Roman Butler Fullerton & Co. Takes $350,000 Position in Vertiv Holdings Co. $VRT

Roman Butler Fullerton & Co. acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,544 shares of the company’s stock, valued at approximately $350,000.

Several other hedge funds also recently modified their holdings of the business. Strategic Blueprint LLC boosted its position in shares of Vertiv by 1.2% in the second quarter. Strategic Blueprint LLC now owns 52,881 shares of the company’s stock valued at $6,790,000 after acquiring an additional 614 shares during the period. OLD Point Trust & Financial Services N A bought a new stake in shares of Vertiv in the second quarter valued at approximately $32,000. Freedom Investment Management Inc. raised its stake in shares of Vertiv by 55.8% in the second quarter. Freedom Investment Management Inc. now owns 4,668 shares of the company’s stock valued at $599,000 after purchasing an additional 1,672 shares in the last quarter. Ethic Inc. lifted its position in Vertiv by 13.8% in the second quarter. Ethic Inc. now owns 49,526 shares of the company’s stock worth $6,298,000 after purchasing an additional 5,990 shares during the period. Finally, Parcion Private Wealth LLC lifted its position in Vertiv by 22.3% in the second quarter. Parcion Private Wealth LLC now owns 6,880 shares of the company’s stock worth $883,000 after purchasing an additional 1,253 shares during the period. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Performance

Vertiv stock opened at $182.86 on Friday. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35. The stock has a fifty day moving average price of $146.24 and a two-hundred day moving average price of $122.87. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $184.50. The firm has a market capitalization of $69.83 billion, a P/E ratio of 69.00, a P/E/G ratio of 1.38 and a beta of 1.84.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a return on equity of 54.37% and a net margin of 10.67%.The firm had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.59 billion. During the same period in the prior year, the company posted $0.76 earnings per share. The business’s revenue for the quarter was up 29.0% compared to the same quarter last year. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS. As a group, analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Analyst Upgrades and Downgrades

VRT has been the subject of several research reports. JPMorgan Chase & Co. raised their target price on Vertiv from $150.00 to $206.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 15th. Glj Research initiated coverage on Vertiv in a research report on Tuesday, August 19th. They issued a “sell” rating and a $112.00 target price for the company. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Morgan Stanley raised their target price on Vertiv from $165.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $155.00 target price on shares of Vertiv in a research report on Thursday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and an average target price of $177.81.

Insiders Place Their Bets

In other news, Director Steven Reinemund sold 100,000 shares of the stock in a transaction on Tuesday, August 26th. The stock was 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 in the company, valued at approximately $17,095,957.26. This represents a 42.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Karsten Winther sold 41,654 shares of the stock in a transaction on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total value of $5,590,383.34. Following the sale, the insider owned 18,848 shares in the company, valued at $2,529,590.08. The trade was 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 over the last ninety days. Company insiders own 2.63% of the company’s stock.

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.