Sterling Investment Advisors Ltd. Purchases New Position in Vertiv Holdings Co. $VRT

Sterling Investment Advisors Ltd. purchased a new position in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 17,831 shares of the company’s stock, valued at approximately $2,690,000.

Other large investors also recently added to or reduced their stakes in the company. Empowered Funds LLC lifted its stake in shares of Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares during the last quarter. Parallel Advisors LLC lifted its position in Vertiv by 21.0% in the second quarter. Parallel Advisors LLC now owns 4,152 shares of the company’s stock worth $533,000 after buying an additional 722 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in Vertiv by 34.1% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,030 shares of the company’s stock worth $132,000 after buying an additional 262 shares during the period. Sivia Capital Partners LLC bought a new position in Vertiv during the second quarter valued at $567,000. Finally, Focus Financial Network Inc. raised its stake in shares of Vertiv by 12.1% in the second quarter. Focus Financial Network Inc. now owns 5,829 shares of the company’s stock valued at $748,000 after acquiring an additional 627 shares during the period. 89.92% of the stock is owned by institutional investors.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: JPMorgan trimmed its price target slightly to $225 but kept an “overweight” rating, still implying significant upside vs. the current level — a reaffirmation from a large bank that supports investor confidence. JPMorgan cuts PT to $225, keeps overweight
• Positive Sentiment: Industry piece highlighting data-center cooling demand (driven by high-power AI chips such as NVIDIA H100) underscores a structural tailwind for Vertiv’s cooling and power infrastructure offerings. 3 Stocks Are Betting on Data Center Cooling
• Positive Sentiment: Zacks includes Vertiv on lists of AI/infra names to consider, reinforcing the narrative that Vertiv benefits from accelerating AI-related capex into data-center power and cooling. Best AI Stocks to Buy Now
• Positive Sentiment: Separate Zacks coverage highlights Vertiv as a strong momentum stock, which can attract momentum-driven flows and help lift the share price near-term. Why VRT is a Strong Momentum Stock
• Neutral Sentiment: Zacks notes increased investor attention to VRT, a sign of elevated flow/interest but not by itself directional on fundamentals. Vertiv Is Attracting Investor Attention
• Neutral Sentiment: Coverage noting mixed analyst views and headline pieces (Globe and Mail / MSN) reflects differing takes across brokers — creates near-term volatility but also liquidity for trend-followers. Analysts Conflicted on These Industrial Goods Names
• Negative Sentiment: Comparative pieces (VRT vs. APH) highlight peers like Amphenol gaining from liquid-cooling and datacom strength, suggesting competitive pressure and potential relative underperformance risk. VRT vs APH: Which Is the Better Buy?

Vertiv Stock Up 2.5%

Shares of NYSE:VRT opened at $176.91 on Friday. The business’s 50 day moving average is $170.29 and its 200 day moving average is $154.81. The stock has a market cap of $67.64 billion, a P/E ratio of 66.76, a price-to-earnings-growth ratio of 1.04 and a beta of 2.06. Vertiv Holdings Co. has a 52-week low of $53.60 and a 52-week high of $202.45. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, October 22nd. The company reported $1.24 earnings per share for the quarter, beating analysts’ consensus estimates of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The business had revenue of $2.68 billion during the quarter, compared to analyst estimates of $2.59 billion. During the same period in the previous year, the company posted $0.76 EPS. Vertiv’s revenue was up 29.0% on a year-over-year basis. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. Sell-side analysts predict that Vertiv Holdings Co. will post 3.59 EPS for the current year.

Vertiv Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Tuesday, November 25th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Tuesday, November 25th. This is a positive change from Vertiv’s previous quarterly dividend of $0.04. Vertiv’s dividend payout ratio (DPR) is currently 9.43%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Oppenheimer lifted their price target on shares of Vertiv from $190.00 to $195.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. Evercore ISI boosted their target price on Vertiv from $180.00 to $200.00 and gave the company an “outperform” rating in a research report on Monday, October 20th. Cfra Research upgraded Vertiv to a “moderate buy” rating in a report on Tuesday, October 7th. UBS Group boosted their price objective on Vertiv from $173.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Finally, Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and a consensus target price of $182.48.

Insider Activity at Vertiv

In other news, EVP Stephen Liang sold 5,501 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $170.48, for a total value of $937,810.48. Following the completion of the sale, the executive vice president owned 4,050 shares in the company, valued at approximately $690,444. The trade was a 57.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 2.63% of the company’s stock.

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.