Leeward Financial Partners LLC Decreases Holdings in Vertiv Holdings Co. $VRT

Leeward Financial Partners LLC trimmed its position in Vertiv Holdings Co. (NYSE:VRT) by 45.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 25,346 shares of the company’s stock after selling 21,369 shares during the period. Leeward Financial Partners LLC’s holdings in Vertiv were worth $4,106,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. CreativeOne Wealth LLC increased its stake in shares of Vertiv by 187.8% in the third quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after buying an additional 6,947 shares during the period. Plato Investment Management Ltd boosted its holdings in Vertiv by 272.7% in the third quarter. Plato Investment Management Ltd now owns 8,825 shares of the company’s stock valued at $1,321,000 after acquiring an additional 6,457 shares in the last quarter. WD Rutherford LLC boosted its holdings in Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock valued at $2,443,000 after acquiring an additional 6,734 shares in the last quarter. KBC Group NV boosted its holdings in Vertiv by 191.1% in the fourth quarter. KBC Group NV now owns 206,102 shares of the company’s stock valued at $33,391,000 after acquiring an additional 135,313 shares in the last quarter. Finally, Sterling Investment Advisors Ltd. boosted its holdings in Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after acquiring an additional 4,645 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Price Performance

Shares of NYSE:VRT opened at $319.77 on Thursday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The firm has a market cap of $122.83 billion, a price-to-earnings ratio of 80.34, a price-to-earnings-growth ratio of 1.40 and a beta of 2.09. The business has a 50-day simple moving average of $304.01 and a two-hundred day simple moving average of $233.17. Vertiv Holdings Co. has a fifty-two week low of $104.71 and a fifty-two week high of $379.93.

Vertiv (NYSE:VRT) last announced its earnings results 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. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.64 earnings per share. 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, analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Dividend Announcement

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

Insider Activity at Vertiv

In other Vertiv news, Director Roger Fradin sold 101,666 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on VRT shares. Barclays lifted their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Loop Capital started coverage on shares of Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price target on the stock. Citigroup lifted their price target on shares of Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Roth Mkm reiterated a “buy” rating and issued a $355.00 price target on shares of Vertiv in a report on Thursday, May 21st. Finally, Bank of America lifted their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus target price of $322.32.

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.