Krilogy Financial LLC Makes New Investment in Vertiv Holdings Co. $VRT

Key Points

• Krilogy Financial LLC has purchased 10,883 shares of Vertiv Holdings Co. (NYSE:VRT), valued at approximately $1,398,000, during the second quarter.
• Analyst ratings for Vertiv vary widely, with target prices ranging from $100.00 to $173.00, and the overall consensus rating as "Moderate Buy."
• Vertiv recently reported $2.64 billion in revenue and $0.95 earnings per share for the quarter, exceeding analyst expectations and showing a significant year-over-year increase.

Krilogy Financial LLC purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund purchased 10,883 shares of the company's stock, valued at approximately $1,398,000.

Several other institutional investors have also recently modified their holdings of VRT. Presidio Capital Management LLC boosted its position in Vertiv by 1.3% in the second quarter. Presidio Capital Management LLC now owns 6,010 shares of the company's stock valued at $772,000 after buying an additional 80 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its stake in Vertiv by 3.1% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 3,226 shares of the company's stock valued at $367,000 after acquiring an additional 97 shares during the period. Commerce Bank lifted its stake in Vertiv by 0.7% during the 1st quarter. Commerce Bank now owns 20,739 shares of the company's stock valued at $1,497,000 after acquiring an additional 134 shares during the period. TD Private Client Wealth LLC boosted its holdings in shares of Vertiv by 37.5% in the 1st quarter. TD Private Client Wealth LLC now owns 510 shares of the company's stock valued at $37,000 after acquiring an additional 139 shares during the last quarter. Finally, Forum Financial Management LP increased its stake in shares of Vertiv by 5.4% in the first quarter. Forum Financial Management LP now owns 2,852 shares of the company's stock worth $206,000 after acquiring an additional 147 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. Roth Capital boosted their target price on shares of Vertiv from $100.00 to $157.00 and gave the company a "buy" rating in a research report on Tuesday, July 29th. Glj Research started coverage on Vertiv in a report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price objective for the company. UBS Group upped their target price on Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Wall Street Zen raised Vertiv from a "buy" rating to a "strong-buy" rating in a report on Saturday, June 21st. Finally, The Goldman Sachs Group reaffirmed a "buy" rating on shares of Vertiv in a research note on Friday, July 11th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $142.00.

Vertiv Trading Down 1.1%

VRT opened at $136.77 on Wednesday. The firm has a market capitalization of $52.23 billion, a price-to-earnings ratio of 65.44, a price-to-earnings-growth ratio of 1.22 and a beta of 1.78. The company's 50 day simple moving average is $132.18 and its two-hundred day simple moving average is $108.34. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35.

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

Vertiv Announces Dividend

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

Insider Activity at Vertiv

In other Vertiv 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 value of $1,943,065.60. Following the transaction, 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 filing with the SEC, which is available through this link. Also, Director Steven Reinemund sold 100,000 shares of the 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 transaction, the director directly owned 133,333 shares of the company's stock, valued at approximately $17,095,957.26. This trade represents a 42.86% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 180,952 shares of company stock valued at $23,360,571 in the last quarter. Corporate insiders own 5.01% of the company's stock.

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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