Strategies Wealth Advisors LLC Invests $406,000 in Vertiv Holdings Co. $VRT

Key Points

• Strategies Wealth Advisors LLC invested $406,000 in Vertiv Holdings Co. by acquiring 5,630 shares in the 1st quarter of the year.
• Institutional investors collectively own 89.92% of Vertiv's stock, with significant increases in holdings from firms like UBS Asset Management and 1832 Asset Management.
• Vertiv reported earnings of $0.95 per share for the latest quarter, exceeding expectations, and has set a dividend increase reflected in a payout of $0.0375 per share, yielding 14.0%.

Strategies Wealth Advisors LLC acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 5,630 shares of the company's stock, valued at approximately $406,000.

A number of other institutional investors have also added to or reduced their stakes in VRT. Vanguard Group Inc. boosted its position in shares of Vertiv by 3.7% during the 1st 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 last quarter. Dimensional Fund Advisors LP lifted its position in 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 during the last quarter. Northern Trust Corp grew its stake in Vertiv by 21.9% in the 4th quarter. Northern Trust Corp now owns 2,713,234 shares of the company's stock worth $308,251,000 after buying an additional 487,909 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Vertiv by 54.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,314,934 shares of the company's stock worth $263,000,000 after buying an additional 812,389 shares during the last quarter. Finally, 1832 Asset Management L.P. increased its holdings in shares of Vertiv by 985.3% in the 1st quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock worth $166,183,000 after buying an additional 2,089,612 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts recently issued reports on VRT shares. Barclays set a $128.00 target price on shares of Vertiv and gave the stock an "equal weight" rating in a research report on Thursday, July 31st. Redburn Atlantic upgraded Vertiv to a "hold" rating in a research report on Wednesday. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Glj Research initiated coverage on shares of Vertiv in a research report on Tuesday. They set a "sell" rating and a $112.00 price target on the stock. Finally, Melius upgraded shares of Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price objective for the company in a report on Tuesday, July 8th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $142.00.

Vertiv Trading Down 0.6%

NYSE:VRT opened at $126.7460 on Friday. The firm has a market capitalization of $48.40 billion, a P/E ratio of 60.64, a P/E/G ratio of 1.13 and a beta of 1.77. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. The company has a fifty day moving average of $129.58 and a 200 day moving average of $105.64. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $155.84.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.83 by $0.12. The business had revenue of $2.64 billion for 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 company's revenue was up 35.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, research analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, June 26th. Shareholders of record on Tuesday, June 17th were issued a $0.0375 dividend. This is an increase from Vertiv's previous dividend of $0.01. The ex-dividend date was Monday, June 16th. This represents a yield of 14.0%. Vertiv's dividend payout ratio (DPR) is 7.18%.

Insider Buying and Selling

In other news, insider Karsten Winther sold 41,654 shares of the business's stock in a transaction that occurred on Thursday, August 14th. The stock was 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 of the company's stock, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Stephen Liang sold 43,683 shares of the company's stock in a transaction that occurred on Friday, June 6th. The shares were sold at an average price of $115.83, for a total value of $5,059,801.89. Following the transaction, the executive vice president owned 9,551 shares of the company's stock, valued at approximately $1,106,292.33. This represents a 82.06% decrease in their position. The disclosure for this sale can be found here. 2.63% of the stock is currently owned by company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.