Forefront Wealth Partners LLC Purchases Shares of 4,786 Vertiv Holdings Co. $VRT

Forefront Wealth Partners LLC purchased a new position in Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,786 shares of the company’s stock, valued at approximately $722,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. JBR Co Financial Management Inc increased its stake in Vertiv by 0.8% in the 3rd quarter. JBR Co Financial Management Inc now owns 7,825 shares of the company’s stock worth $1,180,000 after buying an additional 65 shares in the last quarter. Plancorp LLC lifted its position in shares of Vertiv by 1.3% in the third quarter. Plancorp LLC now owns 5,317 shares of the company’s stock valued at $802,000 after acquiring an additional 67 shares in the last quarter. Pacer Advisors Inc. boosted its stake in shares of Vertiv by 67.6% in the third quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after acquiring an additional 69 shares during the period. Segment Wealth Management LLC boosted its stake in shares of Vertiv by 1.4% in the third quarter. Segment Wealth Management LLC now owns 5,042 shares of the company’s stock worth $761,000 after acquiring an additional 70 shares during the period. Finally, Key Client Fiduciary Advisors LLC grew its position in shares of Vertiv by 1.0% during the third quarter. Key Client Fiduciary Advisors LLC now owns 7,621 shares of the company’s stock worth $1,150,000 after purchasing an additional 77 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Cfra Research raised Vertiv to a “moderate buy” rating in a report on Tuesday, October 7th. Citigroup increased their price objective on shares of Vertiv from $198.00 to $220.00 and gave the company a “buy” rating in a report on Monday, December 8th. Barclays reissued a “neutral” rating and issued a $181.00 target price on shares of Vertiv in a report on Thursday, December 4th. UBS Group upped their target price on shares of Vertiv from $173.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $180.48.

Insider Transactions at Vertiv

In other Vertiv 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 sale, the executive vice president directly owned 4,050 shares in the company, 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 SEC, which is available at this link. 5.01% of the stock is currently owned by company insiders.

Vertiv Trading Down 0.9%

Shares of VRT opened at $164.16 on Wednesday. The stock has a market capitalization of $62.76 billion, a PE ratio of 61.95, a P/E/G ratio of 1.33 and a beta of 2.03. The company’s fifty day moving average is $174.79 and its 200 day moving average is $150.81. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.43 and a current ratio of 1.83. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $202.45.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.25. Vertiv had a net margin of 10.67% and a return on equity of 50.82%. The business had revenue of $2.68 billion during the quarter, compared to analysts’ expectations of $2.59 billion. During the same period last year, the company posted $0.76 EPS. The business’s revenue was up 29.0% on a year-over-year basis. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. Sell-side analysts expect 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. Investors of record on Tuesday, November 25th were given a $0.0625 dividend. This is an increase from Vertiv’s previous quarterly dividend of $0.04. This represents a $0.25 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, November 25th. Vertiv’s dividend payout ratio (DPR) is 9.43%.

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.