Ibex Wealth Advisors Has $15.82 Million Stock Position in Vertiv Holdings Co. $VRT

Ibex Wealth Advisors lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 1.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 97,619 shares of the company’s stock after purchasing an additional 1,761 shares during the quarter. Vertiv accounts for 1.5% of Ibex Wealth Advisors’ holdings, making the stock its 12th biggest holding. Ibex Wealth Advisors’ holdings in Vertiv were worth $15,815,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. Meeder Asset Management Inc. boosted its stake in Vertiv by 211.3% in the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after buying an additional 112 shares in the last quarter. Rossby Financial LCC acquired a new stake in Vertiv in the fourth quarter valued at about $27,000. Park Place Capital Corp boosted its stake in Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after buying an additional 156 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in Vertiv in the fourth quarter valued at about $29,000. Finally, Cullen Frost Bankers Inc. boosted its stake in Vertiv by 98.9% in the fourth quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after buying an additional 93 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts recently weighed in on VRT shares. TD Cowen raised their price objective on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Fox Advisors raised Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Royal Bank Of Canada lifted their price target on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Bank of America lifted their price target on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average price target of $326.39.

Vertiv Price Performance

Vertiv stock opened at $299.61 on Wednesday. The stock’s 50 day moving average is $317.89 and its 200 day moving average is $246.83. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The firm has a market cap of $115.08 billion, a P/E ratio of 75.28, a P/E/G ratio of 1.35 and a beta of 2.03. Vertiv Holdings Co. has a one year low of $110.06 and a one year high of $379.93.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm’s quarterly revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, research analysts expect that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Monday, June 15th will be issued a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, June 15th. Vertiv’s payout ratio 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.