Lyell Wealth Management LP Acquires 30,860 Shares of Vertiv Holdings Co. $VRT

Key Points

• Lyell Wealth Management LP increased its holdings in Vertiv Holdings Co. by 41.6%, acquiring an additional 30,860 shares, bringing its total to 105,062 shares valued at approximately $13.49 million.
• Vertiv recently exceeded earnings expectations, reporting $0.95 earnings per share in its latest quarter, significantly above the consensus estimate of $0.83, while its quarterly revenue increased by 35.1% year-over-year.
• The company declared a quarterly dividend of $0.0375 per share, representing an annualized payout of $0.15 with a dividend yield of 0.1%, highlighting strong financial performance with a payout ratio of just 7.18%.

Lyell Wealth Management LP lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 41.6% in the second quarter, according to its most recent filing with the SEC. The firm owned 105,062 shares of the company's stock after acquiring an additional 30,860 shares during the period. Lyell Wealth Management LP's holdings in Vertiv were worth $13,491,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Presidio Capital Management LLC lifted its holdings in shares of Vertiv by 1.3% during the 2nd quarter. Presidio Capital Management LLC now owns 6,010 shares of the company's stock worth $772,000 after acquiring an additional 80 shares during the period. Grandview Asset Management LLC lifted its holdings in shares of Vertiv by 2.8% during the 2nd quarter. Grandview Asset Management LLC now owns 3,536 shares of the company's stock worth $454,000 after acquiring an additional 96 shares during the period. Ameriflex Group Inc. lifted its holdings in Vertiv by 14.9% during the 2nd quarter. Ameriflex Group Inc. now owns 770 shares of the company's stock valued at $95,000 after purchasing an additional 100 shares during the last quarter. Cigna Investments Inc. New lifted its holdings in Vertiv by 3.5% during the 2nd quarter. Cigna Investments Inc. New now owns 3,755 shares of the company's stock valued at $482,000 after purchasing an additional 127 shares during the last quarter. Finally, Commerce Bank lifted its holdings 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 purchasing an additional 134 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Trading Down 2.1%

VRT opened at $174.11 on Monday. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. The stock 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. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $184.44. The firm has a 50-day moving average price of $143.22 and a two-hundred day moving average price of $120.52.

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

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Investors of record on Monday, September 15th were paid 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 was Monday, September 15th. Vertiv's payout ratio is 7.18%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on VRT. Melius Research raised shares of Vertiv from a "hold" rating to a "strong-buy" rating and lifted their price target for the company from $134.00 to $165.00 in a report on Tuesday, July 8th. Rothschild Redb raised shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Mizuho lifted their price target on shares of Vertiv from $165.00 to $198.00 and gave the company an "outperform" rating in a report on Friday. Finally, Oppenheimer lifted their price target on shares of Vertiv from $151.00 to $190.00 and gave the company an "outperform" rating in a report on Tuesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $160.30.

Insider Buying and Selling 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 completion of the sale, the insider directly owned 12,803 shares of the company's stock, valued at $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Karsten Winther sold 41,654 shares of the business's stock in a transaction that occurred 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 sale, the insider directly owned 18,848 shares of the company's stock, valued at approximately $2,529,590.08. This trade represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 180,952 shares of company stock valued at $23,360,571. 5.01% of the stock is currently owned by corporate insiders.

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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