Bank of New York Mellon Corp Grows Stock Position in Vertiv Holdings Co. $VRT

Bank of New York Mellon Corp grew its stake in Vertiv Holdings Co. (NYSE:VRT) by 33.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,410,642 shares of the company’s stock after buying an additional 608,176 shares during the quarter. Bank of New York Mellon Corp’s holdings in Vertiv were worth $604,059,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the stock. SFE Investment Counsel raised its position in Vertiv by 1.1% during the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after acquiring an additional 32 shares in the last quarter. Webster Bank N. A. boosted its position in Vertiv by 6.9% in the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after purchasing an additional 35 shares in the last quarter. Sachetta LLC grew its stake in shares of Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares during the period. Onyx Bridge Wealth Group LLC grew its stake in shares of Vertiv by 2.1% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 1,908 shares of the company’s stock worth $478,000 after purchasing an additional 40 shares during the period. Finally, Quotient Wealth Partners LLC increased its holdings in shares of Vertiv by 2.5% during the 1st quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock valued at $454,000 after purchasing an additional 45 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

VRT opened at $293.94 on Friday. The firm’s fifty day simple moving average is $321.44 and its two-hundred day simple moving average is $269.26. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a market cap of $112.90 billion, a price-to-earnings ratio of 73.85, a PEG ratio of 1.31 and a beta of 2.03. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv (NYSE:VRT) last released 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. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter in the previous year, the company earned $0.64 earnings per share. The company’s quarterly revenue was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Equities analysts anticipate that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s payout ratio is 6.28%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Baird initiated coverage on Vertiv with an Outperform rating and a $370 price target, citing strength in data center demand and the company’s role in powering AI infrastructure. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Another report highlighted Vertiv as a beneficiary of the AI data center power buildout, reinforcing the growth narrative around cooling, power management, and backup infrastructure. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Royal Bank of Canada kept an Outperform rating on Vertiv, even after trimming its price target from $435 to $418, which still implies meaningful upside from current levels.
• Neutral Sentiment: Vertiv announced it will report second-quarter 2026 earnings on July 29 and hold a conference call the same day, which sets up the next major catalyst but does not change fundamentals by itself. Vertiv Announces Date of Second Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Analyst consensus remains generally constructive, with coverage pointing to a Moderate Buy view, suggesting Wall Street still sees upside but not a clear near-term acceleration.
• Negative Sentiment: The stock has faced some pressure after recent gains, and RBC’s reduced price target may have added to caution even though the firm stayed bullish on the name.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on VRT. Glj Research upgraded shares of Vertiv from a “sell” rating to a “hold” rating in a research note on Thursday, June 18th. The Goldman Sachs Group raised their price target on shares of Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Sanford C. Bernstein assumed coverage on shares of Vertiv in a report on Tuesday, June 9th. They issued an “outperform” rating and a $416.00 price objective for the company. Mizuho set a $380.00 price objective on shares of Vertiv in a research report on Thursday, May 21st. Finally, Oppenheimer increased their target price on shares of Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $342.73.

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.