Vertiv Holdings Co. $VRT Stock: Fortitude Advisory Group L.L.C. Reduces Position

Fortitude Advisory Group L.L.C. reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 40.2% in the third quarter, Holdings Channel.com reports. The fund owned 3,453 shares of the company’s stock after selling 2,325 shares during the period. Fortitude Advisory Group L.L.C.’s holdings in Vertiv were worth $833,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in VRT. Jupiter Topco LLC bought a new stake in shares of Vertiv during the 2nd quarter valued at $441,083,000. State Street Corp lifted its holdings in Vertiv by 4.5% during the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock worth $5,535,087,000 after purchasing an additional 704,970 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in Vertiv by 33.7% during the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after purchasing an additional 608,176 shares in the last quarter. OP Asset Management Ltd bought a new position in Vertiv in the 1st quarter worth about $119,633,000. Finally, Wellington Management Group LLP boosted its stake in Vertiv by 14.1% in the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after purchasing an additional 468,380 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction dated Tuesday, September 1st. The stock was 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 approximately $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on VRT shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Vertiv in a report on Monday, September 28th. Oppenheimer reissued an “outperform” rating and issued a $325.00 price target (down from $353.00) on shares of Vertiv in a report on Thursday, July 30th. Piper Sandler set a $375.00 price target on shares of Vertiv in a report on Wednesday, July 29th. Jefferies Financial Group cut their price objective on shares of Vertiv from $320.00 to $245.00 and set a “hold” rating for the company in a research report on Thursday, July 30th. Finally, Wall Street Zen raised shares of Vertiv from a “hold” rating to a “buy” rating in a research note on Saturday, September 19th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $336.41.

Vertiv Trading Down 3.4%

Vertiv stock opened at $215.21 on Friday. The stock has a market cap of $82.86 billion, a P/E ratio of 48.69, a PEG ratio of 0.83 and a beta of 2.05. Vertiv Holdings Co. has a fifty-two week low of $147.82 and a fifty-two week high of $379.93. The firm’s fifty day moving average price is $257.04 and its 200-day moving average price is $289.33. 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, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. During the same quarter last year, the company earned $0.95 earnings per share. The firm’s quarterly revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities research analysts forecast that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and Deloitte introduced a guide designed to help enterprises move AI workloads from pilot projects into production. The initiative could support demand for Vertiv’s power, cooling and other data-center infrastructure as AI deployments expand. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: Management previously forecast third-quarter sales of approximately $3.75 billion at the midpoint, implying roughly 40% year-over-year growth and a significant acceleration from second-quarter growth. Investors may view the forecast as evidence of strong AI-related demand, although results have not yet been reported. Why Should Vertiv Stock Holders Watch This One Number?
• Positive Sentiment: Mizuho and RBC both retained “outperform” ratings despite lowering their price targets, indicating that analysts continue to see substantial upside from current levels.
• Neutral Sentiment: Vertiv will release third-quarter 2026 results before the market opens on October 28, followed by a management conference call. The report is a significant near-term catalyst because investors will compare sales and margins with the company’s strong guidance.
• Neutral Sentiment: Comparisons with Amphenol highlight Vertiv’s exposure to growing AI infrastructure demand, but also point to Amphenol’s stronger recent stock performance and more diversified business mix.
• Negative Sentiment: Mizuho reduced its Vertiv price target from $300 to $280, while RBC cut its target from $337 to $323. Although both firms remain bullish, the reductions can reinforce investor concerns about valuation and near-term expectations.
• Negative Sentiment: Vertiv’s recent decline has been sharper than the broader market, increasing pressure on the company to deliver against its elevated growth forecasts. Vertiv: What Is Behind the Latest Share Decline?

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.