Stephens Inc. AR Raises Position in Vertiv Holdings Co. $VRT

Stephens Inc. AR boosted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 7.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 54,187 shares of the company’s stock after purchasing an additional 3,926 shares during the period. Stephens Inc. AR’s holdings in Vertiv were worth $8,175,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in VRT. Financial Management Professionals Inc. lifted its stake in shares of Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after acquiring an additional 156 shares during the last quarter. Pacer Advisors Inc. increased its stake in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after purchasing an additional 69 shares during the period. True Wealth Design LLC lifted its position in Vertiv by 54.0% in the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock valued at $29,000 after purchasing an additional 68 shares during the last quarter. Quent Capital LLC purchased a new stake in shares of Vertiv during the third quarter valued at approximately $30,000. Finally, Promus Capital LLC purchased a new stake in shares of Vertiv during the second quarter valued at approximately $26,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently commented on VRT shares. Evercore ISI lifted their target price on shares of Vertiv from $180.00 to $200.00 and gave the stock an “outperform” rating in a research note on Monday, October 20th. Wolfe Research lowered shares of Vertiv from an “outperform” rating to a “peer perform” rating in a report on Tuesday, December 9th. UBS Group boosted their price objective on shares of Vertiv from $173.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Deutsche Bank Aktiengesellschaft set a $216.00 target price on shares of Vertiv and gave the stock a “buy” rating in a report on Wednesday, October 15th. Finally, Royal Bank Of Canada raised their target price on Vertiv from $191.00 to $196.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued 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 $181.38.

Vertiv Trading Down 1.1%

NYSE:VRT opened at $170.82 on Thursday. The company has a 50-day moving average price of $170.55 and a 200-day moving average price of $154.34. The stock has a market cap of $65.31 billion, a price-to-earnings ratio of 64.46, a P/E/G ratio of 1.06 and a beta of 2.06. The company has a current ratio of 1.83, a quick ratio of 1.43 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.

Vertiv (NYSE:VRT) last released 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 company had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.59 billion. During the same period in the prior year, the firm earned $0.76 earnings per share. Vertiv’s revenue was up 29.0% on a year-over-year basis. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. Equities analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, November 25th were given a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. This is an increase from Vertiv’s previous quarterly dividend of $0.04. Vertiv’s dividend payout ratio is currently 9.43%.

Insider Activity at Vertiv

In related news, EVP Stephen Liang sold 5,501 shares of Vertiv stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $170.48, for a total transaction of $937,810.48. Following the sale, the executive vice president directly owned 4,050 shares in the company, valued at $690,444. The trade was a 57.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 2.63% of the stock is currently owned by insiders.

Vertiv Company 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.