Edmond DE Rothschild Holding S.A. Decreases Stake in Vertiv Holdings Co. $VRT

Key Points

• Edmond DE Rothschild Holding S.A. has decreased its stake in Vertiv Holdings Co. by 36.1%, owning 15,149 shares valued at approximately $1.09 million after selling 8,573 shares in the first quarter.
• Vertiv recently reported a 35.1% year-over-year revenue increase, with earnings per share of $0.95, surpassing analysts' expectations of $0.83.
• The company declared a quarterly dividend of $0.0375, which will be paid on September 25th, translating to an annualized yield of 0.1% with a payout ratio of 7.18%.

Edmond DE Rothschild Holding S.A. lessened its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 36.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,149 shares of the company's stock after selling 8,573 shares during the quarter. Edmond DE Rothschild Holding S.A.'s holdings in Vertiv were worth $1,094,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Colonial Trust Co SC raised 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 buying an additional 214 shares during the last quarter. Ameriflex Group Inc. acquired a new position in shares of Vertiv during the 4th quarter worth $37,000. GW&K Investment Management LLC acquired a new position in shares of Vertiv during the 1st quarter worth $26,000. SouthState Corp acquired a new position in shares of Vertiv during the 1st quarter worth $27,000. Finally, North Star Investment Management Corp. raised its stake in shares of Vertiv by 4,120.0% during the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock worth $30,000 after buying an additional 412 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Stock Down 1.3%

VRT opened at $124.02 on Friday. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The stock has a market capitalization of $47.36 billion, a price-to-earnings ratio of 59.34, a price-to-earnings-growth ratio of 1.11 and a beta of 1.78. The business has a 50-day moving average of $131.26 and a two-hundred day moving average of $106.53. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $155.84.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.83 by $0.12. The company had revenue of $2.64 billion during the quarter, compared to analysts' expectations of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The firm's revenue was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

Insider Transactions at Vertiv

In other news, Director Steven Reinemund sold 100,000 shares of the business's stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the completion of the sale, the director owned 133,333 shares in the company, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Paul Ryan sold 22,218 shares of the business's stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total value of $2,829,240.12. Following the sale, the insider owned 12,803 shares of the company's stock, valued at $1,630,334.02. The trade was a 63.44% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 165,272 shares of company stock worth $21,417,505. 2.63% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Rothschild Redb raised Vertiv to a "hold" rating in a research note on Wednesday, August 20th. Evercore ISI reaffirmed an "outperform" rating on shares of Vertiv in a research note on Thursday, July 10th. Oppenheimer boosted their target price on shares of Vertiv from $140.00 to $151.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. William Blair assumed coverage on shares of Vertiv in a research note on Monday, July 28th. They issued an "outperform" rating for the company. Finally, Rothschild & Co Redburn assumed coverage on shares of Vertiv in a research note on Wednesday, August 20th. They issued a "neutral" rating and a $135.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price 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.

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