Level Four Advisory Services LLC Has $1.49 Million Position in Vertiv Holdings Co. $VRT

Level Four Advisory Services LLC boosted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 27.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,567 shares of the company’s stock after purchasing an additional 2,480 shares during the quarter. Level Four Advisory Services LLC’s holdings in Vertiv were worth $1,485,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in VRT. SouthState Corp acquired a new stake in shares of Vertiv in the first quarter worth $27,000. Avion Wealth raised its holdings in Vertiv by 99.1% in the 2nd quarter. Avion Wealth now owns 213 shares of the company’s stock worth $27,000 after acquiring an additional 106 shares during the period. OLD Point Trust & Financial Services N A bought a new position in Vertiv in the 2nd quarter worth $32,000. Banque Transatlantique SA acquired a new position in Vertiv during the 1st quarter worth $33,000. Finally, DiNuzzo Private Wealth Inc. lifted its position in Vertiv by 780.0% during the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company’s stock worth $34,000 after acquiring an additional 234 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Transactions at Vertiv

In related news, EVP Stephen Liang sold 5,501 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the transaction, the executive vice president owned 4,050 shares of the company’s stock, valued at $690,444. This represents a 57.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Jakki L. Haussler sold 15,680 shares of the firm’s stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the transaction, the director owned 4,631 shares of the company’s stock, valued at approximately $573,873.52. This represents a 77.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 2.63% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on VRT shares. Barclays raised their price target on Vertiv from $145.00 to $170.00 and gave the company an “equal weight” rating in a research report on Thursday, October 23rd. Glj Research initiated coverage on Vertiv in a research note on Tuesday, August 19th. They set a “sell” rating and a $112.00 target price for the company. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. JPMorgan Chase & Co. upped their price target on Vertiv from $150.00 to $206.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Finally, Roth Capital reissued a “buy” rating and issued a $195.00 price objective (up from $162.00) on shares of Vertiv in a research report on Tuesday, October 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $177.81.

Vertiv Trading Up 5.2%

Vertiv stock opened at $181.00 on Friday. The business has a 50 day moving average price of $171.03 and a two-hundred day moving average price of $141.07. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45. The stock has a market cap of $69.20 billion, a price-to-earnings ratio of 68.30, a price-to-earnings-growth ratio of 1.46 and a beta of 1.87.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, October 22nd. The company reported $1.24 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.25. The company had revenue of $2.68 billion for the quarter, compared to analyst estimates of $2.59 billion. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.Vertiv’s revenue for the quarter was up 29.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.76 EPS. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS. As a group, equities analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 18th. Stockholders of record on Tuesday, November 25th will be paid a $0.0625 dividend. The ex-dividend date is Tuesday, November 25th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. This is a positive change from Vertiv’s previous quarterly dividend of $0.04. Vertiv’s dividend payout ratio is currently 9.43%.

Vertiv 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.