Earned Wealth Advisors LLC Purchases New Position in Vertiv Holdings Co. $VRT

Earned Wealth Advisors LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 2,497 shares of the company’s stock, valued at approximately $321,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Avion Wealth boosted its holdings in Vertiv by 99.1% in the second quarter. Avion Wealth now owns 213 shares of the company’s stock valued at $27,000 after purchasing an additional 106 shares in the last quarter. OLD Point Trust & Financial Services N A acquired a new position in Vertiv in the second quarter valued at approximately $32,000. DiNuzzo Private Wealth Inc. boosted its holdings in Vertiv by 780.0% in the second quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company’s stock valued at $34,000 after purchasing an additional 234 shares in the last quarter. University of Texas Texas AM Investment Management Co. acquired a new position in Vertiv in the second quarter valued at approximately $37,000. Finally, Garde Capital Inc. boosted its holdings in Vertiv by 1,886.7% in the second quarter. Garde Capital Inc. now owns 298 shares of the company’s stock valued at $38,000 after purchasing an additional 283 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages recently issued reports on VRT. Roth Capital reaffirmed a “buy” rating and issued a $195.00 price target (up from $162.00) on shares of Vertiv in a report on Tuesday, October 21st. KGI Securities raised Vertiv from a “hold” rating to an “outperform” rating in a report on Thursday, October 23rd. Melius raised Vertiv from a “hold” rating to a “buy” rating and set a $165.00 price objective for the company in a report on Tuesday, July 8th. Citigroup increased their price objective on Vertiv from $192.00 to $198.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Finally, Glj Research began coverage on Vertiv in a report on Tuesday, August 19th. They issued a “sell” rating and a $112.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus price target of $177.81.

Vertiv Price Performance

Vertiv stock opened at $192.55 on Friday. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.83 and a quick ratio of 1.43. The business has a 50 day simple moving average of $153.78 and a 200-day simple moving average of $128.41. The stock has a market capitalization of $73.53 billion, a PE ratio of 72.66, a price-to-earnings-growth ratio of 1.57 and a beta of 1.84.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The business had revenue of $2.68 billion during the quarter, compared to analysts’ expectations of $2.59 billion. During the same quarter in the prior year, the business earned $0.76 earnings per share. The company’s quarterly revenue was up 29.0% compared to the same quarter last year. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS. Equities analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were paid a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, September 15th. Vertiv’s dividend payout ratio is 5.66%.

Insider Buying and Selling

In other news, Director Jakki L. Haussler sold 15,680 shares of the company’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 completion of the sale, the director owned 4,631 shares in the company, valued at $573,873.52. This represents a 77.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Paul Ryan sold 22,218 shares of the stock in a transaction on 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 completion of the transaction, the insider owned 12,803 shares of the company’s stock, valued at $1,630,334.02. The trade was a 63.44% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 180,952 shares of company stock worth $23,360,571 over the last three months. 2.63% of the stock is owned by company insiders.

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.