Everhart Financial Group Inc. Acquires 3,310 Shares of Vertiv Holdings Co. $VRT

Everhart Financial Group Inc. lifted its stake in Vertiv Holdings Co. (NYSE:VRT) by 66.8% during the fourth quarter, HoldingsChannel reports. The firm owned 8,264 shares of the company’s stock after purchasing an additional 3,310 shares during the period. Everhart Financial Group Inc.’s holdings in Vertiv were worth $1,339,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the stock. Financial Management Professionals Inc. lifted its holdings in Vertiv by 1,560.0% during the 3rd quarter. Financial Management Professionals Inc. now owns 166 shares of the company’s stock valued at $25,000 after buying an additional 156 shares in the last quarter. Promus Capital LLC bought a new position in Vertiv in the 2nd quarter worth about $26,000. Pacer Advisors Inc. grew its stake in Vertiv by 67.6% in the 3rd quarter. Pacer Advisors Inc. now owns 171 shares of the company’s stock worth $26,000 after acquiring an additional 69 shares in the last quarter. True Wealth Design LLC increased its position in shares of Vertiv by 54.0% during the third quarter. True Wealth Design LLC now owns 194 shares of the company’s stock worth $29,000 after acquiring an additional 68 shares during the period. Finally, Quent Capital LLC bought a new stake in shares of Vertiv during the third quarter valued at approximately $30,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Insider Activity at Vertiv

In other Vertiv news, Chairman David M. Cote sold 40,000 shares of the stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $255.29, for a total transaction of $10,211,600.00. Following the completion of the sale, the chairman directly owned 22,258 shares of the company’s stock, valued at approximately $5,682,244.82. This represents a 64.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 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 transaction of $18,974,904.06. Following the completion of the sale, the director owned 16,500 shares in the company, valued at $4,050,585. This represents a 82.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 489,761 shares of company stock valued at $123,356,815 over the last 90 days. Company insiders own 2.63% of the company’s stock.

Vertiv Stock Performance

Shares of VRT stock opened at $256.43 on Friday. The firm has a market cap of $98.11 billion, a price-to-earnings ratio of 75.20, a PEG ratio of 1.36 and a beta of 2.02. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $276.78. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The company’s 50 day moving average is $222.78 and its 200 day moving average is $184.95.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share 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 analyst estimates of $2.89 billion. During the same quarter in the prior year, the business earned $0.99 earnings per share. Vertiv’s revenue was up 22.7% on a year-over-year basis. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Tuesday, March 17th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is 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 7.33%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Royal Bank Of Canada boosted their price target on Vertiv from $200.00 to $266.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Weiss Ratings raised Vertiv from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 13th. TD Cowen reiterated a “buy” rating on shares of Vertiv in a report on Thursday, February 12th. Mizuho increased their price target on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, Roth Mkm restated a “buy” rating and set a $275.00 price target on shares of Vertiv in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and an average price target of $230.28.

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.