Copeland Capital Management LLC Purchases 50,502 Shares of Vertiv Holdings Co. $VRT

Copeland Capital Management LLC boosted its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 906.0% in the first quarter, Holdings Channel reports. The fund owned 56,076 shares of the company’s stock after purchasing an additional 50,502 shares during the quarter. Copeland Capital Management LLC’s holdings in Vertiv were worth $14,052,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. SFE Investment Counsel boosted its position in Vertiv by 1.1% in the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after purchasing an additional 32 shares during the last quarter. Webster Bank N. A. increased its position in shares of Vertiv by 6.9% during the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after purchasing an additional 35 shares during the last quarter. Sachetta LLC increased its position in shares of Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after purchasing an additional 36 shares during the last quarter. Onyx Bridge Wealth Group LLC lifted its stake in shares of Vertiv by 2.1% in 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 lifted its stake in shares of Vertiv by 2.5% in the 1st quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock worth $454,000 after purchasing an additional 45 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: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
• Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
• Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Vertiv Stock Down 1.8%

NYSE VRT opened at $288.79 on Friday. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $110.93 billion, a P/E ratio of 72.56, a price-to-earnings-growth ratio of 1.27 and a beta of 2.03. The stock’s 50-day moving average price is $320.41 and its 200-day moving average price is $269.39.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm’s revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the company 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. On average, equities research analysts predict that Vertiv Holdings Co. will post 6.38 earnings per share for the current year.

Vertiv Announces Dividend

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

Analysts Set New Price Targets

A number of research firms recently issued reports on VRT. Bank of America raised their price objective on shares of Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Citigroup upped their target price on shares of Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. The Goldman Sachs Group lifted their price target on shares of Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Finally, Roth Capital reissued a “buy” rating and set a $355.00 price objective on shares of Vertiv in a research report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $342.73.

About Vertiv

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.