Signature Estate & Investment Advisors LLC Takes Position in Vertiv Holdings Co. $VRT

Key Points

• Signature Estate & Investment Advisors LLC has acquired 121,899 shares of Vertiv Holdings Co., valued at approximately $8.8 million, during the 1st quarter.
• Wall Street analysts are optimistic about Vertiv, with a consensus rating of "Moderate Buy" and target prices reaching as high as $155.00 from various firms.
• Vertiv recently announced a quarterly dividend of $0.0375 per share, representing an annualized yield of 0.1% and a low payout ratio of 7.18%.

Signature Estate & Investment Advisors LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 121,899 shares of the company's stock, valued at approximately $8,801,000.

Several other large investors have also modified their holdings of VRT. Sciencast Management LP acquired a new stake in Vertiv during the first quarter worth approximately $1,943,000. Fred Alger Management LLC boosted its position in Vertiv by 19.6% during the first quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock worth $252,416,000 after acquiring an additional 572,545 shares during the last quarter. First Dallas Securities Inc. acquired a new position in shares of Vertiv in the 1st quarter valued at $218,000. Ashton Thomas Private Wealth LLC acquired a new position in shares of Vertiv in the 1st quarter valued at $699,000. Finally, Sender Co & Partners Inc. acquired a new position in shares of Vertiv in the 1st quarter valued at $314,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

VRT has been the topic of several recent research reports. Wolfe Research restated an "outperform" rating and set a $155.00 target price on shares of Vertiv in a report on Thursday, July 10th. JPMorgan Chase & Co. lifted their target price on shares of Vertiv from $127.00 to $150.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. William Blair assumed coverage on shares of Vertiv in a report on Monday, July 28th. They issued an "outperform" rating on the stock. Redburn Atlantic upgraded shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. Finally, Mizuho boosted their target price on shares of Vertiv from $125.00 to $150.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 16th. 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 MarketBeat.com, Vertiv presently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

Vertiv Price Performance

NYSE VRT opened at $124.02 on Monday. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $155.84. 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 stock has a market cap of $47.36 billion, a price-to-earnings ratio of 59.34, a price-to-earnings-growth ratio of 1.09 and a beta of 1.78. The company has a 50-day moving average price of $131.26 and a two-hundred day moving average price of $106.54.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly 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. The company had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.36 billion. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business's revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

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

Insider Activity at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of the 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 completion of the sale, the insider directly owned 12,803 shares of the company's stock, valued at $1,630,334.02. This represents a 63.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Karsten Winther sold 41,654 shares of the business'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 sale, the insider owned 18,848 shares in the company, valued at $2,529,590.08. This represents a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 165,272 shares of company stock valued at $21,417,505 over the last ninety days. Insiders own 5.01% of the company's stock.

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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