Vertiv Holdings Co. $VRT Shares Sold by Kieckhefer Group LLC

Kieckhefer Group LLC lessened its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 21.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 28,754 shares of the company’s stock after selling 7,650 shares during the quarter. Vertiv makes up 2.2% of Kieckhefer Group LLC’s portfolio, making the stock its 9th largest holding. Kieckhefer Group LLC’s holdings in Vertiv were worth $4,658,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Financial Management Professionals Inc. boosted its stake in Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after acquiring an additional 156 shares during the period. Promus Capital LLC bought a new position in shares of Vertiv during the second quarter valued at approximately $26,000. Pacer Advisors Inc. raised 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 worth $26,000 after purchasing an additional 69 shares during the period. True Wealth Design LLC raised its position in shares of Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after purchasing an additional 68 shares during the period. Finally, Park Place Capital Corp lifted its holdings in shares of Vertiv by 624.0% in the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. TD Cowen restated a “buy” rating on shares of Vertiv in a research note on Thursday, February 12th. Royal Bank Of Canada raised their target price on Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Mizuho boosted their price target on shares of Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, The Goldman Sachs Group increased their price objective on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus target price of $235.26.

Vertiv Stock Down 6.8%

VRT opened at $234.05 on Tuesday. The stock’s 50 day moving average price is $232.78 and its 200 day moving average price is $191.22. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The stock has a market cap of $89.55 billion, a P/E ratio of 68.64, a P/E/G ratio of 1.27 and a beta of 2.02. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $282.05.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.89 billion. During the same quarter in the previous year, the firm posted $0.99 EPS. The firm’s quarterly revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, research analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s dividend payout ratio is currently 7.33%.

Insider Transactions at Vertiv

In other Vertiv news, Director Steven Reinemund sold 65,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the transaction, the director owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. This trade represents a 48.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the sale, the director owned 16,500 shares in the company, valued at $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 over the last ninety days. Insiders own 5.01% of the company’s stock.

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.