KBC Group NV Grows Holdings in Vertiv Holdings Co. $VRT

KBC Group NV raised its stake in Vertiv Holdings Co. (NYSE:VRT) by 5.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 216,717 shares of the company’s stock after purchasing an additional 10,615 shares during the quarter. KBC Group NV’s holdings in Vertiv were worth $54,305,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. SEB Asset Management AB bought a new stake in Vertiv in the 1st quarter worth approximately $32,917,000. Vision Retirement LLC boosted its stake in Vertiv by 24.9% in the first quarter. Vision Retirement LLC now owns 511 shares of the company’s stock worth $128,000 after buying an additional 102 shares in the last quarter. Swiss National Bank grew its position in Vertiv by 7.2% during the first quarter. Swiss National Bank now owns 1,065,900 shares of the company’s stock valued at $267,093,000 after acquiring an additional 71,700 shares during the last quarter. World Equity Group Inc. grew its position in Vertiv by 3.5% during the first quarter. World Equity Group Inc. now owns 2,842 shares of the company’s stock valued at $712,000 after acquiring an additional 96 shares during the last quarter. Finally, Hanseatic Management Services Inc. purchased a new position in shares of Vertiv during the first quarter worth approximately $610,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 0.8%

Shares of VRT opened at $291.80 on Tuesday. The stock has a market capitalization of $112.08 billion, a P/E ratio of 73.32, a PEG ratio of 1.25 and a beta of 2.03. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The firm has a fifty day simple moving average of $318.90 and a two-hundred day simple moving average of $271.03.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, research analysts anticipate that Vertiv Holdings Co. will post 6.38 EPS for the current year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is buying Strategic Thermal Labs, adding proven cold-plate and server-side liquid cooling technology that should strengthen its position in fast-growing AI infrastructure markets. Vertiv (VRT) Is Buying Strategic Thermal Labs For AI Cooling Growth
• Positive Sentiment: The acquisition was also confirmed by Brown Gibbons Lang & Company, underscoring Vertiv’s continued push to deepen its thermal management and data center cooling portfolio. BGL Announces the Sale of Strategic Thermal Labs to Vertiv
• Neutral Sentiment: Vertiv is also attracting investor attention and online search interest, which may be adding to trading activity but does not itself change the company’s fundamentals. Vertiv Holdings Co. (VRT) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Some commentary on the stock has been cautious, including Jim Cramer advising investors to wait for a better entry point, which may temper enthusiasm for buying at current levels. Jim Cramer Says Wait Before Buying the Dip on Vertiv: “You’ll Get A Better Price.”

Analyst Upgrades and Downgrades

VRT has been the subject of a number of recent research reports. Robert W. Baird began coverage on shares of Vertiv in a report on Wednesday, July 15th. They issued an “outperform” rating and a $370.00 price objective for the company. Loop Capital started coverage on shares of Vertiv in a report on Thursday, May 14th. They set a “buy” rating and a $500.00 target price on the stock. Weiss Ratings cut shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Mizuho set a $380.00 price target on shares of Vertiv in a research note on Thursday, May 21st. Finally, Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $342.73.

Vertiv Company Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.