Signature Estate & Investment Advisors LLC Has $16.15 Million Position in Vertiv Holdings Co. $VRT

Key Points

• Signature Estate & Investment Advisors LLC increased its stake in Vertiv Holdings Co. by 3.1% in Q2, holding 125,727 shares worth $16.15 million as of its latest SEC filing.
• Institutional investors own 89.92% of Vertiv stock, with several firms making significant new acquisitions in the second quarter.
• Vertiv's stock received a "moderate buy" rating from Cfra Research, while Oppenheimer raised its target price from $151.00 to $190.00.

Signature Estate & Investment Advisors LLC boosted its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 3.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 125,727 shares of the company's stock after buying an additional 3,828 shares during the quarter. Signature Estate & Investment Advisors LLC's holdings in Vertiv were worth $16,145,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Novare Capital Management LLC lifted its holdings in Vertiv by 156.6% during the 2nd quarter. Novare Capital Management LLC now owns 12,290 shares of the company's stock worth $1,578,000 after buying an additional 7,500 shares during the period. Cannon Global Investment Management LLC acquired a new position in shares of Vertiv in the 2nd quarter valued at about $963,000. Otter Creek Advisors LLC acquired a new position in shares of Vertiv in the 2nd quarter valued at about $5,449,000. Quotient Wealth Partners LLC acquired a new position in shares of Vertiv in the 2nd quarter valued at about $210,000. Finally, Koshinski Asset Management Inc. lifted its stake in shares of Vertiv by 12.1% in the 2nd quarter. Koshinski Asset Management Inc. now owns 13,853 shares of the company's stock valued at $1,779,000 after purchasing an additional 1,491 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

VRT has been the topic of a number of recent analyst reports. Cfra Research raised Vertiv to a "moderate buy" rating in a research note on Tuesday, October 7th. Rothschild & Co Redburn initiated coverage on Vertiv in a research report on Wednesday, August 20th. They issued a "neutral" rating and a $135.00 target price for the company. Rothschild Redb raised Vertiv to a "hold" rating in a research report on Wednesday, August 20th. Oppenheimer boosted their target price on Vertiv from $151.00 to $190.00 and gave the company an "outperform" rating in a research report on Tuesday. Finally, Evercore ISI boosted their price objective on Vertiv from $165.00 to $180.00 and gave the stock an "outperform" rating in a report on Monday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $160.30.

Insider Transactions at Vertiv

In related news, Director Steven Reinemund sold 100,000 shares of the company's stock in a transaction that occurred 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 owned 133,333 shares in the company, valued at approximately $17,095,957.26. This represents a 42.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Jakki L. Haussler sold 15,680 shares of the company's stock in a transaction that occurred on Monday, September 8th. The shares were sold at an average price of $123.92, for a total value of $1,943,065.60. Following the completion of the transaction, the director owned 4,631 shares in the company, valued at approximately $573,873.52. The trade was a 77.20% 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 ninety days. Company insiders own 2.63% of the company's stock.

Vertiv Price Performance

Shares of NYSE VRT opened at $174.11 on Friday. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $184.44. The stock's 50 day moving average price is $143.22 and its 200-day moving average price is $119.86. The company has a market capitalization of $66.49 billion, a PE ratio of 83.31, a PEG ratio of 1.53 and a beta of 1.84. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93.

Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share 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 firm had revenue of $2.64 billion for the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter in the previous year, the business earned $0.67 EPS. The company's 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, equities analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

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

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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