Vertiv Holdings Co. $VRT is Blue Whale Capital LLP's 10th Largest Position

Key Points

• Blue Whale Capital LLP increased its stake in Vertiv Holdings Co. by 29.1%, making it the firm's 10th largest position with a total of 732,118 shares valued at approximately $52.9 million.
• Significant increases in holdings were reported by other institutional investors, with 1832 Asset Management L.P. raising its stake by 985.3%, now owning 2.3 million shares valued at $166.2 million.
• Vertiv recently announced a dividend increase, with a payout of $0.0375 representing a dividend yield of 14.0%, up from a previous dividend of $0.01.

Blue Whale Capital LLP raised its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 29.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 732,118 shares of the company's stock after buying an additional 165,172 shares during the period. Vertiv comprises 4.3% of Blue Whale Capital LLP's investment portfolio, making the stock its 10th biggest position. Blue Whale Capital LLP owned approximately 0.19% of Vertiv worth $52,859,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VRT. 1832 Asset Management L.P. increased its holdings in Vertiv by 985.3% in the first quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock valued at $166,183,000 after buying an additional 2,089,612 shares in the last quarter. Vanguard Group Inc. grew its position in shares of Vertiv by 3.7% in the first quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after purchasing an additional 1,359,070 shares during the period. Nuveen LLC acquired a new stake in shares of Vertiv in the first quarter valued at about $77,820,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Vertiv by 54.1% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,314,934 shares of the company's stock valued at $263,000,000 after purchasing an additional 812,389 shares during the period. Finally, Northern Trust Corp grew its position in shares of Vertiv by 21.9% in the fourth quarter. Northern Trust Corp now owns 2,713,234 shares of the company's stock valued at $308,251,000 after purchasing an additional 487,909 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Insider Activity at Vertiv

In related news, EVP Stephen Liang sold 43,683 shares of the company's stock in a transaction that occurred on Friday, June 6th. The shares were sold at an average price of $115.83, for a total transaction of $5,059,801.89. Following the sale, the executive vice president directly owned 9,551 shares of the company's stock, valued at $1,106,292.33. This represents a 82.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Karsten Winther sold 41,654 shares of the company's stock in a transaction that occurred on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the sale, 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 ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 2.63% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Evercore ISI restated an "outperform" rating on shares of Vertiv in a research report on Thursday, July 10th. Roth Capital boosted their price target on shares of Vertiv from $100.00 to $157.00 and gave the stock a "buy" rating in a research report on Tuesday, July 29th. Royal Bank Of Canada boosted their price target on shares of Vertiv from $143.00 to $162.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Melius Research upgraded shares of 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 research report on Tuesday, July 8th. Finally, Citigroup boosted their price target on shares of Vertiv from $130.00 to $149.00 and gave the stock a "buy" rating in a research report on Monday, July 14th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Vertiv presently has a consensus rating of "Moderate Buy" and a consensus price target of $142.00.

Vertiv Stock Performance

NYSE:VRT opened at $126.7460 on Friday. 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 firm has a market capitalization of $48.40 billion, a price-to-earnings ratio of 60.64, a PEG ratio of 1.13 and a beta of 1.77. The company's 50-day moving average is $129.58 and its two-hundred day moving average is $105.64. 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 posted its 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 company had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. During the same period in the previous year, the business posted $0.67 EPS. Vertiv'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. Analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The business also recently disclosed a dividend, which was paid on Thursday, June 26th. Stockholders of record on Tuesday, June 17th were issued a $0.0375 dividend. The ex-dividend date was Monday, June 16th. This represents a dividend yield of 14.0%. This is an increase from Vertiv's previous dividend of $0.01. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

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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