Vertiv Holdings Co. $VRT Shares Bought by Sei Investments Co.

Sei Investments Co. increased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 153.7% during the first quarter, Holdings Channel.com reports. The fund owned 567,581 shares of the company’s stock after acquiring an additional 343,900 shares during the quarter. Sei Investments Co.’s holdings in Vertiv were worth $142,221,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of VRT. Monograph Wealth Advisors LLC acquired a new stake in Vertiv during the 1st quarter valued at $387,000. Cetera Investment Advisers increased its position in Vertiv by 4.8% in the 1st quarter. Cetera Investment Advisers now owns 295,756 shares of the company’s stock worth $74,111,000 after purchasing an additional 13,470 shares during the last quarter. Levin Capital Strategies L.P. increased its holdings in Vertiv by 189.3% in the first quarter. Levin Capital Strategies L.P. now owns 3,243 shares of the company’s stock worth $813,000 after buying an additional 6,875 shares during the last quarter. Signature Equity Partners LLC raised its holdings in shares of Vertiv by 14.7% during the 1st quarter. Signature Equity Partners LLC now owns 664 shares of the company’s stock valued at $166,000 after purchasing an additional 85 shares in the last quarter. Finally, NewEdge Wealth LLC raised its holdings in Vertiv by 2.6% during the first quarter. NewEdge Wealth LLC now owns 11,517 shares of the company’s stock valued at $2,886,000 after buying an additional 290 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 0.9%

VRT opened at $303.91 on Friday. The firm has a 50 day simple moving average of $314.86 and a 200 day simple moving average of $273.92. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The company has a market cap of $116.74 billion, a price-to-earnings ratio of 76.36, a price-to-earnings-growth ratio of 1.30 and a beta of 2.03. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period last year, the company earned $0.64 EPS. The firm’s revenue was up 30.1% on a year-over-year basis. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.38 earnings per share for the current year.

Vertiv Dividend Announcement

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv announced it is expanding manufacturing and testing capacity at its Tognana Campus near Padua, a sign it is investing to meet stronger demand for its critical digital infrastructure products.
• Positive Sentiment: The company said it is helping deploy NVIDIA DGX GB300 AI computing capability at the Naval Postgraduate School, highlighting continued traction for Vertiv’s power, liquid cooling, rack, and installation services in high-density AI systems. Article Title
• Positive Sentiment: Several analyst and growth-focused articles reinforced the view that Vertiv has above-average financial growth and could continue benefiting from AI data center demand and rising 2026 guidance.
• Neutral Sentiment: Recent commentary also noted that VRT’s rally has cooled after a big run earlier this year, suggesting some investors may be pausing to reassess valuation after strong gains.
• Neutral Sentiment: Articles ahead of next week’s earnings suggested Wall Street expects another solid report, which could keep sentiment constructive but does not by itself confirm a new catalyst.
• Negative Sentiment: One recent market recap said VRT dipped more than the broader market in the prior session, reflecting short-term volatility even as the longer-term growth story remains intact.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on VRT shares. Roth Capital reissued a “buy” rating and issued a $355.00 price target on shares of Vertiv in a research report on Thursday, May 21st. Citigroup raised their target price on Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. TD Cowen raised their price target on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Bank of America boosted their target price on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Finally, Robert W. Baird initiated coverage on Vertiv in a report on Wednesday, July 15th. They issued an “outperform” rating and a $370.00 target price on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $343.48.

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.