Legato Capital Management LLC Purchases New Position in Vertiv Holdings Co. $VRT

Legato Capital Management LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 3,146 shares of the company’s stock, valued at approximately $510,000.

Several other institutional investors have also bought and sold shares of the stock. Lloyd Advisory Services LLC. acquired a new stake in Vertiv in the 4th quarter valued at $33,000. Ignite Planners LLC acquired a new stake in Vertiv in the 4th quarter valued at $203,000. Axxcess Wealth Management LLC boosted its stake in Vertiv by 332.9% in the 4th quarter. Axxcess Wealth Management LLC now owns 75,528 shares of the company’s stock valued at $12,236,000 after buying an additional 58,081 shares in the last quarter. Kingdom Financial Group LLC. bought a new position in Vertiv in the 4th quarter valued at $272,000. Finally, BOK Financial Private Wealth Inc. bought a new position in Vertiv in the 4th quarter valued at $105,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Upgrades and Downgrades

VRT has been the subject of several research analyst reports. The Goldman Sachs Group lifted their price objective on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Mizuho set a $380.00 price objective on Vertiv in a research report on Thursday, May 21st. Wall Street Zen downgraded Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Sunday, May 10th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $281.00 price objective on shares of Vertiv in a research report on Thursday, February 12th. Finally, Royal Bank Of Canada lifted their price objective on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday, May 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $322.32.

Vertiv Trading Down 1.0%

VRT stock opened at $324.33 on Wednesday. The company has a market cap of $124.58 billion, a P/E ratio of 81.49, a PEG ratio of 1.40 and a beta of 2.09. Vertiv Holdings Co. has a twelve month low of $104.71 and a twelve month high of $379.93. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The business has a fifty day moving average of $302.91 and a 200-day moving average of $232.21.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm’s quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities research analysts expect that Vertiv Holdings Co. will post 6.42 EPS for the current year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 6.28%.

Insider Activity at Vertiv

In other news, Director Edward L. Monser sold 77,294 shares of the business’s stock in a transaction on Friday, March 6th. The stock was 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. The trade was a 82.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Roger Fradin sold 101,666 shares of the business’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $252.13, for a total value of $25,633,048.58. The SEC filing for this sale provides additional information. Insiders have sold a total of 489,761 shares of company stock valued at $123,356,815 over the last quarter. 1.10% of the stock is currently owned by corporate insiders.

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.