Knollwood Investment Advisory LLC Has $2.38 Million Holdings in Vertiv Holdings Co. $VRT

Key Points

• Knollwood Investment Advisory LLC increased its holdings in Vertiv Holdings Co. by 21.4%, now owning 32,950 shares valued at approximately $2.38 million.
• Insider trading activity showed significant sales, with Karsten Winther and Stephen Liang reducing their positions by 68.85% and 82.06%, respectively.
• Vertiv recently reported strong earnings, exceeding estimates with $0.95 EPS and $2.64 billion in revenue, while also boosting its dividend, now yielding 14.0%.

Knollwood Investment Advisory LLC raised its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 21.4% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 32,950 shares of the company's stock after acquiring an additional 5,800 shares during the period. Knollwood Investment Advisory LLC's holdings in Vertiv were worth $2,379,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Focus Partners Advisor Solutions LLC increased its position in Vertiv by 3.1% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 3,226 shares of the company's stock worth $367,000 after buying an additional 97 shares during the last quarter. Utah Retirement Systems increased its position in Vertiv by 0.3% in the fourth quarter. Utah Retirement Systems now owns 39,300 shares of the company's stock worth $4,465,000 after buying an additional 100 shares during the last quarter. Wahed Invest LLC increased its position in Vertiv by 1.2% in the fourth quarter. Wahed Invest LLC now owns 8,798 shares of the company's stock worth $1,000,000 after buying an additional 105 shares during the last quarter. Ellevest Inc. increased its position in Vertiv by 5.9% in the fourth quarter. Ellevest Inc. now owns 2,393 shares of the company's stock worth $272,000 after buying an additional 133 shares during the last quarter. Finally, Commerce Bank increased its position in Vertiv by 0.7% in the first quarter. Commerce Bank now owns 20,739 shares of the company's stock worth $1,497,000 after buying an additional 134 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Insider Buying and Selling at Vertiv

In other news, insider Karsten Winther sold 41,654 shares of the stock in a transaction on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the transaction, the insider directly owned 18,848 shares of the company's stock, valued at $2,529,590.08. This represents a 68.85% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Stephen Liang sold 43,683 shares of the stock in a transaction on Friday, June 6th. The shares were sold at an average price of $115.83, for a total value of $5,059,801.89. Following the transaction, the executive vice president directly owned 9,551 shares in the company, valued at $1,106,292.33. The trade was a 82.06% decrease in their ownership of the stock. The disclosure for this sale can be found here. 5.01% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on VRT. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Vertiv in a research note on Friday, July 11th. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a research note on Sunday, August 10th. UBS Group boosted their target price on Vertiv from $135.00 to $173.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Wolfe Research reissued an "outperform" rating and issued a $155.00 target price on shares of Vertiv in a research note on Thursday, July 10th. Finally, William Blair began coverage on Vertiv in a research note on Monday, July 28th. They issued an "outperform" rating for the company. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $142.37.

Vertiv Stock Down 5.0%

VRT stock opened at $128.94 on Wednesday. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $155.84. The business's 50 day moving average price is $129.00 and its two-hundred day moving average price is $105.39. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74. The company has a market capitalization of $49.24 billion, a price-to-earnings ratio of 61.69, a price-to-earnings-growth ratio of 1.20 and a beta of 1.77.

Vertiv (NYSE:VRT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, topping analysts' consensus estimates of $0.83 by $0.12. The firm had revenue of $2.64 billion for the quarter, compared to the consensus estimate of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The business's revenue for the quarter was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, June 26th. Investors of record on Tuesday, June 17th were given a $0.0375 dividend. 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 payout ratio is currently 7.18%.

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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