New Age Alpha Advisors LLC Grows Holdings in Vertiv Holdings Co. $VRT

New Age Alpha Advisors LLC grew its holdings in Vertiv Holdings Co. (NYSE:VRT) by 466.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,000 shares of the company’s stock after purchasing an additional 24,700 shares during the period. New Age Alpha Advisors LLC’s holdings in Vertiv were worth $4,860,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. HBK Sorce Advisory LLC increased its stake in Vertiv by 7.6% in the fourth quarter. HBK Sorce Advisory LLC now owns 2,299 shares of the company’s stock worth $372,000 after purchasing an additional 163 shares during the period. Atticus Wealth Management LLC increased its stake in Vertiv by 3.7% in the fourth quarter. Atticus Wealth Management LLC now owns 2,929 shares of the company’s stock worth $475,000 after purchasing an additional 105 shares during the period. Prospera Financial Services Inc increased its stake in Vertiv by 1.2% in the fourth quarter. Prospera Financial Services Inc now owns 19,259 shares of the company’s stock worth $3,120,000 after purchasing an additional 231 shares during the period. Berkshire Capital Holdings Inc. increased its stake in Vertiv by 498,300.0% in the fourth quarter. Berkshire Capital Holdings Inc. now owns 49,840 shares of the company’s stock worth $8,075,000 after purchasing an additional 49,830 shares during the period. Finally, EverSource Wealth Advisors LLC increased its stake in Vertiv by 12.9% in the fourth quarter. EverSource Wealth Advisors LLC now owns 4,981 shares of the company’s stock worth $807,000 after purchasing an additional 568 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Insider Activity at Vertiv

In related news, Chairman David M. Cote sold 40,000 shares of the firm’s stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the sale, the chairman owned 22,258 shares of the company’s stock, valued at $5,682,244.82. This trade represents a 64.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Edward L. Monser sold 77,294 shares of the firm’s 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 sale, the director directly owned 16,500 shares in the company, valued at approximately $4,050,585. The trade was a 82.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 489,761 shares of company stock valued at $123,356,815 over the last 90 days. Company insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on VRT. Evercore reiterated an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a research note on Tuesday, May 12th. The Goldman Sachs Group increased their target price on Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Roth Mkm reiterated a “buy” rating and issued a $355.00 target price on shares of Vertiv in a research note on Thursday. Barclays increased their target price on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Finally, Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $322.32.

Vertiv Stock Performance

Shares of Vertiv stock opened at $327.78 on Tuesday. The firm has a market cap of $125.90 billion, a P/E ratio of 82.36, a P/E/G ratio of 1.40 and a beta of 2.09. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 12 month low of $101.00 and a 12 month high of $379.93. The stock’s fifty day moving average price is $301.60 and its 200-day moving average price is $231.27.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same quarter last year, the firm 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. On average, equities research analysts expect that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed 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. 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 dividend payout ratio (DPR) is presently 6.28%.

Vertiv Company 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.