Verus Capital Partners LLC Sells 4,735 Shares of Vertiv Holdings Co. $VRT

Verus Capital Partners LLC lowered its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 67.9% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 2,235 shares of the company’s stock after selling 4,735 shares during the period. Verus Capital Partners LLC’s holdings in Vertiv were worth $539,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Plancorp LLC boosted its position in shares of Vertiv by 9.6% during the third quarter. Plancorp LLC now owns 5,285 shares of the company’s stock worth $1,229,000 after buying an additional 462 shares during the period. Alps Advisors Inc. raised its holdings in shares of Vertiv by 16.3% in the 3rd quarter. Alps Advisors Inc. now owns 14,571 shares of the company’s stock valued at $3,516,000 after buying an additional 2,038 shares during the period. International Assets Investment Management LLC raised its holdings in shares of Vertiv by 41.5% in the 3rd quarter. International Assets Investment Management LLC now owns 24,995 shares of the company’s stock valued at $6,152,000 after buying an additional 7,326 shares during the period. Waldron Private Wealth LLC acquired a new position in Vertiv during the 3rd quarter worth about $210,000. Finally, Calamos Wealth Management LLC lifted its stake in Vertiv by 12.3% during the 3rd quarter. Calamos Wealth Management LLC now owns 906 shares of the company’s stock worth $219,000 after acquiring an additional 99 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of VRT opened at $200.62 on Tuesday. Vertiv Holdings Co. has a twelve month low of $147.82 and a twelve month high of $379.93. The firm’s fifty day simple moving average is $235.86 and its 200-day simple moving average is $269.84. The firm has a market capitalization of $77.24 billion, a price-to-earnings ratio of 37.50, a PEG ratio of 0.65 and a beta of 2.11. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.53.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $0.39. The business had revenue of $4.31 billion during the quarter, compared to analysts’ expectations of $3.75 billion. Vertiv had a net margin of 15.99% and a return on equity of 53.31%. The company’s revenue for the quarter was up 61.2% on a year-over-year basis. During the same period in the previous year, the company earned $1.24 EPS. Equities analysts forecast that Vertiv Holdings Co. will post 7.17 EPS for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were paid a $0.0625 dividend. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 4.67%.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the sale, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Wall Street Zen raised Vertiv from a “buy” rating to a “strong-buy” rating in a research report on Sunday. Glj Research reduced their price target on shares of Vertiv from $188.00 to $187.00 and set a “sell” rating on the stock in a research report on Monday, November 2nd. The Goldman Sachs Group lowered their price objective on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. UBS Group reissued a “buy” rating and issued a $370.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. Finally, Daiwa Securities Group dropped their price objective on shares of Vertiv from $400.00 to $340.00 and set a “buy” rating for the company in a report on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $337.78.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Anthropic’s IPO filing points to roughly $895 billion in computing and lease commitments, including facilities developed by outside partners. Vertiv is among the companies positioned to supply data-center cooling, and the article notes that Vertiv and two other infrastructure providers each grew third-quarter revenue by at least 57%. Anthropic’s S-1 Says It Will Expand Its Data Center Footprint
• Positive Sentiment: A bullish analysis points to triple-digit order growth, improving margins, and durable AI-compute demand as potential growth drivers through 2027. That supports the case that data-center investment can continue to benefit Vertiv. Vertiv: Double Down Buy Opportunity
• Neutral Sentiment: Coverage describes VRT as testing a closely watched support area after a pullback, with strong earnings performance contrasting with a softer market. This may help explain near-term trading, but the article’s headline does not establish a fundamental catalyst. VRT Price Prediction: Pullback into a heavily watched support band
• Neutral Sentiment: Another valuation article argues that Vertiv may be below fair value after recent deals and launches involving grid interconnection, liquid cooling, and AI-focused offerings. It also notes that substantial past gains mean high expectations are already embedded in the stock. Vertiv Stock Looks Below Fair Value After Recent Deals
• Negative Sentiment: Permitting disputes could delay data-center construction, threatening the projects that require Vertiv’s cooling and power systems. Separately, one analysis frames the selloff as concern about demand in 2028, despite a strong 2027 outlook. AI Data Center Pipeline Could Dry Up The Print Was About 2027, The Selloff Is About 2028

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure used by data centers, communications networks and commercial and industrial facilities. Its offerings help customers maintain reliable power, cooling and operating conditions for technology systems.

The company’s products and solutions include uninterruptible power supplies, power distribution equipment, thermal management systems, racks, integrated modular infrastructure, and monitoring and control software.