Vertiv Holdings Co. $VRT Shares Acquired by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors LP increased its stake in Vertiv Holdings Co. by 6.9% during the first quarter, owning nearly 2.84 million shares valued at approximately $205 million.
• Several brokerages have raised their price targets for Vertiv, with Oppenheimer estimating a new target of $151 and JPMorgan increasing it to $150, reflecting high analyst confidence with a consensus rating of "Moderate Buy."
• Vertiv recently announced a dividend increase to $0.0375, representing a yield of 14.0% and improving from its previous dividend of $0.01.

Dimensional Fund Advisors LP increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 6.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 2,839,864 shares of the company's stock after acquiring an additional 182,937 shares during the period. Dimensional Fund Advisors LP owned about 0.75% of Vertiv worth $205,085,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Colonial Trust Co SC lifted its stake in shares of Vertiv by 211.9% during the 4th quarter. Colonial Trust Co SC now owns 315 shares of the company's stock worth $36,000 after acquiring an additional 214 shares during the last quarter. Ameriflex Group Inc. purchased a new position in Vertiv during the 4th quarter worth $37,000. GW&K Investment Management LLC purchased a new position in Vertiv during the 1st quarter worth $26,000. SouthState Corp purchased a new position in shares of Vertiv in the 1st quarter valued at $27,000. Finally, BNP Paribas purchased a new position in shares of Vertiv in the 4th quarter valued at $45,000. 89.92% of the stock is owned by institutional investors.

Insider Transactions at Vertiv

In other Vertiv news, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the sale, the insider owned 18,848 shares of the company's stock, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Stephen Liang sold 43,683 shares of Vertiv stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $115.83, for a total value of $5,059,801.89. Following the sale, the executive vice president directly owned 9,551 shares of the company's stock, valued at approximately $1,106,292.33. This represents a 82.06% decrease in their position. The disclosure for this sale can be found here. Insiders own 5.01% of the company's stock.

Vertiv Stock Down 1.3%

Shares of Vertiv stock traded down $1.6740 during trading on Wednesday, reaching $127.3760. The company's stock had a trading volume of 8,220,048 shares, compared to its average volume of 9,258,352. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. The company has a market cap of $48.64 billion, a price-to-earnings ratio of 60.95, a P/E/G ratio of 1.20 and a beta of 1.77. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. The company has a 50-day simple moving average of $129.00 and a two-hundred day simple moving average of $105.39.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping analysts' consensus estimates 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 analysts' expectations of $2.36 billion. During the same quarter in the previous year, the firm posted $0.67 EPS. The firm'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. As a group, equities analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Increases Dividend

The company also recently declared a dividend, which was paid on Thursday, June 26th. Shareholders of record on Tuesday, June 17th were given a dividend of $0.0375 per share. The ex-dividend date of this dividend was Monday, June 16th. This represents a yield of 14.0%. This is an increase from Vertiv's previous dividend of $0.01. Vertiv's payout ratio is presently 7.18%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Morgan Stanley reiterated an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Cowen reiterated a "buy" rating on shares of Vertiv in a report on Thursday, April 24th. Bank of America lifted their price target on Vertiv from $140.00 to $150.00 and gave the company a "buy" rating in a report on Thursday, July 17th. Oppenheimer lifted their price target on Vertiv from $140.00 to $151.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Finally, Glj Research began coverage on Vertiv in a report on Tuesday. They issued a "sell" rating and a $112.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Vertiv has an average rating of "Moderate Buy" and an average 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.