Kodai Capital Management LP Takes $25.60 Million Position in Vertiv Holdings Co. $VRT

Key Points

• Kodai Capital Management LP has acquired a new stake in Vertiv Holdings Co., purchasing 354,598 shares valued at approximately $25.60 million, representing 0.09% ownership at the end of the latest quarter.
• Insider transactions revealed significant sales, with insider Karsten Winther selling 41,654 shares, representing a 68.85% decrease in ownership, as well as Paul Ryan selling 22,218 shares, reflecting a 63.44% decrease.
• Vertiv reported strong financial performance, with a 35.1% year-over-year revenue increase to $2.64 billion and earnings per share of $0.95, exceeding analysts' expectations.

Kodai Capital Management LP acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 354,598 shares of the company's stock, valued at approximately $25,602,000. Kodai Capital Management LP owned 0.09% of Vertiv at the end of the most recent quarter.

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

Insider Buying and Selling at Vertiv

In other Vertiv news, insider Karsten Winther sold 41,654 shares of the firm's stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of 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 sale 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 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 completion of the sale, the insider directly owned 12,803 shares of the company's stock, valued at $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. Insiders sold a total of 208,955 shares of company stock valued at $26,477,307 over the last three months. 2.63% of the stock is currently owned by company insiders.

Vertiv Price Performance

Vertiv stock opened at $134.23 on Friday. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $155.84. The company's 50 day moving average is $130.78 and its two-hundred day moving average is $105.95. 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 firm has a market cap of $51.26 billion, a PE ratio of 64.22, a price-to-earnings-growth ratio of 1.14 and a beta of 1.77.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly 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. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The firm had revenue of $2.64 billion during the quarter, compared to analysts' expectations of $2.36 billion. During the same quarter in the prior year, the business earned $0.67 EPS. Vertiv's quarterly 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, research analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Melius Research upgraded shares of Vertiv from a "hold" rating to a "strong-buy" rating and boosted their target price for the company from $134.00 to $165.00 in a research note on Tuesday, July 8th. Rothschild & Co Redburn began coverage on shares of Vertiv in a report on Wednesday, August 20th. They issued a "neutral" rating and a $135.00 price target for the company. JPMorgan Chase & Co. raised their target price on shares of Vertiv from $127.00 to $150.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Glj Research initiated coverage on shares of Vertiv in a research note on Tuesday, August 19th. They issued a "sell" rating and a $112.00 target price for the company. Finally, Oppenheimer lifted their price objective on shares of Vertiv from $140.00 to $151.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Two equities research 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 given a Sell rating to the company. Based on data from MarketBeat.com, Vertiv currently has an average rating of "Moderate Buy" and a consensus price target of $142.00.

Vertiv Company 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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