Compass Financial Management LLC Buys New Shares in Vertiv Holdings Co. $VRT

Compass Financial Management LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 6,754 shares of the company’s stock, valued at approximately $2,127,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Lingotto Investment Management LLP acquired a new stake in shares of Vertiv during the fourth quarter valued at about $2,641,000. Norges Bank acquired a new position in shares of Vertiv in the fourth quarter worth about $808,701,000. Sterling Investment Advisors Ltd. boosted its holdings in Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after purchasing an additional 4,645 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in Vertiv in the fourth quarter valued at about $2,197,000. Finally, WD Rutherford LLC grew its stake in Vertiv by 80.7% during the 4th quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock valued at $2,443,000 after purchasing an additional 6,734 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on VRT shares. Citigroup dropped their price objective on Vertiv from $414.00 to $358.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Piper Sandler set a $375.00 target price on Vertiv in a research note on Wednesday, July 29th. KeyCorp decreased their price target on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Roth Capital restated a “buy” rating and issued a $355.00 price target on shares of Vertiv in a research note on Thursday, May 21st. Finally, UBS Group reaffirmed a “buy” rating and issued a $370.00 price target on shares of Vertiv in a report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and an average target price of $357.83.

Vertiv Trading Down 0.9%

NYSE VRT opened at $262.36 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. Vertiv Holdings Co. has a one year low of $118.70 and a one year high of $379.93. The company has a 50-day simple moving average of $294.65 and a 200-day simple moving average of $286.87. The firm has a market capitalization of $101.01 billion, a PE ratio of 59.36, a price-to-earnings-growth ratio of 1.08 and a beta of 2.06.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same quarter in the prior year, the business earned $0.95 earnings per share. Vertiv’s quarterly revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, equities analysts forecast that Vertiv Holdings Co. will post 6.7 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s dividend payout ratio is presently 5.66%.

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.