Strategy Asset Managers LLC Purchases 2,840 Shares of Vertiv Holdings Co. $VRT

Strategy Asset Managers LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 2,840 shares of the company’s stock, valued at approximately $685,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in VRT. Jupiter Topco LLC acquired a new stake in shares of Vertiv during the second quarter worth $441,083,000. State Street Corp boosted its position in shares of Vertiv by 4.5% in the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after acquiring an additional 704,970 shares during the period. Bank of New York Mellon Corp boosted its position in shares of Vertiv by 33.7% in the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock valued at $604,059,000 after acquiring an additional 608,176 shares during the period. OP Asset Management Ltd acquired a new position in shares of Vertiv in the first quarter valued at about $119,633,000. Finally, Wellington Management Group LLP grew its stake in shares of Vertiv by 14.1% in the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock valued at $1,270,428,000 after acquiring an additional 468,380 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were 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 in the company, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on VRT. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Vertiv from $331.00 to $323.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Piper Sandler set a $375.00 price objective on shares of Vertiv in a report on Wednesday, July 29th. Sanford C. Bernstein restated an “outperform” rating on shares of Vertiv in a research report on Monday, September 28th. Wall Street Zen upgraded shares of Vertiv from a “hold” rating to a “buy” rating in a research report on Saturday, September 19th. Finally, Mizuho lowered their target price on shares of Vertiv from $380.00 to $300.00 and set an “outperform” rating on the stock in a report on Thursday, July 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and an average price target of $337.15.

Vertiv Stock Performance

NYSE:VRT opened at $222.57 on Thursday. The company has a market cap of $85.69 billion, a price-to-earnings ratio of 50.35, a PEG ratio of 0.88 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 company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. The stock has a fifty day moving average price of $258.24 and a 200-day moving average price of $289.58.

Vertiv (NYSE:VRT) last issued 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. The company had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. Vertiv’s revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the business 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, equities analysts anticipate that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI infrastructure opportunity remains strong. Vertiv and Deloitte introduced a guide to help enterprises move AI projects from pilot programs into production, potentially supporting demand for Vertiv’s power and cooling infrastructure as companies expand AI deployments. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: RBC maintained an “outperform” rating. Royal Bank of Canada lowered its price target from $337 to $323, but the revised target still implies substantial upside from current levels, signaling continued long-term confidence. Vertiv price target update
• Neutral Sentiment: Third-quarter earnings are scheduled for October 28. Investors will be watching results and management’s outlook for evidence that AI-related demand is translating into revenue growth, margins and sustainable orders. Vertiv Announces Date of Third Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Vertiv is being compared unfavorably with Amphenol. Analysts noted that Vertiv benefits from AI infrastructure growth, while Amphenol has delivered stronger stock performance and offers a more diversified portfolio. The comparison may encourage some investors to rotate toward competitors. Vertiv vs. Amphenol
• Negative Sentiment: The stock underperformed the broader market. Vertiv’s sharp decline suggests investors are taking profits or reducing exposure to high-growth AI infrastructure stocks, with valuation and near-term expectations likely adding to selling pressure. Vertiv Dips More Than Broader Market

About Vertiv

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.