Fishman Jay A Ltd. MI Purchases 48,775 Shares of Vertiv Holdings Co. $VRT

Fishman Jay A Ltd. MI increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 43.9% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 159,835 shares of the company’s stock after acquiring an additional 48,775 shares during the quarter. Vertiv comprises 2.0% of Fishman Jay A Ltd. MI’s holdings, making the stock its 13th largest position. Fishman Jay A Ltd. MI’s holdings in Vertiv were worth $20,524,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. GW&K Investment Management LLC purchased a new position in Vertiv during the 1st quarter valued at about $26,000. SouthState Corp acquired a new stake in Vertiv in the 1st quarter worth approximately $27,000. North Star Investment Management Corp. boosted its stake in Vertiv by 4,120.0% in the 1st quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock worth $30,000 after purchasing an additional 412 shares in the last quarter. Sachetta LLC boosted its stake in Vertiv by 242.0% in the 1st quarter. Sachetta LLC now owns 448 shares of the company’s stock worth $32,000 after purchasing an additional 317 shares in the last quarter. Finally, Banque Transatlantique SA acquired a new stake in Vertiv during the 1st quarter valued at approximately $33,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on VRT shares. Evercore ISI reaffirmed an “outperform” rating on shares of Vertiv in a report on Thursday, July 10th. Citigroup boosted their price target on shares of Vertiv from $130.00 to $149.00 and gave the company a “buy” rating in a research report on Monday, July 14th. Wolfe Research reissued an “outperform” rating and set a $155.00 price target on shares of Vertiv in a research report on Thursday, July 10th. Glj Research began coverage on shares of Vertiv in a research note on Tuesday, August 19th. They set a “sell” rating and a $112.00 target price for the company. Finally, Morgan Stanley reissued an “overweight” rating on shares of Vertiv in a research note on Sunday, August 10th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $144.95.

Insider Activity

In related news, Director Jakki L. Haussler sold 15,680 shares of the firm’s stock in a transaction 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 transaction, the director directly owned 4,631 shares in the company, valued at $573,873.52. This trade represents a 77.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Paul Ryan sold 22,218 shares of the firm’s stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the completion of the sale, the insider owned 12,803 shares in the company, valued at $1,630,334.02. The trade was a 63.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 180,952 shares of company stock worth $23,360,571 over the last three months. Insiders own 5.01% of the company’s stock.

Vertiv Stock Performance

Shares of VRT opened at $160.45 on Monday. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $168.99. The stock has a market capitalization of $61.27 billion, a P/E ratio of 76.77, a P/E/G ratio of 1.41 and a beta of 1.84. The company’s fifty day moving average is $137.27 and its two-hundred day moving average is $114.13.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, July 30th. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.83 by $0.12. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. During the same period in the previous year, the firm earned $0.67 EPS. The business’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. On average, sell-side 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 given a $0.0375 dividend. The ex-dividend date of this dividend was Monday, September 15th. This represents a $0.15 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 7.18%.

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.