Natixis Advisors LLC Raises Position in Vertiv Holdings Co. $VRT

Natixis Advisors LLC increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 9.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 92,262 shares of the company’s stock after acquiring an additional 7,686 shares during the quarter. Natixis Advisors LLC’s holdings in Vertiv were worth $14,947,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Empowered Funds LLC raised its position in Vertiv by 25.9% during the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Vertiv during the second quarter valued at about $567,000. Cary Street Partners Financial LLC raised its position in Vertiv by 19.8% during the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after purchasing an additional 230 shares in the last quarter. Bank of Nova Scotia raised its position in Vertiv by 49.7% during the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after purchasing an additional 9,712 shares in the last quarter. Finally, Ossiam purchased a new stake in Vertiv during the second quarter valued at about $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. JPMorgan Chase & Co. raised their price target on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research report on Friday, April 24th. BNP Paribas Exane assumed coverage on Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target on the stock. Barclays raised their price target on Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Evercore restated an “outperform” rating and set a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. Finally, Morgan Stanley raised their price target on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $322.32.

Vertiv Stock Down 7.2%

VRT opened at $300.44 on Friday. The company has a market cap of $115.40 billion, a P/E ratio of 75.49, a P/E/G ratio of 1.30 and a beta of 2.03. The business’s 50-day moving average price is $311.65 and its 200-day moving average price is $239.87. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 12 month low of $107.38 and a 12 month high of $379.93.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s quarterly revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities analysts expect that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Monday, June 15th will be issued a $0.0625 dividend. The ex-dividend date is Monday, June 15th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

Vertiv Profile

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company’s product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.