Kingswood Wealth Advisors LLC Acquires 3,901 Shares of Vertiv Holdings Co. $VRT

Kingswood Wealth Advisors LLC boosted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 50.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,603 shares of the company’s stock after acquiring an additional 3,901 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Vertiv were worth $1,750,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of VRT. Abundance Wealth Counselors lifted its holdings in shares of Vertiv by 313.7% during the 3rd quarter. Abundance Wealth Counselors now owns 10,165 shares of the company’s stock valued at $1,533,000 after buying an additional 7,708 shares during the period. Union Bancaire Privee UBP SA lifted its holdings in Vertiv by 35.5% in the third quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock valued at $41,126,000 after acquiring an additional 71,361 shares during the period. KLP Kapitalforvaltning AS lifted its holdings in Vertiv by 5.5% in the third quarter. KLP Kapitalforvaltning AS now owns 143,100 shares of the company’s stock valued at $21,588,000 after acquiring an additional 7,400 shares during the period. Nordea Investment Management AB boosted its position in Vertiv by 100.1% in the second quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after purchasing an additional 1,624,456 shares during the last quarter. Finally, iA Global Asset Management Inc. grew its stake in shares of Vertiv by 130.2% during the 2nd quarter. iA Global Asset Management Inc. now owns 9,147 shares of the company’s stock valued at $1,175,000 after purchasing an additional 5,173 shares during the period. Institutional investors own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on VRT. TD Cowen increased their price objective 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. Mizuho upped their target price on shares of Vertiv from $165.00 to $198.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Royal Bank Of Canada lifted their price target on shares of Vertiv from $191.00 to $196.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. Cfra Research raised shares of Vertiv to a “moderate buy” rating in a research report on Tuesday, October 7th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Vertiv in a research note on Monday, December 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $181.38.

Vertiv Stock Performance

VRT opened at $160.96 on Friday. The company has a 50 day simple moving average of $172.10 and a two-hundred day simple moving average of $152.82. 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 firm has a market cap of $61.54 billion, a P/E ratio of 60.74, a PEG ratio of 1.09 and a beta of 2.06. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $202.45.

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

Vertiv Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, November 25th were paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.2%. This is a positive change from Vertiv’s previous quarterly dividend of $0.04. The ex-dividend date of this dividend was Tuesday, November 25th. Vertiv’s dividend payout ratio is currently 9.43%.

Insider Activity

In related news, EVP Stephen Liang sold 5,501 shares of Vertiv stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $170.48, for a total transaction of $937,810.48. Following the sale, the executive vice president owned 4,050 shares of the company’s stock, valued at approximately $690,444. This trade represents a 57.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 2.63% of the company’s stock.

About Vertiv

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.