LDR Capital Management LLC Acquires 7,248 Shares of Vertiv Holdings Co. $VRT

LDR Capital Management LLC grew its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 111.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,749 shares of the company’s stock after buying an additional 7,248 shares during the quarter. Vertiv accounts for about 3.8% of LDR Capital Management LLC’s investment portfolio, making the stock its 9th biggest position. LDR Capital Management LLC’s holdings in Vertiv were worth $3,318,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of VRT. SFE Investment Counsel lifted its stake in shares of Vertiv by 1.1% during the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after acquiring an additional 32 shares during the last quarter. Versant Capital Management Inc boosted its holdings in Vertiv by 3.0% during the 2nd quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock valued at $387,000 after acquiring an additional 34 shares during the period. Webster Bank N. A. boosted its holdings in Vertiv by 6.9% during the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after acquiring an additional 35 shares during the period. Sachetta LLC boosted its holdings in Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after acquiring an additional 36 shares during the period. Finally, Pincus Capital Management LP grew its position in Vertiv by 0.8% in the 1st quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock valued at $1,181,000 after acquiring an additional 38 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on VRT. Evercore set a $375.00 target price on Vertiv in a research note on Wednesday, July 29th. Piper Sandler set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. The Goldman Sachs Group lowered their target price on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Zacks Research lowered shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Finally, Loop Capital cut their price target on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $337.15.

Vertiv Stock Performance

Shares of NYSE:VRT opened at $222.57 on Thursday. The firm’s 50 day simple moving average is $258.24 and its 200-day simple moving average is $289.58. 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 one year low of $147.82 and a one year high of $379.93. The firm has a market cap of $85.69 billion, a PE ratio of 50.35, a price-to-earnings-growth ratio of 0.88 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 analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. Vertiv’s quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter in the previous 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 predict that Vertiv Holdings Co. will post 6.73 EPS for the current year.

Vertiv Announces Dividend

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

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction on 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 sale, 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 position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

Key Stories Impacting Vertiv

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

Vertiv Company 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.