Stratos Wealth Advisors LLC Trims Holdings in Vertiv Holdings Co. $VRT

Stratos Wealth Advisors LLC trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 19.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,300 shares of the company’s stock after selling 545 shares during the quarter. Stratos Wealth Advisors LLC’s holdings in Vertiv were worth $295,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Private Trust Co. NA grew its position in Vertiv by 34.9% during the second quarter. Private Trust Co. NA now owns 6,099 shares of the company’s stock worth $783,000 after buying an additional 1,578 shares in the last quarter. Applied Finance Capital Management LLC purchased a new position in Vertiv during the second quarter worth about $1,219,000. Nordea Investment Management AB grew its position in Vertiv by 100.1% during the second quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after buying an additional 1,624,456 shares in the last quarter. Bellecapital International Ltd. purchased a new position in Vertiv during the second quarter worth about $392,000. Finally, Aware Super Pty Ltd as trustee of Aware Super grew its position in Vertiv by 6.3% during the second quarter. Aware Super Pty Ltd as trustee of Aware Super now owns 161,796 shares of the company’s stock worth $20,776,000 after buying an additional 9,658 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently commented on the company. Melius upgraded Vertiv from a “hold” rating to a “buy” rating and set a $165.00 target price for the company in a research report on Tuesday, July 8th. JPMorgan Chase & Co. upped their price objective on Vertiv from $150.00 to $206.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. UBS Group upped their price objective on Vertiv from $135.00 to $173.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 2nd. Finally, Cfra Research upgraded Vertiv to a “moderate buy” rating in a report on Tuesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $161.30.

Vertiv Trading Up 1.1%

Shares of VRT stock opened at $175.90 on Tuesday. The stock has a market capitalization of $67.17 billion, a PE ratio of 84.16, 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 business has a 50-day moving average of $143.94 and a 200 day moving average of $121.34. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.12. The company 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%.Vertiv’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.67 EPS. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

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

Insider Buying and Selling

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the company’s stock in a transaction that occurred on 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 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 transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Karsten Winther sold 41,654 shares of the company’s stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $134.21, for a total value of $5,590,383.34. Following the transaction, the insider directly owned 18,848 shares of the company’s stock, 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. Over the last quarter, insiders have sold 180,952 shares of company stock valued at $23,360,571. 5.01% of the stock is owned by 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.