Foundations Investment Advisors LLC Raises Stock Holdings in Vertiv Holdings Co. $VRT

Key Points

• Foundations Investment Advisors LLC increased its Vertiv stake by 14.1% in the fourth quarter, buying 30,963 additional shares and bringing its holdings to 250,402 shares worth about $40.6 million.
• Vertiv delivered a strong quarterly report, with EPS of $1.17 versus the $1.00 consensus and revenue of $2.65 billion, up 30.1% year over year.
• Analysts have turned increasingly bullish on the stock, with several firms raising price targets and the consensus rating sitting at Moderate Buy with a target price of $322.32.

Foundations Investment Advisors LLC boosted its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 14.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 250,402 shares of the company's stock after buying an additional 30,963 shares during the period. Foundations Investment Advisors LLC owned approximately 0.07% of Vertiv worth $40,568,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of VRT. Park Place Capital Corp raised its holdings in Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company's stock valued at $29,000 after buying an additional 156 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new stake in Vertiv in the 4th quarter valued at about $29,000. Cullen Frost Bankers Inc. raised its holdings in Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company's stock valued at $30,000 after buying an additional 93 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in Vertiv in the 3rd quarter valued at about $30,000. Finally, Foster Dykema Cabot & Partners LLC purchased a new stake in Vertiv in the 3rd quarter valued at about $31,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Shares of Vertiv stock opened at $319.77 on Thursday. Vertiv Holdings Co. has a one year low of $104.71 and a one year high of $379.93. The company has a market cap of $122.83 billion, a PE ratio of 80.34, a P/E/G ratio of 1.40 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The business has a 50-day simple moving average of $304.01 and a 200-day simple moving average of $233.17.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping analysts' consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same period in the previous year, the company posted $0.64 earnings per share. The business's revenue for the quarter was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities research analysts forecast that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv's payout ratio is currently 6.28%.

Analysts Set New Price Targets

A number of analysts have issued reports on VRT shares. Morgan Stanley boosted their price target on shares of Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. Oppenheimer boosted their price target on shares of Vertiv from $330.00 to $353.00 and gave the stock an "outperform" rating in a research note on Thursday, May 21st. Royal Bank Of Canada boosted their price target on shares of Vertiv from $356.00 to $435.00 and gave the stock an "outperform" rating in a research note on Friday, May 15th. Zacks Research upgraded shares of Vertiv from a "hold" rating to a "strong-buy" rating in a research note on Thursday, May 21st. Finally, BNP Paribas Exane started coverage on shares of Vertiv in a research note on Tuesday, April 14th. They set an "outperform" rating and a $345.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $322.32.

Insider Transactions at Vertiv

In other news, Director Roger Fradin sold 101,666 shares of the business's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $252.13, for a total transaction of $25,633,048.58. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Edward L. Monser sold 77,294 shares of the business's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,050,585. This represents a 82.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.10% of the company's stock.

About Vertiv

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company's product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.

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