Trinity Financial Advisors LLC Buys New Stake in Vertiv Holdings Co. $VRT

Key Points

• Trinity Financial Advisors LLC acquired a new stake in Vertiv Holdings Co., purchasing 4,135 shares valued at approximately $531,000 in the 2nd quarter.
• Vertiv reported strong quarterly earnings, with an EPS of $0.95 exceeding estimates, and a revenue of $2.64 billion, marking a 35.1% increase year-over-year.
• Insider transactions include a significant sell-off by Director Steven Reinemund, who sold 100,000 shares for approximately $12.8 million, indicating a decrease in insider ownership.

Trinity Financial Advisors LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund bought 4,135 shares of the company's stock, valued at approximately $531,000.

Several other large investors have also recently made changes to their positions in the company. GW&K Investment Management LLC purchased a new stake in Vertiv in the 1st quarter worth $26,000. SouthState Corp acquired a new stake in shares of Vertiv during the first quarter worth $27,000. North Star Investment Management Corp. lifted its holdings in shares of Vertiv by 4,120.0% during the first quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock worth $30,000 after purchasing an additional 412 shares during the period. Sachetta LLC lifted its holdings in shares of Vertiv by 242.0% during the first quarter. Sachetta LLC now owns 448 shares of the company's stock worth $32,000 after purchasing an additional 317 shares during the period. Finally, Banque Transatlantique SA acquired a new stake in shares of Vertiv during the first quarter worth $33,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Evercore ISI reissued an "outperform" rating on shares of Vertiv in a report on Thursday, July 10th. Oppenheimer raised their price target on Vertiv from $140.00 to $151.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. JPMorgan Chase & Co. raised their price target on Vertiv from $127.00 to $150.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Rothschild & Co Redburn initiated coverage on Vertiv in a research report on Wednesday, August 20th. They issued a "neutral" rating and a $135.00 price target for the company. Finally, Glj Research initiated coverage on Vertiv in a research report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $142.00.

Vertiv Stock Performance

NYSE VRT opened at $134.90 on Friday. The business's 50-day simple moving average is $131.73 and its 200-day simple moving average is $107.73. The firm has a market capitalization of $51.51 billion, a P/E ratio of 64.55, a P/E/G ratio of 1.20 and a beta of 1.78. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84.

Vertiv (NYSE:VRT - Get Free Report) last released 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. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business had revenue of $2.64 billion during the quarter, compared to the consensus estimate of $2.36 billion. During the same quarter last year, the company earned $0.67 earnings per share. The business's quarterly 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. Equities analysts predict 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. Investors of record on Monday, September 15th will be paid a dividend of $0.0375 per share. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, September 15th. Vertiv's dividend payout ratio is presently 7.18%.

Insiders Place Their Bets

In other news, Director Steven Reinemund sold 100,000 shares of the company's stock in a transaction 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 completion of the sale, the director owned 133,333 shares in the company, valued at $17,095,957.26. This represents a 42.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Jakki L. Haussler sold 15,680 shares of the company's stock in a transaction 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 sale, the director owned 4,631 shares of the company's stock, valued at approximately $573,873.52. This trade represents a 77.20% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 180,952 shares of company stock worth $23,360,571. 2.63% of the stock is owned by company insiders.

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.

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