Argent Capital Management LLC Makes New Investment in Vertiv Holdings Co. $VRT

Argent Capital Management LLC acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,762 shares of the company’s stock, valued at approximately $1,925,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in VRT. Union Bancaire Privee UBP SA raised its position in shares of Vertiv by 35.5% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 272,608 shares of the company’s stock worth $41,126,000 after purchasing an additional 71,361 shares during the last quarter. Nordea Investment Management AB increased its stake in Vertiv by 100.1% during the 2nd quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock valued at $415,132,000 after purchasing an additional 1,624,456 shares in the last quarter. Nomura Asset Management Co. Ltd. lifted its stake in shares of Vertiv by 134.9% in the second quarter. Nomura Asset Management Co. Ltd. now owns 291,036 shares of the company’s stock worth $37,372,000 after buying an additional 167,152 shares in the last quarter. iA Global Asset Management Inc. grew its holdings in shares of Vertiv by 130.2% during the second quarter. iA Global Asset Management Inc. now owns 9,147 shares of the company’s stock valued at $1,175,000 after buying an additional 5,173 shares during the last quarter. Finally, Westpac Banking Corp increased its position in shares of Vertiv by 100.2% during the second quarter. Westpac Banking Corp now owns 12,812 shares of the company’s stock valued at $1,645,000 after acquiring an additional 6,411 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Insiders Place Their Bets

In other Vertiv news, EVP Stephen Liang sold 5,501 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $170.48, for a total value of $937,810.48. Following the transaction, the executive vice president directly owned 4,050 shares in the company, valued at approximately $690,444. This trade represents a 57.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 5.01% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on VRT shares. Citigroup upped their price objective on Vertiv from $198.00 to $220.00 and gave the company a “buy” rating in a research report on Monday, December 8th. JPMorgan Chase & Co. lifted their target price on Vertiv from $150.00 to $206.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Royal Bank Of Canada upped their price target on Vertiv from $191.00 to $196.00 and gave the company an “outperform” rating in a report on Thursday, October 23rd. Deutsche Bank Aktiengesellschaft set a $216.00 price objective on Vertiv and gave the stock a “buy” rating in a report on Wednesday, October 15th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Vertiv in a research report on Monday, December 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $180.48.

Vertiv Stock Up 4.0%

Vertiv stock opened at $166.27 on Tuesday. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $202.45. The stock has a fifty day moving average of $176.01 and a 200 day moving average of $148.52. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.43 and a current ratio of 1.83. The stock has a market cap of $63.57 billion, a PE ratio of 62.74, a price-to-earnings-growth ratio of 1.28 and a beta of 2.03.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The business had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.59 billion. During the same period in the previous year, the company posted $0.76 EPS. The business’s quarterly revenue was up 29.0% compared to the same quarter last year. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. As a group, sell-side analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, November 25th were issued a dividend of $0.0625 per share. This is an increase from Vertiv’s previous quarterly dividend of $0.04. This represents a $0.25 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, November 25th. Vertiv’s dividend payout ratio is currently 9.43%.

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.