Chicago Partners Investment Group LLC Raises Holdings in Vertiv Holdings Co. $VRT

Chicago Partners Investment Group LLC lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 19.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,988 shares of the company’s stock after buying an additional 806 shares during the period. Chicago Partners Investment Group LLC’s holdings in Vertiv were worth $649,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of VRT. GW&K Investment Management LLC purchased a new position in shares of Vertiv during the 1st quarter worth approximately $26,000. SouthState Corp purchased a new position in shares of Vertiv during the 1st quarter worth approximately $27,000. Sachetta LLC raised its stake in shares of Vertiv by 242.0% during the 1st quarter. Sachetta LLC now owns 448 shares of the company’s stock worth $32,000 after buying an additional 317 shares in the last quarter. Banque Transatlantique SA purchased a new position in shares of Vertiv during the 1st quarter worth approximately $33,000. Finally, DiNuzzo Private Wealth Inc. raised its stake in shares of 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 buying an additional 234 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Vertiv news, insider Karsten Winther sold 41,654 shares of the stock in a transaction 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 sale, the insider owned 18,848 shares in the company, valued at approximately $2,529,590.08. This represents a 68.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven Reinemund sold 100,000 shares of the firm’s stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total value of $12,822,000.00. Following the sale, the director owned 133,333 shares in the company, valued at $17,095,957.26. This trade represents a 42.86% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 180,952 shares of company stock worth $23,360,571 in the last 90 days. Corporate insiders own 5.01% of the company’s stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $174.74 on Wednesday. The business’s fifty day moving average price is $144.56 and its two-hundred day moving average price is $121.71. The stock has a market cap of $66.73 billion, a PE ratio of 83.61, a price-to-earnings-growth ratio of 1.51 and a beta of 1.84. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $184.44.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.83 by $0.12. The firm had revenue of $2.64 billion for the quarter, compared to analysts’ expectations of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.Vertiv’s quarterly revenue was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were issued a dividend of $0.0375 per share. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, September 15th. Vertiv’s dividend payout ratio is 7.18%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on VRT shares. Weiss Ratings downgraded Vertiv from a “buy (b)” rating to a “hold (c+)” rating in a research note on Wednesday, October 8th. Redburn Atlantic upgraded Vertiv to a “hold” rating in a report on Wednesday, August 20th. Citigroup upped their price target on Vertiv from $167.00 to $192.00 and gave the stock a “buy” rating in a report on Thursday, October 9th. Evercore ISI upped their price target on Vertiv from $180.00 to $200.00 and gave the stock an “outperform” rating in a report on Monday. Finally, Glj Research assumed coverage on Vertiv in a report on Tuesday, August 19th. They issued a “sell” rating and a $112.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Vertiv has an average rating of “Moderate Buy” and an average target price of $162.95.

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.