Rollins Financial Advisors LLC Has $288,000 Stock Holdings in Vertiv Holdings Co. $VRT

Rollins Financial Advisors LLC boosted its stake in Vertiv Holdings Co. (NYSE:VRT) by 9.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,993 shares of the company’s stock after purchasing an additional 344 shares during the quarter. Rollins Financial Advisors LLC’s holdings in Vertiv were worth $288,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. GW&K Investment Management LLC acquired a new stake in Vertiv in the first quarter worth $26,000. SouthState Corp acquired a new stake in Vertiv in the first quarter worth $27,000. North Star Investment Management Corp. grew its holdings in Vertiv by 4,120.0% in the first quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock worth $30,000 after purchasing an additional 412 shares during the period. Sachetta LLC grew its holdings in Vertiv by 242.0% in the first quarter. Sachetta LLC now owns 448 shares of the company’s stock worth $32,000 after purchasing an additional 317 shares during the period. Finally, Banque Transatlantique SA acquired a new stake in Vertiv in the first quarter worth $33,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the stock. William Blair assumed coverage on shares of Vertiv in a report on Monday, July 28th. They issued an “outperform” rating for the company. Wall Street Zen upgraded shares of Vertiv from a “buy” rating to a “strong-buy” rating in a report on Saturday, June 21st. Royal Bank Of Canada lifted their price objective on shares of Vertiv from $143.00 to $162.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Rothschild Redb upgraded shares of Vertiv to a “hold” rating in a report on Wednesday, August 20th. Finally, Morgan Stanley reiterated an “overweight” rating on shares of Vertiv in a report on Sunday, August 10th. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and an average price target of $142.00.

Vertiv Stock Up 9.0%

Vertiv stock opened at $136.83 on Thursday. Vertiv Holdings Co. has a fifty-two week low of $53.60 and a fifty-two week high of $155.84. The stock has a market cap of $52.25 billion, a PE ratio of 65.47, a price-to-earnings-growth ratio of 1.11 and a beta of 1.78. The firm’s 50-day simple moving average is $131.44 and its 200 day simple moving average is $107.06. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.12. Vertiv had a net margin of 8.93% and a return on equity of 51.64%. The business had revenue of $2.64 billion for the quarter, compared to analysts’ expectations of $2.36 billion. During the same period in the previous year, the company earned $0.67 earnings per share. The firm’s revenue for the quarter was up 35.1% compared to the same quarter last year. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. Research analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Shareholders of record on Monday, September 15th will be paid a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, September 15th. Vertiv’s payout ratio is presently 7.18%.

Insider Activity at Vertiv

In other Vertiv news, Director Jakki L. Haussler sold 15,680 shares of the business’s stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $123.92, for a total value of $1,943,065.60. Following the transaction, the director directly owned 4,631 shares in the company, valued at $573,873.52. The trade was a 77.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Karsten Winther sold 41,654 shares of the business’s stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $134.21, for a total transaction of $5,590,383.34. Following the completion of the transaction, the insider owned 18,848 shares in the company, valued at approximately $2,529,590.08. The trade was a 68.85% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 180,952 shares of company stock valued at $23,360,571 in the last three months. Insiders own 2.63% of the company’s stock.

Vertiv Company Profile

Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.