Peak Financial Advisors LLC Buys Shares of 4,364 Vertiv Holdings Co. $VRT

Key Points

• Peak Financial Advisors LLC invested $560,000 in Vertiv Holdings Co. by acquiring 4,364 shares in the second quarter, highlighting growing interest from institutional investors.
• Vertiv's recent earnings report showed an EPS of $0.95, surpassing estimates, with a substantial year-over-year revenue growth of 35.1%.
• The company has announced a quarterly dividend of $0.0375, reflecting a modest annual yield of 0.1%, while insiders have sold over 180,000 shares in the past three months.

Peak Financial Advisors LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 4,364 shares of the company's stock, valued at approximately $560,000.

A number of other large investors have also recently made changes to their positions in VRT. GW&K Investment Management LLC purchased a new stake in shares of Vertiv during the 1st quarter worth $26,000. SouthState Corp acquired a new stake in Vertiv during the 1st quarter worth approximately $27,000. North Star Investment Management Corp. increased its stake in shares of Vertiv by 4,120.0% during the first 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 boosted its stake in shares of Vertiv by 242.0% in the first quarter. Sachetta LLC now owns 448 shares of the company's stock valued at $32,000 after buying an additional 317 shares in the last quarter. Finally, Banque Transatlantique SA purchased a new position in shares of Vertiv in the 1st quarter valued at about $33,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Shares of VRT stock traded up $3.71 during trading hours on Monday, reaching $138.55. The stock had a trading volume of 7,635,157 shares, compared to its average volume of 9,007,568. The firm has a market capitalization of $52.91 billion, a PE ratio of 66.29, a price-to-earnings-growth ratio of 1.19 and a beta of 1.78. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The firm has a 50-day simple moving average of $131.73 and a 200-day simple moving average of $107.83. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $155.84.

Vertiv (NYSE:VRT - Get Free Report) last released its earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.83 by $0.12. The firm had revenue of $2.64 billion for 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%. Vertiv's quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter last year, the company earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, equities analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 25th. Stockholders of record on Monday, September 15th will be paid a $0.0375 dividend. The ex-dividend date of this dividend is Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv's payout ratio is currently 7.18%.

Analyst Ratings Changes

Several brokerages have issued reports on VRT. Morgan Stanley reaffirmed an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Wolfe Research reaffirmed an "outperform" rating and set a $155.00 price target on shares of Vertiv in a research report on Thursday, July 10th. Rothschild & Co Redburn started coverage on shares of Vertiv in a research report on Wednesday, August 20th. They issued a "neutral" rating and a $135.00 price objective for the company. Citigroup upped their target price on shares of Vertiv from $130.00 to $149.00 and gave the company a "buy" rating in a research note on Monday, July 14th. Finally, Evercore ISI restated an "outperform" rating on shares of Vertiv in a research note on Thursday, July 10th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $142.00.

Insider Activity

In other Vertiv news, Director Steven Reinemund sold 100,000 shares of the firm's stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total value of $12,822,000.00. Following the completion of 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 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 firm's stock in a transaction dated 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 transaction, the insider owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 180,952 shares of company stock valued at $23,360,571. 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.