Sharp Financial Services LLC Has $325,000 Stock Holdings in Vertiv Holdings Co. $VRT

Sharp Financial Services LLC trimmed its position in Vertiv Holdings Co. (NYSE:VRT) by 41.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,530 shares of the company’s stock after selling 1,800 shares during the quarter. Sharp Financial Services LLC’s holdings in Vertiv were worth $325,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. GW&K Investment Management LLC acquired a new position in Vertiv in the 1st quarter valued at $26,000. SouthState Corp acquired a new position in Vertiv in the 1st quarter valued at $27,000. North Star Investment Management Corp. grew its holdings in Vertiv by 4,120.0% in the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock valued at $30,000 after buying an additional 412 shares in the last quarter. Sachetta LLC grew its holdings in Vertiv by 242.0% in the 1st quarter. Sachetta LLC now owns 448 shares of the company’s stock valued at $32,000 after buying an additional 317 shares in the last quarter. Finally, Banque Transatlantique SA acquired a new position in Vertiv in the 1st quarter valued at $33,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Vertiv

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the company’s stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $123.92, for a total value of $1,943,065.60. Following the completion of the transaction, the director owned 4,631 shares of the company’s stock, valued at $573,873.52. This represents a 77.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Steven Reinemund sold 100,000 shares of the company’s stock in a transaction dated Tuesday, August 26th. The stock was 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 directly owned 133,333 shares of the company’s stock, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their position. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock worth $23,360,571 in the last 90 days. 5.01% of the stock is currently owned by company insiders.

Vertiv Price Performance

Shares of VRT stock opened at $169.09 on Monday. 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 twelve month low of $53.60 and a twelve month high of $183.11. The company has a market cap of $64.57 billion, a P/E ratio of 80.90, a P/E/G ratio of 1.48 and a beta of 1.84. The business has a fifty day simple moving average of $139.45 and a 200 day simple moving average of $116.89.

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

Vertiv Announces Dividend

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

Analyst Ratings Changes

A number of analysts have recently weighed in on VRT shares. William Blair started coverage on Vertiv in a research report on Monday, July 28th. They set an “outperform” rating for the company. JPMorgan Chase & Co. upped their target price on Vertiv from $127.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. Cfra Research upgraded Vertiv to a “moderate buy” rating in a research report on Tuesday, October 7th. Weiss Ratings downgraded Vertiv from a “buy (b)” rating to a “hold (c+)” rating in a research report on Wednesday, October 8th. Finally, Melius Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating and upped their target price for the company from $134.00 to $165.00 in a research report on Tuesday, July 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus target price of $149.84.

Vertiv Profile

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.