Compass Financial Management LLC Purchases Shares of 6,754 Vertiv Holdings Co. $VRT

Key Points

• Compass Financial Management purchased 6,754 Vertiv shares worth approximately $2.13 million during the second quarter. Institutional investors collectively own 89.92% of Vertiv.
• Vertiv reported second-quarter EPS of $1.52, above the $1.43 consensus estimate, while revenue rose 24.1% year over year to $3.27 billion. Analysts maintain a “Moderate Buy” consensus with an average price target of $357.83.
• Director Edward Monser sold 15,287 shares for roughly $3.88 million under a pre-arranged Rule 10b5-1 plan, reducing his direct ownership by about 48%; Vertiv also declared a quarterly dividend of $0.0625 per share.

Compass Financial Management LLC purchased a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 6,754 shares of the company's stock, valued at approximately $2,127,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Norges Bank acquired a new stake in Vertiv during the fourth quarter worth about $808,701,000. Marshall Wace LLP raised its holdings in Vertiv by 265.6% in the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company's stock valued at $432,568,000 after acquiring an additional 1,939,749 shares in the last quarter. Jupiter Topco LLC acquired a new position in Vertiv in the 2nd quarter valued at approximately $441,083,000. Alkeon Capital Management LLC lifted its position in shares of Vertiv by 178.2% in the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company's stock worth $324,524,000 after acquiring an additional 1,283,110 shares during the period. Finally, Ameriprise Financial Inc. lifted its position in shares of Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock worth $361,033,000 after acquiring an additional 930,158 shares during the period. Institutional investors own 89.92% of the company's stock.

Insider Activity

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on VRT shares. Loop Capital began coverage on Vertiv in a research report on Thursday, May 14th. They set a "buy" rating and a $500.00 price objective on the stock. KeyCorp reduced their target price on Vertiv from $360.00 to $325.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Evercore set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Robert W. Baird set a $320.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Finally, TD Cowen boosted their price target on shares of Vertiv from $347.00 to $387.00 and gave the company a "buy" rating in a report on Wednesday, May 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Vertiv has a consensus rating of "Moderate Buy" and an average price target of $357.83.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Vertiv Trading Up 4.4%

VRT stock opened at $280.76 on Friday. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The business's 50 day moving average is $282.72 and its 200-day moving average is $290.81. The firm has a market cap of $108.09 billion, a P/E ratio of 63.52, a P/E/G ratio of 1.16 and a beta of 2.07.

Vertiv (NYSE:VRT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.43 by $0.09. The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.Vertiv's revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the company earned $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities analysts anticipate that Vertiv Holdings Co. will post 6.72 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, September 14th. Vertiv's dividend payout ratio is currently 5.66%.

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company's product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.

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