Cibc World Market Inc. Has $30.41 Million Stake in Vertiv Holdings Co. $VRT

Cibc World Market Inc. lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 59.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 187,677 shares of the company’s stock after purchasing an additional 69,971 shares during the quarter. Cibc World Market Inc.’s holdings in Vertiv were worth $30,406,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in Vertiv in the 4th quarter worth about $808,701,000. Schroder Investment Management Group raised its position in shares of Vertiv by 148.0% in the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after buying an additional 1,091,210 shares in the last quarter. Ameriprise Financial Inc. boosted its stake in shares of Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares during the period. Qube Research & Technologies Ltd acquired a new stake in Vertiv during the third quarter worth approximately $125,331,000. Finally, Vanguard Group Inc. increased its stake in Vertiv by 2.2% during the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after acquiring an additional 826,281 shares during the period. Institutional investors own 89.92% of the company’s stock.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched PurgeRite NearZero, a new fluid-management service designed to cut water, wastewater, and hauling needs in AI-ready data centers, reinforcing its role in the fast-growing AI infrastructure market. Vertiv Expands Fluid Management Services to Help Reduce Water Use During Data Center Fluid System Commissioning
• Positive Sentiment: Analyst commentary highlighted Vertiv as a beneficiary of ongoing digitization, stronger hybrid-working infrastructure demand, and improving IT spending, which supports the stock’s momentum. 3 IT Services Stocks to Buy Right Now From a Challenging Industry
• Positive Sentiment: Another bullish note pointed to Vertiv’s strong one-year run, driven by AI-related data center demand, acquisitions, and NVIDIA ties, although the stock is trading at a premium valuation. Should You Buy, Sell, or Hold VRT Stock After a 195% Rise in One Year?
• Neutral Sentiment: Vertiv declared a small quarterly dividend of $0.0625 per share, which is a routine capital-return update and likely has limited impact on the stock near term. Vertiv Declares Quarterly Dividend

Vertiv Stock Performance

Vertiv stock opened at $324.51 on Friday. The business has a 50 day moving average of $311.17 and a 200-day moving average of $239.44. The company has a market capitalization of $124.65 billion, a P/E ratio of 81.53, a P/E/G ratio of 1.43 and a beta of 2.03. Vertiv Holdings Co. has a 1 year low of $107.38 and a 1 year high of $379.93. 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 released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same quarter last year, the firm 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. On average, equities research analysts predict that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Fox Advisors raised Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. JPMorgan Chase & Co. upped their target price on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Barclays upped their price objective on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Morgan Stanley increased their target price on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Finally, Jefferies Financial Group restated a “hold” rating and issued 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 issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $322.32.

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.