Cladis Investment Advisory LLC Purchases Shares of 12,375 Vertiv Holdings Co. $VRT

Key Points

• Cladis Investment Advisory LLC has taken a new position in Vertiv Holdings Co., purchasing 12,375 shares valued at approximately $893,000 during the 1st quarter.
• Insider sales are notable, with Karsten Winther selling 41,654 shares for over $5.5 million, and Stephen Liang selling 43,683 shares for about $5.1 million, representing significant decreases in their ownership.
• Vertiv recently increased its dividend to $0.0375 per share, up from $0.01, which translates to a dividend yield of 14.0%.

Cladis Investment Advisory LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 12,375 shares of the company's stock, valued at approximately $893,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mariner LLC boosted its position in Vertiv by 10.9% during the fourth quarter. Mariner LLC now owns 51,870 shares of the company's stock valued at $5,894,000 after buying an additional 5,097 shares during the period. Canada Pension Plan Investment Board bought a new stake in shares of Vertiv in the 4th quarter valued at about $17,465,000. Forum Financial Management LP purchased a new stake in Vertiv during the 4th quarter valued at about $307,000. Capital World Investors lifted its position in Vertiv by 7.3% in the fourth quarter. Capital World Investors now owns 11,438 shares of the company's stock valued at $1,299,000 after purchasing an additional 774 shares during the last quarter. Finally, MML Investors Services LLC grew its stake in shares of Vertiv by 26.3% in the fourth quarter. MML Investors Services LLC now owns 38,803 shares of the company's stock worth $4,408,000 after purchasing an additional 8,087 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

VRT traded down $1.6740 during mid-day trading on Wednesday, reaching $127.3760. 8,267,435 shares of the company traded hands, compared to its average volume of 9,259,036. The company's fifty day moving average price is $129.00 and its 200-day moving average price is $105.39. The stock has a market capitalization of $48.64 billion, a P/E ratio of 60.95, a P/E/G ratio of 1.20 and a beta of 1.77. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $155.84.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping 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 company had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.36 billion. During the same quarter in the previous year, the company posted $0.67 earnings per share. Vertiv's 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. On average, sell-side analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The firm also recently announced a dividend, which was paid on Thursday, June 26th. Investors of record on Tuesday, June 17th were given a dividend of $0.0375 per share. This represents a yield of 14.0%. This is a positive change from Vertiv's previous dividend of $0.01. The ex-dividend date was Monday, June 16th. Vertiv's dividend payout ratio (DPR) is presently 7.18%.

Insider Buying and Selling

In other news, EVP Stephen Liang sold 43,683 shares of the business's stock in a transaction on Friday, June 6th. The shares were sold at an average price of $115.83, for a total transaction of $5,059,801.89. Following the completion of the sale, the executive vice president owned 9,551 shares of the company's stock, valued at $1,106,292.33. The trade was a 82.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Karsten Winther sold 41,654 shares of the firm's stock in a transaction on 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 transaction, the insider directly owned 18,848 shares in the company, valued at approximately $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. 5.01% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Rothschild & Co Redburn assumed coverage on shares of Vertiv in a research report on Wednesday. They set a "neutral" rating and a $135.00 price objective on the stock. William Blair started coverage on Vertiv in a research report on Monday, July 28th. They issued an "outperform" rating for the company. KGI Securities assumed coverage on Vertiv in a research report on Thursday, April 24th. They set a "hold" rating on the stock. Glj Research began coverage on Vertiv in a research note on Tuesday. They issued a "sell" rating and a $112.00 price target on the stock. Finally, The Goldman Sachs Group restated a "buy" rating on shares of Vertiv in a report on Friday, July 11th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Vertiv presently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

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.