Bwcp LP Lowers Stock Position in Vertiv Holdings Co. $VRT

Key Points

• Bwcp LP reduced its stake in Vertiv Holdings Co. by 4.8%, bringing its ownership to 184,833 shares, valued at approximately $13.3 million.
• Insider selling was noted as executive Stephen Liang sold 43,683 shares, resulting in an 82.06% decrease in his position, while another insider, Karsten Winther, sold 41,654 shares, marking a 68.85% reduction.
• Vertiv recently reported a strong quarterly performance, beating analysts’ earnings expectations with reported earnings per share (EPS) of $0.95 and revenues of $2.64 billion, a year-over-year increase of 35.1%.

Bwcp LP trimmed its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 4.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 184,833 shares of the company's stock after selling 9,387 shares during the period. Vertiv makes up approximately 2.7% of Bwcp LP's portfolio, making the stock its 22nd biggest holding. Bwcp LP's holdings in Vertiv were worth $13,345,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. GW&K Investment Management LLC bought a new position in shares of Vertiv in the first quarter worth approximately $26,000. SouthState Corp bought a new position in shares of Vertiv in the first quarter worth approximately $27,000. North Star Investment Management Corp. increased its position in shares of Vertiv by 4,120.0% in the first quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock worth $30,000 after purchasing an additional 412 shares during the last quarter. Sachetta LLC increased its position in shares of Vertiv by 242.0% in the first quarter. Sachetta LLC now owns 448 shares of the company's stock worth $32,000 after purchasing an additional 317 shares during the last quarter. Finally, Banque Transatlantique SA bought a new position in shares of Vertiv in the first quarter worth approximately $33,000. 89.92% of the stock is currently owned by institutional investors.

Vertiv Trading Down 1.3%

Shares of NYSE:VRT traded down $1.68 during trading on Friday, reaching $124.02. 7,717,454 shares of the company traded hands, compared to its average volume of 5,678,286. The firm has a market capitalization of $47.36 billion, a price-to-earnings ratio of 59.34, a P/E/G ratio of 1.11 and a beta of 1.78. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $155.84. 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 business's fifty day moving average is $131.26 and its 200-day moving average is $106.53.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping analysts' consensus estimates of $0.83 by $0.12. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.36 billion. During the same quarter last year, the firm posted $0.67 earnings per share. The firm's revenue was up 35.1% on a year-over-year basis. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The firm 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 $0.0375 dividend. The ex-dividend date of this dividend is Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. Vertiv's dividend payout ratio (DPR) is presently 7.18%.

Wall Street Analyst Weigh In

A number of brokerages have commented on VRT. Mizuho increased their price target on shares of Vertiv from $125.00 to $150.00 and gave the company an "outperform" rating in a research report on Wednesday, July 16th. Redburn Atlantic upgraded shares of Vertiv to a "hold" rating in a research report on Wednesday, August 20th. Citigroup increased their price target on shares of Vertiv from $130.00 to $149.00 and gave the company a "buy" rating in a research report on Monday, July 14th. UBS Group increased their price target on shares of Vertiv from $135.00 to $173.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, Morgan Stanley reiterated an "overweight" rating on shares of Vertiv in a research report on Sunday, August 10th. 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 stock. Based on data from MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

Insider Buying and Selling

In related news, insider Paul Ryan sold 22,218 shares of the firm's stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the sale, the insider owned 12,803 shares of the company's stock, valued at $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 transaction, the insider directly owned 18,848 shares of the company's stock, valued at $2,529,590.08. This represents a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders sold 165,272 shares of company stock valued at $21,417,505 over the last quarter. 2.63% of the stock is owned by company insiders.

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.