IFG Advisory LLC Has $596,000 Stock Holdings in Vertiv Holdings Co. $VRT

IFG Advisory LLC grew its holdings in Vertiv Holdings Co. (NYSE:VRT) by 10.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,641 shares of the company’s stock after purchasing an additional 452 shares during the quarter. IFG Advisory LLC’s holdings in Vertiv were worth $596,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Avion Wealth lifted its stake in shares of Vertiv by 99.1% in the 2nd quarter. Avion Wealth now owns 213 shares of the company’s stock valued at $27,000 after purchasing an additional 106 shares during the period. OLD Point Trust & Financial Services N A bought a new stake in Vertiv in the 2nd quarter valued at about $32,000. DiNuzzo Private Wealth Inc. increased its position in Vertiv by 780.0% in the 2nd quarter. DiNuzzo Private Wealth Inc. now owns 264 shares of the company’s stock valued at $34,000 after buying an additional 234 shares in the last quarter. University of Texas Texas AM Investment Management Co. bought a new stake in Vertiv in the 2nd quarter valued at about $37,000. Finally, Garde Capital Inc. increased its position in Vertiv by 1,886.7% in the 2nd quarter. Garde Capital Inc. now owns 298 shares of the company’s stock valued at $38,000 after buying an additional 283 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Vertiv

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the stock in a transaction on Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the completion of the transaction, the director directly owned 4,631 shares of the company’s stock, valued at approximately $573,873.52. This represents a 77.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Paul Ryan sold 22,218 shares of the stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the transaction, the insider directly owned 12,803 shares of the company’s stock, valued at approximately $1,630,334.02. This trade represents a 63.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 180,952 shares of company stock valued at $23,360,571 in the last three months. 5.01% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

VRT has been the subject of a number of research analyst reports. Morgan Stanley boosted their target price on Vertiv from $165.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, October 23rd. Melius Research raised Vertiv from a “hold” rating to a “strong-buy” rating and boosted their target price for the company from $134.00 to $165.00 in a research report on Tuesday, July 8th. Zacks Research lowered Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Wolfe Research reaffirmed an “outperform” rating and issued a $155.00 target price on shares of Vertiv in a research report on Thursday, July 10th. Finally, KGI Securities raised Vertiv from a “hold” rating to an “outperform” rating in a research report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $177.81.

Vertiv Stock Performance

VRT stock opened at $192.55 on Monday. The firm has a market cap of $73.62 billion, a PE ratio of 72.66, a P/E/G ratio of 1.56 and a beta of 1.87. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83. The business has a 50 day moving average of $153.78 and a 200-day moving average of $129.20. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $202.45.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.25. The company had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.59 billion. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.Vertiv’s quarterly revenue was up 29.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.76 earnings per share. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS. FY 2025 guidance at 4.070-4.130 EPS. As a group, sell-side analysts expect that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Shareholders of record on Monday, September 15th were issued a dividend of $0.0375 per share. This represents a $0.15 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv’s dividend payout ratio is 5.66%.

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.