Moody Lynn & Lieberson LLC Takes $343,000 Position in Vertiv Holdings Co. $VRT

Key Points

• Moody Lynn & Lieberson LLC acquired a **new stake** in Vertiv Holdings Co. valued at approximately **$343,000**, purchasing 2,672 shares during the 2nd quarter.
• Vanguard Group Inc. and other large investors have significantly **increased their positions** in Vertiv, with **89.92%** of the stock now owned by institutional investors.
• Vertiv recently announced a **quarterly dividend** of **$0.0375** per share, and the stock is currently rated as a **"Moderate Buy"** with an average price target of **$144.10** from analysts.

Moody Lynn & Lieberson LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 2,672 shares of the company's stock, valued at approximately $343,000.

Several other large investors also recently modified their holdings of the stock. Vanguard Group Inc. grew its stake in shares of Vertiv by 3.7% in the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after purchasing an additional 1,359,070 shares during the period. Amundi grew its stake in shares of Vertiv by 96.8% in the 1st quarter. Amundi now owns 6,951,773 shares of the company's stock valued at $469,490,000 after purchasing an additional 3,420,144 shares during the period. Fred Alger Management LLC grew its stake in shares of Vertiv by 19.6% in the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock valued at $252,416,000 after purchasing an additional 572,545 shares during the period. Dimensional Fund Advisors LP grew its position in Vertiv by 6.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock worth $205,085,000 after acquiring an additional 182,937 shares during the last quarter. Finally, 1832 Asset Management L.P. grew its position in Vertiv by 985.3% during the 1st quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock worth $166,183,000 after acquiring an additional 2,089,612 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on VRT. Bank of America increased their price target on Vertiv from $140.00 to $150.00 and gave the stock a "buy" rating in a research report on Thursday, July 17th. Morgan Stanley restated an "overweight" rating on shares of Vertiv in a research report on Sunday, August 10th. Oppenheimer increased their price target on Vertiv from $140.00 to $151.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Rothschild & Co Redburn began coverage on Vertiv in a research report on Wednesday, August 20th. They set a "neutral" rating and a $135.00 price target on the stock. Finally, Rothschild Redb upgraded Vertiv to a "hold" rating in a research report on Wednesday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $144.10.

Insider Buying and Selling

In other news, Director Steven Reinemund sold 100,000 shares of the firm's stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total value of $12,822,000.00. Following the transaction, the director directly owned 133,333 shares in the company, valued at $17,095,957.26. This trade represents a 42.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Karsten Winther sold 41,654 shares of the firm's stock in a transaction on Thursday, August 14th. The stock was 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 owned 18,848 shares in the company, valued at $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 180,952 shares of company stock valued at $23,360,571 over the last 90 days. Company insiders own 5.01% of the company's stock.

Vertiv Stock Up 3.5%

Shares of VRT opened at $143.41 on Tuesday. The firm has a market capitalization of $54.76 billion, a price-to-earnings ratio of 68.62, a PEG ratio of 1.22 and a beta of 1.78. 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 business's fifty day moving average price is $135.06 and its two-hundred day moving average price is $112.15. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $155.84.

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, 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 firm had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. During the same period last year, the company earned $0.67 EPS. The business'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, analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were given a $0.0375 dividend. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, September 15th. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

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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