Sivia Capital Partners LLC Acquires New Position in Vertiv Holdings Co. $VRT

Key Points

• Sivia Capital Partners LLC has acquired a new stake in Vertiv Holdings Co. worth approximately $567,000, purchasing 4,417 shares in the second quarter.
• Analysts generally maintain a positive outlook on Vertiv, with a consensus rating of "Moderate Buy" and an average price target of $142.00.
• In recent insider transactions, Director Steven Reinemund sold 100,000 shares while other insiders also sold significant amounts, indicating a decline in insider ownership.

Sivia Capital Partners LLC acquired 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 filing with the SEC. The institutional investor acquired 4,417 shares of the company's stock, valued at approximately $567,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Chesley Taft & Associates LLC raised its stake in Vertiv by 5.5% in the 2nd quarter. Chesley Taft & Associates LLC now owns 9,262 shares of the company's stock worth $1,189,000 after acquiring an additional 485 shares during the last quarter. Sunpointe LLC acquired a new stake in Vertiv during the 2nd quarter worth about $321,000. Sapient Capital LLC grew its position in Vertiv by 97.3% during the 2nd quarter. Sapient Capital LLC now owns 207,999 shares of the company's stock worth $26,709,000 after purchasing an additional 102,601 shares during the period. Pallas Capital Advisors LLC grew its position in Vertiv by 99.4% during the 2nd quarter. Pallas Capital Advisors LLC now owns 17,288 shares of the company's stock worth $2,220,000 after purchasing an additional 8,619 shares during the period. Finally, Westbourne Investments Inc. grew its position in Vertiv by 501.6% during the 2nd quarter. Westbourne Investments Inc. now owns 28,635 shares of the company's stock worth $3,677,000 after purchasing an additional 23,875 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Activity at Vertiv

In other news, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the transaction, the insider directly owned 18,848 shares of the company's stock, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Steven Reinemund sold 100,000 shares of the business's stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the transaction, the director directly owned 133,333 shares of the company's stock, valued at $17,095,957.26. The trade was a 42.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock valued at $23,360,571 in the last 90 days. 2.63% of the stock is currently owned by insiders.

Vertiv Price Performance

Shares of VRT stock traded up $2.03 during trading hours on Friday, hitting $143.99. The company's stock had a trading volume of 6,484,907 shares, compared to its average volume of 8,931,222. The business has a fifty day moving average of $132.77 and a 200-day moving average of $108.92. The stock has a market cap of $54.99 billion, a price-to-earnings ratio of 68.90, a P/E/G ratio of 1.21 and a beta of 1.78. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month 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.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.83 by $0.12. The business had revenue of $2.64 billion for the quarter, compared to the consensus estimate of $2.36 billion. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The company's quarterly revenue was up 35.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, equities research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 25th. Shareholders of record on Monday, September 15th will be 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 of this dividend is Monday, September 15th. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

Analyst Upgrades and Downgrades

VRT has been the topic of a number of research reports. Evercore ISI reaffirmed an "outperform" rating on shares of Vertiv in a research note on Thursday, July 10th. William Blair initiated coverage on shares of Vertiv in a research note on Monday, July 28th. They issued an "outperform" rating on the stock. Barclays set a $128.00 price target on shares of Vertiv and gave the company an "equal weight" rating in a research note on Thursday, July 31st. Redburn Atlantic raised shares of Vertiv to a "hold" rating in a research note on Wednesday, August 20th. Finally, Mizuho raised their target price on shares of Vertiv from $125.00 to $150.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 16th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Vertiv presently has an average rating of "Moderate Buy" and an average price target of $142.00.

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.