Ulland Investment Advisors LLC Sells 2,939 Shares of Vertiv Holdings Co. $VRT

Ulland Investment Advisors LLC decreased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 6.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,170 shares of the company’s stock after selling 2,939 shares during the quarter. Vertiv comprises approximately 4.1% of Ulland Investment Advisors LLC’s holdings, making the stock its 7th biggest holding. Ulland Investment Advisors LLC’s holdings in Vertiv were worth $5,415,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. IFP Advisors Inc lifted its holdings in shares of Vertiv by 120.8% during the 2nd quarter. IFP Advisors Inc now owns 12,602 shares of the company’s stock valued at $1,618,000 after acquiring an additional 6,895 shares in the last quarter. Callan Family Office LLC lifted its holdings in Vertiv by 89.4% in the 2nd quarter. Callan Family Office LLC now owns 23,729 shares of the company’s stock worth $3,047,000 after buying an additional 11,199 shares in the last quarter. Blair William & Co. IL lifted its holdings in Vertiv by 5.9% in the 2nd quarter. Blair William & Co. IL now owns 43,259 shares of the company’s stock worth $5,555,000 after buying an additional 2,405 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. acquired a new position in Vertiv in the 2nd quarter worth $153,000. Finally, US Bancorp DE lifted its holdings in Vertiv by 0.5% in the 2nd quarter. US Bancorp DE now owns 697,706 shares of the company’s stock worth $89,592,000 after buying an additional 3,579 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Activity

In other Vertiv news, Director Steven Reinemund sold 100,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the director owned 133,333 shares in the company, valued at approximately $17,095,957.26. This represents a 42.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Karsten Winther sold 41,654 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at approximately $2,529,590.08. This trade represents a 68.85% 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 quarter. Company insiders own 2.63% of the company’s stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $168.80 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $170.89. The firm has a 50-day simple moving average of $138.90 and a 200 day simple moving average of $115.83. The company has a market cap of $64.46 billion, a PE ratio of 80.77, a P/E/G ratio of 1.47 and a beta of 1.84.

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

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Investors of record on Monday, September 15th were given a dividend of $0.0375 per share. 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 currently 7.18%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Mizuho boosted their price objective on shares of Vertiv from $125.00 to $150.00 and gave the stock an “outperform” rating in a report on Wednesday, July 16th. Barclays boosted their price objective on shares of Vertiv from $128.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 1st. Royal Bank Of Canada boosted their price objective on shares of Vertiv from $143.00 to $162.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Roth Capital reiterated a “buy” rating and issued a $162.00 price objective on shares of Vertiv in a report on Thursday, September 25th. Finally, Weiss Ratings lowered shares of Vertiv from a “buy (b)” rating to a “hold (c+)” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Vertiv has an average rating of “Moderate Buy” and a consensus price target of $149.84.

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.