased its position in shares of Vertiv by 19.8% in the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company's stock valued at $178,000 after buying an additional 230 shares in the last quarter. Bank of Nova Scotia increased its position in shares of Vertiv by 49.7% in the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company's stock valued at $3,755,000 after buying an additional 9,712 shares in the last quarter. Finally, Ossiam purchased a new stake in shares of Vertiv in the second quarter valued at approximately $50,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Roger Fradin sold 101,667 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director owned 40,000 shares of the company's stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $253.95, for a total value of $16,506,750.00. Following the transaction, the director directly owned 68,333 shares in the company, valued at approximately $17,353,165.35. The trade was a 48.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock worth $123,356,815 in the last quarter. Insiders own 1.10% of the company's stock.

Vertiv Stock Performance

Shares of Vertiv stock opened at $340.02 on Monday. Vertiv Holdings Co. has a 52 week low of $92.13 and a 52 week high of $359.84. The business's fifty day simple moving average is $280.39 and its 200-day simple moving average is $217.77. The firm has a market cap of $130.61 billion, a PE ratio of 85.43, a price-to-earnings-growth ratio of 1.46 and a beta of 2.09. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the prior year, the company posted $0.64 EPS. The company's quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Equities analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv's dividend payout ratio is presently 6.28%.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on VRT. Barclays boosted their price objective on Vertiv from $300.00 to $345.00 and gave the company an "overweight" rating in a research report on Thursday, April 23rd. Morgan Stanley boosted their price target on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research report on Thursday, April 23rd. Royal Bank Of Canada boosted their price target on Vertiv from $344.00 to $356.00 and gave the stock an "outperform" rating in a research report on Thursday, April 23rd. Citigroup boosted their price target on Vertiv from $353.00 to $414.00 and gave the stock a "buy" rating in a research report on Thursday. Finally, Wall Street Zen cut Vertiv from a "strong-buy" rating to a "buy" rating in a research report on Sunday. Twenty-one analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $281.29.

Vertiv Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company's product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.

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