Vertiv Holdings Co. $VRT Stake Boosted by Westbourne Investments Inc.

17 Sep 2025, 08:58 by Renee Jackson · The Cerbat Gem

Westbourne Investments Inc. grew its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 501.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,635 shares of the company’s stock after purchasing an additional 23,875 shares during the quarter. Vertiv makes up 2.0% of Westbourne Investments Inc.’s portfolio, making the stock its 12th largest holding. Westbourne Investments Inc.’s holdings in Vertiv were worth $3,677,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of Vertiv by 3.7% during the first quarter. Vanguard Group Inc. now owns 37,715,159 shares of the company’s stock valued at $2,723,034,000 after purchasing an additional 1,359,070 shares during the last quarter. Amundi grew its holdings in shares of Vertiv by 96.8% during the first quarter. Amundi now owns 6,951,773 shares of the company’s stock valued at $469,490,000 after purchasing an additional 3,420,144 shares during the last quarter. Fred Alger Management LLC grew its holdings in Vertiv by 19.6% in the 1st quarter. Fred Alger Management LLC now owns 3,496,060 shares of the company’s stock worth $252,416,000 after buying an additional 572,545 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in Vertiv by 6.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,839,864 shares of the company’s stock worth $205,085,000 after buying an additional 182,937 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Vertiv by 54.1% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,314,934 shares of the company’s stock worth $263,000,000 after buying an additional 812,389 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Price Performance

Shares of NYSE:VRT opened at $136.77 on Wednesday. The stock has a fifty day moving average of $132.18 and a 200-day moving average of $108.34. The company has a market capitalization of $52.23 billion, a PE ratio of 65.44, a price-to-earnings-growth ratio of 1.22 and a beta of 1.78. Vertiv Holdings Co. has a one year low of $53.60 and a one year high of $155.84. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.35 and a current ratio of 1.74.

Vertiv (NYSE:VRT – Get Free Report) last released its earnings results on Wednesday, July 30th. The company reported $0.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.83 by $0.12. The company had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.36 billion. Vertiv had a return on equity of 51.64% and a net margin of 8.93%.The company’s revenue for the quarter was up 35.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.67 earnings per share. Vertiv has set its Q3 2025 guidance at 0.940-1.000 EPS. As a group, equities analysts anticipate that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 25th. Stockholders of record on Monday, September 15th will be issued a $0.0375 dividend. The ex-dividend date is Monday, September 15th. This represents a $0.15 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is presently 7.18%.

Insiders Place Their Bets

In other news, insider Karsten Winther sold 41,654 shares of the stock in a transaction on Thursday, August 14th. The stock was sold at an average price of $134.21, for a total value of $5,590,383.34. Following the completion of the sale, the insider owned 18,848 shares in the company, valued at $2,529,590.08. This represents a 68.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Steven Reinemund sold 100,000 shares of the stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $128.22, for a total value of $12,822,000.00. Following the completion of the sale, the director owned 133,333 shares of the company’s stock, valued at $17,095,957.26. The trade was a 42.86% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 180,952 shares of company stock worth $23,360,571 over the last three months. Company insiders own 5.01% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Roth Capital increased their price objective on Vertiv from $100.00 to $157.00 and gave the stock a “buy” rating in a report on Tuesday, July 29th. Barclays set a $128.00 price objective on Vertiv and gave the stock an “equal weight” rating in a report on Thursday, July 31st. Glj Research assumed coverage on Vertiv in a report on Tuesday, August 19th. They issued a “sell” rating and a $112.00 price objective for the company. Rothschild Redb raised Vertiv to a “hold” rating in a report on Wednesday, August 20th. Finally, Citigroup increased their price objective on Vertiv from $130.00 to $149.00 and gave the stock a “buy” rating in a report on Monday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $142.00.

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