Vertiv Holdings Co. $VRT Shares Newly Acquired by Vest Financial LLC

Vest Financial LLC acquired a new stake in shares of Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 75,570 shares of the company’s stock, valued at approximately $18,236,000.

A number of other hedge funds have also recently bought and sold shares of the business. Jupiter Topco LLC acquired a new position in shares of Vertiv in the 2nd quarter valued at approximately $441,083,000. State Street Corp boosted its stake in shares of Vertiv by 4.5% during the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after buying an additional 704,970 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in shares of 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 valued at $604,059,000 after buying an additional 608,176 shares during the last quarter. OP Asset Management Ltd purchased a new position in shares of Vertiv during the 1st quarter valued at approximately $119,633,000. Finally, Wellington Management Group LLP increased its stake 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 buying an additional 468,380 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

Vertiv stock opened at $195.19 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv Holdings Co. has a 12 month low of $147.82 and a 12 month high of $379.93. The company has a fifty day moving average price of $249.47 and a two-hundred day moving average price of $287.61. The company has a market cap of $75.14 billion, a PE ratio of 44.16, a P/E/G ratio of 0.79 and a beta of 2.05.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm’s revenue was up 24.1% compared to the same quarter last year. During the same period in the prior 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. Research analysts expect that Vertiv Holdings Co. will post 6.71 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders 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 dividend yield of 0.1%. Vertiv’s payout ratio is 5.66%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Faster AI-factory deployment: Vertiv and NVIDIA introduced an approach using pre-engineered designs, virtual validation and factory-built infrastructure. The companies are targeting deployment cycles as short as 10–14 weeks—or 14 days for certain modular configurations—and up to 30% more cumulative AI-token output during the first year with the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Dassault Systèmes collaboration: Vertiv will combine its power and cooling expertise with Dassault Systèmes’ 3DEXPERIENCE platform to configure, simulate and validate AI factories before construction. The initiative could reduce field complexity and accelerate customer deployments. Dassault Systèmes and Vertiv collaboration
• Positive Sentiment: Potential earnings support: Analysts expect Vertiv’s earnings to grow ahead of next week’s quarterly report, with coverage highlighting the possibility of an earnings beat. The company also has strong interest coverage, which may help mitigate concerns about higher borrowing costs. Vertiv earnings outlook
• Neutral Sentiment: Elevated options activity: Investors traded 41,401 put options, about 29% above typical volume. The activity signals increased hedging or bearish speculation but does not by itself confirm a change in fundamentals.
• Negative Sentiment: AI spending-financing concerns: Investors questioned how major hyperscaler spending plans will be financed, pressuring power-equipment suppliers including Vertiv, GE Vernova and Eaton. This suggests concern that customers could delay or moderate orders despite strong long-term AI demand. AI spending and financing concerns
• Negative Sentiment: Valuation and target-price pressure: After the prior AI-factory announcement lifted the stock, Mizuho lowered its price target from $300 to $280. The pullback reflects skepticism that the long-term opportunity is fully translating into near-term earnings, particularly while Vertiv trades at a high earnings multiple. Mizuho Vertiv price-target reduction

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction dated 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 completion of the sale, the director owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. The Goldman Sachs Group cut their price target on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. HSBC decreased their price objective on shares of Vertiv from $376.00 to $365.00 and set a “buy” rating for the company in a report on Friday, July 31st. Wall Street Zen downgraded shares of Vertiv from a “buy” rating to a “hold” rating in a research report on Saturday, October 17th. Piper Sandler set a $375.00 target price on shares of Vertiv in a research report on Wednesday, July 29th. Finally, Daiwa Securities Group cut their target price on shares of Vertiv from $400.00 to $340.00 and set a “buy” rating on the stock in a research note on Tuesday, July 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $335.67.

Vertiv Company 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.