Goldstein Advisors LLC Invests $323,000 in Vertiv Holdings Co. $VRT

Key Points

• Goldstein Advisors LLC invested approximately $323,000 in Vertiv Holdings Co. by acquiring 2,513 shares in the 2nd quarter.
• Vertiv reported a strong quarterly performance, with an EPS of $0.95 and revenue of $2.64 billion, surpassing expectations.
• Institutional investors currently own 89.92% of Vertiv's stock, indicating significant institutional backing for the company.

Goldstein Advisors LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 2,513 shares of the company's stock, valued at approximately $323,000.

Several other hedge funds have also recently bought and sold shares of the company. International Assets Investment Management LLC lifted its position in Vertiv by 10.6% in the 2nd quarter. International Assets Investment Management LLC now owns 10,302 shares of the company's stock valued at $1,323,000 after purchasing an additional 989 shares during the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Vertiv in the 2nd quarter valued at about $1,002,000. Signature Estate & Investment Advisors LLC lifted its position in Vertiv by 3.1% in the 2nd quarter. Signature Estate & Investment Advisors LLC now owns 125,727 shares of the company's stock valued at $16,145,000 after purchasing an additional 3,828 shares during the last quarter. Novare Capital Management LLC lifted its position in Vertiv by 156.6% in the 2nd quarter. Novare Capital Management LLC now owns 12,290 shares of the company's stock valued at $1,578,000 after purchasing an additional 7,500 shares during the last quarter. Finally, Cannon Global Investment Management LLC bought a new stake in Vertiv in the 2nd quarter valued at about $963,000. 89.92% of the stock is currently owned by institutional investors.

Vertiv Stock Performance

Shares of VRT opened at $174.11 on Friday. The company's 50 day moving average price is $143.22 and its 200 day moving average price is $120.16. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $184.44. The company has a market capitalization of $66.49 billion, a PE ratio of 83.31, a PEG ratio of 1.50 and a beta of 1.84. 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 quarterly earnings data on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $2.36 billion. During the same period in the previous year, the firm posted $0.67 earnings per share. The firm's revenue was up 35.1% on a year-over-year basis. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Research analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Analyst Ratings Changes

Several equities analysts have commented on VRT shares. Evercore ISI raised their target price on shares of Vertiv from $165.00 to $180.00 and gave the company an "outperform" rating in a research note on Monday, October 6th. Roth Capital reissued a "buy" rating and set a $162.00 target price on shares of Vertiv in a research note on Thursday, September 25th. Redburn Atlantic raised shares of Vertiv to a "hold" rating in a research note on Wednesday, August 20th. Oppenheimer raised their target price on shares of Vertiv from $151.00 to $190.00 and gave the company an "outperform" rating in a research note on Tuesday. Finally, UBS Group raised their target price on shares of Vertiv from $135.00 to $173.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $160.30.

Insider Activity at Vertiv

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 shares were 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Steven Reinemund sold 100,000 shares of Vertiv stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the completion of the sale, the director owned 133,333 shares of the company's stock, valued at $17,095,957.26. This trade represents a 42.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 180,952 shares of company stock valued at $23,360,571. Company insiders own 2.63% 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.

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