Ellsworth Advisors LLC Acquires Shares of 36,464 Vertiv Holdings Co. $VRT

Ellsworth Advisors LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 36,464 shares of the company’s stock, valued at approximately $5,501,000.

A number of other institutional investors have also recently made changes to their positions in VRT. Financial Management Professionals Inc. raised its holdings in Vertiv by 1,560.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock worth $25,000 after acquiring an additional 156 shares during the last quarter. Promus Capital LLC purchased a new stake in Vertiv during the 2nd quarter valued at $26,000. Pacer Advisors Inc. increased 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 purchasing an additional 69 shares in the last quarter. Avion Wealth raised its stake in shares of Vertiv by 99.1% in the second quarter. Avion Wealth now owns 213 shares of the company’s stock worth $27,000 after purchasing an additional 106 shares during the last quarter. Finally, OLD Point Trust & Financial Services N A bought a new position in shares of Vertiv during the second quarter valued at $32,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Up 0.4%

Shares of VRT stock opened at $167.52 on Friday. The company has a current ratio of 1.83, a quick ratio of 1.43 and a debt-to-equity ratio of 0.83. Vertiv Holdings Co. has a 12 month low of $53.60 and a 12 month high of $202.45. The stock has a market cap of $64.05 billion, a P/E ratio of 63.21, a P/E/G ratio of 1.34 and a beta of 2.03. The company has a 50 day simple moving average of $175.21 and a two-hundred day simple moving average of $149.51.

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

Vertiv Increases Dividend

The company also recently declared 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 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Tuesday, November 25th. Vertiv’s payout ratio is presently 9.43%.

Insider Activity

In other news, EVP Stephen Liang sold 5,501 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $170.48, for a total transaction of $937,810.48. Following the sale, the executive vice president directly owned 4,050 shares in the company, valued at $690,444. This trade represents a 57.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 2.63% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Morgan Stanley lifted their price objective on Vertiv from $165.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, October 23rd. Mizuho lifted their price target on shares of Vertiv from $165.00 to $198.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Roth Capital restated a “buy” rating and set a $195.00 price objective (up previously from $162.00) on shares of Vertiv in a research report on Tuesday, October 21st. Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Friday, October 31st. Finally, Deutsche Bank Aktiengesellschaft set a $216.00 target price on shares of Vertiv and gave the company a “buy” rating in a research note on Wednesday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $180.48.

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.