Compass Financial Management LLC Makes New Investment in Vertiv Holdings Co. $VRT

Compass Financial Management LLC bought a new stake in Vertiv Holdings Co. (NYSE:VRT) during the second quarter, Holdings Channel.com reports. The firm bought 6,754 shares of the company’s stock, valued at approximately $2,127,000.

Several other hedge funds and other institutional investors also recently modified their holdings of VRT. Elevation Point Wealth Partners LLC grew its position in shares of Vertiv by 14.8% during the second quarter. Elevation Point Wealth Partners LLC now owns 7,280 shares of the company’s stock worth $2,438,000 after acquiring an additional 936 shares during the last quarter. Greenland Capital Management LP acquired a new stake in shares of Vertiv in the 2nd quarter worth about $598,000. Commerce Bank lifted its position in Vertiv by 10.5% in the 2nd quarter. Commerce Bank now owns 49,852 shares of the company’s stock valued at $16,691,000 after purchasing an additional 4,725 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Vertiv by 34.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 114,072 shares of the company’s stock valued at $38,193,000 after purchasing an additional 29,403 shares during the last quarter. Finally, Madison Wealth Partners Inc acquired a new position in Vertiv during the 2nd quarter valued at about $247,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

Shares of VRT opened at $262.36 on Friday. The firm has a market capitalization of $101.01 billion, a PE ratio of 59.36, a P/E/G ratio of 1.08 and a beta of 2.06. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The firm has a 50-day moving average price of $294.65 and a 200 day moving average price of $286.87. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s revenue was up 24.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s payout ratio is presently 5.66%.

Wall Street Analysts Forecast Growth

VRT has been the subject of several recent analyst reports. UBS Group restated a “buy” rating and issued a $370.00 target price on shares of Vertiv in a research report on Thursday, July 30th. KeyCorp cut their price target on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Glj Research upgraded Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price objective for the company in a research report on Friday, August 7th. Fox Advisors raised Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Finally, Piper Sandler set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Vertiv currently has an average rating of “Buy” and an average target price of $357.83.

About Vertiv

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.