RFG Advisory LLC Takes $364,000 Position in Vertiv Holdings Co. $VRT

Key Points

• RFG Advisory LLC has acquired a new position in Vertiv Holdings Co., purchasing 2,835 shares worth approximately $364,000 in the second quarter.
• Vertiv reported a strong quarterly performance with an EPS of $0.95, surpassing analyst expectations and showing a year-over-year revenue increase of 35.1%.
• The stock currently has a market cap of $66.49 billion with a price-to-earnings ratio of 83.31, reflecting investor confidence in its growth prospects.

RFG Advisory LLC purchased a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,835 shares of the company's stock, valued at approximately $364,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of Vertiv by 3.7% during the first quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after acquiring an additional 1,359,070 shares during the period. Amundi raised its stake in shares of Vertiv by 96.8% during the first 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 in the last quarter. Fred Alger Management LLC raised its stake in shares of Vertiv by 19.6% during the first 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 in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Vertiv by 6.9% during the first quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock valued at $205,085,000 after purchasing an additional 182,937 shares in the last quarter. Finally, 1832 Asset Management L.P. raised its stake in shares of Vertiv by 985.3% during the first quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock valued at $166,183,000 after purchasing an additional 2,089,612 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Price Performance

Shares of Vertiv stock opened at $174.11 on Friday. 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 company's 50-day moving average price is $143.22 and its two-hundred day moving average price is $120.16. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $184.44. The stock has a market cap of $66.49 billion, a PE ratio of 83.31, a price-to-earnings-growth ratio of 1.50 and a beta of 1.84.

Vertiv (NYSE:VRT - Get Free Report) last issued 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. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The firm had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.36 billion. During the same period in the previous year, the business earned $0.67 earnings per share. Vertiv's revenue for the quarter was up 35.1% compared to the same quarter last year. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on VRT. Rothschild Redb upgraded shares of Vertiv to a "hold" rating in a research note on Wednesday, August 20th. Zacks Research cut shares of Vertiv from a "strong-buy" rating to a "hold" rating in a research note on Thursday, October 2nd. UBS Group lifted their price objective on shares of Vertiv from $135.00 to $173.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. The Goldman Sachs Group set a $159.00 price objective on shares of Vertiv in a research note on Monday, September 29th. Finally, Cfra Research upgraded shares of Vertiv to a "moderate buy" rating in a research note on Tuesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Vertiv presently has a consensus rating of "Moderate Buy" and a consensus target price of $160.30.

Insider Buying and Selling

In other Vertiv news, Director Steven Reinemund sold 100,000 shares of the business's stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the sale, the director owned 133,333 shares in the company, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Karsten Winther sold 41,654 shares of the business's stock in a transaction dated 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 sale, the insider 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 have sold a total of 180,952 shares of company stock worth $23,360,571 in the last quarter. 2.63% 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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