75,570 Shares of Vertiv Holdings Co. $VRT Bought by Vest Financial LLC

Vest Financial LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 75,570 shares of the company’s stock, valued at approximately $18,236,000.

Other hedge funds have also modified their holdings of the company. Sage Private Wealth Group LLC increased its holdings in shares of Vertiv by 5.8% during the 3rd quarter. Sage Private Wealth Group LLC now owns 912 shares of the company’s stock worth $220,000 after buying an additional 50 shares during the last quarter. Magnus Financial Group LLC raised its position in shares of Vertiv by 9.4% in the 3rd quarter. Magnus Financial Group LLC now owns 4,814 shares of the company’s stock worth $1,162,000 after buying an additional 412 shares during the period. AMG Asset Management Group Inc. acquired a new position in Vertiv in the third quarter valued at $276,000. Trifecta Capital Advisors LLC boosted its holdings in Vertiv by 6.2% in the third quarter. Trifecta Capital Advisors LLC now owns 31,990 shares of the company’s stock valued at $7,720,000 after acquiring an additional 1,864 shares during the last quarter. Finally, Crossmark Global Holdings Inc. boosted its holdings in Vertiv by 2.0% in the third quarter. Crossmark Global Holdings Inc. now owns 14,920 shares of the company’s stock valued at $3,600,000 after acquiring an additional 288 shares during the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Stock Down 8.0%

NYSE VRT opened at $195.19 on Friday. The stock has a market cap of $75.14 billion, a PE ratio of 44.16, a P/E/G ratio of 0.79 and a beta of 2.05. Vertiv Holdings Co. has a fifty-two week low of $147.82 and a fifty-two week high of $379.93. The business has a 50 day moving average price of $249.47 and a two-hundred day moving average price of $287.61. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62.

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, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same quarter last year, the company earned $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, sell-side analysts predict that Vertiv Holdings Co. will post 6.71 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were paid a $0.0625 dividend. The ex-dividend date was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is 5.66%.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Faster AI-factory deployment: Vertiv and NVIDIA introduced an approach using pre-engineered designs, virtual validation and factory-built infrastructure. The companies are targeting deployment cycles as short as 10–14 weeks—or 14 days for certain modular configurations—and up to 30% more cumulative AI-token output during the first year with the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Dassault Systèmes collaboration: Vertiv will combine its power and cooling expertise with Dassault Systèmes’ 3DEXPERIENCE platform to configure, simulate and validate AI factories before construction. The initiative could reduce field complexity and accelerate customer deployments. Dassault Systèmes and Vertiv collaboration
• Positive Sentiment: Potential earnings support: Analysts expect Vertiv’s earnings to grow ahead of next week’s quarterly report, with coverage highlighting the possibility of an earnings beat. The company also has strong interest coverage, which may help mitigate concerns about higher borrowing costs. Vertiv earnings outlook
• Neutral Sentiment: Elevated options activity: Investors traded 41,401 put options, about 29% above typical volume. The activity signals increased hedging or bearish speculation but does not by itself confirm a change in fundamentals.
• Negative Sentiment: AI spending-financing concerns: Investors questioned how major hyperscaler spending plans will be financed, pressuring power-equipment suppliers including Vertiv, GE Vernova and Eaton. This suggests concern that customers could delay or moderate orders despite strong long-term AI demand. AI spending and financing concerns
• Negative Sentiment: Valuation and target-price pressure: After the prior AI-factory announcement lifted the stock, Mizuho lowered its price target from $300 to $280. The pullback reflects skepticism that the long-term opportunity is fully translating into near-term earnings, particularly while Vertiv trades at a high earnings multiple. Mizuho Vertiv price-target reduction

Analyst Upgrades and Downgrades

Several brokerages have commented on VRT. Daiwa Securities Group dropped their price target on Vertiv from $400.00 to $340.00 and set a “buy” rating for the company in a research note on Tuesday, July 21st. Roth Capital reaffirmed a “buy” rating on shares of Vertiv in a research note on Tuesday. Wells Fargo & Company began coverage on Vertiv in a research note on Thursday, September 24th. They issued an “overweight” rating and a $340.00 price objective on the stock. Piper Sandler set a $375.00 target price on Vertiv in a report on Wednesday, July 29th. Finally, Loop Capital dropped their target price on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Vertiv currently has a consensus rating of “Moderate Buy” and an average target price of $335.67.

Insiders Place Their Bets

In related news, Director Edward Monser sold 15,287 shares of the firm’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This trade 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 Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.