Synergy Asset Management LLC Acquires 4,728 Shares of Vertiv Holdings Co. $VRT

Synergy Asset Management LLC grew its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 180.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 7,342 shares of the company’s stock after acquiring an additional 4,728 shares during the quarter. Synergy Asset Management LLC’s holdings in Vertiv were worth $1,108,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. raised its position in Vertiv by 1,560.0% during the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after purchasing an additional 156 shares during the period. Promus Capital LLC bought a new position in shares of Vertiv during the 2nd quarter valued at approximately $26,000. Pacer Advisors Inc. increased its position in shares of Vertiv by 67.6% during the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock valued at $26,000 after purchasing an additional 69 shares during the last quarter. Avion Wealth raised its holdings in Vertiv by 99.1% during the 2nd quarter. Avion Wealth now owns 213 shares of the company’s stock valued at $27,000 after buying an additional 106 shares during the period. Finally, True Wealth Design LLC lifted its position in Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 8.5%

Shares of VRT opened at $175.72 on Friday. The firm has a market capitalization of $67.19 billion, a price-to-earnings ratio of 66.31, a PEG ratio of 1.12 and a beta of 2.06. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.83 and a quick ratio of 1.43. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $202.45. The company has a 50-day moving average of $173.99 and a 200 day moving average of $151.62.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.25. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The business 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 posted $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 and its FY 2025 guidance at 4.070-4.130 EPS. On average, research analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, November 25th were given a dividend of $0.0625 per share. This is a boost from Vertiv’s previous quarterly dividend of $0.04. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 9.43%.

Wall Street Analyst Weigh In

VRT has been the topic of a number of analyst reports. Wolfe Research cut shares of Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. TD Cowen lifted their price target on shares of Vertiv from $162.00 to $210.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Roth Capital reiterated a “buy” rating and set a $195.00 price target (up from $162.00) on shares of Vertiv in a report on Tuesday, October 21st. Weiss Ratings reissued a “buy (b-)” rating on shares of Vertiv in a research note on Monday, December 22nd. Finally, Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $181.38.

Insiders Place Their Bets

In other Vertiv news, EVP Stephen Liang sold 5,501 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the sale, the executive vice president directly owned 4,050 shares in the company, valued at approximately $690,444. This represents a 57.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 2.63% of the stock is currently owned by company insiders.

Vertiv Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.