1,001 Shares in Vertiv Holdings Co. $VRT Bought by Family Legacy Financial Solutions LLC

Family Legacy Financial Solutions LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 1,001 shares of the company’s stock, valued at approximately $129,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VRT. Ibex Wealth Advisors lifted its stake in Vertiv by 10.5% in the first quarter. Ibex Wealth Advisors now owns 73,739 shares of the company’s stock worth $5,324,000 after purchasing an additional 6,989 shares during the last quarter. FengHe Fund Management Pte. Ltd. bought a new position in shares of Vertiv during the first quarter valued at about $33,389,000. Viking Fund Management LLC raised its stake in shares of Vertiv by 123.5% during the first quarter. Viking Fund Management LLC now owns 38,000 shares of the company’s stock valued at $2,744,000 after acquiring an additional 21,000 shares during the last quarter. Outlook Wealth Advisors LLC bought a new position in Vertiv in the first quarter worth about $475,000. Finally, Fox Run Management L.L.C. raised its stake in Vertiv by 449.9% in the first quarter. Fox Run Management L.L.C. now owns 21,545 shares of the company’s stock worth $1,556,000 after buying an additional 17,627 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Shares of NYSE:VRT opened at $136.79 on Thursday. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $155.84. The stock has a market capitalization of $52.24 billion, a P/E ratio of 65.45, a PEG ratio of 1.21 and a beta of 1.78. The firm has a fifty day simple moving average of $132.35 and a two-hundred day simple moving average of $108.53. 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 (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping analysts’ consensus estimates of $0.83 by $0.12. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The firm had revenue of $2.64 billion during the quarter, compared to analysts’ expectations of $2.36 billion. During the same period in the previous year, the company earned $0.67 EPS. The firm’s revenue for the quarter 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, analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Insider Buying and Selling at Vertiv

In other news, 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 value of $5,590,383.34. Following the completion of the sale, the insider owned 18,848 shares in the company, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Jakki L. Haussler sold 15,680 shares of the business’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 transaction of $1,943,065.60. Following the transaction, the director owned 4,631 shares of the company’s stock, valued at approximately $573,873.52. This trade represents a 77.20% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 180,952 shares of company stock worth $23,360,571. 2.63% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

VRT has been the subject of a number of research reports. 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 note on Thursday, July 31st. The Goldman Sachs Group restated a “buy” rating on shares of Vertiv in a report on Friday, July 11th. Oppenheimer increased their price target on shares of Vertiv from $140.00 to $151.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Morgan Stanley reiterated an “overweight” rating on shares of Vertiv in a report on Sunday, August 10th. Finally, JPMorgan Chase & Co. increased their price target on shares of Vertiv from $127.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus 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.