Bouvel Investment Partners LLC Has $2.16 Million Holdings in Vertiv Holdings Co. $VRT

Bouvel Investment Partners LLC lifted its stake in Vertiv Holdings Co. (NYSE:VRT) by 53.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 16,819 shares of the company’s stock after buying an additional 5,839 shares during the quarter. Bouvel Investment Partners LLC’s holdings in Vertiv were worth $2,160,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. GW&K Investment Management LLC acquired a new position in shares of Vertiv in the 1st quarter worth approximately $26,000. SouthState Corp acquired a new position in shares of Vertiv in the 1st quarter worth approximately $27,000. North Star Investment Management Corp. raised its holdings in shares of 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 buying an additional 412 shares in the last quarter. Sachetta LLC raised its holdings in shares of Vertiv by 242.0% in the 1st quarter. Sachetta LLC now owns 448 shares of the company’s stock worth $32,000 after buying an additional 317 shares in the last quarter. Finally, Banque Transatlantique SA acquired a new position in shares of Vertiv in the 1st quarter worth approximately $33,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Vertiv

In other news, insider Paul Ryan sold 22,218 shares of the company’s stock in a transaction that occurred 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 transaction, the insider owned 12,803 shares of the company’s stock, valued at approximately $1,630,334.02. This represents a 63.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven Reinemund sold 100,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 26th. The shares were 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 in the company, valued at $17,095,957.26. The trade was a 42.86% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 180,952 shares of company stock worth $23,360,571 over the last three months. Company insiders own 2.63% of the company’s stock.

Vertiv Price Performance

Shares of NYSE VRT opened at $143.99 on Friday. The business’s 50 day moving average price is $133.18 and its two-hundred day moving average price is $109.47. The company has a market cap of $54.99 billion, a PE ratio of 68.90, a price-to-earnings-growth ratio of 1.27 and a beta of 1.78. The company has a quick ratio of 1.35, a current ratio of 1.74 and a debt-to-equity ratio of 0.93. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $155.84.

Vertiv (NYSE:VRT) last announced its quarterly 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 firm had revenue of $2.64 billion for the quarter, compared to the consensus estimate of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The business’s revenue was up 35.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. On average, analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Stockholders of record on Monday, September 15th will be given a $0.0375 dividend. The ex-dividend date of this dividend is Monday, September 15th. This represents a $0.15 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is presently 7.18%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Morgan Stanley reaffirmed an “overweight” rating on shares of Vertiv in a report on Sunday, August 10th. Wolfe Research reissued an “outperform” rating and issued a $155.00 target price 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. Evercore ISI restated an “outperform” rating on shares of Vertiv in a research report on Thursday, July 10th. Finally, Melius upgraded Vertiv from a “hold” rating to a “buy” rating and set a $165.00 price target on the stock in a research report on Tuesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $142.00.

About Vertiv

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.