Ellsworth Advisors LLC Takes $5.50 Million Position in Vertiv Holdings Co. $VRT

Ellsworth Advisors LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 36,464 shares of the company’s stock, valued at approximately $5,501,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of VRT. Financial Management Professionals Inc. grew its holdings in shares of Vertiv by 1,560.0% in the third quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after purchasing an additional 156 shares during the last quarter. Promus Capital LLC purchased a new stake in Vertiv during the 2nd quarter valued at $26,000. Pacer Advisors Inc. grew its holdings in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after acquiring an additional 69 shares during the last quarter. Avion Wealth increased its position in shares of Vertiv by 99.1% in the second quarter. Avion Wealth now owns 213 shares of the company’s stock valued at $27,000 after acquiring an additional 106 shares during the period. Finally, OLD Point Trust & Financial Services N A bought a new position in shares of Vertiv during the second quarter valued at about $32,000. Institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

Shares of Vertiv stock opened at $167.52 on Friday. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45. The firm has a market capitalization of $64.05 billion, a P/E ratio of 63.21, a P/E/G ratio of 1.34 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. The business has a fifty day simple moving average of $175.21 and a two-hundred day simple moving average of $149.51.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The company had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.59 billion. During the same period last year, the business earned $0.76 EPS. Vertiv’s quarterly revenue 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. On average, equities analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Vertiv Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, November 25th were given a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, November 25th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. This is an increase from Vertiv’s previous quarterly dividend of $0.04. Vertiv’s payout ratio is presently 9.43%.

Analysts Set New Price Targets

VRT has been the topic of several recent analyst reports. Cowen reissued a “buy” rating and issued a $211.00 target price on shares of Vertiv in a research note on Monday, December 1st. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. KGI Securities upgraded Vertiv from a “hold” rating to an “outperform” rating in a report on Thursday, October 23rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Vertiv in a research note on Monday. Finally, UBS Group boosted their price objective on shares of Vertiv from $173.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $180.48.

Insider Buying and Selling at Vertiv

In related news, EVP Stephen Liang sold 5,501 shares of the firm’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 completion of the transaction, the executive vice president owned 4,050 shares of the company’s stock, valued at $690,444. This trade represents a 57.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 2.63% of the stock is owned by insiders.

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.