Valeo Financial Advisors LLC Purchases New Shares in Vertiv Holdings Co. $VRT

Key Points

• Valeo Financial Advisors LLC purchased a new stake in Vertiv Holdings Co. during the 2nd quarter, buying 2,094 shares valued at approximately $269,000 as reported in their recent 13F filing.
• Vertiv's shares opened at $168.80 and have a one-year high of $170.89, with a market cap of $64.46 billion and a price-to-earnings ratio of 80.77.
• In its latest earnings report, Vertiv exceeded expectations, reporting an EPS of $0.95 and a revenue of $2.64 billion, reflecting a 35.1% increase compared to the same quarter last year.

Valeo Financial Advisors LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,094 shares of the company's stock, valued at approximately $269,000.

Several other institutional investors have also added to or reduced their stakes in the company. DiNuzzo Private Wealth Inc. raised its holdings in Vertiv by 780.0% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company's stock valued at $34,000 after acquiring an additional 234 shares in the last quarter. Garde Capital Inc. raised its holdings in Vertiv by 1,886.7% in the 2nd quarter. Garde Capital Inc. now owns 298 shares of the company's stock valued at $38,000 after acquiring an additional 283 shares in the last quarter. GW&K Investment Management LLC acquired a new position in Vertiv in the 1st quarter valued at $26,000. SouthState Corp acquired a new position in Vertiv in the 1st quarter valued at $27,000. Finally, North Star Investment Management Corp. raised its holdings in Vertiv by 4,120.0% in the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock valued at $30,000 after acquiring an additional 412 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv Stock Up 0.8%

Shares of Vertiv stock opened at $168.80 on Friday. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $170.89. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The stock's 50-day moving average is $138.90 and its 200 day moving average is $115.83. The firm has a market cap of $64.46 billion, a price-to-earnings ratio of 80.77, a PEG ratio of 1.47 and a beta of 1.84.

Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating the consensus estimate 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 prior year, the company earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Equities research analysts anticipate 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. Investors of record on Monday, September 15th were given a dividend of $0.0375 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv's payout ratio is presently 7.18%.

Insider Buying and Selling

In related news, Director Jakki L. Haussler sold 15,680 shares of Vertiv stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the transaction, the director owned 4,631 shares of the company's stock, valued at $573,873.52. The trade was a 77.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $134.21, for a total value 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 position. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock worth $23,360,571 in the last ninety days. Corporate insiders own 2.63% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Melius Research raised Vertiv from a "hold" rating to a "strong-buy" rating and boosted their price target for the stock from $134.00 to $165.00 in a report on Tuesday, July 8th. Weiss Ratings cut Vertiv from a "buy (b)" rating to a "hold (c+)" rating in a report on Wednesday. Evercore ISI boosted their price target on Vertiv from $165.00 to $180.00 and gave the stock an "outperform" rating in a report on Monday. Morgan Stanley reissued an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Finally, The Goldman Sachs Group set a $159.00 price target on Vertiv in a report on Monday, September 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $149.84.

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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