Vertiv Holdings Co. $VRT Shares Purchased by Callan Family Office LLC

Callan Family Office LLC increased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 35.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 18,320 shares of the company’s stock after buying an additional 4,767 shares during the quarter. Callan Family Office LLC’s holdings in Vertiv were worth $6,134,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vermillion & White Wealth Management Group LLC lifted its stake in Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after buying an additional 56 shares during the last quarter. Sankala Group LLC purchased a new position in shares of Vertiv during the fourth quarter worth approximately $27,000. Meeder Asset Management Inc. grew its position in shares of Vertiv by 211.3% during the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after acquiring an additional 112 shares during the last quarter. Rossby Financial LCC purchased a new position in shares of Vertiv during the fourth quarter worth approximately $27,000. Finally, Kohmann Bosshard Financial Services LLC acquired a new position in shares of Vertiv in the 4th quarter valued at $29,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE:VRT opened at $262.36 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The firm has a market cap of $101.01 billion, a price-to-earnings ratio of 59.36, a price-to-earnings-growth ratio of 1.09 and a beta of 2.06. The firm’s fifty day moving average price is $294.65 and its 200 day moving average price is $286.87. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the prior year, the firm earned $0.95 EPS. Vertiv’s quarterly revenue was up 24.1% on a year-over-year basis. 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 expect that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Dividend Announcement

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 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s payout ratio is 5.66%.

Analyst Upgrades and Downgrades

Several analysts recently commented on VRT shares. Citigroup reduced their price target on shares of Vertiv from $414.00 to $358.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Oppenheimer restated an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. UBS Group reaffirmed a “buy” rating and issued a $370.00 target price on shares of Vertiv in a report on Thursday, July 30th. Roth Capital reiterated a “buy” rating and set a $355.00 target price on shares of Vertiv in a research note on Thursday, May 21st. Finally, Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a report on Friday, July 31st. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Vertiv currently has an average rating of “Buy” and a consensus price target 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.