Trifecta Capital Advisors LLC Buys 4,145 Shares of Vertiv Holdings Co. $VRT

Trifecta Capital Advisors LLC grew its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 18.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 26,435 shares of the company’s stock after acquiring an additional 4,145 shares during the quarter. Trifecta Capital Advisors LLC’s holdings in Vertiv were worth $4,283,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in VRT. Howard Capital Management Inc. lifted its holdings in shares of Vertiv by 3.0% in the third quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after buying an additional 54 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV increased its position in shares of Vertiv by 1.9% during the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock valued at $456,000 after purchasing an additional 55 shares during the last quarter. Waterfront Wealth Inc. lifted its holdings in shares of Vertiv by 2.5% in the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock worth $365,000 after acquiring an additional 56 shares during the last quarter. Balance Wealth LLC boosted its position in shares of Vertiv by 2.8% during the fourth quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after buying an additional 57 shares during the period. Finally, Legacy Capital Group California Inc. grew its position in Vertiv by 3.2% in the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock valued at $301,000 after acquiring an additional 57 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv Price Performance

NYSE:VRT opened at $314.37 on Thursday. The firm has a market cap of $120.28 billion, a PE ratio of 79.05, a price-to-earnings-growth ratio of 1.38 and a beta of 2.04. Vertiv Holdings Co. has a 12 month low of $91.17 and a 12 month high of $330.30. The company’s 50-day moving average price is $272.69 and its two-hundred day moving average price is $212.87. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same quarter in the previous year, the company posted $0.64 EPS. The business’s revenue for the quarter was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities analysts anticipate that Vertiv Holdings Co. will post 6.42 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio is 6.28%.

Wall Street Analyst Weigh In

VRT has been the subject of a number of recent analyst reports. Weiss Ratings cut Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Barclays raised their target price on Vertiv from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Jefferies Financial Group reiterated a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. HSBC started coverage on shares of Vertiv in a report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective for the company. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Twenty-one research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average target price of $278.38.

Insiders Place Their Bets

In other news, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the sale, the executive vice president directly owned 34,746 shares of the company’s stock, valued at approximately $8,579,482.32. This trade represents a 46.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Roger Fradin sold 101,666 shares of the firm’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last quarter. Company insiders own 5.01% of the company’s stock.

Vertiv Company Profile

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.