Leeward Financial Partners LLC Cuts Stake in Vertiv Holdings Co. $VRT

Leeward Financial Partners LLC lessened its position in Vertiv Holdings Co. (NYSE:VRT) by 21.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 19,880 shares of the company’s stock after selling 5,466 shares during the period. Vertiv makes up 1.5% of Leeward Financial Partners LLC’s investment portfolio, making the stock its 22nd largest holding. Leeward Financial Partners LLC’s holdings in Vertiv were worth $4,982,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Vermillion & White Wealth Management Group LLC raised its holdings in Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after purchasing an additional 56 shares in the last quarter. Sankala Group LLC purchased a new stake in Vertiv in the 4th quarter valued at approximately $27,000. Meeder Asset Management Inc. boosted its holdings in Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares in the last quarter. Rossby Financial LCC acquired a new position in Vertiv during the 4th quarter worth approximately $27,000. Finally, Park Place Capital Corp increased its position in Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE VRT opened at $315.32 on Thursday. Vertiv Holdings Co. has a 1-year low of $110.06 and a 1-year high of $379.93. The company has a market capitalization of $121.12 billion, a P/E ratio of 79.23, a PEG ratio of 1.38 and a beta of 2.03. The business has a 50 day moving average price of $323.75 and a 200 day moving average price of $253.18. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

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

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 15th will be paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Monday, June 15th. Vertiv’s dividend payout ratio is presently 6.28%.

Analyst Ratings Changes

VRT has been the subject of several recent analyst reports. Morgan Stanley raised their price target on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. HSBC assumed coverage on Vertiv in a report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective on the stock. Wall Street Zen cut Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, June 20th. Evercore reissued an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a report on Tuesday, May 12th. Finally, Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 price target (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $326.39.

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.