Callan Family Office LLC Increases Stock Holdings in Vertiv Holdings Co. $VRT

Key Points

• Callan Family Office LLC boosted its stake in Vertiv Holdings Co. by 89.4% in Q2, bringing its total to 23,729 shares valued at approximately $3,047,000.
• Multiple institutional investors have increased their holdings, indicating a growing interest in Vertiv, with significant purchases from FengHe Fund Management and Fox Run Management, among others.
• Vertiv's recent earnings report showed a 35.1% year-over-year revenue increase, with EPS of $0.95, surpassing analyst estimates of $0.83.

Callan Family Office LLC increased its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 89.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,729 shares of the company's stock after acquiring an additional 11,199 shares during the quarter. Callan Family Office LLC's holdings in Vertiv were worth $3,047,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. FengHe Fund Management Pte. Ltd. purchased a new stake in Vertiv in the first quarter worth $33,389,000. Fox Run Management L.L.C. lifted its stake in Vertiv by 449.9% in the first quarter. Fox Run Management L.L.C. now owns 21,545 shares of the company's stock worth $1,556,000 after acquiring an additional 17,627 shares during the period. Trilogy Capital Inc. purchased a new stake in Vertiv in the second quarter worth $2,790,000. Maxi Investments CY Ltd lifted its stake in Vertiv by 160.3% in the first quarter. Maxi Investments CY Ltd now owns 26,025 shares of the company's stock worth $1,879,000 after acquiring an additional 16,025 shares during the period. Finally, Balboa Wealth Partners lifted its stake in Vertiv by 68.9% in the first quarter. Balboa Wealth Partners now owns 29,408 shares of the company's stock worth $2,123,000 after acquiring an additional 12,001 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Buying and Selling

In related news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction dated 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 directly owned 12,803 shares in the company, valued at approximately $1,630,334.02. This trade represents a 63.44% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction dated Thursday, August 14th. The stock was 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 of the company's stock, valued at $2,529,590.08. The trade was a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock worth $23,360,571 in the last 90 days. 2.63% of the stock is owned by company insiders.

Analyst Ratings Changes

VRT has been the subject of a number of research analyst reports. UBS Group raised their price target on Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Oppenheimer raised their price objective on Vertiv from $140.00 to $151.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Roth Capital reissued a "buy" rating and set a $162.00 price objective on shares of Vertiv in a research report on Thursday, September 25th. Royal Bank Of Canada raised their price objective on Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Finally, Bank of America raised their price objective on Vertiv from $140.00 to $150.00 and gave the company a "buy" rating in a research report on Thursday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $149.84.

Vertiv Price Performance

VRT opened at $169.09 on Friday. The stock has a 50-day moving average price of $139.45 and a 200-day moving average price of $116.37. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The firm has a market cap of $64.57 billion, a PE ratio of 80.90, a P/E/G 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.

Vertiv (NYSE:VRT - Get Free Report) last posted 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 firm had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.Vertiv's quarterly revenue was up 35.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Sell-side analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

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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