Raiffeisen Bank International AG Sells 27,670 Shares of Vertiv Holdings Co. $VRT

Raiffeisen Bank International AG decreased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 15.6% in the 2nd quarter, HoldingsChannel reports. The firm owned 149,772 shares of the company’s stock after selling 27,670 shares during the quarter. Raiffeisen Bank International AG’s holdings in Vertiv were worth $45,976,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Sachetta LLC increased 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. Cornerstone Planning Group LLC grew its holdings in Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock worth $33,000 after acquiring an additional 49 shares during the last quarter. GoalVest Advisory LLC grew its holdings in Vertiv by 87.3% during the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company’s stock worth $50,000 after acquiring an additional 69 shares during the last quarter. Vermillion & White Wealth Management Group LLC increased its position in Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares in the last quarter. Finally, Center for Financial Planning Inc. increased its position in Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock valued at $39,000 after acquiring an additional 133 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on VRT. Evercore set a $375.00 price target on shares of Vertiv in a report on Wednesday, July 29th. UBS Group reiterated a “buy” rating and issued a $370.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. TD Cowen boosted their target price on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Loop Capital began coverage on Vertiv in a research note on Thursday, May 14th. They set a “buy” rating and a $500.00 price target on the stock. Finally, Glj Research upgraded 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. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and a consensus price target of $357.83.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Major expansion into data-center power: Vertiv agreed to acquire UtilityInnovation Group (UIG) for approximately $1.45 billion in cash, plus up to $1.15 billion tied to EBITDA targets. UIG adds microgrid controls, onsite-generation orchestration, specialized switchgear and behind-the-meter power systems. The deal extends Vertiv’s offering from grid interconnection to the chip and addresses the industry’s critical “time-to-power” bottleneck. Management expects the acquisition to be accretive to adjusted EPS in its first year after closing. Vertiv Announces Agreement to Acquire UtilityInnovation Group
• Positive Sentiment: AI infrastructure demand remains strong: Bullish coverage points to 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and projected third-quarter revenue growth of about 40%. Technical integration with NVIDIA and customer prepayments are viewed as indicators of durable demand. Vertiv was also identified as the leading AI/data-center stock held by billionaire-led funds, with 32 such funds reportedly owning shares. Vertiv Holdings: The Market Is Making The Same Mistake Twice
• Neutral Sentiment: Analyst consensus remains constructive: Brokerages maintain a “Moderate Buy” consensus, although a recent Zacks downgrade moved its view from “Strong Buy” to “Hold.” The split reflects strong growth prospects versus an elevated valuation and execution requirements.
• Neutral Sentiment: Dividend declared: Vertiv approved a $0.0625 quarterly dividend, payable September 24, equivalent to a $0.25 annual payout and roughly a 0.1% yield. The payment is unlikely to materially influence the shares.
• Negative Sentiment: Valuation and execution risks: Investors remain concerned that the UIG purchase is expensive, regulatory approval is pending and integration could prove difficult. Earlier revenue timing issues also triggered a selloff despite earnings beats, while a securities-law investigation announcement adds headline and litigation risk.
• Negative Sentiment: Insider selling: Director Edward Monser sold 15,287 shares worth approximately $3.88 million, reducing his holdings by about 48%. The transaction occurred under a pre-arranged Rule 10b5-1 plan, which lessens—but does not eliminate—its negative signaling effect. SEC Insider Transaction Filing

Vertiv Stock Performance

VRT stock opened at $268.10 on Friday. The business’s 50-day moving average price is $283.19 and its two-hundred day moving average price is $290.88. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The firm has a market cap of $103.22 billion, a PE ratio of 60.66, a P/E/G ratio of 1.06 and a beta of 2.07. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last released its quarterly earnings results 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 return on equity of 50.47% and a net margin of 15.09%.The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same quarter last year, the firm 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. As a group, research analysts forecast that Vertiv Holdings Co. will post 6.67 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be given a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, September 14th. Vertiv’s payout ratio is currently 5.66%.

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

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.