Synergy Asset Management LLC Invests $336,000 in Vertiv Holdings Co. $VRT

Key Points

• Synergy Asset Management LLC has invested approximately $336,000 in Vertiv Holdings Co., acquiring 2,614 shares of its stock in the second quarter.
• Insider trading activity has seen notable sales, with insiders selling a total of 180,952 shares worth $23.36 million in the last ninety days, indicating significant changes in ownership.
• Vertiv recently reported higher-than-expected earnings for the quarter, with an EPS of $0.95 and revenue of $2.64 billion, surpassing analyst expectations.

Synergy Asset Management LLC bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 2,614 shares of the company's stock, valued at approximately $336,000.

A number of other hedge funds have also recently bought and sold shares of VRT. GAMMA Investing LLC lifted its position in Vertiv by 6,323.9% in the first quarter. GAMMA Investing LLC now owns 183,532 shares of the company's stock worth $13,251,000 after purchasing an additional 180,675 shares during the period. Merit Financial Group LLC lifted its holdings in shares of Vertiv by 113.5% during the 1st quarter. Merit Financial Group LLC now owns 13,709 shares of the company's stock worth $990,000 after acquiring an additional 7,287 shares during the period. Hennion & Walsh Asset Management Inc. boosted its position in shares of Vertiv by 18.9% during the 1st quarter. Hennion & Walsh Asset Management Inc. now owns 19,693 shares of the company's stock valued at $1,422,000 after acquiring an additional 3,124 shares in the last quarter. MRA Advisory Group bought a new stake in Vertiv in the first quarter valued at about $660,000. Finally, Intellectus Partners LLC boosted its holdings in Vertiv by 4.9% during the first quarter. Intellectus Partners LLC now owns 8,920 shares of the company's stock valued at $644,000 after purchasing an additional 420 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Insider Activity

In other Vertiv news, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction dated 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 in the company, 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 legal filing with the SEC, which is accessible through this link. Also, insider Paul Ryan sold 22,218 shares of the business's stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the transaction, the insider directly owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. 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 Stock Down 0.7%

Shares of NYSE VRT opened at $160.45 on Friday. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $168.99. The firm's 50-day moving average is $137.27 and its 200-day moving average is $113.78. 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 firm has a market capitalization of $61.27 billion, a PE ratio of 76.77, a price-to-earnings-growth ratio of 1.42 and a beta of 1.84.

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 analysts' consensus estimates of $0.83 by $0.12. The firm had revenue of $2.64 billion for the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period last year, the firm earned $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Equities analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on VRT. Melius Research raised Vertiv from a "hold" rating to a "strong-buy" rating and increased their target price for the stock from $134.00 to $165.00 in a report on Tuesday, July 8th. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Wall Street Zen raised shares of Vertiv from a "buy" rating to a "strong-buy" rating in a report on Saturday, June 21st. Rothschild Redb raised shares of Vertiv to a "hold" rating in a report on Wednesday, August 20th. Finally, Evercore ISI restated an "outperform" rating on shares of Vertiv in a research report on Thursday, July 10th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $144.95.

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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