Fiduciary Family Office LLC Boosts Stake in Vertiv Holdings Co. $VRT

Key Points

• Fiduciary Family Office LLC increased its ownership in Vertiv Holdings Co. by 49.9% during the second quarter, acquiring an additional 3,387 shares for a total value of approximately $1.3 million.
• Several large investors, including Presidio Capital Management and Grandview Asset Management, also increased their stakes in Vertiv, highlighting growing institutional interest in the company.
• Vertiv recently declared a quarterly dividend of $0.0375 per share, as it plans to provide a $0.15 annualized dividend, reflecting a dividend payout ratio of 7.18%.

Fiduciary Family Office LLC raised its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 49.9% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,181 shares of the company's stock after buying an additional 3,387 shares during the period. Fiduciary Family Office LLC's holdings in Vertiv were worth $1,307,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the stock. Presidio Capital Management LLC increased its stake in shares of Vertiv by 1.3% during the 2nd quarter. Presidio Capital Management LLC now owns 6,010 shares of the company's stock worth $772,000 after purchasing an additional 80 shares during the last quarter. Grandview Asset Management LLC increased its stake in shares of Vertiv by 2.8% during the 2nd quarter. Grandview Asset Management LLC now owns 3,536 shares of the company's stock worth $454,000 after purchasing an additional 96 shares during the last quarter. Ameriflex Group Inc. increased its stake in shares of Vertiv by 14.9% during the 2nd quarter. Ameriflex Group Inc. now owns 770 shares of the company's stock worth $95,000 after purchasing an additional 100 shares during the last quarter. Cigna Investments Inc. New increased its stake in shares of Vertiv by 3.5% during the 2nd quarter. Cigna Investments Inc. New now owns 3,755 shares of the company's stock worth $482,000 after purchasing an additional 127 shares during the last quarter. Finally, Commerce Bank increased its stake in shares of Vertiv by 0.7% during the 1st quarter. Commerce Bank now owns 20,739 shares of the company's stock worth $1,497,000 after purchasing an additional 134 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Activity

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

Vertiv Stock Up 1.1%

Vertiv stock opened at $175.90 on Tuesday. The firm has a 50 day simple moving average of $143.94 and a 200 day simple moving average of $121.34. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $184.44. The firm has a market capitalization of $67.17 billion, a price-to-earnings ratio of 84.16, a P/E/G ratio of 1.50 and a beta of 1.84.

Vertiv (NYSE:VRT - Get Free Report) last announced 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. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The firm had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. During the same period last year, the firm earned $0.67 EPS. The business's quarterly 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. On average, analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were issued a $0.0375 dividend. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv's dividend payout ratio (DPR) is presently 7.18%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on VRT shares. Oppenheimer raised their price target on shares of Vertiv from $151.00 to $190.00 and gave the stock an "outperform" rating in a research note on Tuesday, October 14th. Rothschild & Co Redburn started coverage on shares of Vertiv in a research note on Wednesday, August 20th. They set a "neutral" rating and a $135.00 price target for the company. UBS Group raised their price target on shares of Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Deutsche Bank Aktiengesellschaft set a $216.00 price target on shares of Vertiv and gave the stock a "buy" rating in a research note on Wednesday, October 15th. Finally, Bank of America lifted their price objective on shares of Vertiv from $140.00 to $150.00 and gave the company a "buy" rating in a research note on Thursday, July 17th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Vertiv has a consensus rating of "Moderate Buy" and a consensus price target of $161.30.

Vertiv Profile

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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