Perpetual Ltd Trims Position in Vertiv Holdings Co. $VRT

Perpetual Ltd decreased its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 97.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,617 shares of the company’s stock after selling 146,575 shares during the quarter. Perpetual Ltd’s holdings in Vertiv were worth $586,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in VRT. Financial Management Professionals Inc. grew its stake in 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 in the last quarter. Promus Capital LLC bought a new stake in Vertiv during the 2nd quarter valued at $26,000. Pacer Advisors Inc. lifted its holdings in shares of Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after buying an additional 69 shares during the period. True Wealth Design LLC grew its position in shares of Vertiv by 54.0% during the 3rd quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after buying an additional 68 shares in the last quarter. Finally, Park Place Capital Corp grew its position in shares of Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after buying an additional 156 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Insider Activity at Vertiv

In related news, Director Edward L. Monser sold 77,294 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares of the company’s stock, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Anders Karlborg sold 30,487 shares of Vertiv stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 34,746 shares in the company, valued at $8,579,482.32. This represents a 46.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last three months. Company insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on VRT. Morgan Stanley restated an “overweight” rating and issued a $285.00 price objective on shares of Vertiv in a report on Friday, February 13th. Evercore reiterated an “outperform” rating and set a $280.00 target price on shares of Vertiv in a report on Wednesday, February 11th. Roth Mkm reissued a “buy” rating and set a $275.00 target price on shares of Vertiv in a research report on Thursday, February 12th. TD Cowen restated a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Finally, The Goldman Sachs Group upped their price target on shares of Vertiv from $204.00 to $277.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $237.45.

Vertiv Trading Down 0.0%

Shares of NYSE VRT opened at $261.22 on Monday. Vertiv Holdings Co. has a 1-year low of $53.60 and a 1-year high of $282.05. The business has a fifty day moving average price of $239.04 and a 200 day moving average price of $194.64. The stock has a market capitalization of $99.94 billion, a P/E ratio of 76.60, a price-to-earnings-growth ratio of 1.32 and a beta of 2.04. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22.

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

Vertiv Announces Dividend

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

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.