7,884 Shares in Vertiv Holdings Co. $VRT Acquired by Cadent Capital Advisors LLC

Cadent Capital Advisors LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 7,884 shares of the company’s stock, valued at approximately $1,903,000.

Several other large investors have also made changes to their positions in VRT. Jupiter Topco LLC acquired a new position in shares of Vertiv during the 2nd quarter worth about $441,083,000. Alkeon Capital Management LLC raised its holdings in shares of Vertiv by 178.2% during the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock valued at $324,524,000 after acquiring an additional 1,283,110 shares during the last quarter. State Street Corp lifted its position in shares of Vertiv by 4.5% in the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after acquiring an additional 704,970 shares in the last quarter. Bank of New York Mellon Corp increased its position in shares of Vertiv by 33.7% during the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after purchasing an additional 608,176 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in Vertiv by 24.2% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,657,948 shares of the company’s stock valued at $430,614,000 after purchasing an additional 517,980 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Trading Up 0.4%

VRT stock traded up $0.86 during midday trading on Friday, hitting $244.59. 1,743,419 shares of the company’s stock were exchanged, compared to its average volume of 6,351,764. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The stock has a market capitalization of $94.16 billion, a PE ratio of 55.34, a P/E/G ratio of 0.92 and a beta of 2.05. The business has a 50-day simple moving average of $260.48 and a two-hundred day simple moving average of $290.38.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The business had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company’s revenue was up 24.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, sell-side analysts predict that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s dividend payout ratio (DPR) is 5.66%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Oppenheimer reaffirmed an “outperform” rating and set a $325.00 target price on shares of Vertiv in a report on Thursday, July 30th. Zacks Research cut shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Robert W. Baird set a $320.00 target price on shares of Vertiv in a research note on Thursday, July 30th. Citigroup lowered their target price on Vertiv from $414.00 to $358.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Finally, Wells Fargo & Company initiated coverage on Vertiv in a research report on Thursday, September 24th. They issued an “overweight” rating and a $340.00 price target for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $348.24.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the sale, the director directly owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 corporate insiders.

Vertiv 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.