Vident Advisory LLC Has $944,000 Stake in Vertiv Holdings Co. $VRT

Key Points

• Vident Advisory LLC significantly reduced its stake in Vertiv Holdings Co. by 44.2%, holding 13,068 shares valued at approximately $944,000 after selling 10,366 shares this quarter.
• Several brokerages have increased their price targets for Vertiv, with Oppenheimer's target raised to $151.00 and UBS Group to $173.00, indicating a positive outlook for the stock.
• Vertiv recently announced a quarterly dividend of $0.0375 per share, with a yield of 0.1%, and has set its Q3 2025 EPS guidance between 0.940-1.000.

Vident Advisory LLC decreased its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 44.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,068 shares of the company's stock after selling 10,366 shares during the quarter. Vident Advisory LLC's holdings in Vertiv were worth $944,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in VRT. GW&K Investment Management LLC acquired a new position in Vertiv in the first quarter worth approximately $26,000. SouthState Corp purchased a new position in Vertiv during the 1st quarter worth approximately $27,000. North Star Investment Management Corp. grew its position in Vertiv by 4,120.0% during the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company's stock worth $30,000 after purchasing an additional 412 shares in the last quarter. Sachetta LLC grew its position in Vertiv by 242.0% during the 1st quarter. Sachetta LLC now owns 448 shares of the company's stock worth $32,000 after purchasing an additional 317 shares in the last quarter. Finally, Colonial Trust Co SC grew its position in Vertiv by 211.9% during the 4th quarter. Colonial Trust Co SC now owns 315 shares of the company's stock worth $36,000 after purchasing an additional 214 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Insider Activity at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the sale, the insider owned 12,803 shares of the company's stock, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Steven Reinemund sold 100,000 shares of Vertiv stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the completion of the sale, the director directly owned 133,333 shares of the company's stock, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 165,272 shares of company stock valued at $21,417,505. Insiders own 2.63% of the company's stock.

Vertiv Stock Down 1.3%

Shares of Vertiv stock traded down $1.68 on Friday, hitting $124.02. 7,717,454 shares of the company traded hands, compared to its average volume of 5,678,286. The company has a 50-day moving average price of $131.26 and a 200 day moving average price of $106.53. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $155.84. The company has a market cap of $47.36 billion, a PE ratio of 59.34, a PEG ratio of 1.11 and a beta of 1.78.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly 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. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.36 billion. During the same period in the previous year, the company 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. Sell-side analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 25th. Investors of record on Monday, September 15th will be paid a $0.0375 dividend. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, September 15th. Vertiv's payout ratio is presently 7.18%.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the stock. Barclays set a $128.00 price objective on shares of Vertiv and gave the stock an "equal weight" rating in a research report on Thursday, July 31st. Glj Research assumed coverage on shares of Vertiv in a research report on Tuesday, August 19th. They set a "sell" rating and a $112.00 price objective on the stock. Oppenheimer lifted their price objective on shares of Vertiv from $140.00 to $151.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Wolfe Research reissued an "outperform" rating and issued a $155.00 price target on shares of Vertiv in a research report on Thursday, July 10th. Finally, Royal Bank Of Canada increased 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. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $142.00.

About Vertiv

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.