Braun Stacey Associates Inc. Has $41.73 Million Stock Position in Vertiv Holdings Co. $VRT

Key Points

• Braun Stacey Associates cut its stake in Vertiv by 12.7%, selling 37,496 shares to hold 257,546 shares worth about $41.73 million, representing ~1.4% of the firm's portfolio and ~0.07% of Vertiv.
• Vertiv beat Q4 EPS expectations ($1.36 vs. $1.29) with revenue up 22.7% year-over-year, set FY2026 EPS guidance of 5.97–6.07, and trades with a market cap near $99.94 billion and a P/E of 76.6.
• Significant insider selling has occurred recently — Director Edward Monser sold 77,294 shares (~$18.97M) and Chairman David Cote sold 40,000 shares (~$10.21M), with insiders offloading 489,761 shares (~$123.36M) in the past 90 days while insiders still own 2.63% of the stock.

Braun Stacey Associates Inc. cut its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 12.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 257,546 shares of the company's stock after selling 37,496 shares during the period. Vertiv comprises approximately 1.4% of Braun Stacey Associates Inc.'s investment portfolio, making the stock its 16th biggest holding. Braun Stacey Associates Inc. owned approximately 0.07% of Vertiv worth $41,725,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Howard Capital Management Inc. boosted its stake in shares of Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company's stock worth $277,000 after buying an additional 54 shares during the last quarter. Investors Asset Management of Georgia Inc. GA ADV raised its holdings in Vertiv by 1.9% during the third quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company's stock worth $456,000 after acquiring an additional 55 shares in the last quarter. Ancora Advisors LLC boosted its position in Vertiv by 0.4% during the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company's stock valued at $2,402,000 after purchasing an additional 64 shares during the last quarter. JBR Co Financial Management Inc grew its stake in Vertiv by 0.8% in the third quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company's stock valued at $1,180,000 after purchasing an additional 65 shares in the last quarter. Finally, Brown Brothers Harriman & Co. grew its stake in Vertiv by 37.8% in the third quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company's stock valued at $36,000 after purchasing an additional 65 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Trading Down 0.0%

Shares of VRT stock opened at $261.22 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $282.05. The company has a market capitalization of $99.94 billion, a PE ratio of 76.60, a price-to-earnings-growth ratio of 1.32 and a beta of 2.04. The firm has a 50 day moving average price of $239.04 and a two-hundred day moving average price of $194.24. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT - Get Free Report) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The firm's revenue for the quarter was up 22.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.99 earnings per share. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv's dividend payout ratio (DPR) is currently 7.33%.

Insider Buying and Selling

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares in the company, valued at $4,050,585. The trade was a 82.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the business's stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the sale, the chairman directly owned 22,258 shares of the company's stock, valued at $5,682,244.82. This represents a 64.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 in the last 90 days. 2.63% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $281.00 target price on shares of Vertiv in a report on Thursday, February 12th. Barclays boosted their price objective on shares of Vertiv from $281.00 to $300.00 and gave the stock an "overweight" rating in a research note on Wednesday. JPMorgan Chase & Co. cut their target price on shares of Vertiv from $230.00 to $225.00 and set an "overweight" rating for the company in a research note on Friday, January 16th. Royal Bank Of Canada lifted their price target on Vertiv from $200.00 to $266.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Finally, Oppenheimer reissued an "outperform" rating and set a $270.00 price target on shares of Vertiv in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $237.45.

Vertiv Company 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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