Magnolia Capital Management Ltd. Invests $331,000 in Vertiv Holdings Co. $VRT

Key Points

• Magnolia Capital Management Ltd. has invested approximately $331,000 in Vertiv Holdings Co., acquiring 2,580 shares during the second quarter.
• Vertiv's stock has been affected by recent insider trading, with insider Karsten Winther selling over 41,000 shares, resulting in a significant decrease in their ownership.
• The company reported $2.64 billion in revenue for the last quarter, significantly surpassing analysts' expectations and marking a 35.1% year-over-year increase.

Magnolia Capital Management Ltd. acquired 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 disclosure with the Securities & Exchange Commission. The firm acquired 2,580 shares of the company's stock, valued at approximately $331,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ibex Wealth Advisors raised its position in Vertiv by 10.5% during the first quarter. Ibex Wealth Advisors now owns 73,739 shares of the company's stock valued at $5,324,000 after acquiring an additional 6,989 shares in the last quarter. FengHe Fund Management Pte. Ltd. bought a new position in Vertiv during the first quarter valued at approximately $33,389,000. Fox Run Management L.L.C. raised its position in Vertiv by 449.9% during the first quarter. Fox Run Management L.L.C. now owns 21,545 shares of the company's stock valued at $1,556,000 after acquiring an additional 17,627 shares in the last quarter. Trilogy Capital Inc. bought a new position in Vertiv during the second quarter valued at approximately $2,790,000. Finally, Maxi Investments CY Ltd raised its position in Vertiv by 160.3% during the first quarter. Maxi Investments CY Ltd now owns 26,025 shares of the company's stock valued at $1,879,000 after acquiring an additional 16,025 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Insider Buying and Selling at Vertiv

In other Vertiv news, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction on Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the sale, the insider owned 18,848 shares in the company, valued at $2,529,590.08. The trade was a 68.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Jakki L. Haussler sold 15,680 shares of Vertiv stock in a transaction on Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the sale, the director owned 4,631 shares in the company, valued at $573,873.52. This represents a 77.20% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 180,952 shares of company stock worth $23,360,571 over the last three months. 5.01% of the stock is currently owned by corporate insiders.

Vertiv Stock Down 2.3%

VRT stock opened at $159.10 on Wednesday. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $169.83. 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 company has a market cap of $60.76 billion, a PE ratio of 76.13, a price-to-earnings-growth ratio of 1.43 and a beta of 1.84. The business's 50-day simple moving average is $137.99 and its 200 day simple moving average is $114.95.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping 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 company had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter last year, the company earned $0.67 EPS. The company's quarterly revenue was up 35.1% on a year-over-year basis. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, research analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were paid a dividend of $0.0375 per share. The ex-dividend date was Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. Vertiv's payout ratio is currently 7.18%.

Analyst Ratings Changes

Several brokerages recently weighed in on VRT. Royal Bank Of Canada raised their price objective on shares of Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a research report on Saturday, June 21st. Glj Research initiated coverage on shares of Vertiv in a research report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price target on the stock. Bank of America lifted their price target on shares of Vertiv from $140.00 to $150.00 and gave the company a "buy" rating in a research report on Thursday, July 17th. Finally, 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 research report on Tuesday, July 8th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $147.58.

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.

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