Vertiv Holdings Co. $VRT Stock Position Lessened by Zuckerman Investment Group LLC

Key Points

• Zuckerman Investment Group LLC has decreased its holdings in Vertiv Holdings Co. by 3.1%, now owning approximately 680,698 shares, making it the largest position in their investment portfolio.
• Recent research reports from analysts show a positive outlook for Vertiv, with upgrades to "buy" ratings and target price increases from firms like Citigroup and Royal Bank of Canada.
• Vertiv announced a dividend increase from $0.01 to $0.0375 per share, with an ex-dividend date of June 16, representing a dividend yield of 14.0%.

Zuckerman Investment Group LLC decreased its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 3.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 680,698 shares of the company's stock after selling 21,752 shares during the quarter. Vertiv accounts for about 5.3% of Zuckerman Investment Group LLC's investment portfolio, making the stock its largest position. Zuckerman Investment Group LLC owned approximately 0.18% of Vertiv worth $49,146,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Colonial Trust Co SC increased its position in Vertiv by 211.9% in the fourth quarter. Colonial Trust Co SC now owns 315 shares of the company's stock worth $36,000 after purchasing an additional 214 shares during the last quarter. Ameriflex Group Inc. purchased a new stake in Vertiv in the fourth quarter worth about $37,000. GW&K Investment Management LLC bought a new position in Vertiv in the first quarter worth about $26,000. SouthState Corp purchased a new stake in Vertiv in the first quarter valued at approximately $27,000. Finally, BNP Paribas purchased a new stake in Vertiv in the fourth quarter valued at approximately $45,000. Institutional investors own 89.92% of the company's stock.

Insider Activity

In other news, EVP Stephen Liang sold 43,683 shares of the firm's stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $115.83, for a total transaction of $5,059,801.89. Following the sale, the executive vice president owned 9,551 shares of the company's stock, valued at approximately $1,106,292.33. This trade represents a 82.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction that occurred on Thursday, August 14th. The stock was 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. This trade represents a 68.85% decrease in their position. The disclosure for this sale can be found here. 2.63% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on VRT shares. Citigroup increased their target price on Vertiv from $130.00 to $149.00 and gave the company a "buy" rating in a research report on Monday, July 14th. Royal Bank Of Canada increased their price objective on Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Melius raised Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price objective for the company in a research note on Tuesday, July 8th. Glj Research started coverage on Vertiv in a research note on Tuesday, August 19th. They issued a "sell" rating and a $112.00 price objective for the company. Finally, Melius Research raised Vertiv from a "hold" rating to a "strong-buy" rating and raised their target price for the stock from $134.00 to $165.00 in a research note on Tuesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $142.00.

Vertiv Stock Down 0.7%

Shares of NYSE:VRT opened at $125.07 on Tuesday. The business has a 50-day moving average price of $130.06 and a 200 day moving average price of $105.58. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. The company has a market capitalization of $47.76 billion, a price-to-earnings ratio of 59.84, a PEG ratio of 1.11 and a beta of 1.77. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $155.84.

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 analysts' consensus estimates of $0.83 by $0.12. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company had revenue of $2.64 billion during the quarter, compared to analysts' expectations of $2.36 billion. During the same period last year, the business posted $0.67 EPS. Vertiv's revenue for the quarter was up 35.1% on a year-over-year basis. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Sell-side analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The firm also recently announced a dividend, which was paid on Thursday, June 26th. Stockholders of record on Tuesday, June 17th were given a dividend of $0.0375 per share. This is a boost from Vertiv's previous dividend of $0.01. The ex-dividend date of this dividend was Monday, June 16th. This represents a dividend yield of 14.0%. Vertiv's dividend payout ratio is 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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