16,350 Vertiv Holdings Co. $VRT Shares Acquired by Inspire Investing LLC

Inspire Investing LLC raised its position in Vertiv Holdings Co. (NYSE:VRT) by 25.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 80,649 shares of the company’s stock after buying an additional 16,350 shares during the quarter. Vertiv comprises about 0.8% of Inspire Investing LLC’s holdings, making the stock its 13th largest position. Inspire Investing LLC’s holdings in Vertiv were worth $19,461,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. State Street Corp increased 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 worth $5,535,087,000 after acquiring an additional 704,970 shares during the last quarter. Wellington Management Group LLP raised its stake in Vertiv by 14.1% in the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock valued at $1,270,428,000 after acquiring an additional 468,380 shares during the period. Legal & General Group Plc lifted its holdings in Vertiv by 1.1% during the second quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock valued at $716,169,000 after purchasing an additional 23,444 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in Vertiv by 1.9% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock valued at $678,890,000 after purchasing an additional 51,328 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in 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 valued at $604,059,000 after purchasing an additional 608,176 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. BMO Capital Markets started coverage on shares of Vertiv in a research note on Sunday, October 4th. They issued an “outperform” rating and a $329.00 target price for the company. Royal Bank Of Canada cut their price objective on shares of Vertiv from $337.00 to $323.00 and set an “outperform” rating for the company in a report on Wednesday, October 14th. Loop Capital cut their price objective on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a report on Friday, July 31st. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Vertiv from $331.00 to $323.00 and set a “buy” rating for the company in a research note on Wednesday, September 30th. Finally, Robert W. Baird set a $320.00 target price on shares of Vertiv and gave the company an “outperform” rating in a report on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $335.67.

Insider Transactions at Vertiv

In other Vertiv 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 value of $3,880,146.34. Following the sale, the director directly owned 16,500 shares in the company, valued at $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, 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.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and NVIDIA introduced the DSX POD AI-factory reference design, targeting deployment in as little as 14 days versus roughly six months for traditional builds. Vertiv also said the NVIDIA DSX platform could deliver up to 30% greater cumulative AI-token output during the first year, supporting the company’s growth opportunity in data-center power and cooling. What Is Vertiv Holdings Co Really Changing With 14 Day AI Factory Builds?
• Positive Sentiment: A collaboration with Dassault Systèmes will allow AI-factory infrastructure to be designed, simulated and validated before construction, potentially reducing deployment complexity and accelerating customer capacity additions. Dassault Systèmes and Vertiv Team to Accelerate AI Factory Design and Deployment
• Positive Sentiment: Analysts continue to view Vertiv favorably, with the stock receiving a “Moderate Buy” consensus rating. Its strong interest-coverage ratio may also help mitigate concerns about higher borrowing costs. Vertiv Stock Rated Moderate Buy by Wall Street Analysts
• Neutral Sentiment: Vertiv will participate in a fireside chat at the Baird 2026 Global Industrial Conference on November 10. The event could provide updates on demand and guidance, but the announcement itself contains no new financial information. Vertiv to Participate in Upcoming Investor Conference
• Neutral Sentiment: Elevated investor searches indicate heightened attention to VRT, but search activity is not a fundamental catalyst by itself. Investors Heavily Search Vertiv
• Negative Sentiment: Investors are questioning whether planned AI infrastructure spending can be financed, pressuring Vertiv and other power-equipment suppliers. Unusually heavy put-option buying added to the bearish signal, with put volume about 29% above typical levels.

Vertiv Stock Down 0.6%

VRT stock opened at $194.40 on Friday. 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 $74.84 billion, a PE ratio of 43.98, a PEG ratio of 0.73 and a beta of 2.05. Vertiv Holdings Co. has a twelve month low of $147.82 and a twelve month high of $379.93. The stock has a 50-day simple moving average of $247.47 and a two-hundred day simple moving average of $286.96.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. The firm 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 business posted $0.95 earnings per share. The company’s 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. On average, equities analysts predict that Vertiv Holdings Co. will post 6.71 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors 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 yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s dividend payout ratio is 5.66%.

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.