Vertiv Holdings Co. $VRT Stock: Pinnacle Associates Ltd. Decreases Holdings

Pinnacle Associates Ltd. trimmed its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 45,912 shares of the company’s stock after selling 3,905 shares during the quarter. Pinnacle Associates Ltd.’s holdings in Vertiv were worth $11,079,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. State Street Corp boosted its holdings in Vertiv by 4.5% in the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after purchasing an additional 704,970 shares during the period. Wellington Management Group LLP grew its position in shares of Vertiv by 14.1% during the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after purchasing an additional 468,380 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of Vertiv by 1.9% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock worth $678,890,000 after purchasing an additional 51,328 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Vertiv by 33.7% during 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 purchasing an additional 608,176 shares during the period. Finally, Legal & General Group Plc increased its holdings in shares of Vertiv by 1.1% during the second quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock worth $716,169,000 after purchasing an additional 23,444 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the sale, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

VRT has been the subject of a number of analyst reports. Jefferies Financial Group dropped their price target on shares of Vertiv from $320.00 to $245.00 and set a “hold” rating for the company in a research report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reduced their price target on Vertiv from $331.00 to $323.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. BMO Capital Markets began coverage on Vertiv in a research report on Sunday, October 4th. They set an “outperform” rating and a $329.00 price target on the stock. KeyCorp lowered their price objective on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, August 14th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $335.67.

Vertiv Trading Up 4.5%

VRT opened at $212.66 on Thursday. Vertiv Holdings Co. has a twelve month low of $147.82 and a twelve month high of $379.93. The company has a 50-day simple moving average of $251.33 and a 200 day simple moving average of $288.08. 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 stock has a market capitalization of $81.87 billion, a price-to-earnings ratio of 48.11, a P/E/G ratio of 0.76 and a beta of 2.05.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the prior year, the company posted $0.95 earnings per share. The business’s revenue for the quarter 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. Analysts predict that Vertiv Holdings Co. will post 6.71 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI factory collaboration with NVIDIA: Vertiv and NVIDIA introduced an approach combining pre-engineered reference designs, virtual validation and factory-built infrastructure. Vertiv said the system could enable deployment up to 10 times faster and deliver up to 30% more cumulative AI-token output during the first year using the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Analysts remain constructive: A market roundup identified Vertiv among industrial-goods stocks attracting bullish analyst views, reinforcing the long-term investment case tied to data-center and AI infrastructure demand. Analysts are bullish on Vertiv
• Positive Sentiment: Earnings optimism: Preview articles argue that Vertiv has favorable estimate trends and other factors that could support an earnings beat in next week’s report. Investors will be watching whether strong AI-related demand translates into revenue growth and margins. Vertiv earnings expectations
• Neutral Sentiment: Upcoming earnings are the next test: Vertiv is projected to report quarterly results on October 28. The release could clarify whether elevated AI infrastructure spending is supporting the company’s sales pipeline and whether its full-year outlook remains achievable. Vertiv projected earnings release
• Negative Sentiment: Price-target reduction: Mizuho lowered its Vertiv target from $300 to $280, signaling more cautious expectations despite the company’s AI growth prospects. Mizuho cuts Vertiv price target
• Negative Sentiment: Recent volatility remains a concern: Vertiv recently declined even as the broader market gained and had fallen sharply the prior week. With a relatively high valuation and elevated beta, investors may demand strong earnings execution to sustain the rebound. Vertiv recent stock decline

Vertiv Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.