Trivium Point Advisory LLC Buys 1,998 Shares of Vertiv Holdings Co. $VRT

Key Points

• Trivium Point Advisory LLC increased its stake in Vertiv Holdings Co. by 35.5%, acquiring an additional 1,998 shares in the second quarter, bringing its total holdings to 7,628 shares valued at approximately $980,000.
• Vertiv reported $0.95 earnings per share for the last quarter, exceeding analysts' estimates of $0.83, while revenue grew 35.1% year-over-year to $2.64 billion.
• Shares of Vertiv have had a 12-month performance range between $53.60 and $155.84, with analysts giving it an average rating of "Moderate Buy" and a price target of $144.10.

Trivium Point Advisory LLC lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 35.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,628 shares of the company's stock after acquiring an additional 1,998 shares during the quarter. Trivium Point Advisory LLC's holdings in Vertiv were worth $980,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in VRT. Vanguard Group Inc. boosted its position in Vertiv by 3.7% during the first quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock worth $2,723,034,000 after purchasing an additional 1,359,070 shares during the period. Amundi lifted its stake in shares of Vertiv by 96.8% in the first quarter. Amundi now owns 6,951,773 shares of the company's stock worth $469,490,000 after buying an additional 3,420,144 shares during the last quarter. Fred Alger Management LLC boosted its holdings in shares of Vertiv by 19.6% during the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock worth $252,416,000 after buying an additional 572,545 shares during the period. Dimensional Fund Advisors LP grew its stake in Vertiv by 6.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock valued at $205,085,000 after buying an additional 182,937 shares during the last quarter. Finally, 1832 Asset Management L.P. raised its holdings in 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 acquiring an additional 2,089,612 shares during the period. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Up 5.2%

Shares of NYSE VRT opened at $150.82 on Wednesday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $155.84. The firm's 50-day simple moving average is $135.56 and its 200 day simple moving average is $112.42. 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 market cap of $57.59 billion, a price-to-earnings ratio of 72.16, a price-to-earnings-growth ratio of 1.26 and a beta of 1.78.

Vertiv (NYSE:VRT - Get Free Report) last announced its 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 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 revenue was up 35.1% on a year-over-year basis. During the same period in the previous year, the firm posted $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, research analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were paid 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 of this dividend was Monday, September 15th. Vertiv's dividend payout ratio is 7.18%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on VRT. 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. Mizuho upped their price target on Vertiv from $125.00 to $150.00 and gave the company an "outperform" rating in a report on Wednesday, July 16th. Barclays set a $128.00 price objective on Vertiv and gave the stock an "equal weight" rating in a report on Thursday, July 31st. JPMorgan Chase & Co. raised their target price on Vertiv from $127.00 to $150.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Finally, Melius Research raised shares of Vertiv from a "hold" rating to a "strong-buy" rating and increased their price target for the stock from $134.00 to $165.00 in a research report on Tuesday, July 8th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have given 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 an average price target of $144.10.

Insider Transactions at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the sale, the insider directly owned 12,803 shares in the company, valued at $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jakki L. Haussler sold 15,680 shares of the firm's stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the completion of the transaction, the director directly owned 4,631 shares in the company, valued at $573,873.52. This trade represents a 77.20% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 180,952 shares of company stock worth $23,360,571 in the last ninety days. 5.01% of the stock is currently owned by insiders.

Vertiv Company 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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