Win Advisors Inc. Acquires New Position in Vertiv Holdings Co. $VRT

Win Advisors Inc. acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, Holdings Channel reports. The firm acquired 5,541 shares of the company’s stock, valued at approximately $898,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Howard Capital Management Inc. raised its stake in Vertiv by 3.0% in the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock valued at $277,000 after acquiring an additional 54 shares during the period. Waterfront Wealth Inc. raised its stake 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 acquiring an additional 56 shares during the period. Balance Wealth LLC raised its stake 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 acquiring an additional 57 shares during the period. Legacy Capital Group California Inc. raised its stake 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 acquiring an additional 57 shares during the period. Finally, Fairfield Financial Advisors LTD increased its position in shares of Vertiv by 2.3% during the fourth 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. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on VRT. Barclays upped their price target on Vertiv from $300.00 to $345.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Weiss Ratings cut Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Royal Bank Of Canada upped their price target on Vertiv from $344.00 to $356.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Finally, Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Twenty-one equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $281.29.

Insiders Place Their Bets

In other Vertiv news, Director Jan Van Dokkum sold 38,647 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $254.87, for a total value of $9,849,960.89. Following the completion of the sale, the director owned 25,000 shares of the company’s stock, valued at $6,371,750. This represents a 60.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Anders Karlborg sold 30,487 shares of the company’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $246.92, for a total value of $7,527,850.04. Following the completion of the sale, the executive vice president directly owned 34,746 shares of the company’s stock, valued at approximately $8,579,482.32. This represents a 46.74% 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.

Vertiv Stock Up 8.1%

Shares of NYSE VRT opened at $367.57 on Tuesday. Vertiv Holdings Co. has a 12 month low of $99.44 and a 12 month high of $372.00. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $141.19 billion, a price-to-earnings ratio of 92.36, a PEG ratio of 1.46 and a beta of 2.09. The business has a 50-day moving average of $284.12 and a 200-day moving average of $220.28.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the previous year, the firm earned $0.64 earnings per share. Vertiv’s revenue 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. Sell-side analysts expect that Vertiv Holdings Co. will post 6.42 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio is currently 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.