Strategy Asset Managers LLC Makes New $685,000 Investment in Vertiv Holdings Co. $VRT

Strategy Asset Managers LLC acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,840 shares of the company’s stock, valued at approximately $685,000.

Several other large investors have also bought and sold shares of the business. Jupiter Topco LLC bought a new position in Vertiv in the second quarter valued at about $441,083,000. State Street Corp raised its stake in 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 acquiring an additional 704,970 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of Vertiv by 33.7% in the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after acquiring an additional 608,176 shares during the last quarter. OP Asset Management Ltd bought a new position in shares of Vertiv in the first quarter worth about $119,633,000. Finally, Wellington Management Group LLP lifted its holdings in shares of Vertiv by 14.1% in the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after acquiring an additional 468,380 shares during the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Trading Down 6.2%

Shares of VRT stock opened at $222.57 on Thursday. Vertiv Holdings Co. has a twelve month low of $147.82 and a twelve month high of $379.93. The stock’s fifty day simple moving average is $258.24 and its 200 day simple moving average is $289.58. 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 firm has a market capitalization of $85.69 billion, a P/E ratio of 50.35, a P/E/G ratio of 0.88 and a beta of 2.05.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. The business’s quarterly revenue was up 24.1% on a year-over-year basis. During the same period last year, the company earned $0.95 earnings per share. 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, sell-side analysts predict that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Insider Activity

In related news, Director Edward Monser sold 15,287 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were 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. This trade represents a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI infrastructure opportunity remains strong. Vertiv and Deloitte introduced a guide to help enterprises move AI projects from pilot programs into production, potentially supporting demand for Vertiv’s power and cooling infrastructure as companies expand AI deployments. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: RBC maintained an “outperform” rating. Royal Bank of Canada lowered its price target from $337 to $323, but the revised target still implies substantial upside from current levels, signaling continued long-term confidence. Vertiv price target update
• Neutral Sentiment: Third-quarter earnings are scheduled for October 28. Investors will be watching results and management’s outlook for evidence that AI-related demand is translating into revenue growth, margins and sustainable orders. Vertiv Announces Date of Third Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Vertiv is being compared unfavorably with Amphenol. Analysts noted that Vertiv benefits from AI infrastructure growth, while Amphenol has delivered stronger stock performance and offers a more diversified portfolio. The comparison may encourage some investors to rotate toward competitors. Vertiv vs. Amphenol
• Negative Sentiment: The stock underperformed the broader market. Vertiv’s sharp decline suggests investors are taking profits or reducing exposure to high-growth AI infrastructure stocks, with valuation and near-term expectations likely adding to selling pressure. Vertiv Dips More Than Broader Market

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. HSBC reduced their price target on shares of Vertiv from $376.00 to $365.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Wells Fargo & Company assumed coverage on shares of Vertiv in a research report on Thursday, September 24th. They set an “overweight” rating and a $340.00 price objective for the company. KeyCorp lowered their price objective on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Weiss Ratings downgraded shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Vertiv in a research note on Monday, September 28th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $337.15.

About Vertiv

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.