Vertiv Holdings Co. $VRT Stock Holdings Lifted by Family Legacy Financial Solutions LLC

Family Legacy Financial Solutions LLC lifted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 99.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 5,292 shares of the company’s stock after buying an additional 2,638 shares during the period. Vertiv makes up about 0.8% of Family Legacy Financial Solutions LLC’s investment portfolio, making the stock its 23rd largest position. Family Legacy Financial Solutions LLC’s holdings in Vertiv were worth $1,277,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Jupiter Topco LLC bought a new stake in Vertiv during the 2nd quarter worth approximately $441,083,000. Alkeon Capital Management LLC raised its holdings in shares of Vertiv by 178.2% during the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock worth $324,524,000 after acquiring an additional 1,283,110 shares in the last quarter. State Street Corp grew its stake in shares of Vertiv by 4.5% in the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock worth $5,535,087,000 after buying an additional 704,970 shares in the last quarter. Bank of New York Mellon Corp increased its position in Vertiv by 33.7% during the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock valued at $604,059,000 after acquiring an additional 608,176 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its stake in Vertiv by 24.2% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,657,948 shares of the company’s stock worth $430,614,000 after buying an additional 517,980 shares during the period. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Analyst Ratings Changes

VRT has been the subject of a number of recent research reports. Glj Research began coverage on shares of Vertiv in a report on Tuesday. They issued a “sell” rating and a $188.00 target price for the company. Citigroup reduced their price objective on Vertiv from $414.00 to $358.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. BMO Capital Markets assumed coverage on shares of Vertiv in a report on Sunday. They set an “outperform” rating and a $329.00 price target for the company. Piper Sandler set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. Finally, Evercore set a $375.00 price target on Vertiv in a research note on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average price target of $348.24.

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the sale, the director owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: BMO Capital Markets upgraded Vertiv to “strong buy,” signaling confidence in the company’s exposure to data-center power and cooling demand driven by artificial intelligence infrastructure. Vertiv Upgraded at BMO Capital Markets
• Positive Sentiment: An investment analysis describes Vertiv as a major AI-infrastructure beneficiary. Advanced AI chips require substantially greater cooling capacity, which supports demand for Vertiv’s thermal-management and power-distribution products. The Overlooked AI Stock Poised to Outperform Nvidia and Palantir
• Neutral Sentiment: A valuation review says Vertiv’s roughly five-year rally has significantly lifted investor expectations. The stock may be fairly valued if its long-term cash-flow growth remains strong, but the analysis highlights limited upside unless execution and cash generation exceed already optimistic assumptions. Vertiv Stock Stays Fairly Valued On Its Huge Five Year Run
• Negative Sentiment: GLJ Research initiated coverage with a “sell” rating and a $188 price target, implying considerable downside from recent trading levels. The bearish view adds pressure to a stock trading at a high earnings multiple. Vertiv Now Covered by GLJ Research
• Negative Sentiment: A Seeking Alpha analysis acknowledges Vertiv’s strong AI growth opportunity but warns that its valuation leaves little room for execution mistakes, slowing growth, margin pressure, or weaker-than-expected data-center spending. Vertiv: A Major AI Infrastructure Winner, But The Valuation Leaves Little Room For Error

Vertiv Trading Down 2.6%

Vertiv stock traded down $6.52 during trading on Wednesday, hitting $246.62. The company’s stock had a trading volume of 5,471,394 shares, compared to its average volume of 6,378,606. The stock has a market capitalization of $94.95 billion, a price-to-earnings ratio of 55.80, a P/E/G ratio of 0.94 and a beta of 2.05. The stock’s fifty day moving average is $260.15 and its 200 day moving average is $290.46. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year 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.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same quarter last year, the firm posted $0.95 earnings per share. Vertiv’s revenue for the quarter was up 24.1% compared to the same quarter last year. 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, equities research analysts predict that Vertiv Holdings Co. will post 6.73 EPS for the current year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s dividend payout ratio (DPR) is currently 5.66%.

Vertiv Company Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.