Edgemoor Investment Advisors Inc. Has $7.25 Million Stock Holdings in Vertiv Holdings Co. $VRT

Edgemoor Investment Advisors Inc. lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.7% during the fourth quarter, Holdings Channel reports. The firm owned 44,747 shares of the company’s stock after purchasing an additional 3,196 shares during the quarter. Edgemoor Investment Advisors Inc.’s holdings in Vertiv were worth $7,249,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Park Place Capital Corp raised its position in Vertiv by 624.0% during the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after buying an additional 156 shares during the period. Kohmann Bosshard Financial Services LLC acquired a new position in Vertiv during the fourth quarter valued at $29,000. Cullen Frost Bankers Inc. raised its position in Vertiv by 98.9% during the fourth quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after buying an additional 93 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in Vertiv during the third quarter valued at $30,000. Finally, Foster Dykema Cabot & Partners LLC acquired a new position in Vertiv during the third quarter valued at $31,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently weighed in on VRT. Royal Bank Of Canada upped their price target on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. BNP Paribas Exane began coverage on shares of Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective on the stock. TD Cowen increased their price objective on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Citigroup increased their target price on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, JPMorgan Chase & Co. increased their target price on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $322.32.

Vertiv Stock Up 0.6%

Vertiv stock opened at $316.01 on Friday. The firm has a market capitalization of $121.38 billion, a PE ratio of 79.40, a P/E/G ratio of 1.36 and a beta of 2.09. The company’s 50-day moving average is $305.93 and its 200-day moving average is $234.69. Vertiv Holdings Co. has a fifty-two week low of $104.71 and a fifty-two week high of $379.93. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s revenue was up 30.1% on a year-over-year basis. During the same period last year, the firm 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. Sell-side analysts anticipate that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Announces Dividend

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 dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

Insider Activity at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the sale, the director owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 1.10% of the company’s stock.

Vertiv 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.