Independent Advisor Alliance Sells 4,086 Shares of Vertiv Holdings Co. $VRT

Independent Advisor Alliance lessened its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 6.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,216 shares of the company’s stock after selling 4,086 shares during the quarter. Independent Advisor Alliance’s holdings in Vertiv were worth $10,242,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Vanguard Group Inc. boosted its position 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 valued at $5,858,352,000 after acquiring an additional 826,281 shares during the last quarter. State Street Corp lifted its holdings in shares of Vertiv by 2.3% during the 3rd quarter. State Street Corp now owns 8,459,323 shares of the company’s stock worth $1,276,173,000 after acquiring an additional 189,484 shares during the last quarter. American Century Companies Inc. lifted its holdings in shares of Vertiv by 16.7% during the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock worth $517,715,000 after acquiring an additional 491,349 shares during the last quarter. Ameriprise Financial Inc. lifted 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 acquiring an additional 930,158 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in shares of Vertiv by 1.6% during the 3rd quarter. Bank of New York Mellon Corp now owns 2,143,067 shares of the company’s stock worth $323,303,000 after acquiring an additional 33,012 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Insider Activity

In other news, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction dated Thursday, February 26th. The shares were 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 represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Steven Reinemund sold 65,000 shares of the company’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 directly 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is owned by corporate insiders.

Vertiv Stock Performance

Shares of NYSE:VRT opened at $367.37 on Wednesday. The company has a market cap of $141.11 billion, a price-to-earnings ratio of 92.31, a price-to-earnings-growth ratio of 1.58 and a beta of 2.09. The company has a 50-day moving average price of $286.38 and a 200-day moving average price of $221.67. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 12 month low of $100.90 and a 12 month high of $371.99.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $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, equities analysts anticipate that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Announces Dividend

The company also recently disclosed 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. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio is 6.28%.

Analyst Ratings Changes

VRT has been the subject of a number of research analyst reports. TD Cowen lifted their price objective on shares of Vertiv from $269.00 to $347.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Jefferies Financial Group reaffirmed 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. Evercore reaffirmed an “outperform” rating and set a $425.00 price objective on shares of Vertiv in a report on Tuesday. BNP Paribas Exane initiated coverage on shares of Vertiv in a report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective for the company. Finally, Royal Bank Of Canada lifted their price objective on shares of Vertiv from $344.00 to $356.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Twenty-one investment 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $284.86.

Vertiv Company 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.