Galvin Gaustad & Stein LLC Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Galvin Gaustad & Stein LLC has acquired a new stake in Vertiv Holdings Co., purchasing 2,669 shares valued at approximately $343,000 in the second quarter.
• Insider transactions show significant selling activity, with Director Jakki L. Haussler selling 15,680 shares and Director Steven Reinemund selling 100,000 shares, indicating a decrease in their ownership stakes.
• Vertiv reported better-than-expected earnings, with $0.95 EPS and $2.64 billion in revenue for the last quarter, surpassing analysts' estimates, and has set a Q3 2025 EPS guidance of 0.940-1.000.

Galvin Gaustad & Stein LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 2,669 shares of the company's stock, valued at approximately $343,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. DiNuzzo Private Wealth Inc. raised its holdings in shares of Vertiv by 780.0% in the second quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company's stock valued at $34,000 after purchasing an additional 234 shares during the last quarter. Garde Capital Inc. grew its stake in shares of Vertiv by 1,886.7% in the second quarter. Garde Capital Inc. now owns 298 shares of the company's stock valued at $38,000 after buying an additional 283 shares in the last quarter. GW&K Investment Management LLC bought a new position in shares of Vertiv in the first quarter valued at $26,000. SouthState Corp bought a new position in shares of Vertiv in the first quarter valued at $27,000. Finally, North Star Investment Management Corp. grew its stake in shares of Vertiv by 4,120.0% in the first 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 in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Vertiv

In related news, Director Jakki L. Haussler sold 15,680 shares of the company's stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the completion of the sale, the director owned 4,631 shares of the company's stock, valued at $573,873.52. This represents a 77.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Steven Reinemund sold 100,000 shares of the company'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 sale, the director directly owned 133,333 shares of the company's stock, valued at $17,095,957.26. This represents a 42.86% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 180,952 shares of company stock worth $23,360,571. Insiders own 2.63% of the company's stock.

Vertiv Trading Up 0.1%

Shares of Vertiv stock opened at $169.09 on Friday. The firm has a 50-day moving average of $139.45 and a 200-day moving average of $116.37. The stock has a market cap of $64.57 billion, a PE ratio of 80.90, a PEG ratio of 1.48 and a beta of 1.84. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $183.11. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74.

Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 net margin of 8.93% and a return on equity of 51.64%. Vertiv's quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, sell-side analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently announced 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 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv's payout ratio is presently 7.18%.

Analysts Set New Price Targets

VRT has been the subject of several analyst reports. Weiss Ratings cut shares of Vertiv from a "buy (b)" rating to a "hold (c+)" rating in a research note on Wednesday. Citigroup raised their target price on shares of Vertiv from $167.00 to $192.00 and gave the company a "buy" rating in a research note on Thursday. Mizuho raised their target price on shares of Vertiv from $125.00 to $150.00 and gave the company an "outperform" rating in a research note on Wednesday, July 16th. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a research note on Sunday, August 10th. Finally, Roth Capital reissued a "buy" rating and issued a $162.00 target price on shares of Vertiv in a research note on Thursday, September 25th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $149.84.

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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