Vertiv Holdings Co. $VRT Shares Acquired by Wellington Management Group LLP

Wellington Management Group LLP lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 14.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,794,360 shares of the company’s stock after purchasing an additional 468,380 shares during the period. Wellington Management Group LLP’s holdings in Vertiv were worth $1,270,428,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Empowered Funds LLC lifted its stake in Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after buying an additional 2,377 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in Vertiv during the 2nd quarter valued at $567,000. Cary Street Partners Financial LLC grew its holdings in Vertiv by 19.8% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after buying an additional 230 shares during the last quarter. Bank of Nova Scotia increased 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 worth $3,755,000 after buying an additional 9,712 shares in the last quarter. Finally, Ossiam purchased a new position in Vertiv during the second quarter worth $50,000. 89.92% of the stock is owned by hedge funds and other institutional investors.

More Vertiv News

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 Trading Down 4.9%

Shares of VRT opened at $256.20 on Friday. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The company has a market capitalization of $98.63 billion, a PE ratio of 57.96, a price-to-earnings-growth ratio of 1.11 and a beta of 2.06. The stock has a fifty day moving average of $288.73 and a two-hundred day moving average of $289.42. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. The business had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The business’s revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the firm 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, analysts forecast 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. Shareholders of record on Monday, June 15th were paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is presently 5.66%.

Analyst Ratings Changes

VRT has been the topic of several recent research reports. Barclays upped their price objective on Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Wall Street Zen cut Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, June 20th. Fox Advisors raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Loop Capital started coverage on shares of Vertiv in a research note on Thursday, May 14th. They issued a “buy” rating and a $500.00 target price for the company. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $368.00 target price on shares of Vertiv in a report on Friday, July 31st. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, Vertiv presently has an average rating of “Buy” and an average target price of $357.83.

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.