Quotient Wealth Partners LLC Invests $210,000 in Vertiv Holdings Co. $VRT

Key Points

• Quotient Wealth Partners LLC invested $210,000 in Vertiv Holdings Co. by acquiring 1,637 shares during the 2nd quarter, highlighting growing institutional interest in the company.
• Analyst ratings for Vertiv show a largely positive outlook, with one Strong Buy, nineteen Buy ratings, eight Holds, and one Sell, revealing significant confidence among market analysts.
• Vertiv's recent quarterly earnings exceeded expectations, reporting $0.95 EPS and $2.64 billion in revenue, reflecting a 35.1% year-over-year revenue increase.

Quotient Wealth Partners LLC acquired a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,637 shares of the company's stock, valued at approximately $210,000.

Other hedge funds also recently made changes to their positions in the company. DiNuzzo Private Wealth Inc. grew its stake in shares of Vertiv by 780.0% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company's stock worth $34,000 after purchasing an additional 234 shares during the last quarter. Garde Capital Inc. grew its stake in shares of Vertiv by 1,886.7% in the 2nd quarter. Garde Capital Inc. now owns 298 shares of the company's stock worth $38,000 after purchasing an additional 283 shares during the last quarter. Tradewinds Capital Management LLC boosted its holdings in shares of Vertiv by 69.0% in the second quarter. Tradewinds Capital Management LLC now owns 343 shares of the company's stock worth $44,000 after buying an additional 140 shares during the period. GW&K Investment Management LLC acquired a new position in shares of Vertiv in the first quarter worth about $26,000. Finally, SouthState Corp acquired a new position in shares of Vertiv in the first quarter worth about $27,000. Institutional investors and hedge funds own 89.92% of the company's stock.

Analyst Ratings Changes

Several research analysts have commented on VRT shares. UBS Group raised their target price on shares of Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Glj Research started coverage on shares of Vertiv in a report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 target price for the company. Wolfe Research reiterated an "outperform" rating and issued a $155.00 target price on shares of Vertiv in a report on Thursday, July 10th. Evercore ISI raised their target price on shares of Vertiv from $165.00 to $180.00 and gave the stock an "outperform" rating in a report on Monday, October 6th. Finally, Roth Capital reiterated a "buy" rating and issued a $162.00 target price on shares of Vertiv in a report on Thursday, September 25th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $160.30.

Vertiv Stock Performance

VRT stock opened at $174.11 on Monday. 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 stock has a market cap of $66.49 billion, a P/E ratio of 83.31, a P/E/G ratio of 1.50 and a beta of 1.84. The firm has a 50 day simple moving average of $143.22 and a 200 day simple moving average of $120.52. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $184.44.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.83 by $0.12. The business 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 firm's quarterly revenue was up 35.1% compared to the same quarter last year. During the same period last year, the company posted $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Research 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 disclosed a quarterly dividend, which was paid on Thursday, September 25th. Investors of record on Monday, September 15th were given a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv's dividend payout ratio (DPR) is presently 7.18%.

Insider Buying and Selling at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of the firm'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 transaction, the insider owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Karsten Winther sold 41,654 shares of the firm's stock in a transaction that occurred 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 transaction, the insider directly owned 18,848 shares in the company, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 180,952 shares of company stock worth $23,360,571 in the last ninety days. Insiders own 5.01% of the company's stock.

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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