Stephens Inc. AR Reduces Position in Vertiv Holdings Co. $VRT

Stephens Inc. AR trimmed its holdings in Vertiv Holdings Co. (NYSE:VRT) by 3.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,742 shares of the company’s stock after selling 1,945 shares during the period. Stephens Inc. AR’s holdings in Vertiv were worth $11,963,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Vermillion & White Wealth Management Group LLC grew its stake in Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares in the last quarter. Sankala Group LLC acquired a new position in shares of Vertiv during the 4th quarter worth approximately $27,000. Meeder Asset Management Inc. boosted its holdings in shares of Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after purchasing an additional 112 shares during the last quarter. Rossby Financial LCC purchased a new stake in shares of Vertiv in the fourth quarter valued at approximately $27,000. Finally, Park Place Capital Corp grew its position in shares of Vertiv by 624.0% in the fourth quarter. Park Place Capital Corp now owns 181 shares of the company’s stock valued at $29,000 after purchasing an additional 156 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Trading Down 8.6%

VRT traded down $27.53 on Tuesday, hitting $290.94. The company had a trading volume of 1,862,430 shares, compared to its average volume of 6,948,084. The firm has a market cap of $111.75 billion, a P/E ratio of 72.92, a PEG ratio of 1.30 and a beta of 2.03. Vertiv Holdings Co. has a 1 year low of $110.06 and a 1 year high of $379.93. The company’s fifty day moving average price is $324.54 and its 200 day moving average price is $259.86. 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 (NYSE:VRT) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same quarter last year, the firm posted $0.64 earnings per share. Vertiv’s revenue was up 30.1% compared to the same quarter last year. 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 6.37 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Analyst Upgrades and Downgrades

Several research firms recently commented on VRT. Roth Capital reaffirmed a “buy” rating and issued a $355.00 price target on shares of Vertiv in a report on Thursday, May 21st. Wall Street Zen cut Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 20th. HSBC assumed coverage on Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price for the company. Barclays lifted their price target on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Finally, TD Cowen boosted their price target on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $326.39.

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.