Gabelli Funds LLC Buys Shares of 11,000 Vertiv Holdings Co. $VRT

Key Points

• Gabelli Funds LLC has acquired a new position in Vertiv Holdings Co. (NYSE: VRT) valued at approximately $794,000 by acquiring 11,000 shares during the first quarter.
• Institutional investors now own 89.92% of Vertiv's stock, with significant increases in holdings from firms like Vanguard Group and 1832 Asset Management.
• Vertiv recently set its Q3 2025 guidance at 0.940-1.000 EPS and raised its dividend yield to 14.0% from a previous $0.01 per share.

Gabelli Funds LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 11,000 shares of the company's stock, valued at approximately $794,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VRT. GW&K Investment Management LLC purchased a new stake in Vertiv during the 1st quarter worth about $26,000. SouthState Corp purchased a new stake in Vertiv in the 1st quarter valued at about $27,000. North Star Investment Management Corp. grew its holdings in Vertiv by 4,120.0% in the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock valued at $30,000 after buying an additional 412 shares during the period. Sachetta LLC grew its holdings in Vertiv by 242.0% in the 1st quarter. Sachetta LLC now owns 448 shares of the company's stock valued at $32,000 after buying an additional 317 shares during the period. Finally, Colonial Trust Co SC grew its holdings in Vertiv by 211.9% in the 4th quarter. Colonial Trust Co SC now owns 315 shares of the company's stock valued at $36,000 after buying an additional 214 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Analyst Ratings Changes

Several analysts have commented on the company. Barclays set a $128.00 price target on Vertiv and gave the company an "equal weight" rating in a report on Thursday, July 31st. Redburn Atlantic upgraded Vertiv to a "hold" rating in a report on Wednesday, August 20th. Morgan Stanley restated an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. JPMorgan Chase & Co. lifted 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. Finally, The Goldman Sachs Group reaffirmed a "buy" rating on shares of Vertiv in a research note on Friday, July 11th. Two 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. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

Vertiv Trading Down 4.9%

Shares of NYSE VRT traded down $6.53 during midday trading on Friday, hitting $127.70. The stock had a trading volume of 6,363,320 shares, compared to its average volume of 5,898,191. The company has a market capitalization of $48.76 billion, a price-to-earnings ratio of 61.10, a PEG ratio of 1.13 and a beta of 1.78. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. 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 fifty day moving average price of $130.96 and a 200 day moving average price of $105.92.

Vertiv (NYSE:VRT - Get Free Report) last released 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. The business had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company's revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.67 EPS. 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 Increases Dividend

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

Insider Buying and Selling

In related news, insider Paul Ryan sold 22,218 shares of the business's stock in a transaction that occurred on Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Karsten Winther sold 41,654 shares of the business's stock in a transaction that occurred 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 transaction, the insider directly owned 18,848 shares in the company, valued at $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. Over the last quarter, insiders sold 208,955 shares of company stock valued at $26,477,307. Insiders own 5.01% of the company's stock.

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.