WBI Investments LLC Sells 3,535 Shares of Vertiv Holdings Co. $VRT

Key Points

• WBI Investments LLC reduced its holdings in Vertiv Holdings Co. by 49.7%, selling 3,535 shares, leaving it with 3,578 shares valued at $258,000.
• Institutional investors, including Vanguard Group Inc. and Amundi, have increased their stakes in Vertiv, highlighting strong interest in the company.
• Vertiv reported a 35.1% increase in revenue year-over-year, with earnings per share for the latest quarter beating analysts' expectations at $0.95.

WBI Investments LLC decreased its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 49.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 3,578 shares of the company's stock after selling 3,535 shares during the quarter. WBI Investments LLC's holdings in Vertiv were worth $258,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in Vertiv by 3.7% during the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock worth $2,723,034,000 after purchasing an additional 1,359,070 shares in the last quarter. Amundi lifted its holdings in Vertiv by 96.8% during the 1st quarter. Amundi now owns 6,951,773 shares of the company's stock worth $469,490,000 after purchasing an additional 3,420,144 shares in the last quarter. Fred Alger Management LLC lifted its holdings in Vertiv by 19.6% during the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company's stock worth $252,416,000 after purchasing an additional 572,545 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in Vertiv by 6.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company's stock worth $205,085,000 after purchasing an additional 182,937 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Vertiv by 54.1% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,314,934 shares of the company's stock worth $263,000,000 after purchasing an additional 812,389 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company's stock.

Vertiv Stock Performance

Shares of NYSE VRT opened at $135.51 on Friday. The stock has a market cap of $51.75 billion, a price-to-earnings ratio of 64.84, a P/E/G ratio of 1.21 and a beta of 1.78. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. The stock's 50-day moving average is $131.59 and its 200 day moving average is $107.36.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating analysts' consensus estimates of $0.83 by $0.12. The company had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.Vertiv's revenue for the quarter was up 35.1% compared to the same quarter last year. During the same period last year, the firm posted $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 25th. Investors of record on Monday, September 15th will be issued a dividend of $0.0375 per share. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, September 15th. Vertiv's dividend payout ratio (DPR) is currently 7.18%.

Insider Transactions at Vertiv

In related news, insider Karsten Winther sold 41,654 shares of the firm'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 transaction, the insider directly owned 18,848 shares in the company, valued at $2,529,590.08. This trade represents a 68.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jakki L. Haussler sold 15,680 shares of the firm's stock in a transaction that occurred on Monday, September 8th. The stock was sold at an average price of $123.92, for a total value of $1,943,065.60. Following the transaction, the director owned 4,631 shares in the company, valued at approximately $573,873.52. The trade was a 77.20% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 180,952 shares of company stock valued at $23,360,571. 2.63% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on VRT shares. Redburn Atlantic raised Vertiv to a "hold" rating in a report on Wednesday, August 20th. Melius Research raised Vertiv from a "hold" rating to a "strong-buy" rating and increased their price objective for the stock from $134.00 to $165.00 in a report on Tuesday, July 8th. Rothschild Redb raised Vertiv to a "hold" rating in a report on Wednesday, August 20th. William Blair started coverage on Vertiv in a report on Monday, July 28th. They issued an "outperform" rating on the stock. Finally, Royal Bank Of Canada raised their price target on Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $142.00.

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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