Caxton Associates LLP Purchases Shares of 39,723 Vertiv Holdings Co. $VRT

Key Points

• Caxton Associates LLP has acquired a stake in Vertiv Holdings Co., purchasing 39,723 shares valued at approximately $2.87 million during the first quarter.
• Insider activity has been notable, with Karsten Winther and Paul Ryan selling significant amounts of stock, leading to a 68.85% and 63.44% decrease in their ownership, respectively.
• Vertiv reported strong Q2 earnings, with a 35.1% year-over-year revenue increase, beating analyst expectations, and has set its Q3 2025 earnings guidance at $0.940-1.000 EPS.

Caxton Associates LLP purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 39,723 shares of the company's stock, valued at approximately $2,868,000.

Several other institutional investors have also added to or reduced their stakes in VRT. GW&K Investment Management LLC purchased a new stake in Vertiv during the first quarter valued at about $26,000. SouthState Corp purchased a new stake in shares of Vertiv during the first quarter worth about $27,000. North Star Investment Management Corp. boosted its holdings in shares of Vertiv by 4,120.0% during 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 period. Sachetta LLC boosted its holdings in shares of Vertiv by 242.0% during 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 period. Finally, Banque Transatlantique SA purchased a new stake in shares of Vertiv during the first quarter worth about $33,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Karsten Winther sold 41,654 shares of the stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the sale, the insider owned 18,848 shares in the company, valued at $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Paul Ryan sold 22,218 shares of the stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the sale, the insider owned 12,803 shares in the company, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 165,272 shares of company stock worth $21,417,505 over the last 90 days. 5.01% of the stock is currently owned by insiders.

Vertiv Price Performance

Shares of NYSE VRT opened at $124.02 on Monday. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $155.84. The company has a 50 day simple moving average of $131.26 and a two-hundred day simple moving average of $106.54. The company has a market capitalization of $47.36 billion, a price-to-earnings ratio of 59.34, a P/E/G ratio of 1.09 and a beta of 1.78. 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 announced its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating analysts' consensus estimates of $0.83 by $0.12. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter last year, the firm earned $0.67 earnings per share. The business's revenue for the quarter was up 35.1% on a year-over-year basis. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 25th. Stockholders of record on Monday, September 15th will be issued a dividend of $0.0375 per share. The ex-dividend date is Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv's dividend payout ratio is presently 7.18%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on VRT shares. Redburn Atlantic upgraded shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. JPMorgan Chase & Co. increased their price target on shares of Vertiv from $127.00 to $150.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a research note on Sunday, August 10th. UBS Group increased their price target on shares of Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Bank of America increased their price target on shares of Vertiv from $140.00 to $150.00 and gave the stock a "buy" rating in a research note on Thursday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $142.00.

Vertiv Company 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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