Boston Common Asset Management LLC Sells 22,372 Shares of Vertiv Holdings Co. $VRT

Boston Common Asset Management LLC reduced its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 14.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 132,155 shares of the company’s stock after selling 22,372 shares during the quarter. Vertiv makes up about 1.1% of Boston Common Asset Management LLC’s holdings, making the stock its 20th biggest holding. Boston Common Asset Management LLC’s holdings in Vertiv were worth $21,410,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Howard Capital Management Inc. boosted its stake in shares of Vertiv by 3.0% during the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock valued at $277,000 after purchasing an additional 54 shares in the last quarter. Investors Asset Management of Georgia Inc. GA ADV raised its position in shares of Vertiv by 1.9% in the 3rd quarter. Investors Asset Management of Georgia Inc. GA ADV now owns 3,020 shares of the company’s stock worth $456,000 after purchasing an additional 55 shares during the last quarter. Ancora Advisors LLC grew its holdings in shares of Vertiv by 0.4% during the third quarter. Ancora Advisors LLC now owns 15,923 shares of the company’s stock valued at $2,402,000 after buying an additional 64 shares during the last quarter. JBR Co Financial Management Inc increased its holdings in shares of 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 purchasing an additional 65 shares in the last quarter. Finally, Brown Brothers Harriman & Co. raised its position in Vertiv by 37.8% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 237 shares of the company’s stock worth $36,000 after buying an additional 65 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Trading Down 6.8%

Shares of VRT opened at $234.05 on Tuesday. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22. The firm has a market capitalization of $89.55 billion, a price-to-earnings ratio of 68.64, a PEG ratio of 1.27 and a beta of 2.02. The company has a 50-day moving average of $232.78 and a 200 day moving average of $191.22. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $282.05.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping the consensus estimate of $1.29 by $0.07. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.Vertiv’s quarterly revenue was up 22.7% on a year-over-year basis. During the same period last year, the business posted $0.99 EPS. 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, research analysts expect that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is presently 7.33%.

Analysts Set New Price Targets

Several analysts recently commented on the company. Evercore reaffirmed an “outperform” rating and issued a $280.00 price objective on shares of Vertiv in a report on Wednesday, February 11th. Royal Bank Of Canada increased their price target on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. The Goldman Sachs Group boosted their target price on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Oppenheimer restated an “outperform” rating and set a $270.00 price target on shares of Vertiv in a report on Thursday, February 12th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $235.26.

Insider Transactions at Vertiv

In other news, Director Roger Fradin sold 101,667 shares of the company’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.42, for a total transaction of $25,764,451.14. Following the transaction, the director directly owned 40,000 shares of the company’s stock, valued at approximately $10,136,800. This represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Edward L. Monser sold 77,294 shares of the stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $245.49, for a total value of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,050,585. This trade represents a 82.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 489,761 shares of company stock worth $123,356,815. Company insiders own 5.01% of the company’s stock.

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.