Gotham Asset Management LLC Acquires 56,317 Shares of Vertiv Holdings Co. $VRT

Key Points

• Gotham Asset Management LLC has increased its stake in Vertiv Holdings Co. by 55.6%, owning 157,541 shares valued at approximately $11.37 million after acquiring an additional 56,317 shares in the first quarter.
• Insider selling activity includes significant sales by Karsten Winther and Steven Reinemund, which reduced their holdings by 68.85% and 42.86%, respectively, totaling over $18 million in shares sold.
• Vertiv recently declared a quarterly dividend of $0.0375 per share, with a low payout ratio of 7.18%, and has set a Q3 2025 earnings guidance of between $0.940 and $1.000 EPS.

Gotham Asset Management LLC raised its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 55.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 157,541 shares of the company's stock after buying an additional 56,317 shares during the quarter. Gotham Asset Management LLC's holdings in Vertiv were worth $11,374,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in VRT. Amundi increased its stake in Vertiv by 96.8% in the 1st quarter. Amundi now owns 6,951,773 shares of the company's stock valued at $469,490,000 after buying an additional 3,420,144 shares during the period. 1832 Asset Management L.P. increased its stake in Vertiv by 985.3% in the 1st quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock valued at $166,183,000 after buying an additional 2,089,612 shares during the period. Vanguard Group Inc. increased its stake in Vertiv by 3.7% in the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after buying an additional 1,359,070 shares during the period. Nuveen LLC acquired a new position in Vertiv in the 1st quarter valued at approximately $77,820,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Vertiv by 54.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,314,934 shares of the company's stock valued at $263,000,000 after buying an additional 812,389 shares during the period. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Stock Performance

NYSE:VRT traded down $1.68 during midday trading on Friday, reaching $124.02. The stock had a trading volume of 7,717,454 shares, compared to its average volume of 5,678,286. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. The firm's fifty day simple moving average is $131.26 and its 200-day simple moving average is $106.53. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The stock has a market capitalization of $47.36 billion, a P/E ratio of 59.34, a PEG ratio of 1.09 and a beta of 1.78.

Vertiv (NYSE:VRT - Get Free Report) last posted 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. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. During the same period last year, the business posted $0.67 EPS. Vertiv's 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, equities research analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Investors of record on Monday, September 15th will be paid a $0.0375 dividend. The ex-dividend date is Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. Vertiv's dividend payout ratio (DPR) is presently 7.18%.

Insider Activity at Vertiv

In related news, Director Steven Reinemund sold 100,000 shares of the firm's stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total value of $12,822,000.00. Following the transaction, the director directly owned 133,333 shares in the company, valued at approximately $17,095,957.26. This trade represents a 42.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Paul Ryan sold 22,218 shares of the 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 sale, the insider directly owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 165,272 shares of company stock worth $21,417,505. 2.63% of the stock is owned by insiders.

Analysts Set New Price Targets

VRT has been the topic of several analyst reports. Bank of America increased their price target on shares of Vertiv from $140.00 to $150.00 and gave the stock a "buy" rating in a research note on Thursday, July 17th. Royal Bank Of Canada increased their price target on shares of Vertiv from $143.00 to $162.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Roth Capital increased their price target on shares of Vertiv from $100.00 to $157.00 and gave the stock a "buy" rating in a research note on Tuesday, July 29th. Barclays set a $128.00 price target on shares of Vertiv and gave the stock an "equal weight" rating in a research note on Thursday, July 31st. Finally, UBS Group increased 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. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $142.00.

About Vertiv

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.