Stableford Capital II LLC Takes Position in Vertiv Holdings Co. $VRT

Stableford Capital II LLC purchased a new position in Vertiv Holdings Co. (NYSE:VRT) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,213 shares of the company’s stock, valued at approximately $1,076,000.

Several other institutional investors have also made changes to their positions in VRT. Lingotto Investment Management LLP bought a new stake in shares of Vertiv in the 4th quarter valued at approximately $2,641,000. Norges Bank acquired a new stake in Vertiv in the fourth quarter valued at approximately $808,701,000. Sterling Investment Advisors Ltd. lifted its stake in Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after acquiring an additional 4,645 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in Vertiv in the fourth quarter worth approximately $2,197,000. Finally, WD Rutherford LLC grew its position in Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after acquiring an additional 6,734 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

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 stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Evercore set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Piper Sandler set a $375.00 price objective on shares of Vertiv in a report on Wednesday, July 29th. Weiss Ratings downgraded shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, August 14th. Oppenheimer restated an “outperform” rating and set a $325.00 target price on shares of Vertiv in a report on Thursday, July 30th. Finally, Barclays boosted their price target on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Two 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 MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $357.83.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s presentation at the Goldman Sachs Communacopia + Technology Conference kept attention focused on the company’s exposure to AI-driven data-center power and cooling demand. The event may support the bullish growth narrative, although the provided report does not identify a new forecast or major announcement. Vertiv Goldman Sachs conference transcript
• Positive Sentiment: Zacks identified VRT as a highly rated momentum stock, reinforcing the view that strong investor demand and favorable price trends could continue over the long term. This is a quantitative/style assessment rather than a new fundamental company announcement. Zacks momentum analysis
• Neutral Sentiment: Jefferies maintained its Hold rating on Vertiv, signaling that the firm sees a balanced risk-reward profile rather than a clear near-term catalyst. Jefferies maintains Hold rating
• Neutral Sentiment: Q2 industry coverage places Vertiv within a broader electrical-systems group benefiting from data-center investment. Vertiv delivered strong earnings growth in its latest reported quarter, but revenue came in below consensus, leaving investors focused on execution and demand durability. Q2 electrical systems earnings roundup
• Negative Sentiment: Flex’s $4.4 billion acquisition of EPC Power strengthens a competing supplier’s AI-data-center power portfolio, potentially increasing competitive pressure on Vertiv even as the deal validates strong industry demand. Flex EPC Power acquisition

Vertiv Price Performance

Shares of Vertiv stock opened at $290.40 on Wednesday. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The firm has a fifty day simple moving average of $281.30 and a 200-day simple moving average of $291.80. The stock has a market capitalization of $111.80 billion, a price-to-earnings ratio of 65.70, a PEG ratio of 1.15 and a beta of 2.07. Vertiv Holdings Co. has a 1-year low of $120.83 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business’s quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.95 EPS. 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, sell-side analysts expect that Vertiv Holdings Co. will post 6.72 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be paid a $0.0625 dividend. The ex-dividend date is Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is presently 5.66%.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.