Royal Fund Management LLC Lowers Position in Vertiv Holdings Co. $VRT

Royal Fund Management LLC trimmed its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 78.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 23,631 shares of the company’s stock after selling 85,896 shares during the period. Royal Fund Management LLC’s holdings in Vertiv were worth $5,921,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Lingotto Investment Management LLP purchased a new position in Vertiv during the fourth quarter valued at $2,641,000. Norges Bank purchased a new stake in shares of Vertiv in the 4th quarter worth about $808,701,000. Sterling Investment Advisors Ltd. increased its stake in shares of Vertiv by 26.1% in the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock worth $3,641,000 after acquiring an additional 4,645 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new position in shares of Vertiv in the 4th quarter worth about $2,197,000. Finally, WD Rutherford LLC lifted its position in 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. 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 reported adjusted earnings of $1.52 per share, above the $1.43 analyst consensus and up from $0.95 a year earlier. Revenue rose 24% year over year to $3.27 billion, while operating profit increased 44%. Vertiv Holdings Co. Beats Q2 Earnings Estimates
• Positive Sentiment: The company raised its fiscal 2026 guidance across key metrics, including adjusted EPS of $6.65–$6.75 versus a consensus estimate of $6.47 and revenue of approximately $14 billion. Third-quarter revenue guidance of $3.7–$3.9 billion also exceeded expectations at the midpoint. Vertiv Reports Strong Second Quarter 2026 Results
• Neutral Sentiment: Coverage ahead of the report highlighted Vertiv as a major stock to watch because of its exposure to data-center infrastructure and artificial-intelligence-related demand. Analysts and investors were focused on whether strong growth could justify the company’s elevated valuation. Four Stocks to Watch on Wednesday
• Negative Sentiment: Second-quarter revenue of $3.27 billion fell short of the approximately $3.38 billion expected by Wall Street. The miss, reportedly tied partly to minor timing shifts, raised concerns that demand or execution may not be progressing quickly enough to support Vertiv’s premium valuation. Vertiv Reports Sales Below Analyst Estimates

Vertiv Price Performance

Shares of VRT opened at $223.03 on Thursday. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The company has a market capitalization of $85.67 billion, a P/E ratio of 56.04, a price-to-earnings-growth ratio of 1.16 and a beta of 2.03. The firm has a 50 day moving average of $309.27 and a 200 day moving average of $276.65. 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 quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the prior year, the firm posted $0.95 EPS. The firm’s quarterly revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, equities research analysts anticipate that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given 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 dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Wall Street Analysts Forecast Growth

VRT has been the topic of a number of recent research reports. TD Cowen upped their price objective on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Citigroup lifted 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. JPMorgan Chase & Co. upped their price target on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Piper Sandler set a $375.00 price objective on Vertiv in a research report on Wednesday. Finally, Barclays lifted their price objective on Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research note on Friday, May 15th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $342.71.

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.