Blue Trust Inc. Boosts Holdings in Vertiv Holdings Co. $VRT

Key Points

• Blue Trust Inc. increased its holdings in Vertiv Holdings Co. by 220.0% during the second quarter, bringing its total shares to 4,746, valued at approximately $609,000.
• Several hedge funds, including Vanguard Group Inc. and Amundi, have also raised their stakes in Vertiv, contributing to institutional investors holding nearly 90% of the stock.
• Vertiv reported significant earnings, with a quarterly EPS of $0.95, exceeding expectations, and a revenue of $2.64 billion, marking a 35.1% year-over-year increase.

Blue Trust Inc. grew its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 220.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,746 shares of the company's stock after acquiring an additional 3,263 shares during the period. Blue Trust Inc.'s holdings in Vertiv were worth $609,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in Vertiv by 3.7% in the first 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 period. Amundi raised its position in 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 purchasing an additional 3,420,144 shares in the last quarter. Fred Alger Management LLC boosted its stake in shares of Vertiv by 19.6% in the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock valued at $252,416,000 after buying an additional 572,545 shares during the period. Dimensional Fund Advisors LP boosted its stake in shares of Vertiv by 6.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock valued at $205,085,000 after buying an additional 182,937 shares during the period. Finally, 1832 Asset Management L.P. grew its position in shares of Vertiv by 985.3% during the first quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock worth $166,183,000 after buying an additional 2,089,612 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Stock Performance

Shares of VRT stock opened at $169.09 on Monday. The stock's 50-day moving average is $139.45 and its two-hundred day moving average is $116.89. The firm has a market cap of $64.57 billion, a price-to-earnings ratio of 80.90, a PEG ratio of 1.48 and a beta of 1.84. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $183.11. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74.

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, beating the consensus estimate of $0.83 by $0.12. The business 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 business's quarterly revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were paid a $0.0375 dividend. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv's payout ratio is currently 7.18%.

Insider Activity

In other news, insider Karsten Winther sold 41,654 shares of the firm's stock in a transaction 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 sale, the insider owned 18,848 shares in the company, valued at approximately $2,529,590.08. This trade represents a 68.85% 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 100,000 shares of Vertiv stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the completion of the sale, the director directly owned 133,333 shares in the company, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 180,952 shares of company stock worth $23,360,571 in the last 90 days. Corporate insiders own 5.01% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Redburn Atlantic raised shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. Oppenheimer raised their price objective 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 lifted their price objective on shares of Vertiv from $165.00 to $180.00 and gave the stock an "outperform" rating in a research report on Monday, October 6th. Cfra Research raised Vertiv to a "moderate buy" rating in a report on Tuesday, October 7th. Finally, Roth Capital restated a "buy" rating and issued a $162.00 price target on shares of Vertiv in a research note on Thursday, September 25th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and a consensus price target of $149.84.

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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