Total Clarity Wealth Management Inc. Reduces Holdings in Vertiv Holdings Co. $VRT

Total Clarity Wealth Management Inc. lowered its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 33.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,998 shares of the company’s stock after selling 4,029 shares during the quarter. Total Clarity Wealth Management Inc.’s holdings in Vertiv were worth $2,004,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of VRT. CreativeOne Wealth LLC grew its stake in Vertiv by 187.8% during the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after purchasing an additional 6,947 shares during the last quarter. Lingotto Investment Management LLP purchased a new stake in Vertiv in the fourth quarter valued at approximately $2,641,000. Norges Bank purchased a new position in Vertiv during the 4th quarter worth approximately $808,701,000. Sterling Investment Advisors Ltd. raised its holdings in shares of Vertiv by 26.1% during the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock worth $3,641,000 after purchasing an additional 4,645 shares during the last quarter. Finally, WD Rutherford LLC raised its stake in shares of Vertiv by 80.7% during the 4th quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock valued at $2,443,000 after buying an additional 6,734 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on VRT. Sanford C. Bernstein assumed coverage on Vertiv in a research note on Tuesday, June 9th. They issued an “outperform” rating and a $416.00 target price on the stock. Evercore reiterated an “outperform” rating and set a $425.00 price target on shares of Vertiv in a research report on Tuesday, May 12th. The Goldman Sachs Group boosted their price target on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Citigroup upped their price objective on Vertiv from $353.00 to $414.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, Bank of America lifted their target price on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a report on Friday, May 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $326.39.

Vertiv Price Performance

NYSE:VRT opened at $357.93 on Tuesday. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 52 week low of $110.06 and a 52 week high of $379.93. The stock’s 50-day moving average price is $322.97 and its 200-day moving average price is $251.27. The stock has a market capitalization of $137.48 billion, a PE ratio of 89.93, a price-to-earnings-growth ratio of 1.44 and a beta of 2.04.

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

Vertiv Dividend Announcement

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

About Vertiv

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.