U.S. Capital Wealth Advisors LLC Cuts Stock Holdings in Vertiv Holdings Co. $VRT

Key Points

• U.S. Capital Wealth Advisors LLC significantly reduced its stake in Vertiv Holdings Co. by 70.2% in the second quarter, leaving it with 18,617 shares valued at $2,391,000.
• Analysts have varied opinions on Vertiv, with the stock currently holding a consensus rating of "Moderate Buy" and a price target of $142.00, following recent price target increases from multiple brokerages.
• Vertiv recently announced a quarterly dividend of $0.0375, set to be paid on September 25th, which represents a 0.1% dividend yield and a low payout ratio of 7.18%.

U.S. Capital Wealth Advisors LLC cut its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 70.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,617 shares of the company's stock after selling 43,852 shares during the period. U.S. Capital Wealth Advisors LLC's holdings in Vertiv were worth $2,391,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. GTS Securities LLC boosted its stake in shares of Vertiv by 105.8% in the 4th quarter. GTS Securities LLC now owns 1,786 shares of the company's stock valued at $203,000 after buying an additional 32,729 shares during the period. Toronto Dominion Bank raised its holdings in Vertiv by 7.1% in the fourth quarter. Toronto Dominion Bank now owns 46,629 shares of the company's stock valued at $5,298,000 after acquiring an additional 3,108 shares in the last quarter. Forum Financial Management LP purchased a new position in Vertiv in the fourth quarter worth approximately $307,000. Mackenzie Financial Corp grew its holdings in Vertiv by 24.5% during the 4th quarter. Mackenzie Financial Corp now owns 104,187 shares of the company's stock worth $11,837,000 after acquiring an additional 20,496 shares in the last quarter. Finally, Ameriflex Group Inc. acquired a new position in Vertiv during the 4th quarter worth approximately $37,000. Hedge funds and other institutional investors own 89.92% of the company's stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on VRT. Royal Bank Of Canada raised their price objective on shares of Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. UBS Group raised their price target on Vertiv from $135.00 to $173.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Zacks Research raised Vertiv to a "strong-buy" rating in a research report on Monday, August 11th. Glj Research initiated coverage on Vertiv in a report on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price objective on the stock. Finally, William Blair initiated coverage on Vertiv in a research note on Monday, July 28th. They set an "outperform" rating for the company. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

Insider Activity at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of the firm'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 sale, the insider 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 is available at this link. Also, insider Karsten Winther sold 41,654 shares of the stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the transaction, the insider directly owned 18,848 shares of the company's stock, valued at approximately $2,529,590.08. This trade represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 180,952 shares of company stock worth $23,360,571. 5.01% of the stock is owned by company insiders.

Vertiv Price Performance

Shares of NYSE VRT opened at $142.79 on Wednesday. The company has a market cap of $54.53 billion, a PE ratio of 68.32, a P/E/G ratio of 1.34 and a beta of 1.78. The stock has a fifty day moving average price of $134.02 and a 200 day moving average price of $110.35. 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 announced its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating analysts' consensus estimates of $0.83 by $0.12. The company had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The firm's revenue for the quarter was up 35.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Sell-side analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 25th. Stockholders of record on Monday, September 15th will be issued a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date is Monday, September 15th. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

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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