Cadent Capital Advisors LLC Makes New Investment in Vertiv Holdings Co. $VRT

Cadent Capital Advisors LLC bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the 3rd quarter, HoldingsChannel reports. The institutional investor bought 7,884 shares of the company’s stock, valued at approximately $1,903,000.

Several other institutional investors also recently bought and sold shares of the company. Sankala Group LLC purchased a new position in shares of Vertiv in the fourth quarter valued at approximately $27,000. MidFirst Bank acquired a new stake in Vertiv in the 4th quarter valued at about $31,000. Sachetta LLC lifted its stake in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after acquiring an additional 36 shares during the last quarter. Cornerstone Planning Group LLC grew its stake in shares of Vertiv by 60.5% during the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock worth $33,000 after purchasing an additional 49 shares in the last quarter. Finally, Burkett Financial Services LLC purchased a new position in shares of Vertiv in the 3rd quarter valued at about $35,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Stock Performance

Shares of VRT stock traded up $0.86 during midday trading on Friday, hitting $244.59. The company had a trading volume of 1,743,419 shares, compared to its average volume of 6,351,764. The stock has a market cap of $94.16 billion, a price-to-earnings ratio of 55.34, a PEG ratio of 0.92 and a beta of 2.05. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The company’s 50 day simple moving average is $260.48 and its 200 day simple moving average is $290.38. Vertiv Holdings Co. has a 52-week low of $147.82 and a 52-week high of $379.93.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating 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 company had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the previous year, the company posted $0.95 EPS. Vertiv’s revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Research analysts anticipate that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 5.66%.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on VRT shares. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Glj Research assumed coverage on Vertiv in a research report on Tuesday. They set a “sell” rating and a $188.00 price target on the stock. Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Sanford C. Bernstein reissued an “outperform” rating on shares of Vertiv in a report on Monday, September 28th. Finally, Wells Fargo & Company initiated coverage on shares of Vertiv in a report on Thursday, September 24th. They issued an “overweight” rating and a $340.00 target price on the stock. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $348.24.

Insider Buying and Selling

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by insiders.

Vertiv Company Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.