Trilogy Capital Inc. Invests $2.79 Million in Vertiv Holdings Co. $VRT

Trilogy Capital Inc. acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 21,727 shares of the company’s stock, valued at approximately $2,790,000.

Other large investors have also recently made changes to their positions in the company. Ibex Wealth Advisors lifted its position in Vertiv by 10.5% during the first quarter. Ibex Wealth Advisors now owns 73,739 shares of the company’s stock valued at $5,324,000 after purchasing an additional 6,989 shares during the last quarter. FengHe Fund Management Pte. Ltd. bought a new position in shares of Vertiv in the 1st quarter worth approximately $33,389,000. Viking Fund Management LLC raised its position in shares of Vertiv by 123.5% during the first quarter. Viking Fund Management LLC now owns 38,000 shares of the company’s stock valued at $2,744,000 after buying an additional 21,000 shares during the last quarter. Outlook Wealth Advisors LLC purchased a new stake in shares of Vertiv in the first quarter valued at $475,000. Finally, Fox Run Management L.L.C. increased its stake in Vertiv by 449.9% in the 1st quarter. Fox Run Management L.L.C. now owns 21,545 shares of the company’s stock worth $1,556,000 after buying an additional 17,627 shares during the period. 89.92% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Vertiv news, Director Steven Reinemund sold 100,000 shares of the business’s stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the sale, the director owned 133,333 shares of the company’s stock, valued at $17,095,957.26. The trade was a 42.86% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Paul Ryan sold 22,218 shares of the stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the transaction, the insider directly owned 12,803 shares in the company, valued at approximately $1,630,334.02. This represents a 63.44% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 180,952 shares of company stock worth $23,360,571 over the last 90 days. 5.01% of the stock is currently owned by corporate insiders.

Vertiv Price Performance

Shares of NYSE:VRT opened at $150.82 on Wednesday. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. The firm has a market capitalization of $57.59 billion, a PE ratio of 72.16, a PEG ratio of 1.26 and a beta of 1.78. The business’s 50 day moving average is $135.56 and its 200-day moving average is $112.42. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93.

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

Vertiv Dividend Announcement

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

Analyst Ratings Changes

A number of research firms recently commented on VRT. Melius upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $165.00 target price for the company in a research note on Tuesday, July 8th. Mizuho upped their target price on shares of Vertiv from $125.00 to $150.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 16th. Wall Street Zen raised Vertiv from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 21st. Roth Capital restated a “buy” rating and issued a $162.00 price target on shares of Vertiv in a research report on Thursday, September 25th. Finally, Bank of America lifted their price objective on Vertiv from $140.00 to $150.00 and gave the company a “buy” rating in a research note on Thursday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $144.10.

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.