Waterloo Capital L.P. Acquires 7,293 Shares of Vertiv Holdings Co. $VRT

Waterloo Capital L.P. raised its holdings in Vertiv Holdings Co. (NYSE:VRT) by 520.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,694 shares of the company’s stock after purchasing an additional 7,293 shares during the quarter. Waterloo Capital L.P.’s holdings in Vertiv were worth $1,409,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of the business. Hazlett Burt & Watson Inc. grew its stake in Vertiv by 4.0% in the 4th quarter. Hazlett Burt & Watson Inc. now owns 5,128 shares of the company’s stock valued at $828,000 after purchasing an additional 198 shares during the period. Nomura Asset Management Co. Ltd. grew its stake in Vertiv by 2.9% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 387,441 shares of the company’s stock valued at $62,769,000 after purchasing an additional 10,831 shares during the period. Rockline Wealth Management LLC grew its stake in Vertiv by 7.6% in the 4th quarter. Rockline Wealth Management LLC now owns 17,853 shares of the company’s stock valued at $2,892,000 after purchasing an additional 1,265 shares during the period. Verity & Verity LLC purchased a new position in shares of Vertiv during the 4th quarter valued at $207,000. Finally, Founders Financial Securities LLC lifted its position in shares of Vertiv by 7.3% during the 4th quarter. Founders Financial Securities LLC now owns 2,416 shares of the company’s stock valued at $391,000 after buying an additional 165 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward L. Monser sold 77,294 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $245.49, for a total value of $18,974,904.06. Following the sale, the director owned 16,500 shares of the company’s stock, valued at $4,050,585. This trade represents a 82.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 1.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Roth Mkm reaffirmed a “buy” rating and set a $355.00 price target on shares of Vertiv in a research report on Thursday, May 21st. Fox Advisors raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 price target on shares of Vertiv in a research report on Thursday, February 12th. Finally, TD Cowen increased their price objective on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Two 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $322.32.

Vertiv Stock Performance

Shares of VRT opened at $316.01 on Monday. The stock’s 50-day simple moving average is $305.93 and its 200 day simple moving average is $235.03. The stock has a market capitalization of $121.38 billion, a price-to-earnings ratio of 79.40, a price-to-earnings-growth ratio of 1.37 and a beta of 2.04. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. Vertiv Holdings Co. has a 52-week low of $104.71 and a 52-week high of $379.93.

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

Vertiv Announces Dividend

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

Vertiv Profile

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.