WINTON GROUP Ltd Buys New Shares in Vertiv Holdings Co. $VRT

WINTON GROUP Ltd purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 31,484 shares of the company’s stock, valued at approximately $10,541,000.

A number of other hedge funds also recently made changes to their positions in the stock. California State Teachers Retirement System increased its holdings in shares of Vertiv by 33,242.5% during the 2nd quarter. California State Teachers Retirement System now owns 185,501,329 shares of the company’s stock worth $62,109,555,000 after buying an additional 184,944,978 shares during the last quarter. State Street Corp grew its position in Vertiv by 2.8% during the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after acquiring an additional 235,577 shares during the period. Geode Capital Management LLC grew its position in Vertiv by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after acquiring an additional 143,821 shares during the period. Invesco Ltd. increased its stake in Vertiv by 2.1% during the fourth quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock worth $967,881,000 after acquiring an additional 121,618 shares during the last quarter. Finally, Norges Bank acquired a new stake in Vertiv during the fourth quarter worth about $808,701,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Price Performance

VRT stock opened at $262.70 on Thursday. The firm has a market cap of $101.14 billion, a P/E ratio of 59.43, a price-to-earnings-growth ratio of 1.19 and a beta of 2.07. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. Vertiv Holdings Co. has a 1 year low of $132.68 and a 1 year high of $379.93. The stock has a 50-day simple moving average of $280.32 and a 200-day simple moving average of $291.94.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 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 for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the company posted $0.95 EPS. Vertiv’s revenue for the quarter 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, equities analysts predict that Vertiv Holdings Co. will post 6.72 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be paid a $0.0625 dividend. The ex-dividend date is 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: Expansion into power infrastructure: Vertiv agreed to acquire UtilityInnovation Holdings for approximately $1.45 billion in cash, plus up to $1.15 billion in contingent consideration. The deal could strengthen Vertiv’s position in utility and power-delivery infrastructure supporting data-center growth and accelerate customer deployments. Vertiv UtilityInnovation acquisition analysis
• Positive Sentiment: Analysts remain broadly constructive: Coverage of Vertiv’s average brokerage recommendation indicates a favorable rating, and the company continues to receive attention as a momentum stock tied to long-term AI data-center infrastructure demand. Wall Street view on Vertiv
• Neutral Sentiment: Mixed earnings picture: Vertiv’s latest quarterly results included adjusted earnings of $1.52 per share, above the $1.43 consensus estimate, while revenue of $3.27 billion fell short of the $3.38 billion forecast. Revenue still increased 24.1% year over year, supporting the broader AI infrastructure growth thesis.
• Neutral Sentiment: Limited rating support: Jefferies maintained a Hold rating, suggesting analysts see meaningful growth potential but also believe the current valuation and execution risks are already reflected to some extent. Jefferies maintains Hold rating
• Negative Sentiment: Acquisition and valuation concerns: The transaction requires substantial upfront cash and additional payments tied to performance. With Vertiv trading at a high earnings multiple, investors may be demanding clearer evidence that the acquisition will generate sufficient returns, contributing to the stock’s decline. Why Vertiv underperformed the market

Analyst Upgrades and Downgrades

VRT has been the topic of several research analyst reports. Citigroup reduced their price objective on Vertiv from $414.00 to $358.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Barclays lifted their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Loop Capital started coverage on shares of Vertiv in a research note on Thursday, May 14th. They set a “buy” rating and a $500.00 price objective for the company. TD Cowen increased their price objective on shares of Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Finally, Weiss Ratings lowered shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, August 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $357.83.

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 Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.