Valley Wealth Managers Inc. Makes New Investment in Vertiv Holdings Co. $VRT

Valley Wealth Managers Inc. purchased a new position in Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 2,392 shares of the company’s stock, valued at approximately $388,000.

Several other institutional investors also recently added to or reduced their stakes in VRT. Schroder Investment Management Group increased its position in Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after buying an additional 1,091,210 shares during the period. Federated Hermes Inc. grew its holdings in shares of Vertiv by 934.8% during the 3rd quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock worth $165,667,000 after purchasing an additional 992,031 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of Vertiv by 49.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd acquired a new stake in shares of Vertiv during the 3rd quarter worth approximately $125,331,000. Finally, Vanguard Group Inc. grew its holdings in shares of Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the company. BNP Paribas Exane assumed coverage on Vertiv in a report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective on the stock. Evercore reissued an “outperform” rating and set a $425.00 price objective on shares of Vertiv in a report on Tuesday. Mizuho lifted their price objective on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. HSBC assumed coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective on the stock. Finally, Jefferies Financial Group reissued a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Twenty-one analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $284.86.

Insider Buying and Selling

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. The trade was a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Jan Van Dokkum sold 38,647 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the transaction, the director directly owned 25,000 shares in the company, valued at approximately $6,371,750. This represents a 60.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 489,761 shares of company stock valued at $123,356,815. Insiders own 1.10% of the company’s stock.

Vertiv Price Performance

Vertiv stock opened at $367.37 on Wednesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The firm has a market cap of $141.11 billion, a P/E ratio of 92.31, a P/E/G ratio of 1.58 and a beta of 2.09. The business’s fifty day moving average is $286.38 and its two-hundred day moving average is $221.67. Vertiv Holdings Co. has a 52 week low of $100.90 and a 52 week high of $371.99.

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 business’s revenue was up 30.1% on a year-over-year basis. During the same quarter 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. Equities research analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

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.