Caerus Investment Advisors LLC Makes New Investment in Vertiv Holdings Co. $VRT

Caerus Investment Advisors LLC acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,051 shares of the company’s stock, valued at approximately $309,000.

Several other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after acquiring an additional 826,281 shares during the period. State Street Corp increased its holdings in shares of Vertiv by 2.3% in the third quarter. State Street Corp now owns 8,459,323 shares of the company’s stock valued at $1,276,173,000 after purchasing an additional 189,484 shares during the period. Invesco Ltd. increased its holdings in shares of Vertiv by 20.9% in the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after purchasing an additional 1,024,634 shares during the period. Norges Bank purchased a new position in shares of Vertiv in the second quarter worth about $538,132,000. Finally, Winslow Capital Management LLC acquired a new stake in shares of Vertiv during the second quarter worth about $459,284,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Stock Down 1.1%

Shares of VRT opened at $265.55 on Thursday. The company has a market capitalization of $101.60 billion, a price-to-earnings ratio of 77.87, a PEG ratio of 1.35 and a beta of 2.02. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $276.78. The stock’s 50-day moving average price is $218.76 and its 200-day moving average price is $183.46. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The company had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same period in the previous year, the company posted $0.99 earnings per share. Vertiv’s revenue for the quarter was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.0625 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is 7.33%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, March 14th. Morgan Stanley reissued an “overweight” rating and set a $285.00 price target on shares of Vertiv in a research report on Friday, February 13th. JPMorgan Chase & Co. decreased their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Oppenheimer reaffirmed an “outperform” rating and issued a $270.00 price objective on shares of Vertiv in a report on Thursday, February 12th. Finally, The Goldman Sachs Group increased their price objective on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

Insider Activity at Vertiv

In other news, Director Roger Fradin sold 101,666 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $252.13, for a total transaction of $25,633,048.58. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Anders Karlborg sold 30,487 shares of the stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $246.92, for a total transaction of $7,527,850.04. Following the sale, the executive vice president directly owned 34,746 shares in the company, valued at approximately $8,579,482.32. The trade was a 46.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 489,761 shares of company stock valued at $123,356,815 in the last quarter. 2.63% of the stock is currently 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.