Finivi Inc. Lowers Stake in Vertiv Holdings Co. $VRT

Finivi Inc. cut its holdings in Vertiv Holdings Co. (NYSE:VRT) by 28.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,746 shares of the company’s stock after selling 3,797 shares during the quarter. Vertiv comprises approximately 1.7% of Finivi Inc.’s portfolio, making the stock its 20th largest holding. Finivi Inc.’s holdings in Vertiv were worth $3,263,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in VRT. Empowered Funds LLC raised its stake in Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after acquiring an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Vertiv in the 2nd quarter valued at approximately $567,000. Cary Street Partners Financial LLC grew its stake in shares of Vertiv by 19.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after purchasing an additional 230 shares during the last quarter. Bank of Nova Scotia grew its stake in shares of 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 purchasing an additional 9,712 shares during the last quarter. Finally, Ossiam acquired a new position in shares of Vertiv in the second quarter valued at approximately $50,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on VRT shares. UBS Group restated a “buy” rating and set a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Bank of America boosted their price objective 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. BNP Paribas Exane assumed coverage on shares of Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price objective for the company. Morgan Stanley upped their price objective on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Finally, Glj Research upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 target price for the company in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $348.54.

Vertiv Stock Up 0.1%

Vertiv stock opened at $272.71 on Monday. The stock’s 50 day moving average price is $300.81 and its 200 day moving average price is $281.06. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The company has a market cap of $104.99 billion, a PE ratio of 61.70, a price-to-earnings-growth ratio of 1.12 and a beta of 2.06. 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 released 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. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same quarter in the prior year, the business posted $0.95 earnings per share. Vertiv’s revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, sell-side analysts predict that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

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