J. Safra Sarasin Holding AG Lowers Stake in Vertiv Holdings Co. $VRT

J. Safra Sarasin Holding AG lowered its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 57.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,200 shares of the company’s stock after selling 17,677 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Vertiv were worth $1,695,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the company. GW&K Investment Management LLC purchased a new position in shares of Vertiv during the 1st quarter valued at $26,000. SouthState Corp purchased a new position in shares of Vertiv in the first quarter valued at about $27,000. North Star Investment Management Corp. lifted its position in shares of Vertiv by 4,120.0% in the first quarter. North Star Investment Management Corp. now owns 422 shares of the company’s stock valued at $30,000 after acquiring an additional 412 shares in the last quarter. Sachetta LLC lifted its position in shares of Vertiv by 242.0% in the first quarter. Sachetta LLC now owns 448 shares of the company’s stock valued at $32,000 after acquiring an additional 317 shares in the last quarter. Finally, Banque Transatlantique SA purchased a new position in Vertiv in the 1st quarter worth approximately $33,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Down 0.7%

Shares of VRT stock opened at $160.45 on Friday. The stock’s 50 day simple moving average is $137.27 and its two-hundred day simple moving average is $113.78. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $168.99. The company has a market cap of $61.27 billion, a PE ratio of 76.77, a price-to-earnings-growth ratio of 1.42 and a beta of 1.84. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.74 and a quick ratio of 1.35.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.12. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company had revenue of $2.64 billion for the quarter, compared to analyst estimates of $2.36 billion. During the same quarter in the prior year, the firm posted $0.67 EPS. Vertiv’s quarterly revenue 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 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 25th. Investors of record on Monday, September 15th were given a $0.0375 dividend. This represents a $0.15 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 15th. Vertiv’s dividend payout ratio is 7.18%.

Insider Activity

In related news, insider Paul Ryan sold 22,218 shares of the stock in a transaction dated Tuesday, August 26th. The shares were sold at an average price of $127.34, for a total value of $2,829,240.12. Following the sale, the insider directly owned 12,803 shares of the company’s stock, valued at $1,630,334.02. This represents a 63.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Jakki L. Haussler sold 15,680 shares of the stock in a transaction dated Monday, September 8th. The stock was sold at an average price of $123.92, for a total transaction of $1,943,065.60. Following the completion of the sale, the director directly owned 4,631 shares in the company, valued at $573,873.52. This trade represents a 77.20% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 180,952 shares of company stock valued at $23,360,571. Company insiders own 2.63% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on VRT. William Blair began coverage on Vertiv in a report on Monday, July 28th. They issued an “outperform” rating on the stock. Barclays boosted their target price on shares of Vertiv from $128.00 to $145.00 and gave the stock an “equal weight” rating in a report on Wednesday. JPMorgan Chase & Co. boosted their target price on shares of Vertiv from $127.00 to $150.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Royal Bank Of Canada boosted their price target on shares of Vertiv from $143.00 to $162.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Finally, Melius Research upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating and boosted their price target for the stock from $134.00 to $165.00 in a research note on Tuesday, July 8th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $144.95.

Vertiv 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.