Jackson Square Capital LLC Acquires New Holdings in Vertiv Holdings Co. $VRT

Jackson Square Capital LLC acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 50,123 shares of the company’s stock, valued at approximately $6,436,000. Vertiv makes up 1.4% of Jackson Square Capital LLC’s investment portfolio, making the stock its 23rd biggest position.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Garde Capital Inc. raised its position in Vertiv by 1,886.7% in the second quarter. Garde Capital Inc. now owns 298 shares of the company’s stock worth $38,000 after acquiring an additional 283 shares in the last quarter. Ameriflex Group Inc. bought a new stake in Vertiv in the fourth quarter worth about $37,000. GW&K Investment Management LLC bought a new stake in Vertiv in the first quarter worth about $26,000. SouthState Corp bought a new stake in Vertiv in the first quarter worth about $27,000. Finally, North Star Investment Management Corp. raised its position in Vertiv by 4,120.0% in the first quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock worth $30,000 after acquiring an additional 412 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv Stock Up 0.1%

VRT opened at $136.79 on Thursday. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $155.84. 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 stock has a market capitalization of $52.24 billion, a price-to-earnings ratio of 65.45, a P/E/G ratio of 1.21 and a beta of 1.78. The business has a 50 day moving average of $132.35 and a 200-day moving average of $108.53.

Vertiv (NYSE:VRT) last posted its quarterly earnings data 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. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company had revenue of $2.64 billion during the quarter, compared to analysts’ expectations of $2.36 billion. During the same period in the prior year, the business earned $0.67 earnings per share. Vertiv’s revenue for the quarter was up 35.1% compared to the same quarter last year. 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 company also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Investors of record on Monday, September 15th will be given a $0.0375 dividend. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, September 15th. Vertiv’s dividend payout ratio (DPR) is 7.18%.

Insider Transactions at Vertiv

In related news, insider Paul Ryan sold 22,218 shares of the firm’s stock in a transaction on 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 completion of the transaction, the insider directly owned 12,803 shares of the company’s stock, valued at $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Steven Reinemund sold 100,000 shares of the firm’s stock in a transaction on 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. This trade represents a 42.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock valued at $23,360,571 in the last ninety days. 2.63% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have commented on VRT. Barclays set a $128.00 price target on shares of Vertiv and gave the stock an “equal weight” rating in a research report on Thursday, July 31st. Wolfe Research reissued an “outperform” rating and issued a $155.00 price target on shares of Vertiv in a research note on Thursday, July 10th. Wall Street Zen raised Vertiv from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 21st. Melius Research raised Vertiv from a “hold” rating to a “strong-buy” rating and lifted their price target for the stock from $134.00 to $165.00 in a research note on Tuesday, July 8th. Finally, Rothschild Redb raised Vertiv to a “hold” rating in a research note on Wednesday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $142.00.

Vertiv Company 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.