Cavalier Investments LLC Takes $305,000 Position in Vertiv Holdings Co. $VRT

Key Points

• Cavalier Investments LLC has acquired a $305,000 position in Vertiv Holdings Co., buying 2,372 shares during the second quarter, signaling confidence in the company's prospects.
• Vertiv's stock has a market capitalization of $66.73 billion and recently reported a notable quarterly earnings beat with an EPS of $0.95, surpassing expectations with a revenue increase of 35.1% year-over-year.
• The company announced a quarterly dividend of $0.0375 per share, reflecting a dividend yield of 0.1% and a payout ratio of 7.18%, indicating financial stability amidst operational growth.

Cavalier Investments LLC purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,372 shares of the company's stock, valued at approximately $305,000.

Several other hedge funds have also added to or reduced their stakes in the company. GW&K Investment Management LLC bought a new stake in Vertiv during the 1st quarter worth about $26,000. SouthState Corp acquired a new stake in shares of Vertiv during the 1st quarter worth approximately $27,000. Sachetta LLC grew its position in shares of Vertiv by 242.0% during the 1st quarter. Sachetta LLC now owns 448 shares of the company's stock worth $32,000 after buying an additional 317 shares during the period. Banque Transatlantique SA bought a new stake in shares of Vertiv during the first quarter worth approximately $33,000. Finally, DiNuzzo Private Wealth Inc. lifted its holdings in Vertiv by 780.0% in the second quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company's stock valued at $34,000 after buying an additional 234 shares during the period. Institutional investors own 89.92% of the company's stock.

Vertiv Stock Down 0.6%

Shares of Vertiv stock opened at $174.74 on Wednesday. The company has a market capitalization of $66.73 billion, a P/E ratio of 83.61, a price-to-earnings-growth ratio of 1.51 and a beta of 1.84. 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 business has a 50-day moving average of $144.56 and a two-hundred day moving average of $121.71. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $184.44.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.83 by $0.12. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The business had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.36 billion. During the same period in the previous year, the firm earned $0.67 EPS. Vertiv'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. As a group, equities analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

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

Wall Street Analyst Weigh In

VRT has been the subject of a number of analyst reports. Morgan Stanley reaffirmed an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. William Blair initiated coverage on Vertiv in a research report on Monday, July 28th. They issued an "outperform" rating on the stock. Cfra Research upgraded Vertiv to a "moderate buy" rating in a report on Tuesday, October 7th. The Goldman Sachs Group set a $159.00 target price on Vertiv in a research note on Monday, September 29th. Finally, Oppenheimer boosted their target price on Vertiv from $151.00 to $190.00 and gave the stock an "outperform" rating in a research report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $162.95.

Insider Activity at Vertiv

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the completion of the transaction, the director owned 4,631 shares in the company, valued at approximately $573,873.52. This represents a 77.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction dated 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 directly owned 18,848 shares in the company, valued at $2,529,590.08. This represents a 68.85% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 180,952 shares of company stock valued at $23,360,571. Insiders own 5.01% of the company's stock.

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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