Sequoia Financial Advisors LLC Has $2.81 Million Position in Vertiv Holdings Co. $VRT

Sequoia Financial Advisors LLC boosted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 27.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 17,355 shares of the company’s stock after purchasing an additional 3,708 shares during the period. Sequoia Financial Advisors LLC’s holdings in Vertiv were worth $2,812,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. CreativeOne Wealth LLC grew its holdings in shares of Vertiv by 187.8% in the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after purchasing an additional 6,947 shares during the last quarter. Plato Investment Management Ltd lifted its holdings in Vertiv by 272.7% during the 3rd quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after purchasing an additional 6,457 shares during the last quarter. KBC Group NV lifted its holdings in Vertiv by 191.1% during the 4th quarter. KBC Group NV now owns 206,102 shares of the company’s stock valued at $33,391,000 after purchasing an additional 135,313 shares during the last quarter. iA Global Asset Management Inc. boosted its position in Vertiv by 131.3% in the third quarter. iA Global Asset Management Inc. now owns 21,154 shares of the company’s stock valued at $3,191,000 after buying an additional 12,007 shares in the last quarter. Finally, Impax Asset Management Group plc grew its stake in Vertiv by 94.4% during the third quarter. Impax Asset Management Group plc now owns 918,200 shares of the company’s stock worth $138,520,000 after buying an additional 445,785 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

VRT stock opened at $340.02 on Friday. The company has a 50 day moving average price of $280.39 and a 200 day moving average price of $217.77. Vertiv Holdings Co. has a fifty-two week low of $92.13 and a fifty-two week high of $359.84. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The stock has a market capitalization of $130.61 billion, a PE ratio of 85.43, a price-to-earnings-growth ratio of 1.46 and a beta of 2.09.

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

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Insider Transactions at Vertiv

In other Vertiv news, EVP Anders Karlborg sold 30,487 shares of the business’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction 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. The trade was a 46.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the transaction, the chairman directly owned 22,258 shares in the company, valued at $5,682,244.82. This trade represents a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 489,761 shares of company stock valued at $123,356,815. 1.10% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Citigroup raised their price objective on shares of Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a report on Thursday. HSBC started coverage on Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target on the stock. Weiss Ratings cut Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. Mizuho lifted their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Roth Mkm reissued a “buy” rating and issued a $335.00 price objective on shares of Vertiv in a research note on Thursday, April 16th. Twenty-one investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $281.29.

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.