Fulton Breakefield Broenniman LLC Buys Shares of 34,045 Vertiv Holdings Co. $VRT

Fulton Breakefield Broenniman LLC bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 34,045 shares of the company’s stock, valued at approximately $5,516,000.

Several other hedge funds and other institutional investors have also bought and sold shares of VRT. Empowered Funds LLC boosted its position in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after acquiring an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in Vertiv during the 2nd quarter valued at $567,000. EverSource Wealth Advisors LLC boosted its position in Vertiv by 109.6% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,000 shares of the company’s stock valued at $514,000 after acquiring an additional 2,092 shares in the last quarter. Cary Street Partners Investment Advisory LLC boosted its position in Vertiv by 29.8% during the 2nd quarter. Cary Street Partners Investment Advisory LLC now owns 2,253 shares of the company’s stock valued at $289,000 after acquiring an additional 517 shares in the last quarter. Finally, Cerity Partners LLC boosted its position in Vertiv by 29.0% during the 2nd quarter. Cerity Partners LLC now owns 88,559 shares of the company’s stock valued at $11,372,000 after acquiring an additional 19,889 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

VRT has been the subject of a number of recent analyst reports. Morgan Stanley reissued an “overweight” rating and issued a $285.00 price objective on shares of Vertiv in a research report on Friday, February 13th. Royal Bank Of Canada raised their price objective on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Citigroup raised their price objective on Vertiv from $220.00 to $286.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Oppenheimer reissued an “outperform” rating and issued a $270.00 price objective on shares of Vertiv 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 given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $237.45.

Insider Activity at Vertiv

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of Vertiv stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $254.87, for a total transaction of $9,849,960.89. Following the completion of the transaction, the director owned 25,000 shares in the company, valued at approximately $6,371,750. This trade represents a 60.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Chairman David M. Cote sold 40,000 shares of Vertiv stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total value of $10,211,600.00. Following the transaction, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. The trade was a 64.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 489,761 shares of company stock worth $123,356,815 in the last quarter. 2.63% of the stock is owned by insiders.

Vertiv Stock Performance

Shares of VRT opened at $258.92 on Tuesday. The stock has a 50-day moving average of $240.60 and a two-hundred day moving average of $195.47. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $282.05. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.22 and a current ratio of 1.55. The stock has a market cap of $99.06 billion, a P/E ratio of 75.93, a P/E/G ratio of 1.32 and a beta of 2.04.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, topping 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 analysts’ expectations of $2.89 billion. During the same quarter in the previous year, the firm posted $0.99 EPS. The firm’s revenue was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. As a group, research analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Announces Dividend

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