First Dallas Securities Inc. Increases Stock Position in Vertiv Holdings Co. $VRT

First Dallas Securities Inc. raised its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 32.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,993 shares of the company’s stock after acquiring an additional 978 shares during the period. First Dallas Securities Inc.’s holdings in Vertiv were worth $513,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in VRT. Allworth Financial LP increased its holdings in Vertiv by 316.2% in the 2nd quarter. Allworth Financial LP now owns 2,701 shares of the company’s stock valued at $347,000 after purchasing an additional 2,052 shares during the last quarter. Hartford Funds Management Co LLC acquired a new position in Vertiv during the second quarter worth $59,000. Summit X LLC purchased a new position in shares of Vertiv during the second quarter worth $453,000. Zions Bancorporation National Association UT acquired a new stake in shares of Vertiv in the second quarter valued at $270,000. Finally, Connor Clark & Lunn Investment Management Ltd. raised its holdings in shares of Vertiv by 19.7% in the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 543,023 shares of the company’s stock valued at $69,730,000 after buying an additional 89,271 shares during the period. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts recently commented on VRT shares. William Blair assumed coverage on Vertiv in a report on Monday, July 28th. They set an “outperform” rating for the company. Cfra Research raised shares of Vertiv to a “moderate buy” rating in a research report on Tuesday, October 7th. TD Cowen raised their price objective on shares of Vertiv from $162.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Oppenheimer upped their target price on shares of Vertiv from $190.00 to $195.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. Finally, Zacks Research raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $177.81.

Vertiv Stock Down 1.9%

VRT stock opened at $179.63 on Monday. The company has a market cap of $68.68 billion, a price-to-earnings ratio of 67.79, a price-to-earnings-growth ratio of 1.46 and a beta of 1.87. The company has a fifty day moving average price of $159.40 and a 200 day moving average price of $133.16. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.83 and a quick ratio of 1.43. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, beating analysts’ consensus estimates of $0.99 by $0.25. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The business had revenue of $2.68 billion during the quarter, compared to analysts’ expectations of $2.59 billion. During the same period in the prior year, the company earned $0.76 earnings per share. The business’s revenue 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. Sell-side analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Shareholders 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 yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv’s dividend payout ratio (DPR) is presently 5.66%.

Insider Buying and Selling

In related news, Director Steven Reinemund sold 100,000 shares of Vertiv stock in a transaction on 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 transaction, the director directly owned 133,333 shares in the company, valued at $17,095,957.26. This trade represents a 42.86% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Paul Ryan sold 22,218 shares of the business’s stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total transaction of $2,829,240.12. Following the completion of the transaction, the insider directly owned 12,803 shares in the company, valued at $1,630,334.02. This represents a 63.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 180,952 shares of company stock valued at $23,360,571. Company insiders own 5.01% 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.