Goldstein Advisors LLC Takes Position in Vertiv Holdings Co. $VRT

Goldstein Advisors LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 2,513 shares of the company’s stock, valued at approximately $323,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Presidio Capital Management LLC increased its holdings in Vertiv by 1.3% in the 2nd quarter. Presidio Capital Management LLC now owns 6,010 shares of the company’s stock valued at $772,000 after buying an additional 80 shares during the period. Grandview Asset Management LLC increased its holdings in Vertiv by 2.8% in the 2nd quarter. Grandview Asset Management LLC now owns 3,536 shares of the company’s stock valued at $454,000 after buying an additional 96 shares during the period. Ameriflex Group Inc. increased its holdings in Vertiv by 14.9% in the 2nd quarter. Ameriflex Group Inc. now owns 770 shares of the company’s stock valued at $95,000 after buying an additional 100 shares during the period. Cigna Investments Inc. New increased its holdings in Vertiv by 3.5% in the 2nd quarter. Cigna Investments Inc. New now owns 3,755 shares of the company’s stock valued at $482,000 after buying an additional 127 shares during the period. Finally, Commerce Bank increased its holdings in Vertiv by 0.7% in the 1st quarter. Commerce Bank now owns 20,739 shares of the company’s stock valued at $1,497,000 after buying an additional 134 shares during the period. Institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

Shares of NYSE:VRT opened at $174.11 on Friday. The stock has a market capitalization of $66.49 billion, a P/E ratio of 83.31, a P/E/G ratio of 1.50 and a beta of 1.84. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $184.44. The company has a current ratio of 1.74, a quick ratio of 1.35 and a debt-to-equity ratio of 0.93. The business has a 50-day moving average price of $143.22 and a two-hundred day moving average price of $120.16.

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. The firm had revenue of $2.64 billion during the quarter, compared to analysts’ expectations of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Equities analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

Analyst Upgrades and Downgrades

VRT has been the topic of several recent analyst reports. Royal Bank Of Canada boosted their target price on shares of Vertiv from $143.00 to $162.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Cfra Research upgraded shares of Vertiv to a “moderate buy” rating in a research note on Tuesday, October 7th. UBS Group boosted their target price on shares of Vertiv from $135.00 to $173.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Deutsche Bank Aktiengesellschaft set a $216.00 target price on shares of Vertiv and gave the company a “buy” rating in a research note on Wednesday. Finally, Glj Research initiated coverage on shares of Vertiv in a research note on Tuesday, August 19th. They issued a “sell” rating and a $112.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Vertiv has an average rating of “Moderate Buy” and an average price target of $160.30.

Insider Transactions at Vertiv

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the business’s stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the completion of the sale, the director directly owned 4,631 shares of the company’s stock, valued at approximately $573,873.52. The trade was a 77.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Paul Ryan sold 22,218 shares of the business’s stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $127.34, for a total value of $2,829,240.12. Following the sale, the insider directly owned 12,803 shares of the company’s stock, valued at $1,630,334.02. This represents a 63.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 180,952 shares of company stock valued at $23,360,571. 2.63% of the stock is owned by company insiders.

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.