EP Wealth Advisors LLC Acquires 60,069 Shares of Vertiv Holdings Co. $VRT

EP Wealth Advisors LLC lifted its stake in Vertiv Holdings Co. (NYSE:VRT) by 673.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 68,995 shares of the company’s stock after acquiring an additional 60,069 shares during the period. EP Wealth Advisors LLC’s holdings in Vertiv were worth $23,101,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of VRT. Vermillion & White Wealth Management Group LLC boosted its holdings in Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Sankala Group LLC bought a new position in shares of Vertiv during the 4th quarter worth about $27,000. Meeder Asset Management Inc. raised its position in shares of Vertiv by 211.3% during the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after buying an additional 112 shares during the last quarter. Rossby Financial LCC acquired a new position in shares of Vertiv during the fourth quarter valued at about $27,000. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in shares of Vertiv in the fourth quarter valued at about $29,000. Institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE VRT opened at $262.36 on Friday. The stock has a market cap of $101.01 billion, a P/E ratio of 59.36, a PEG ratio of 1.09 and a beta of 2.06. The company’s 50-day simple moving average is $294.65 and its 200 day simple moving average is $286.87. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62.

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

Vertiv Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Mizuho set a $380.00 price target on Vertiv in a research note on Thursday, May 21st. Roth Capital reiterated a “buy” rating and issued a $355.00 price objective on shares of Vertiv in a research report on Thursday, May 21st. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a report on Friday, July 31st. Barclays lifted their price objective on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Finally, Fox Advisors upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $357.83.

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.