SOA Wealth Advisors LLC. Invests $58,000 in Vertiv Holdings Co. $VRT

SOA Wealth Advisors LLC. purchased a new position in Vertiv Holdings Co. (NYSE:VRT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 450 shares of the company’s stock, valued at approximately $58,000.

Other institutional investors have also recently made changes to their positions in the company. DiNuzzo Private Wealth Inc. increased its holdings in shares of Vertiv by 780.0% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company’s stock worth $34,000 after buying an additional 234 shares during the last quarter. Garde Capital Inc. increased its holdings in shares of Vertiv by 1,886.7% in the 2nd quarter. Garde Capital Inc. now owns 298 shares of the company’s stock worth $38,000 after buying an additional 283 shares during the last quarter. GW&K Investment Management LLC bought a new position in shares of Vertiv in the 1st quarter worth $26,000. SouthState Corp bought a new position in shares of Vertiv in the 1st quarter worth $27,000. Finally, North Star Investment Management Corp. increased 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 during the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 0.1%

Shares of VRT opened at $161.72 on Friday. The stock has a market capitalization of $61.75 billion, a P/E ratio of 77.38, a PEG ratio of 1.43 and a beta of 1.84. 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 firm has a fifty day simple moving average of $136.81 and a two-hundred day simple moving average of $113.26. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $168.99.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $2.36 billion. During the same quarter in the prior year, the company posted $0.67 EPS. The firm’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, research analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

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

Analyst Upgrades and Downgrades

VRT has been the topic of a number of research analyst reports. Melius Research raised shares of Vertiv from a “hold” rating to a “strong-buy” rating and increased their price target for the stock from $134.00 to $165.00 in a report on Tuesday, July 8th. Wolfe Research reaffirmed an “outperform” rating and set a $155.00 target price on shares of Vertiv in a report on Thursday, July 10th. Rothschild & Co Redburn initiated coverage on shares of Vertiv in a report on Wednesday, August 20th. They set a “neutral” rating and a $135.00 target price on the stock. Evercore ISI reaffirmed an “outperform” rating on shares of Vertiv in a report on Thursday, July 10th. Finally, Mizuho increased their target price on shares of Vertiv from $125.00 to $150.00 and gave the company an “outperform” rating in a report on Wednesday, July 16th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $144.95.

Insider Activity at Vertiv

In other news, insider Karsten Winther sold 41,654 shares of the firm’s stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the sale, the insider directly owned 18,848 shares of the company’s stock, valued at approximately $2,529,590.08. This trade represents a 68.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Steven Reinemund sold 100,000 shares of the firm’s stock in a transaction dated 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 completion of the sale, the director directly owned 133,333 shares of the company’s stock, valued at approximately $17,095,957.26. This represents a 42.86% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 180,952 shares of company stock valued at $23,360,571. 2.63% of the stock is currently owned by company insiders.

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.