RFG Advisory LLC Has $1.26 Million Stock Holdings in Vertiv Holdings Co. $VRT

RFG Advisory LLC lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 64.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,033 shares of the company’s stock after acquiring an additional 1,968 shares during the quarter. RFG Advisory LLC’s holdings in Vertiv were worth $1,261,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in VRT. CreativeOne Wealth LLC boosted its holdings in shares of Vertiv by 187.8% during the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock worth $1,606,000 after buying an additional 6,947 shares in the last quarter. Lingotto Investment Management LLP acquired a new stake in shares of Vertiv during the 4th quarter worth approximately $2,641,000. Norges Bank bought a new stake in shares of Vertiv in the 4th quarter valued at $808,701,000. Sterling Investment Advisors Ltd. lifted its position in shares of Vertiv by 26.1% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after acquiring an additional 4,645 shares during the period. Finally, WD Rutherford LLC lifted its position in shares of Vertiv by 80.7% during the 4th quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock valued at $2,443,000 after acquiring an additional 6,734 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Trading Down 6.6%

Shares of Vertiv stock opened at $304.11 on Friday. Vertiv Holdings Co. has a 1 year low of $110.06 and a 1 year high of $379.93. The firm has a market cap of $116.81 billion, a PE ratio of 76.41, a PEG ratio of 1.32 and a beta of 2.03. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The company has a 50 day simple moving average of $324.10 and a two-hundred day simple moving average of $254.49.

Vertiv (NYSE:VRT) last issued its quarterly 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 firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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. Analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were 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 was Monday, June 15th. Vertiv’s dividend payout ratio is currently 6.28%.

Analyst Upgrades and Downgrades

VRT has been the subject of a number of research reports. Barclays raised their price target on shares of Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Royal Bank Of Canada increased their price objective on shares of Vertiv from $356.00 to $435.00 and gave the stock an “outperform” rating in a research report on Friday, May 15th. Loop Capital began coverage on Vertiv in a research note on Thursday, May 14th. They issued a “buy” rating and a $500.00 target price for the company. BNP Paribas Exane initiated coverage on Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price for the company. Finally, Glj Research raised Vertiv from a “sell” rating to a “hold” rating in a research report on Thursday, June 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $326.39.

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.