Orion Porfolio Solutions LLC Has $1.93 Million Position in Vertiv Holdings Co. $VRT

Orion Porfolio Solutions LLC lessened its holdings in Vertiv Holdings Co. (NYSE:VRT) by 40.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,057 shares of the company’s stock after selling 10,288 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Vertiv were worth $1,934,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of Vertiv during the second quarter valued at $538,132,000. Winslow Capital Management LLC acquired a new stake in Vertiv in the second quarter valued at $459,284,000. Amundi raised its position in Vertiv by 96.8% during the 1st quarter. Amundi now owns 6,951,773 shares of the company’s stock worth $469,490,000 after purchasing an additional 3,420,144 shares during the last quarter. Nordea Investment Management AB lifted its holdings in Vertiv by 100.1% during the 2nd quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after buying an additional 1,624,456 shares during the period. Finally, SG Americas Securities LLC grew its position in shares of Vertiv by 102.7% in the 2nd quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock valued at $3,446,000 after buying an additional 1,026,837 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Trading Up 3.5%

NYSE:VRT opened at $159.72 on Friday. The firm has a fifty day simple moving average of $176.27 and a two-hundred day simple moving average of $147.89. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45. The stock has a market capitalization of $61.07 billion, a price-to-earnings ratio of 60.27, a PEG ratio of 1.28 and a beta of 2.03. The company has a current ratio of 1.83, a quick ratio of 1.43 and a debt-to-equity ratio of 0.83.

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

Vertiv Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, November 25th were paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.2%. This is a boost from Vertiv’s previous quarterly dividend of $0.04. The ex-dividend date of this dividend was Tuesday, November 25th. Vertiv’s payout ratio is 9.43%.

Insider Buying and Selling at Vertiv

In other news, EVP Stephen Liang sold 5,501 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $170.48, for a total transaction of $937,810.48. Following the transaction, the executive vice president directly owned 4,050 shares of the company’s stock, valued at $690,444. This represents a 57.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 2.63% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Deutsche Bank Aktiengesellschaft set a $216.00 price objective on Vertiv and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Wolfe Research downgraded shares of Vertiv from an “outperform” rating to a “peer perform” rating in a research report on Tuesday, December 9th. Cfra Research upgraded shares of Vertiv to a “moderate buy” rating in a research report on Tuesday, October 7th. Royal Bank Of Canada lifted their target price on shares of Vertiv from $191.00 to $196.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. Finally, Barclays reiterated a “neutral” rating and set a $181.00 price target on shares of Vertiv in a report on Thursday, December 4th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $180.48.

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.