Stephens Inc. AR Raises Stake in Vertiv Holdings Co. $VRT

Stephens Inc. AR boosted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 7.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 54,187 shares of the company’s stock after purchasing an additional 3,926 shares during the quarter. Stephens Inc. AR’s holdings in Vertiv were worth $8,175,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Management Professionals Inc. boosted its position in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares in the last quarter. Promus Capital LLC purchased a new position in Vertiv during the second quarter valued at $26,000. Pacer Advisors Inc. boosted its holdings in Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after acquiring an additional 69 shares in the last quarter. Avion Wealth grew its stake in shares of Vertiv by 99.1% in the second quarter. Avion Wealth now owns 213 shares of the company’s stock worth $27,000 after acquiring an additional 106 shares during the last quarter. Finally, True Wealth Design LLC grew its stake in shares of 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 acquiring an additional 68 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Insider Buying and Selling

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

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on VRT. JPMorgan Chase & Co. upped their price target on shares of Vertiv from $150.00 to $206.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 15th. Cfra Research raised shares of Vertiv to a “moderate buy” rating in a report on Tuesday, October 7th. Cowen reiterated a “buy” rating and issued a $211.00 target price on shares of Vertiv in a research note on Monday, December 1st. Barclays upgraded shares of Vertiv from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $181.00 to $200.00 in a report on Friday, January 2nd. Finally, Deutsche Bank Aktiengesellschaft set a $216.00 price objective on shares of Vertiv and gave the stock a “buy” rating in a report on Wednesday, October 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $181.38.

Vertiv Stock Down 1.1%

VRT opened at $170.82 on Thursday. The stock has a market capitalization of $65.31 billion, a price-to-earnings ratio of 64.46, a PEG ratio of 1.06 and a beta of 2.06. The firm has a 50 day moving average price of $170.55 and a 200-day moving average price of $154.34. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month 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 earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The company had revenue of $2.68 billion for the quarter, compared to analysts’ expectations of $2.59 billion. During the same quarter last year, the company posted $0.76 earnings per share. 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 and its FY 2025 guidance at 4.070-4.130 EPS. Equities research analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Increases Dividend

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

Vertiv Company 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.