Beacon Financial Advisory LLC Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Beacon Financial Advisory LLC acquired a new position in Vertiv Holdings Co., purchasing 2,055 shares valued at approximately $264,000 in the 2nd quarter.
• Vertiv reported a 35.1% increase in revenue year-over-year, reaching $2.64 billion, and exceeded earnings expectations with $0.95 EPS compared to the consensus estimate of $0.83.
• The company has announced a quarterly dividend of $0.0375 per share with a dividend yield of 0.1%, reflecting a dividend payout ratio of 7.18%.

Beacon Financial Advisory LLC acquired a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 2,055 shares of the company's stock, valued at approximately $264,000.

Other large investors have also recently bought and sold shares of the company. DiNuzzo Private Wealth Inc. increased its stake in shares of Vertiv by 780.0% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company's stock valued at $34,000 after buying an additional 234 shares during the period. Garde Capital Inc. boosted its holdings in Vertiv by 1,886.7% in the second quarter. Garde Capital Inc. now owns 298 shares of the company's stock valued at $38,000 after acquiring an additional 283 shares during the last quarter. GW&K Investment Management LLC acquired a new stake in Vertiv in the first quarter worth about $26,000. SouthState Corp bought a new stake in Vertiv during the 1st quarter worth about $27,000. Finally, North Star Investment Management Corp. boosted its stake in shares of Vertiv by 4,120.0% in the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock valued at $30,000 after purchasing an additional 412 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Stock Performance

Shares of Vertiv stock opened at $162.77 on Tuesday. The stock's fifty day simple moving average is $137.67 and its 200 day simple moving average is $114.64. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. The company has a market capitalization of $62.16 billion, a PE ratio of 77.88, a PEG ratio of 1.41 and a beta of 1.84. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $169.83.

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. The company had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company's revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, research analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were issued a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, September 15th. Vertiv's dividend payout ratio (DPR) is 7.18%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Redburn Atlantic upgraded shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. Rothschild & Co Redburn started coverage on shares of Vertiv in a research report on Wednesday, August 20th. They set a "neutral" rating and a $135.00 target price for the company. William Blair initiated coverage on Vertiv in a research report on Monday, July 28th. They issued an "outperform" rating on the stock. Royal Bank Of Canada lifted their price objective on Vertiv from $143.00 to $162.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, UBS Group increased their target price on Vertiv from $135.00 to $173.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and a consensus target price of $147.58.

Insider Activity at Vertiv

In other news, insider Karsten Winther sold 41,654 shares of the company's 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 transaction, the insider owned 18,848 shares in the company, valued at $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Steven Reinemund sold 100,000 shares of the firm's stock in a transaction on 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 sale, the director owned 133,333 shares in the company, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 180,952 shares of company stock worth $23,360,571. Corporate insiders own 5.01% of the company's stock.

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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