Wellington Management Group LLP Increases Stake in Vertiv Holdings Co. $VRT

Wellington Management Group LLP grew its position in Vertiv Holdings Co. (NYSE:VRT) by 14.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,794,360 shares of the company’s stock after acquiring an additional 468,380 shares during the period. Wellington Management Group LLP owned about 0.99% of Vertiv worth $1,270,428,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in VRT. SFE Investment Counsel increased its position in Vertiv by 1.1% during the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after purchasing an additional 32 shares during the period. Versant Capital Management Inc lifted its holdings in shares of 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 holdings in shares of Vertiv by 6.9% in the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after buying an additional 35 shares during the period. Sachetta LLC boosted its stake in shares of Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $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% in the first 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 in the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on VRT shares. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 31st. Royal Bank Of Canada reduced their target price on Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Loop Capital began coverage on shares of Vertiv in a research note on Thursday, May 14th. They set a “buy” rating and a $500.00 price target on the stock. Finally, KeyCorp cut their price target on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $357.83.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

Vertiv Stock Performance

VRT opened at $256.20 on Friday. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The stock has a market cap of $98.63 billion, a P/E ratio of 57.96, a P/E/G ratio of 1.11 and a beta of 2.06. The stock’s 50 day simple moving average is $288.73 and its 200 day simple moving average is $289.42. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03.

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 the consensus estimate 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 return on equity of 50.47% and a net margin of 15.09%.Vertiv’s revenue was up 24.1% on a year-over-year basis. During the same period in the previous year, the firm 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. As a group, equities analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

The company 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 of this dividend was Monday, June 15th. Vertiv’s payout ratio is 5.66%.

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.