Axiom Investors LLC DE Reduces Stock Position in Vertiv Holdings Co. $VRT

Key Points

• Axiom Investors LLC DE significantly reduced its stake in Vertiv Holdings Co by 81.9%, selling over 1.9 million shares and now holding only 423,828 shares valued at approximately $30.6 million.
• Transaction activity shows that insiders sold a total of 165,272 shares worth over $21.4 million in the last ninety days, indicating notable changes in management's stock ownership.
• Despite insider selling, analysts remain positive on Vertiv, with Goldman Sachs and others maintaining or upgrading their ratings, leading to an average price target of $142.00 for the stock.

Axiom Investors LLC DE lowered its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 81.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 423,828 shares of the company's stock after selling 1,911,368 shares during the quarter. Axiom Investors LLC DE owned 0.11% of Vertiv worth $30,600,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Focus Partners Advisor Solutions LLC raised its position in shares of Vertiv by 3.1% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 3,226 shares of the company's stock valued at $367,000 after purchasing an additional 97 shares during the period. Ellevest Inc. raised its position in shares of Vertiv by 5.9% during the 4th quarter. Ellevest Inc. now owns 2,393 shares of the company's stock valued at $272,000 after purchasing an additional 133 shares during the period. Commerce Bank raised its position in shares of Vertiv by 0.7% during the 1st quarter. Commerce Bank now owns 20,739 shares of the company's stock valued at $1,497,000 after purchasing an additional 134 shares during the period. TD Private Client Wealth LLC raised its position in shares of Vertiv by 37.5% during the 1st quarter. TD Private Client Wealth LLC now owns 510 shares of the company's stock valued at $37,000 after purchasing an additional 139 shares during the period. Finally, Forum Financial Management LP raised its position in shares of Vertiv by 5.4% during the 1st quarter. Forum Financial Management LP now owns 2,852 shares of the company's stock valued at $206,000 after purchasing an additional 147 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Buying and Selling

In related news, insider Karsten Winther sold 41,654 shares of Vertiv 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Steven Reinemund sold 100,000 shares of Vertiv stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the transaction, the director directly owned 133,333 shares of the company's stock, valued at approximately $17,095,957.26. This represents a 42.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 165,272 shares of company stock valued at $21,417,505. Company insiders own 5.01% of the company's stock.

Vertiv Stock Performance

Vertiv stock opened at $124.02 on Monday. The company's 50-day moving average price is $131.26 and its 200-day moving average price is $106.54. 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 company has a market cap of $47.36 billion, a PE ratio of 59.34, a price-to-earnings-growth ratio of 1.09 and a beta of 1.78.

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

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 25th. Investors of record on Monday, September 15th will be paid a dividend of $0.0375 per share. The ex-dividend date of this dividend is Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv's payout ratio is currently 7.18%.

Analyst Ratings Changes

VRT has been the topic of several recent analyst reports. The Goldman Sachs Group restated a "buy" rating on shares of Vertiv in a research report on Friday, July 11th. Zacks Research upgraded shares of Vertiv to a "strong-buy" rating in a report on Monday, August 11th. Oppenheimer lifted their price target on shares of Vertiv from $140.00 to $151.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Evercore ISI reiterated an "outperform" rating on shares of Vertiv in a report on Thursday, July 10th. Finally, Roth Capital lifted their price target on shares of Vertiv from $100.00 to $157.00 and gave the company a "buy" rating in a report on Tuesday, July 29th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Vertiv currently has a consensus rating of "Moderate Buy" and an average price target of $142.00.

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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