Mitsubishi UFJ Asset Management Co. Ltd. Grows Position in Vertiv Holdings Co. $VRT

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Vertiv Holdings Co. (NYSE:VRT) by 6.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 380,637 shares of the company’s stock after buying an additional 24,594 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.10% of Vertiv worth $57,423,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. increased its position in shares of Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after acquiring an additional 826,281 shares during the last quarter. State Street Corp boosted its position in shares of Vertiv by 5.7% during the 2nd quarter. State Street Corp now owns 8,269,839 shares of the company’s stock worth $1,061,930,000 after purchasing an additional 442,937 shares during the period. Geode Capital Management LLC increased its holdings in Vertiv by 3.4% in the 2nd quarter. Geode Capital Management LLC now owns 6,686,778 shares of the company’s stock valued at $856,082,000 after purchasing an additional 219,970 shares during the last quarter. Invesco Ltd. raised its position in Vertiv by 20.9% in the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after purchasing an additional 1,024,634 shares during the period. Finally, Norges Bank acquired a new position in Vertiv during the second quarter worth $538,132,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Down 1.9%

Shares of NYSE VRT opened at $254.25 on Friday. The business has a 50-day moving average of $195.04 and a two-hundred day moving average of $171.73. The company has a market capitalization of $97.27 billion, a price-to-earnings ratio of 74.56, a price-to-earnings-growth ratio of 1.29 and a beta of 2.08. Vertiv Holdings Co. has a 1 year low of $53.60 and a 1 year high of $264.86. The company has a debt-to-equity ratio of 0.73, a current ratio of 1.55 and a quick ratio of 1.22.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.07. The business had revenue of $2.88 billion for the quarter, compared to analyst estimates of $2.89 billion. Vertiv had a return on equity of 49.55% and a net margin of 13.03%.The business’s quarterly revenue was up 22.7% on a year-over-year basis. During the same quarter last year, the company earned $0.99 EPS. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, analysts forecast that Vertiv Holdings Co. will post 3.59 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on VRT. Mizuho lifted their price objective on Vertiv from $198.00 to $290.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Morgan Stanley reaffirmed an “overweight” rating and issued a $285.00 target price on shares of Vertiv in a research report on Friday, February 13th. Wolfe Research lowered shares of Vertiv from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, December 9th. JPMorgan Chase & Co. lowered their price objective on shares of Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $281.00 target price on shares of Vertiv in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Vertiv has a consensus rating of “Moderate Buy” and a consensus target price of $230.28.

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.