Nissay Asset Management Corp Japan Has $34.90 Million Position in Vertiv Holdings Co. $VRT

Nissay Asset Management Corp Japan cut its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 44.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 104,232 shares of the company’s stock after selling 83,721 shares during the period. Nissay Asset Management Corp Japan’s holdings in Vertiv were worth $34,899,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. SFE Investment Counsel grew its stake in shares of Vertiv by 1.1% in 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 in the last quarter. Versant Capital Management Inc increased its position in shares of 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 purchasing an additional 34 shares during the last quarter. Webster Bank N. A. raised its stake in shares of Vertiv by 6.9% during the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after purchasing an additional 35 shares during the period. Sachetta LLC raised its stake in shares of Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares during the period. Finally, Pincus Capital Management LP boosted its holdings in shares of Vertiv by 0.8% in the 1st quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock worth $1,181,000 after buying an additional 38 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on VRT shares. TD Cowen increased 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. Barclays lifted their price objective on shares of Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Mizuho set a $380.00 target price on shares of Vertiv in a research note on Thursday, May 21st. Piper Sandler set a $375.00 target price on shares of Vertiv in a research report on Wednesday, July 29th. Finally, Evercore set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Vertiv currently has an average rating of “Buy” and an average price target of $357.83.

Vertiv Trading Down 4.9%

Shares of Vertiv stock opened at $256.20 on Friday. The stock has a market capitalization of $98.63 billion, a P/E ratio of 57.96, a P/E/G ratio of 1.11 and a beta of 2.06. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. The stock’s 50-day simple moving average is $288.73 and its 200 day simple moving average is $289.42.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping 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 net margin of 15.09% and a return on equity of 50.47%. The company’s quarterly revenue was up 24.1% on a year-over-year basis. During the same quarter last 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, research analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s dividend payout ratio is presently 5.66%.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

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.