Cavalier Investments LLC Takes $305,000 Position in Vertiv Holdings Co. $VRT

Cavalier Investments LLC bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,372 shares of the company’s stock, valued at approximately $305,000.

A number of other hedge funds have also added to or reduced their stakes in the business. FengHe Fund Management Pte. Ltd. bought a new stake in shares of Vertiv during the 1st quarter worth approximately $33,389,000. Fox Run Management L.L.C. increased its holdings in Vertiv by 449.9% during the first quarter. Fox Run Management L.L.C. now owns 21,545 shares of the company’s stock worth $1,556,000 after buying an additional 17,627 shares during the last quarter. Nordea Investment Management AB raised 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 acquiring an additional 1,624,456 shares in the last quarter. Trilogy Capital Inc. bought a new stake in Vertiv during the second quarter worth $2,790,000. Finally, Maxi Investments CY Ltd lifted its stake in Vertiv by 160.3% in the first quarter. Maxi Investments CY Ltd now owns 26,025 shares of the company’s stock valued at $1,879,000 after acquiring an additional 16,025 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv Trading Down 0.6%

Shares of NYSE:VRT opened at $174.74 on Wednesday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $184.44. The business has a 50 day moving average of $144.56 and a 200-day moving average of $121.71. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. The stock has a market cap of $66.73 billion, a PE ratio of 83.61, a P/E/G ratio of 1.51 and a beta of 1.84.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.83 by $0.12. The company had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The firm’s quarterly revenue was up 35.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, equities research analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Dividend Announcement

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

Analysts Set New Price Targets

Several research analysts have recently weighed in on VRT shares. Melius Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating and boosted their price objective for the stock from $134.00 to $165.00 in a research note on Tuesday, July 8th. Glj Research assumed coverage on Vertiv in a report on Tuesday, August 19th. They set a “sell” rating and a $112.00 price target for the company. UBS Group boosted their price target on Vertiv from $135.00 to $173.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Barclays upped their price objective on Vertiv from $128.00 to $145.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 1st. Finally, The Goldman Sachs Group set a $159.00 target price on Vertiv in a research note on Monday, September 29th. One equities 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 issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $162.95.

Insider Buying and Selling 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 shares were sold at an average price of $123.92, for a total value of $1,943,065.60. Following the completion of the sale, the director owned 4,631 shares of the company’s stock, valued at $573,873.52. The trade was 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, Director Steven Reinemund sold 100,000 shares of the stock in a transaction that occurred on Tuesday, August 26th. The stock was sold at an average price of $128.22, for a total transaction of $12,822,000.00. Following the transaction, the director owned 133,333 shares in the company, valued at approximately $17,095,957.26. The trade was a 42.86% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 180,952 shares of company stock worth $23,360,571. Insiders own 5.01% of the company’s stock.

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.