Congress Park Capital LLC Lowers Position in Vertiv Holdings Co. $VRT

Key Points

• Congress Park Capital LLC reduced its stake in Vertiv Holdings Co. by 57.3%, holding 2,570 shares valued at $330,000 at the end of the quarter.
• Insiders sold a total of 180,952 shares worth approximately $23.36 million in the last three months, indicating significant divestment from key personnel.
• Vertiv recently reported $2.64 billion in revenue for the quarter, exceeding analyst estimates, and set its Q3 2025 EPS guidance between 0.940-1.000.

Congress Park Capital LLC cut its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 57.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,570 shares of the company's stock after selling 3,455 shares during the quarter. Congress Park Capital LLC's holdings in Vertiv were worth $330,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its position in shares of Vertiv by 3.7% during the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after purchasing an additional 1,359,070 shares during the last quarter. Amundi grew its position in Vertiv by 96.8% during the 1st quarter. Amundi now owns 6,951,773 shares of the company's stock worth $469,490,000 after acquiring an additional 3,420,144 shares during the last quarter. Fred Alger Management LLC grew its position in Vertiv by 19.6% during the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock worth $252,416,000 after acquiring an additional 572,545 shares during the last quarter. Dimensional Fund Advisors LP grew its position in Vertiv by 6.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock worth $205,085,000 after acquiring an additional 182,937 shares during the last quarter. Finally, 1832 Asset Management L.P. grew its position in Vertiv by 985.3% during the 1st quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock worth $166,183,000 after acquiring an additional 2,089,612 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

VRT has been the topic of several recent research reports. William Blair initiated coverage on Vertiv in a research report on Monday, July 28th. They set an "outperform" rating on the stock. Barclays set a $128.00 price target on Vertiv and gave the stock an "equal weight" rating in a research report on Thursday, July 31st. The Goldman Sachs Group restated a "buy" rating on shares of Vertiv in a research report on Friday, July 11th. Melius upgraded Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price objective for the company in a report on Tuesday, July 8th. Finally, Rothschild & Co Redburn assumed coverage on Vertiv in a report on Wednesday, August 20th. They issued a "neutral" rating and a $135.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $142.00.

Vertiv Stock Down 6.2%

Shares of Vertiv stock traded down $9.37 on Tuesday, reaching $142.60. The company's stock had a trading volume of 11,486,429 shares, compared to its average volume of 8,942,718. 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. The company has a market capitalization of $54.45 billion, a price-to-earnings ratio of 68.23, a P/E/G ratio of 1.27 and a beta of 1.78. The firm's fifty day simple moving average is $133.72 and its two-hundred day simple moving average is $110.13.

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. Equities analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

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

Insider Transactions at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the transaction, the insider directly owned 12,803 shares in the company, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction on 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 transaction, the insider owned 18,848 shares in the company, valued at $2,529,590.08. This trade represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 180,952 shares of company stock worth $23,360,571. 5.01% of the stock is currently owned by insiders.

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.