Belpointe Asset Management LLC Takes $462,000 Position in Vertiv Holdings Co. $VRT

Key Points

• Belpointe Asset Management LLC invested approximately $462,000 in Vertiv Holdings Co., acquiring 6,396 shares during the 1st quarter.
• Vertiv reported a quarterly revenue increase of 35.1% compared to last year, with earnings per share (EPS) of $0.95, surpassing analysts' expectations.
• The company also announced a quarterly dividend of $0.0375 per share, reflecting a dividend yield of 0.1% and a payout ratio of 7.18%.

Belpointe Asset Management LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 1st quarter, according to its most recent 13F filing with the SEC. The firm bought 6,396 shares of the company's stock, valued at approximately $462,000.

Several other large investors also recently made changes to their positions in VRT. Amundi grew its stake in shares of Vertiv by 96.8% in the 1st quarter. Amundi now owns 6,951,773 shares of the company's stock valued at $469,490,000 after buying an additional 3,420,144 shares during the period. 1832 Asset Management L.P. grew its stake in shares of Vertiv by 985.3% in the 1st quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock valued at $166,183,000 after buying an additional 2,089,612 shares during the period. Vanguard Group Inc. boosted its stake in Vertiv by 3.7% during the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after purchasing an additional 1,359,070 shares during the last quarter. Nuveen LLC acquired a new position in Vertiv during the 1st quarter valued at about $77,820,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Vertiv by 54.1% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,314,934 shares of the company's stock valued at $263,000,000 after purchasing an additional 812,389 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Price Performance

Vertiv stock opened at $134.90 on Friday. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $155.84. The company's 50 day moving average price is $131.73 and its two-hundred day moving average price is $107.73. 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 stock has a market cap of $51.51 billion, a P/E ratio of 64.55, a P/E/G ratio of 1.20 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 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 firm had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.36 billion. During the same quarter last year, the firm earned $0.67 EPS. The company's quarterly revenue was up 35.1% compared to the same quarter last year. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, equities analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share 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 given a dividend of $0.0375 per share. The ex-dividend date of this dividend is Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

Wall Street Analyst Weigh In

VRT has been the subject of a number of analyst reports. Melius Research upgraded Vertiv from a "hold" rating to a "strong-buy" rating and lifted their price target for the company from $134.00 to $165.00 in a research note on Tuesday, July 8th. Wall Street Zen upgraded Vertiv from a "buy" rating to a "strong-buy" rating in a research note on Saturday, June 21st. Royal Bank Of Canada lifted their price target on Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Oppenheimer lifted their price target on Vertiv from $140.00 to $151.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Finally, Wolfe Research reiterated an "outperform" rating and set a $155.00 price target on shares of Vertiv in a research note on Thursday, July 10th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

Insider Activity at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the sale, the insider owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 completion of the sale, the insider directly owned 18,848 shares in the company, valued at $2,529,590.08. This trade represents a 68.85% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 180,952 shares of company stock worth $23,360,571. Company insiders own 2.63% of the company's stock.

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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