Wealth Management Partners LLC Buys 3,197 Shares of Vertiv Holdings Co. $VRT

Key Points

• Wealth Management Partners LLC increased its stake in Vertiv Holdings Co. by 27.8%, acquiring an additional 3,197 shares, bringing its total ownership to 14,682 shares valued at approximately $1.85 million.
• Multiple institutional investors, including Amundi and 1832 Asset Management, significantly raised their holdings in Vertiv, contributing to an institutional ownership of 89.92%.
• Vertiv reported quarterly earnings of $0.95 per share, exceeding expectations and achieving a 35.1% year-over-year revenue growth of $2.64 billion during the last quarter.

Wealth Management Partners LLC grew its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 27.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,682 shares of the company's stock after acquiring an additional 3,197 shares during the period. Wealth Management Partners LLC's holdings in Vertiv were worth $1,854,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of VRT. Amundi grew its holdings in Vertiv by 96.8% during the first 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 during the period. 1832 Asset Management L.P. raised its position in shares of Vertiv by 985.3% in the first quarter. 1832 Asset Management L.P. now owns 2,301,700 shares of the company's stock valued at $166,183,000 after buying an additional 2,089,612 shares in the last quarter. Vanguard Group Inc. raised its position in shares of Vertiv by 3.7% in the first quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company's stock valued at $2,723,034,000 after buying an additional 1,359,070 shares in the last quarter. Nuveen LLC acquired a new position in Vertiv during the first quarter valued at approximately $77,820,000. Finally, Fred Alger Management LLC lifted its stake in Vertiv by 19.6% during the first 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 during the last quarter. Institutional investors own 89.92% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Melius upgraded Vertiv from a "hold" rating to a "buy" rating and set a $165.00 price target for the company in a research note on Tuesday, July 8th. Royal Bank Of Canada increased their price target on Vertiv from $143.00 to $162.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Wolfe Research reiterated an "outperform" rating and issued a $155.00 price target on shares of Vertiv in a research note on Thursday, July 10th. Morgan Stanley restated an "overweight" rating on shares of Vertiv in a report on Sunday, August 10th. Finally, Rothschild Redb upgraded Vertiv to a "hold" rating in a report on Wednesday, August 20th. Two equities research 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 given a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $142.00.

Vertiv Trading Up 1.4%

VRT opened at $143.99 on Friday. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $155.84. The firm has a market capitalization of $54.99 billion, a PE ratio of 68.90, a P/E/G ratio of 1.27 and a beta of 1.78. The company's 50-day moving average is $133.18 and its 200 day moving average is $109.47.

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

Vertiv Announces Dividend

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

Insider Activity

In other Vertiv news, insider Paul Ryan sold 22,218 shares of the business's stock in a transaction dated 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 transaction, the insider owned 12,803 shares in the company, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Karsten Winther sold 41,654 shares of the business's stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the transaction, the insider owned 18,848 shares in the company, valued at $2,529,590.08. The trade was a 68.85% decrease in their position. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock valued at $23,360,571 in the last quarter. 2.63% of the stock is currently owned by company insiders.

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.

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