Applied Finance Capital Management LLC Invests $1.22 Million in Vertiv Holdings Co. $VRT

Applied Finance Capital Management LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,491 shares of the company’s stock, valued at approximately $1,219,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Nordea Investment Management AB grew its position in shares of Vertiv by 100.1% during the 2nd quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after buying an additional 1,624,456 shares in the last quarter. Bellecapital International Ltd. bought a new position in shares of Vertiv during the 2nd quarter worth $392,000. Aware Super Pty Ltd as trustee of Aware Super grew its position in shares of Vertiv by 6.3% during the 2nd quarter. Aware Super Pty Ltd as trustee of Aware Super now owns 161,796 shares of the company’s stock worth $20,776,000 after buying an additional 9,658 shares in the last quarter. WealthPlan Investment Management LLC grew its position in shares of Vertiv by 21.6% during the 2nd quarter. WealthPlan Investment Management LLC now owns 8,308 shares of the company’s stock worth $1,067,000 after buying an additional 1,475 shares in the last quarter. Finally, Alta Capital Management LLC purchased a new stake in shares of Vertiv during the 2nd quarter worth $326,000. Institutional investors own 89.92% of the company’s stock.

Insider Transactions at Vertiv

In other news, Director Steven Reinemund sold 100,000 shares of the firm’s stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total value of $12,822,000.00. Following the completion of the transaction, the director directly owned 133,333 shares in the company, valued at $17,095,957.26. This trade represents a 42.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Karsten Winther sold 41,654 shares of the firm’s stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the transaction, the insider owned 18,848 shares of the company’s stock, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 180,952 shares of company stock valued at $23,360,571. 2.63% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on VRT shares. Oppenheimer upped their price objective on Vertiv from $151.00 to $190.00 and gave the stock an “outperform” rating in a research note on Tuesday. Bank of America upped their price objective on Vertiv from $140.00 to $150.00 and gave the stock a “buy” rating in a research note on Thursday, July 17th. Rothschild & Co Redburn started coverage on Vertiv in a research note on Wednesday, August 20th. They set a “neutral” rating and a $135.00 price objective for the company. Mizuho upped their price objective on Vertiv from $125.00 to $150.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 16th. Finally, Deutsche Bank Aktiengesellschaft set a $216.00 price objective on Vertiv and gave the stock a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Vertiv has a consensus rating of “Moderate Buy” and an average target price of $157.90.

Vertiv Trading Down 1.5%

Vertiv stock opened at $177.75 on Friday. The stock has a 50-day moving average of $142.54 and a two-hundred day moving average of $119.18. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $184.44. The stock has a market cap of $67.88 billion, a PE ratio of 85.05, a price-to-earnings-growth ratio of 1.55 and a beta of 1.84.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.83 by $0.12. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company had revenue of $2.64 billion during the quarter, compared to analysts’ expectations of $2.36 billion. During the same period last year, the business posted $0.67 earnings per share. The firm’s revenue was up 35.1% compared to the same quarter last year. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were paid a $0.0375 dividend. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, September 15th. Vertiv’s dividend payout ratio (DPR) is presently 7.18%.

Vertiv Company Profile

Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.