Vertiv Holdings Co. $VRT Shares Sold by Neville Rodie & Shaw Inc.

Key Points

• Neville Rodie & Shaw reduced its Vertiv stake by 14.9% in the third quarter, selling 8,855 shares and retaining 50,441 shares valued at approximately $12.2 million. Institutional investors collectively own 89.92% of the company.
• Wall Street remains broadly positive on Vertiv, with a consensus “Moderate Buy” rating and an average price target of $355.96. Analysts cited in the report generally maintained Buy or Outperform ratings, though KeyCorp lowered its target to $325.
• Vertiv shares recently traded at $254.56, while the company reported quarterly EPS of $1.52, exceeding estimates, and year-over-year revenue growth of 24.1%. The company also pays a quarterly dividend of $0.0625, equivalent to a 0.1% annualized yield.

Neville Rodie & Shaw Inc. decreased its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 14.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 50,441 shares of the company's stock after selling 8,855 shares during the period. Neville Rodie & Shaw Inc.'s holdings in Vertiv were worth $12,172,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Sachetta LLC boosted its holdings 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 purchasing an additional 36 shares during the last quarter. Cornerstone Planning Group LLC lifted its position in Vertiv by 60.5% during the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock worth $33,000 after buying an additional 49 shares during the period. Burkett Financial Services LLC acquired a new stake in Vertiv in the 3rd quarter worth about $35,000. GoalVest Advisory LLC boosted its stake in Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company's stock worth $50,000 after buying an additional 69 shares during the last quarter. Finally, Center for Financial Planning Inc. grew its holdings in Vertiv by 554.2% in the 1st 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 period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently issued reports on VRT. KeyCorp decreased their target price on shares of Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Vertiv in a report on Monday, September 28th. Oppenheimer restated an "outperform" rating and set a $325.00 price objective on shares of Vertiv in a report on Thursday, July 30th. UBS Group reiterated a "buy" rating and issued a $370.00 target price on shares of Vertiv in a report on Thursday, July 30th. Finally, Wells Fargo & Company started coverage on Vertiv in a research note on Thursday, September 24th. They set an "overweight" rating and a $340.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $355.96.

Vertiv Stock Up 0.9%

VRT traded up $2.38 on Monday, reaching $254.56. The company's stock had a trading volume of 2,590,213 shares, compared to its average volume of 6,384,921. Vertiv Holdings Co. has a 1 year low of $147.82 and a 1 year high of $379.93. The business's 50 day moving average is $260.68 and its 200 day moving average is $290.82. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The stock has a market cap of $98.00 billion, a price-to-earnings ratio of 57.59, a price-to-earnings-growth ratio of 0.94 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 (EPS) for the quarter, beating analysts' consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the prior year, the company posted $0.95 EPS. Vertiv's quarterly revenue was up 24.1% on a year-over-year basis. 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 forecast that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director owned 16,500 shares of the company's stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.

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