Enclave Advisors LLC Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Enclave Advisors LLC acquired a new position in Vertiv Holdings Co., purchasing 2,904 shares valued at approximately $373,000 in the second quarter.
• Institutional investors and hedge funds now own about 89.92% of Vertiv's stock, highlighting significant interest from major investors.
• Vertiv recently increased its quarterly dividend to $0.0375 per share, representing an annualized yield of 0.1%.

Enclave Advisors LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 2,904 shares of the company's stock, valued at approximately $373,000.

A number of other hedge funds have also recently added to or reduced their stakes in VRT. GTS Securities LLC increased its holdings in Vertiv by 105.8% in the fourth quarter. GTS Securities LLC now owns 1,786 shares of the company's stock worth $203,000 after buying an additional 32,729 shares during the last quarter. MassMutual Private Wealth & Trust FSB increased its holdings in Vertiv by 30.6% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 768 shares of the company's stock worth $55,000 after buying an additional 180 shares during the last quarter. First Hawaiian Bank increased its holdings in Vertiv by 17.3% in the first quarter. First Hawaiian Bank now owns 4,045 shares of the company's stock worth $292,000 after buying an additional 598 shares during the last quarter. AdvisorNet Financial Inc increased its holdings in Vertiv by 522.3% in the first quarter. AdvisorNet Financial Inc now owns 921 shares of the company's stock worth $66,000 after buying an additional 773 shares during the last quarter. Finally, GAMMA Investing LLC increased its holdings in Vertiv by 6,323.9% in the first quarter. GAMMA Investing LLC now owns 183,532 shares of the company's stock worth $13,251,000 after buying an additional 180,675 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Glj Research assumed coverage on Vertiv in a report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price objective on the stock. Bank of America increased 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. Wolfe Research reiterated an "outperform" rating and set a $155.00 price target on shares of Vertiv in a report on Thursday, July 10th. Evercore ISI reiterated an "outperform" rating on shares of Vertiv in a report on Thursday, July 10th. Finally, JPMorgan Chase & Co. increased their price target on Vertiv from $127.00 to $150.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, Vertiv currently has a consensus rating of "Moderate Buy" and a consensus target price of $144.10.

Insiders Place Their Bets

In related news, Director Jakki L. Haussler sold 15,680 shares of the firm's stock in a transaction on Monday, September 8th. The stock was sold at an average price of $123.92, for a total value of $1,943,065.60. Following the completion of the transaction, the director directly owned 4,631 shares of the company's stock, valued at $573,873.52. This trade represents a 77.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 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 of the company's stock, valued at approximately $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. Insiders sold a total of 180,952 shares of company stock valued at $23,360,571 over the last ninety days. 5.01% of the stock is owned by insiders.

Vertiv Stock Down 0.9%

VRT opened at $138.57 on Monday. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. The stock has a market capitalization of $52.92 billion, a price-to-earnings ratio of 66.30, a P/E/G ratio of 1.22 and a beta of 1.78. The business has a 50 day moving average of $134.71 and a 200-day moving average of $111.76.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating 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 analysts' expectations of $2.36 billion. During the same period in the prior year, the business earned $0.67 earnings per share. Vertiv's revenue for the quarter 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, sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were given a $0.0375 dividend. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv's dividend payout ratio is currently 7.18%.

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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