Vertiv Holdings Co. $VRT Shares Acquired by Oppenheimer & Co. Inc.

Key Points

• Oppenheimer increased its Vertiv stake by 25% in the third quarter, acquiring 16,348 shares for a total holding of 81,868 shares valued at approximately $19.8 million. Institutional investors collectively own 89.92% of Vertiv.
• Analyst sentiment remains broadly positive, with a consensus rating of “Moderate Buy” and an average price target of $335.67, although several firms recently lowered their targets or downgraded the stock to “Hold.”
• Vertiv reported quarterly EPS of $1.52, beating estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion. Separately, Director Edward Monser sold 15,287 shares under a pre-arranged trading plan.

Oppenheimer & Co. Inc. increased its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 25.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,868 shares of the company's stock after acquiring an additional 16,348 shares during the period. Oppenheimer & Co. Inc.'s holdings in Vertiv were worth $19,756,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sachetta LLC increased its stake in shares of Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company's stock worth $31,000 after buying an additional 36 shares during the period. Cornerstone Planning Group LLC grew its holdings in Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock worth $33,000 after acquiring an additional 49 shares in the last quarter. Burkett Financial Services LLC acquired a new position in Vertiv during the 3rd quarter worth approximately $35,000. Center for Financial Planning Inc. increased its holdings in Vertiv by 554.2% in the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock valued at $39,000 after buying an additional 133 shares during the last quarter. Finally, Ravenstone Capital Management Inc. purchased a new position in shares of Vertiv in the 1st quarter valued at about $40,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Daiwa Securities Group cut their price target on shares of Vertiv from $400.00 to $340.00 and set a "buy" rating on the stock in a research note on Tuesday, July 21st. BNP Paribas Exane decreased their price objective on Vertiv from $380.00 to $365.00 and set an "outperform" rating for the company in a report on Friday, July 31st. Wall Street Zen downgraded Vertiv from a "buy" rating to a "hold" rating in a report on Saturday, October 17th. Sanford C. Bernstein restated an "outperform" rating on shares of Vertiv in a research report on Monday, September 28th. Finally, Zacks Research cut shares of Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, August 31st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $335.67.

Vertiv Stock Up 2.9%

VRT opened at $199.93 on Tuesday. Vertiv Holdings Co. has a 52 week low of $147.82 and a 52 week high of $379.93. The business has a 50 day moving average price of $247.74 and a two-hundred day moving average price of $267.52. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The company has a market cap of $76.97 billion, a PE ratio of 45.23, a P/E/G ratio of 0.72 and a beta of 2.05.

Vertiv (NYSE:VRT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. The company's revenue was up 24.1% on a year-over-year basis. During the same period last year, the business posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, research analysts anticipate that Vertiv Holdings Co. will post 6.71 EPS for the current year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, September 14th. Vertiv's dividend payout ratio (DPR) is 5.66%.

Vertiv Company Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company's offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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