Ables Iannone Moore & Associates Inc. Buys New Stake in Vertiv Holdings Co. $VRT

Ables Iannone Moore & Associates Inc. acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,461 shares of the company’s stock, valued at approximately $594,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Vertiv in the fourth quarter valued at about $2,197,000. Ritholtz Wealth Management lifted its position in shares of Vertiv by 137.5% in the 1st quarter. Ritholtz Wealth Management now owns 7,238 shares of the company’s stock worth $1,814,000 after acquiring an additional 4,190 shares during the period. Healthcare of Ontario Pension Plan Trust Fund grew its holdings in shares of Vertiv by 536.3% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company’s stock worth $19,134,000 after purchasing an additional 64,358 shares in the last quarter. Smithbridge Asset Management Inc. DE increased its position in shares of Vertiv by 30.7% during the fourth quarter. Smithbridge Asset Management Inc. DE now owns 160,005 shares of the company’s stock valued at $25,922,000 after purchasing an additional 37,550 shares during the period. Finally, Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Vertiv during the fourth quarter valued at approximately $490,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 31st. Evercore set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. UBS Group reiterated a “buy” rating and set a $370.00 target price on shares of Vertiv in a research report on Thursday, July 30th. BMO Capital Markets assumed coverage on shares of Vertiv in a research note on Sunday. They issued an “outperform” rating and a $329.00 target price on the stock. Finally, Robert W. Baird set a $320.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $348.24.

Vertiv Price Performance

Shares of NYSE:VRT traded up $1.17 on Tuesday, hitting $254.79. The stock had a trading volume of 2,244,332 shares, compared to its average volume of 6,372,272. The firm’s 50 day moving average price is $260.00 and its 200-day moving average price is $290.71. 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 twelve month low of $147.82 and a twelve month high of $379.93. The company has a market capitalization of $98.09 billion, a price-to-earnings ratio of 57.76, a price-to-earnings-growth ratio of 0.94 and a beta of 2.05.

Vertiv (NYSE:VRT) last announced its quarterly earnings results 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 firm 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%. The firm’s quarterly revenue was up 24.1% on a year-over-year basis. During the same period last year, the firm posted $0.95 EPS. 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 research analysts predict that Vertiv Holdings Co. will post 6.73 earnings per share for the current year.

Vertiv Announces Dividend

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

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: BMO Capital Markets upgraded Vertiv to “strong buy” after initiating coverage with an “outperform” rating and a $329 price target, implying substantial upside from recent trading levels. The bullish view reflects Vertiv’s exposure to expanding demand for data-center power and cooling infrastructure. BMO Capital Initiates Vertiv Holdings at Outperform With $329 Price Target
• Positive Sentiment: An investment article highlighted Vertiv as an overlooked AI beneficiary. As increasingly powerful AI chips generate more heat, data centers require advanced liquid-cooling and thermal-management systems—areas that could support Vertiv’s long-term revenue growth and competitive position. The Overlooked AI Stock Poised to Outperform Nvidia and Palantir
• Neutral Sentiment: Vertiv appointed Michael Resha as executive vice president of manufacturing, logistics and operational excellence. He will lead efforts to improve execution as AI and high-density computing drive demand; outgoing executive Anders Karlborg is moving to a special-operations role to support the transition. The change could improve operating performance, although near-term financial impact is unclear. Vertiv Appoints Michael Resha to Lead Global Manufacturing and Operational Excellence
• Negative Sentiment: GLJ Research initiated coverage with a “sell” rating and a $188 price target, representing roughly 26% downside from the cited share price. The bearish call contrasts sharply with BMO’s bullish outlook and may pressure the stock by raising concerns about valuation and future execution. Vertiv Now Covered by GLJ Research

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.