Vertiv Holdings Co. $VRT Shares Sold by Stanley Capital Management LLC

Stanley Capital Management LLC lessened its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 16.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 159,694 shares of the company’s stock after selling 31,006 shares during the quarter. Vertiv makes up 7.1% of Stanley Capital Management LLC’s investment portfolio, making the stock its 2nd largest holding. Stanley Capital Management LLC’s holdings in Vertiv were worth $53,469,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in VRT. SFE Investment Counsel lifted its position in shares of Vertiv by 1.1% in the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after purchasing an additional 32 shares in the last quarter. Versant Capital Management Inc increased its stake in Vertiv by 3.0% in the 2nd quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock valued at $387,000 after buying an additional 34 shares during the period. Webster Bank N. A. lifted its position in Vertiv by 6.9% in the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after buying an additional 35 shares in the last quarter. Sachetta LLC lifted its position in Vertiv by 41.4% in the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares in the last quarter. Finally, Pincus Capital Management LP boosted its stake in shares of Vertiv by 0.8% during the 1st quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock valued at $1,181,000 after buying an additional 38 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Up 0.2%

Vertiv stock opened at $255.52 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. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The firm’s fifty day simple moving average is $292.63 and its 200-day simple moving average is $288.52. The company has a market capitalization of $98.37 billion, a P/E ratio of 57.81, a P/E/G ratio of 1.05 and a beta of 2.06.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Sell-side analysts forecast that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid 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 was Monday, June 15th. Vertiv’s dividend payout ratio is 5.66%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on VRT shares. Glj Research upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price target on the stock in a report on Friday, August 7th. Royal Bank Of Canada reduced their price objective on Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Piper Sandler set a $375.00 target price on Vertiv in a research note on Wednesday, July 29th. Robert W. Baird set a $320.00 target price on Vertiv in a research report on Thursday, July 30th. Finally, Loop Capital started coverage on Vertiv in a research note on Thursday, May 14th. They set a “buy” rating and a $500.00 price target for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Buy” and a consensus target price of $357.83.

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.