Cladis Investment Advisory LLC Decreases Stock Holdings in Vertiv Holdings Co. $VRT

Cladis Investment Advisory LLC trimmed its holdings in Vertiv Holdings Co. (NYSE:VRT) by 17.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,600 shares of the company’s stock after selling 2,100 shares during the quarter. Cladis Investment Advisory LLC’s holdings in Vertiv were worth $1,555,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. lifted its stake in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after purchasing an additional 826,281 shares in the last quarter. State Street Corp lifted its stake in Vertiv by 2.8% in the 4th quarter. State Street Corp now owns 8,694,900 shares of the company’s stock worth $1,408,661,000 after purchasing an additional 235,577 shares in the last quarter. Geode Capital Management LLC lifted its stake in Vertiv by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after purchasing an additional 143,821 shares in the last quarter. Norges Bank purchased a new stake in shares of Vertiv during the 4th quarter valued at approximately $808,701,000. Finally, American Century Companies Inc. raised its position in shares of Vertiv by 16.7% during the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock valued at $517,715,000 after buying an additional 491,349 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Roth Mkm reaffirmed a “buy” rating and set a $355.00 price target on shares of Vertiv in a research report on Thursday, May 21st. Sanford C. Bernstein began coverage on shares of Vertiv in a report on Tuesday. They issued an “outperform” rating and a $416.00 target price for the company. BNP Paribas Exane began coverage on shares of Vertiv in a research note on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 price target for the company. Evercore reaffirmed an “outperform” rating and issued a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. Finally, JPMorgan Chase & Co. increased their price target on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $326.39.

Vertiv Price Performance

Shares of VRT opened at $302.47 on Friday. Vertiv Holdings Co. has a 1-year low of $110.06 and a 1-year high of $379.93. The stock has a market cap of $116.18 billion, a PE ratio of 76.00, a price-to-earnings-growth ratio of 1.31 and a beta of 2.03. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The firm has a fifty day moving average price of $316.12 and a 200 day moving average price of $244.41.

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

Vertiv Dividend Announcement

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