Personal CFO Solutions LLC Purchases Shares of 2,415 Vertiv Holdings Co. $VRT

Personal CFO Solutions LLC acquired a new position in Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,415 shares of the company’s stock, valued at approximately $310,000.

A number of other large investors also recently modified their holdings of VRT. Vanguard Group Inc. raised its position in Vertiv by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 38,006,755 shares of the company’s stock valued at $4,880,447,000 after buying an additional 291,596 shares during the last quarter. Amundi grew its stake in shares of Vertiv by 96.8% in the 1st quarter. Amundi now owns 6,951,773 shares of the company’s stock worth $469,490,000 after acquiring an additional 3,420,144 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Vertiv by 3.4% in the second quarter. Geode Capital Management LLC now owns 6,686,778 shares of the company’s stock valued at $856,082,000 after purchasing an additional 219,970 shares during the last quarter. Fred Alger Management LLC lifted its position in shares of 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 purchasing an additional 572,545 shares in the last quarter. Finally, Nordea Investment Management AB boosted its holdings in Vertiv by 100.1% during the second quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after purchasing an additional 1,624,456 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on VRT. JPMorgan Chase & Co. increased their price objective on shares of Vertiv from $150.00 to $206.00 and gave the company an “overweight” rating in a research note on Wednesday, October 15th. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. Cowen set a $210.00 price target on Vertiv in a report on Thursday, October 23rd. Cfra Research upgraded Vertiv to a “moderate buy” rating in a research note on Tuesday, October 7th. Finally, KGI Securities upgraded Vertiv from a “hold” rating to an “outperform” rating in a research note on Thursday, October 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Vertiv has an average rating of “Moderate Buy” and an average target price of $177.81.

Vertiv Stock Performance

NYSE VRT opened at $159.77 on Friday. The firm has a market cap of $61.09 billion, a P/E ratio of 60.29, a price-to-earnings-growth ratio of 1.30 and a beta of 1.87. The company’s 50 day moving average is $167.69 and its 200-day moving average is $138.46. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $202.45. 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 (NYSE:VRT) last posted its quarterly earnings results on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.25. The firm had revenue of $2.68 billion during 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%.The business’s revenue for the quarter was up 29.0% on a year-over-year basis. During the same period last year, the company earned $0.76 earnings per share. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS. Sell-side analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 18th. Investors of record on Tuesday, November 25th will be paid a dividend of $0.0625 per share. This is an increase from Vertiv’s previous quarterly dividend of $0.04. This represents a $0.25 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, November 25th. Vertiv’s dividend payout ratio is presently 4.15%.

Insider Buying and Selling

In other Vertiv news, Director Steven Reinemund sold 100,000 shares of the stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total value of $12,822,000.00. Following the sale, the director directly owned 133,333 shares in the company, valued at $17,095,957.26. This represents a 42.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul Ryan sold 22,218 shares of the firm’s stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the completion of the transaction, the insider directly owned 12,803 shares of the company’s stock, valued at approximately $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 139,298 shares of company stock valued at $17,770,188. Company insiders own 2.63% of the company’s stock.

About Vertiv

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.