Advocacy Wealth Management LLC Invests $1.53 Million in Vertiv Holdings Co. $VRT

Advocacy Wealth Management LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 9,451 shares of the company’s stock, valued at approximately $1,531,000.

Several other institutional investors have also modified their holdings of VRT. Waterfront Wealth Inc. raised its holdings in Vertiv by 2.5% in the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock valued at $365,000 after buying an additional 56 shares during the period. Balance Wealth LLC raised its holdings in Vertiv by 2.8% in the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after buying an additional 57 shares during the period. Legacy Capital Group California Inc. raised its holdings in Vertiv by 3.2% in the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock valued at $301,000 after buying an additional 57 shares during the period. Fairfield Financial Advisors LTD raised its holdings in Vertiv by 2.3% in the 4th quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock valued at $415,000 after buying an additional 58 shares during the period. Finally, Rothschild Investment LLC raised its holdings in Vertiv by 2.3% in the 4th quarter. Rothschild Investment LLC now owns 2,685 shares of the company’s stock valued at $435,000 after buying an additional 61 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on VRT shares. Wall Street Zen upgraded shares of Vertiv from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Loop Capital started coverage on shares of Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price objective on the stock. TD Cowen boosted their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Finally, Zacks Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv currently has an average rating of “Moderate Buy” and a consensus target price of $322.32.

Vertiv Stock Performance

Shares of Vertiv stock opened at $300.91 on Tuesday. Vertiv Holdings Co. has a one year low of $107.38 and a one year high of $379.93. The company has a market cap of $115.58 billion, a PE ratio of 75.61, a P/E/G ratio of 1.30 and a beta of 2.04. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The business has a 50-day simple moving average of $312.62 and a 200-day simple moving average of $241.34.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. During the same period in the previous year, the company posted $0.64 earnings per share. The business’s revenue for the quarter was up 30.1% on a year-over-year basis. 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 forecast that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Monday, June 15th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

Vertiv 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.