Kera Capital Partners Inc. Trims Stake in Vertiv Holdings Co. $VRT

Kera Capital Partners Inc. cut its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 8.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 70,093 shares of the company’s stock after selling 6,453 shares during the period. Vertiv makes up approximately 2.2% of Kera Capital Partners Inc.’s investment portfolio, making the stock its 7th largest holding. Kera Capital Partners Inc.’s holdings in Vertiv were worth $17,564,000 as of its most recent SEC filing.

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

Vertiv Stock Down 1.8%

NYSE:VRT opened at $288.79 on Friday. The stock has a 50-day simple moving average of $320.41 and a 200 day simple moving average of $269.39. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a market cap of $110.93 billion, a PE ratio of 72.56, a PEG ratio of 1.27 and a beta of 2.03. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same quarter in the previous year, the business posted $0.64 EPS. The business’s quarterly 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. On average, sell-side analysts expect that Vertiv Holdings Co. will post 6.38 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
• Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
• Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the stock. HSBC began coverage on shares of Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target on the stock. Sanford C. Bernstein assumed coverage on Vertiv in a research note on Tuesday, June 9th. They set an “outperform” rating and a $416.00 price objective on the stock. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, June 20th. Evercore reissued an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a research note on Tuesday, May 12th. Finally, Roth Capital restated a “buy” rating and issued a $355.00 price target on shares of Vertiv in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Vertiv has an average rating of “Moderate Buy” and an average target price of $342.73.

Vertiv Company 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.