Vertiv Holdings Co. $VRT Shares Sold by RFG Bristol Wealth Advisors LLC

RFG Bristol Wealth Advisors LLC lowered its position in Vertiv Holdings Co. (NYSE:VRT) by 61.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,315 shares of the company’s stock after selling 6,768 shares during the period. RFG Bristol Wealth Advisors LLC’s holdings in Vertiv were worth $554,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. Avion Wealth increased 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 buying an additional 106 shares in the last quarter. OLD Point Trust & Financial Services N A purchased a new position in Vertiv in the 2nd quarter valued at approximately $32,000. DiNuzzo Private Wealth Inc. increased its stake in Vertiv by 780.0% in the 2nd 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. purchased a new stake in Vertiv during the second quarter worth $37,000. Finally, Garde Capital Inc. boosted its position in Vertiv by 1,886.7% during the second quarter. Garde Capital Inc. now owns 298 shares of the company’s stock worth $38,000 after purchasing an additional 283 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Insider Transactions at Vertiv

In related news, 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 transaction, the insider directly owned 12,803 shares of the company’s stock, valued at approximately $1,630,334.02. This trade represents a 63.44% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Steven Reinemund sold 100,000 shares of the business’s stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total value of $12,822,000.00. Following the sale, the director directly owned 133,333 shares of the company’s stock, valued at approximately $17,095,957.26. This trade represents a 42.86% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 180,952 shares of company stock valued at $23,360,571. Corporate insiders own 5.01% of the company’s stock.

Vertiv Price Performance

VRT stock opened at $180.30 on Wednesday. The stock has a market capitalization of $68.93 billion, a price-to-earnings ratio of 68.04, a price-to-earnings-growth ratio of 1.55 and a beta of 1.87. The stock’s fifty day simple moving average is $156.15 and its 200-day simple moving average is $130.79. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $202.45. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83.

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

Vertiv Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend was Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is currently 5.66%.

Wall Street Analyst Weigh In

VRT has been the subject of a number of research analyst reports. KGI Securities upgraded Vertiv from a “hold” rating to an “outperform” rating in a research report on Thursday, October 23rd. Rothschild & Co Redburn started coverage on shares of Vertiv in a research note on Wednesday, August 20th. They issued a “neutral” rating and a $135.00 price objective on the stock. William Blair started coverage on shares of Vertiv in a report on Monday, July 28th. They issued an “outperform” rating on the stock. Cowen set a $210.00 price target on shares of Vertiv in a research report on Thursday, October 23rd. Finally, Oppenheimer lifted their price objective on Vertiv from $190.00 to $195.00 and gave the stock an “outperform” rating in a research report on Thursday, October 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $177.81.

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.