Rollins Financial Advisors LLC Invests $259,000 in Vertiv Holdings Co. $VRT

Rollins Financial Advisors LLC acquired a new position in Vertiv Holdings Co. (NYSE:VRT) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,599 shares of the company’s stock, valued at approximately $259,000.

Several other hedge funds have also recently made changes to their positions in VRT. Schroder Investment Management Group raised its position in shares of 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 acquiring an additional 1,091,210 shares in the last quarter. Federated Hermes Inc. increased its position in Vertiv by 934.8% in the 3rd quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock valued at $165,667,000 after buying an additional 992,031 shares in the last quarter. Ameriprise Financial Inc. increased its position in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd bought a new stake in Vertiv in the 3rd quarter valued at about $125,331,000. Finally, Vanguard Group Inc. increased its position in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after buying an additional 826,281 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Insider Buying and Selling at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman owned 22,258 shares in the company, valued at approximately $5,682,244.82. The trade was a 64.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Edward L. Monser sold 77,294 shares of Vertiv stock in a transaction dated Friday, March 6th. The shares were 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 $4,050,585. This trade represents a 82.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 489,761 shares of company stock worth $123,356,815. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts recently commented on VRT shares. Oppenheimer reaffirmed an “outperform” rating and issued a $330.00 target price on shares of Vertiv in a research report on Thursday, April 23rd. JPMorgan Chase & Co. boosted their target price on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. BNP Paribas Exane started coverage on Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price for the company. TD Cowen boosted their target price on Vertiv from $269.00 to $347.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Finally, Royal Bank Of Canada boosted their target price on Vertiv from $344.00 to $356.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Twenty-one investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $284.86.

Vertiv Price Performance

VRT stock opened at $367.37 on Wednesday. The company has a market capitalization of $141.11 billion, a P/E ratio of 92.31, a price-to-earnings-growth ratio of 1.58 and a beta of 2.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. Vertiv Holdings Co. has a 52-week low of $100.90 and a 52-week high of $371.99. The business has a 50-day simple moving average of $286.38 and a two-hundred day simple moving average of $221.67.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts expect that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. The ex-dividend date 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 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.