Arkadios Wealth Advisors Sells 544 Shares of Vertiv Holdings Co. $VRT

Arkadios Wealth Advisors lowered its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 3.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,297 shares of the company’s stock after selling 544 shares during the quarter. Arkadios Wealth Advisors’ holdings in Vertiv were worth $2,093,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in Vertiv by 3.7% during the first quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company’s stock valued at $2,723,034,000 after buying an additional 1,359,070 shares during the period. Amundi grew its position in Vertiv by 96.8% during the first quarter. Amundi now owns 6,951,773 shares of the company’s stock valued at $469,490,000 after buying an additional 3,420,144 shares during the period. Fred Alger Management LLC grew its position in Vertiv by 19.6% during the first quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company’s stock valued at $252,416,000 after buying an additional 572,545 shares during the period. Nordea Investment Management AB grew its position in Vertiv by 100.1% during the second quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock valued at $415,132,000 after buying an additional 1,624,456 shares during the period. Finally, Dimensional Fund Advisors LP grew its position in Vertiv by 6.9% during the first quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company’s stock valued at $205,085,000 after buying an additional 182,937 shares during the period. Institutional investors own 89.92% of the company’s stock.

Vertiv Trading Down 3.0%

Shares of Vertiv stock opened at $193.32 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $202.45. The company has a market cap of $73.82 billion, a price-to-earnings ratio of 72.95, a PEG ratio of 1.62 and a beta of 1.84. The company has a current ratio of 1.83, a quick ratio of 1.43 and a debt-to-equity ratio of 0.83. The company’s 50-day moving average price is $152.45 and its 200-day moving average price is $127.57.

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

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 25th. Stockholders of record on Monday, September 15th were issued a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv’s dividend payout ratio is presently 5.66%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. Melius upgraded Vertiv from a “hold” rating to a “buy” rating and set a $165.00 price objective on the stock in a research note on Tuesday, July 8th. KGI Securities upgraded Vertiv from a “hold” rating to an “outperform” rating in a research note on Thursday, October 23rd. Bank of America boosted their price objective on Vertiv from $140.00 to $150.00 and gave the company a “buy” rating in a research note on Thursday, July 17th. The Goldman Sachs Group set a $182.00 price objective on Vertiv in a research note on Thursday, October 23rd. Finally, Cowen set a $210.00 price objective on Vertiv in a research note on Thursday, October 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and an average price target of $177.81.

Insider Activity

In other news, Director Jakki L. Haussler sold 15,680 shares of the stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $123.92, for a total value of $1,943,065.60. Following the sale, the director directly owned 4,631 shares of the company’s stock, valued at approximately $573,873.52. This represents a 77.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Karsten Winther sold 41,654 shares of the company’s stock in a transaction that occurred on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the transaction, the insider owned 18,848 shares in the company, valued at approximately $2,529,590.08. This trade represents a 68.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 180,952 shares of company stock valued at $23,360,571. Corporate insiders own 2.63% of the company’s stock.

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.