Family Legacy Financial Solutions LLC Increases Stock Holdings in Vertiv Holdings Co. $VRT

Family Legacy Financial Solutions LLC grew its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 99.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,292 shares of the company’s stock after buying an additional 2,638 shares during the period. Vertiv makes up 0.8% of Family Legacy Financial Solutions LLC’s holdings, making the stock its 23rd biggest position. Family Legacy Financial Solutions LLC’s holdings in Vertiv were worth $1,277,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in VRT. Jupiter Topco LLC bought a new stake in Vertiv during the second quarter worth about $441,083,000. Alkeon Capital Management LLC increased its holdings in shares of Vertiv by 178.2% during the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock worth $324,524,000 after buying an additional 1,283,110 shares in the last quarter. State Street Corp lifted its holdings in shares of Vertiv by 4.5% during the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock worth $5,535,087,000 after purchasing an additional 704,970 shares during the period. Bank of New York Mellon Corp raised its position in Vertiv by 33.7% during the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after purchasing an additional 608,176 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Vertiv by 24.2% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 2,657,948 shares of the company’s stock worth $430,614,000 after acquiring an additional 517,980 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Trading Down 2.6%

Shares of VRT traded down $6.52 during trading hours on Wednesday, reaching $246.62. 5,471,394 shares of the company traded hands, compared to its average volume of 6,378,606. Vertiv Holdings Co. has a 12 month low of $147.82 and a 12 month high of $379.93. The company’s fifty day moving average price is $260.15 and its two-hundred day moving average price is $290.46. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The company has a market capitalization of $94.95 billion, a price-to-earnings ratio of 55.80, a price-to-earnings-growth ratio of 0.94 and a beta of 2.05.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm’s revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter last year, the business posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities research analysts predict that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were issued a $0.0625 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s payout ratio is 5.66%.

Insider Activity at Vertiv

In other news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on VRT shares. Glj Research started coverage on Vertiv in a report on Tuesday. They set a “sell” rating and a $188.00 price target for the company. Royal Bank Of Canada reduced their price objective on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Robert W. Baird set a $320.00 target price on shares of Vertiv in a research note on Thursday, July 30th. KeyCorp lowered their price objective on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Finally, BMO Capital Markets assumed coverage on Vertiv in a research report on Sunday. They set an “outperform” rating and a $329.00 target price on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Vertiv has an average rating of “Moderate Buy” and an average target price of $348.24.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: BMO Capital Markets upgraded Vertiv to “strong buy,” signaling confidence in the company’s exposure to data-center power and cooling demand driven by artificial intelligence infrastructure. Vertiv Upgraded at BMO Capital Markets
• Positive Sentiment: An investment analysis describes Vertiv as a major AI-infrastructure beneficiary. Advanced AI chips require substantially greater cooling capacity, which supports demand for Vertiv’s thermal-management and power-distribution products. The Overlooked AI Stock Poised to Outperform Nvidia and Palantir
• Neutral Sentiment: A valuation review says Vertiv’s roughly five-year rally has significantly lifted investor expectations. The stock may be fairly valued if its long-term cash-flow growth remains strong, but the analysis highlights limited upside unless execution and cash generation exceed already optimistic assumptions. Vertiv Stock Stays Fairly Valued On Its Huge Five Year Run
• Negative Sentiment: GLJ Research initiated coverage with a “sell” rating and a $188 price target, implying considerable downside from recent trading levels. The bearish view adds pressure to a stock trading at a high earnings multiple. Vertiv Now Covered by GLJ Research
• Negative Sentiment: A Seeking Alpha analysis acknowledges Vertiv’s strong AI growth opportunity but warns that its valuation leaves little room for execution mistakes, slowing growth, margin pressure, or weaker-than-expected data-center spending. Vertiv: A Major AI Infrastructure Winner, But The Valuation Leaves Little Room For Error

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.