Ballast Rock Private Wealth LLC Invests $272,000 in Vertiv Holdings Co. $VRT

Ballast Rock Private Wealth LLC bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 4th quarter, HoldingsChannel reports. The fund bought 1,677 shares of the company’s stock, valued at approximately $272,000.

Several other institutional investors have also recently made changes to their positions in the company. Midwest Trust Co bought a new stake in shares of Vertiv in the 4th quarter worth $283,000. Bensler LLC grew its stake in shares of Vertiv by 2.2% in the 4th quarter. Bensler LLC now owns 19,919 shares of the company’s stock worth $3,227,000 after acquiring an additional 431 shares in the last quarter. Centerpoint Advisory Group bought a new stake in shares of Vertiv in the 4th quarter worth $215,000. NewEdge Wealth LLC grew its position in Vertiv by 52.5% in the 4th quarter. NewEdge Wealth LLC now owns 11,227 shares of the company’s stock worth $1,819,000 after purchasing an additional 3,865 shares in the last quarter. Finally, Legacy Wealth Managment LLC ID purchased a new stake in Vertiv in the 4th quarter valued at about $56,000. Institutional investors own 89.92% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. TD Cowen increased their price objective on shares of Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. The Goldman Sachs Group increased their price objective on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Oppenheimer reiterated an “outperform” rating and issued a $330.00 price objective on shares of Vertiv in a research note on Thursday, April 23rd. Jefferies Financial Group reiterated a “hold” rating and issued a $260.00 price objective (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Finally, Zacks Research lowered shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Twenty-one analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $281.29.

Insider Buying and Selling

In related news, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the completion of the transaction, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the transaction, the director directly owned 25,000 shares of the company’s stock, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 489,761 shares of company stock worth $123,356,815 in the last 90 days. 1.10% of the stock is currently owned by company insiders.

Vertiv Trading Up 0.0%

Shares of VRT stock opened at $340.02 on Monday. The company has a 50 day moving average of $280.39 and a 200-day moving average of $217.77. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 12-month low of $92.13 and a 12-month high of $359.84. The firm has a market cap of $130.61 billion, a P/E ratio of 85.43, a PEG ratio of 1.46 and a beta of 2.09.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same quarter last year, the business posted $0.64 EPS. Vertiv’s quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Sell-side analysts anticipate that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

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.