Vertiv Holdings Co. $VRT is Styrax Capital LP’s 8th Largest Position

Styrax Capital LP lessened its holdings in Vertiv Holdings Co. (NYSE:VRT) by 11.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 350,000 shares of the company’s stock after selling 45,347 shares during the period. Vertiv comprises approximately 6.1% of Styrax Capital LP’s portfolio, making the stock its 8th biggest position. Styrax Capital LP’s holdings in Vertiv were worth $87,703,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Empowered Funds LLC grew its position in shares of Vertiv by 25.9% in the first 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. Sivia Capital Partners LLC acquired a new position in Vertiv during the 2nd quarter valued at $567,000. Cary Street Partners Financial LLC raised its position in shares of Vertiv by 19.8% during the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after buying an additional 230 shares during the last quarter. Bank of Nova Scotia raised its holdings in Vertiv by 49.7% in the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after acquiring an additional 9,712 shares in the last quarter. Finally, Ossiam acquired a new position in shares of Vertiv in the second quarter valued at $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on VRT. Evercore reissued an “outperform” rating and issued a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. Oppenheimer upped their price objective on shares of Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Loop Capital began coverage on shares of Vertiv in a report on Thursday, May 14th. They set a “buy” rating and a $500.00 price objective for the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Vertiv in a research note on Tuesday, July 21st. Finally, Roth Capital reissued a “buy” rating and issued a $355.00 target price on shares of Vertiv in a report on Thursday, May 21st. Four analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $343.48.

Vertiv Stock Down 0.0%

Shares of NYSE VRT opened at $290.29 on Monday. Vertiv Holdings Co. has a 12-month low of $118.70 and a 12-month high of $379.93. The firm’s 50-day simple moving average is $313.24 and its 200 day simple moving average is $274.74. The company has a market cap of $111.50 billion, a price-to-earnings ratio of 72.94, a price-to-earnings-growth ratio of 1.25 and a beta of 2.03. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio is currently 6.28%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: KeyCorp upgraded Vertiv to “strong-buy”, a vote of confidence that signals analysts see more upside in the stock. Zacks.com
• Positive Sentiment: Vertiv is being highlighted as a leading AI infrastructure play, with Zacks arguing investors may prefer infrastructure names like VRT over AI chips and mega-cap tech for exposure to the AI boom. Article Title
• Positive Sentiment: Investors are anticipating Vertiv’s upcoming Q2 earnings, with expectations for strong revenue and EPS growth driven by AI-related demand, partnerships, and expansion efforts. Article Title
• Positive Sentiment: Vertiv announced it is expanding manufacturing and testing capacity at its Tognana campus near Padua, which could help it meet growing demand and support future sales. Article Title
• Positive Sentiment: The company also announced a deployment supporting the Naval Postgraduate School’s NVIDIA DGX GB300 system, showcasing Vertiv’s integrated power, liquid cooling, rack infrastructure, and installation services for high-density AI systems. Article Title
• Neutral Sentiment: Recent articles note that Vertiv’s rally has cooled after a big run-up, with the stock pulling back from prior gains; this suggests some profit-taking, though the longer-term growth story remains intact. Article Title
• Negative Sentiment: One recent note said Vertiv dipped more than the broader market in the latest session, reflecting short-term volatility despite the strong fundamental backdrop. Article Title

Vertiv 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.