Union Bancaire Privee UBP SA Raises Holdings in Vertiv Holdings Co. $VRT

Key Points

• Union Bancaire Privee UBP SA increased its holdings in Vertiv Holdings Co. by 452.9% in Q2, becoming a significant institutional investor with a stock valuation of approximately $25.8 million.
• Research firms have shown strong confidence in Vertiv, with multiple upgrades lifting price targets significantly, including a target as high as $173.00 from UBS Group.
• Insider trading activity included the sale of 100,000 shares by Director Steven Reinemund, reducing his ownership by 42.86%, amidst a broader trend of insider selling over the past three months.

Union Bancaire Privee UBP SA grew its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 452.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 201,247 shares of the company's stock after purchasing an additional 164,846 shares during the period. Union Bancaire Privee UBP SA owned approximately 0.05% of Vertiv worth $25,842,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. DiNuzzo Private Wealth Inc. grew its position in shares of Vertiv by 780.0% during the second quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company's stock valued at $34,000 after purchasing an additional 234 shares in the last quarter. Garde Capital Inc. grew its position in shares of Vertiv by 1,886.7% during the second quarter. Garde Capital Inc. now owns 298 shares of the company's stock valued at $38,000 after purchasing an additional 283 shares in the last quarter. GW&K Investment Management LLC purchased a new position in shares of Vertiv during the first quarter valued at about $26,000. SouthState Corp purchased a new position in shares of Vertiv during the first quarter valued at about $27,000. Finally, North Star Investment Management Corp. grew its position 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 valued at $30,000 after purchasing an additional 412 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company's stock.

Analysts Set New Price Targets

Several research firms recently commented on VRT. Melius upgraded Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price target for the company in a research report on Tuesday, July 8th. UBS Group lifted their price target on Vertiv from $135.00 to $173.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Zacks Research upgraded Vertiv to a "strong-buy" rating in a research report on Monday, August 11th. Redburn Atlantic upgraded Vertiv to a "hold" rating in a research report on Wednesday, August 20th. Finally, Melius Research upgraded Vertiv from a "hold" rating to a "strong-buy" rating and lifted 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $144.10.

Insider Activity at Vertiv

In other news, Director Steven Reinemund sold 100,000 shares of Vertiv stock in a transaction that occurred on 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 completion of the sale, the director owned 133,333 shares of the company's stock, valued at approximately $17,095,957.26. The trade was a 42.86% 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 Vertiv stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the sale, the insider directly owned 12,803 shares of the company's stock, valued at $1,630,334.02. This represents a 63.44% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 180,952 shares of company stock worth $23,360,571. Insiders own 5.01% of the company's stock.

Vertiv Price Performance

VRT opened at $143.41 on Tuesday. The business has a fifty day moving average of $135.06 and a 200 day moving average of $112.15. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $155.84. The stock has a market cap of $54.76 billion, a P/E ratio of 68.62, a PEG ratio of 1.22 and a beta of 1.78.

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

Vertiv Announces Dividend

The business 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 payout ratio is currently 7.18%.

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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