Peak Financial Advisors LLC Invests $560,000 in Vertiv Holdings Co. $VRT

Peak Financial Advisors LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,364 shares of the company’s stock, valued at approximately $560,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Garde Capital Inc. boosted its position in shares of Vertiv by 1,886.7% in the second quarter. Garde Capital Inc. now owns 298 shares of the company’s stock worth $38,000 after buying an additional 283 shares during the period. Ameriflex Group Inc. acquired a new stake in shares of Vertiv in the fourth quarter worth $37,000. GW&K Investment Management LLC acquired a new stake in shares of Vertiv in the first quarter worth $26,000. SouthState Corp acquired a new stake in shares of Vertiv in the first quarter worth $27,000. Finally, North Star Investment Management Corp. boosted its position in shares of Vertiv by 4,120.0% in the first quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock worth $30,000 after buying an additional 412 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $134.90 on Friday. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $155.84. The business has a 50-day moving average of $131.73 and a two-hundred day moving average of $107.73. The stock has a market capitalization of $51.51 billion, a P/E ratio of 64.55, a P/E/G ratio of 1.20 and a beta of 1.78. 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 (NYSE:VRT) last announced its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, topping 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 quarter in the previous year, the firm earned $0.67 earnings per share. The business’s quarterly revenue was up 35.1% compared to the same quarter last year. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, equities research analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Analyst Ratings Changes

Several analysts have recently commented on the company. JPMorgan Chase & Co. raised their target price on Vertiv from $127.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Rothschild Redb raised Vertiv to a “hold” rating in a research report on Wednesday, August 20th. Glj Research assumed coverage on Vertiv in a research report on Tuesday, August 19th. They set a “sell” rating and a $112.00 price objective for the company. Wall Street Zen raised Vertiv from a “buy” rating to a “strong-buy” rating in a research report on Saturday, June 21st. Finally, Citigroup lifted their price objective on Vertiv from $130.00 to $149.00 and gave the company a “buy” rating in a research report on Monday, July 14th. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $142.00.

Insiders Place Their Bets

In other news, insider Paul Ryan sold 22,218 shares of Vertiv stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total value of $2,829,240.12. Following the transaction, the insider directly 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 document filed with the SEC, which is accessible through this hyperlink. Also, insider Karsten Winther sold 41,654 shares of Vertiv stock in a transaction dated 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 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 ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 180,952 shares of company stock valued at $23,360,571. Company insiders own 2.63% of the company’s stock.

Vertiv 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.