OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Cuts Position in Vertiv Holdings Co. $VRT

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its holdings in Vertiv Holdings Co. (NYSE:VRT) by 77.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,057 shares of the company’s stock after selling 74,343 shares during the quarter. OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Vertiv were worth $3,573,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Sankala Group LLC purchased a new stake in Vertiv during the fourth quarter worth about $27,000. Meeder Asset Management Inc. boosted its holdings in Vertiv by 211.3% during the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after buying an additional 112 shares in the last quarter. Rossby Financial LCC acquired a new position in Vertiv during the fourth quarter worth about $27,000. Finally, Park Place Capital Corp grew its position in Vertiv by 624.0% during the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after buying an additional 156 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

VRT has been the subject of a number of research reports. Morgan Stanley lifted their price target on shares of Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Wall Street Zen cut Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday. Bank of America raised their price objective on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Finally, Roth Mkm reiterated a “buy” rating and set a $355.00 target price on shares of Vertiv in a research report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $326.39.

Vertiv Stock Performance

NYSE:VRT opened at $333.49 on Friday. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $128.10 billion, a P/E ratio of 83.79, a price-to-earnings-growth ratio of 1.44 and a beta of 2.03. The firm has a 50-day moving average price of $321.56 and a two-hundred day moving average price of $249.52. Vertiv Holdings Co. has a twelve month low of $110.06 and a twelve month high of $379.93.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion for the quarter, compared to the consensus estimate 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 prior year, the firm 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. As a group, research analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 15th will be given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Monday, June 15th. Vertiv’s payout ratio is currently 6.28%.

About Vertiv

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.