North Capital Inc. Cuts Stake in Vertiv Holdings Co. $VRT

North Capital Inc. cut its stake in Vertiv Holdings Co. (NYSE:VRT) by 56.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 305 shares of the company’s stock after selling 400 shares during the quarter. North Capital Inc.’s holdings in Vertiv were worth $39,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in Vertiv by 3.7% in the 1st quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company’s stock valued at $2,723,034,000 after purchasing an additional 1,359,070 shares during the last quarter. Amundi grew its position in shares of Vertiv by 96.8% in the first quarter. Amundi now owns 6,951,773 shares of the company’s stock valued at $469,490,000 after purchasing an additional 3,420,144 shares in the last quarter. Fred Alger Management LLC grew its position in shares of Vertiv by 19.6% in the first quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company’s stock valued at $252,416,000 after purchasing an additional 572,545 shares in the last quarter. Nordea Investment Management AB increased its holdings in shares of Vertiv by 100.1% in the second quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock valued at $415,132,000 after purchasing an additional 1,624,456 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in Vertiv by 6.9% during the first quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company’s stock worth $205,085,000 after buying an additional 182,937 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on VRT. Citigroup upped their target price on Vertiv from $192.00 to $198.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Roth Capital reissued a “buy” rating and issued a $195.00 price objective (up previously from $162.00) on shares of Vertiv in a report on Tuesday, October 21st. The Goldman Sachs Group set a $182.00 price objective on shares of Vertiv in a research report on Thursday, October 23rd. Redburn Atlantic upgraded shares of Vertiv to a “hold” rating in a report on Wednesday, August 20th. Finally, Weiss Ratings upgraded shares of Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus target price of $177.81.

Insider Buying and Selling

In related news, insider Paul Ryan sold 22,218 shares of the firm’s stock in a transaction that occurred 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 sale, the insider 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jakki L. Haussler sold 15,680 shares of Vertiv 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 180,952 shares of company stock worth $23,360,571. 2.63% of the stock is owned by corporate insiders.

Vertiv Trading Down 3.8%

Shares of NYSE VRT opened at $183.40 on Friday. The company has a current ratio of 1.83, a quick ratio of 1.43 and a debt-to-equity ratio of 0.83. The stock has a market capitalization of $70.12 billion, a PE ratio of 69.21, a PEG ratio of 1.55 and a beta of 1.87. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $202.45. The stock has a fifty day simple moving average of $158.36 and a 200-day simple moving average of $131.57.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The firm had revenue of $2.68 billion for the quarter, compared to analyst estimates of $2.59 billion. During the same quarter in the prior year, the company earned $0.76 EPS. Vertiv’s revenue was up 29.0% on a year-over-year basis. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS. On average, equities analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently declared 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 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 5.66%.

Vertiv 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.