FSA Advisors Inc. Invests $1.01 Million in Vertiv Holdings Co. $VRT

FSA Advisors Inc. acquired a new position in Vertiv Holdings Co. (NYSE:VRT) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 6,213 shares of the company’s stock, valued at approximately $1,007,000.

Several other institutional investors and hedge funds have also recently modified their holdings of VRT. Schroder Investment Management Group raised its stake in shares of Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares during the last quarter. Federated Hermes Inc. raised its stake in shares of Vertiv by 934.8% in the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock worth $165,667,000 after purchasing an additional 992,031 shares during the last quarter. Ameriprise Financial Inc. raised its stake in shares of Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd purchased a new stake in shares of Vertiv in the third quarter worth approximately $125,331,000. Finally, Vanguard Group Inc. raised its stake in shares of Vertiv by 2.2% in the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Steven Reinemund sold 65,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $253.95, for a total transaction of $16,506,750.00. Following the completion of the transaction, the director directly owned 68,333 shares of the company’s stock, valued at approximately $17,353,165.35. This represents a 48.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman David M. Cote sold 40,000 shares of the stock in a transaction on 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 directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 489,761 shares of company stock valued at $123,356,815 in the last quarter. Insiders own 1.10% of the company’s stock.

Analyst Ratings Changes

VRT has been the subject of several analyst reports. Wall Street Zen raised Vertiv from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Barclays increased their price objective on Vertiv from $300.00 to $345.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Royal Bank Of Canada increased their price objective on Vertiv from $344.00 to $356.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. JPMorgan Chase & Co. increased their price objective on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $278.38.

Vertiv Stock Performance

Shares of VRT opened at $328.11 on Monday. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $126.03 billion, a price-to-earnings ratio of 82.44, a PEG ratio of 1.41 and a beta of 2.09. The stock has a 50 day moving average of $274.42 and a 200 day moving average of $214.19. Vertiv Holdings Co. has a 12 month low of $91.81 and a 12 month high of $331.97.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.Vertiv’s revenue was up 30.1% on a year-over-year basis. During the same period last year, the business posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, sell-side analysts forecast that Vertiv Holdings Co. will post 6.42 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Tuesday, March 17th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Tuesday, March 17th. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

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.