Fideuram Asset Management Ireland dac Invests $860,000 in Vertiv Holdings Co. $VRT

Fideuram Asset Management Ireland dac bought a new position in Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 5,311 shares of the company’s stock, valued at approximately $860,000.

A number of other large investors have also recently made changes to their positions in the business. Howard Capital Management Inc. increased its holdings in shares of Vertiv by 3.0% in the 3rd quarter. Howard Capital Management Inc. now owns 1,837 shares of the company’s stock worth $277,000 after buying an additional 54 shares during the last quarter. Waterfront Wealth Inc. grew its holdings in Vertiv by 2.5% during the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock valued at $365,000 after purchasing an additional 56 shares during the last quarter. Balance Wealth LLC grew its holdings in Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after purchasing an additional 57 shares during the last quarter. Legacy Capital Group California Inc. grew its holdings in Vertiv by 3.2% during the 4th quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock valued at $301,000 after purchasing an additional 57 shares during the last quarter. Finally, Fairfield Financial Advisors LTD grew its holdings in Vertiv by 2.3% during the 4th quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock valued at $415,000 after purchasing an additional 58 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv Trading Up 0.6%

NYSE:VRT opened at $316.01 on Friday. Vertiv Holdings Co. has a 52 week low of $104.71 and a 52 week high of $379.93. The firm has a 50 day moving average of $305.93 and a 200 day moving average of $234.69. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $121.38 billion, a price-to-earnings ratio of 79.40, a PEG ratio of 1.37 and a beta of 2.09.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same quarter in the prior year, the business posted $0.64 EPS. Vertiv’s revenue for the quarter was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Tuesday, March 17th were paid a dividend of $0.0625 per share. The ex-dividend date was Tuesday, March 17th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 6.28%.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $245.49, for a total transaction of $18,974,904.06. Following the transaction, the director owned 16,500 shares in the company, valued at approximately $4,050,585. This represents a 82.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 1.10% of the company’s stock.

Wall Street Analysts Forecast Growth

VRT has been the topic of several analyst reports. Jefferies Financial Group reiterated a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. The Goldman Sachs Group upped their price target on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Loop Capital initiated coverage on shares of Vertiv in a report on Thursday, May 14th. They set a “buy” rating and a $500.00 price target on the stock. Weiss Ratings downgraded shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. Finally, Bank of America upped their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $322.32.

About Vertiv

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.