Vertiv Holdings Co. $VRT Shares Sold by Crystal Rock Capital Management

Crystal Rock Capital Management cut its position in Vertiv Holdings Co. (NYSE:VRT) by 11.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 36,450 shares of the company’s stock after selling 4,575 shares during the quarter. Vertiv accounts for about 4.6% of Crystal Rock Capital Management’s holdings, making the stock its 5th largest holding. Crystal Rock Capital Management’s holdings in Vertiv were worth $8,796,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of VRT. Jupiter Topco LLC purchased a new position in shares of Vertiv during the 2nd quarter valued at $441,083,000. State Street Corp increased its holdings in shares of Vertiv by 4.5% in the second 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 during the period. Bank of New York Mellon Corp raised its position in shares of Vertiv by 33.7% in the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after buying an additional 608,176 shares in the last quarter. Wellington Management Group LLP raised its position in shares of Vertiv by 14.1% in the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after buying an additional 468,380 shares in the last quarter. Finally, Principal Financial Group Inc. boosted its stake in Vertiv by 4,431.3% during the first quarter. Principal Financial Group Inc. now owns 432,873 shares of the company’s stock valued at $108,469,000 after buying an additional 423,320 shares during the period. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Up 1.3%

Shares of NYSE:VRT opened at $246.11 on Friday. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 0.53. The stock’s 50-day moving average price is $243.27 and its 200-day moving average price is $268.65. The stock has a market capitalization of $94.75 billion, a P/E ratio of 46.00, a price-to-earnings-growth ratio of 0.84 and a beta of 2.05.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, beating the consensus estimate of $1.82 by $0.39. The firm had revenue of $4.31 billion during the quarter, compared to the consensus estimate of $3.75 billion. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business’s revenue was up 61.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.24 earnings per share. On average, equities analysts anticipate that Vertiv Holdings Co. will post 7.24 earnings per share for the current year.

Vertiv Announces Dividend

The company 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. 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, September 14th. Vertiv’s dividend payout ratio (DPR) is 5.66%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Strong earnings beat: Vertiv reported adjusted earnings of $2.21 per share versus the $1.82 consensus estimate, while revenue rose 61.2% year over year to $4.31 billion, well above expectations. Adjusted EPS increased 78%, supported by operating leverage and stronger margins. Vertiv third-quarter results and guidance
• Positive Sentiment: AI infrastructure demand remains robust: Organic orders more than doubled, and deferred revenue reached approximately $4.12 billion, indicating customers are paying to secure future power and cooling equipment. The order strength suggests data-center power and thermal constraints are limiting deployment capacity rather than weakening demand. Plugging In: Vertiv Cashes In On AI Demand
• Positive Sentiment: Outlook raised: Management increased full-year 2026 guidance across key metrics and expects approximately 50% organic growth in the fourth quarter, with adjusted EPS of about $2.25. Analysts also continue to raise estimates, with reported consensus price targets implying additional upside. VRT earnings call highlights
• Positive Sentiment: Expanded growth opportunity: Vertiv’s acquisition of UtilityInnovation Group broadens its offerings in microgrids, switchgear and behind-the-meter power, while its collaboration with NVIDIA on the DSX platform targets faster AI data-center deployment. What Is Behind The Move In Vertiv Stock?
• Neutral Sentiment: Technical recovery: Analysts said the earnings-driven rally reclaimed important moving averages, potentially signaling that the prior correction is ending. A sustained breakout could support higher targets, although technical signals remain dependent on follow-through. Vertiv price forecast
• Negative Sentiment: Valuation and execution risks remain: Vertiv trades at a premium valuation after the rebound, leaving the stock vulnerable if factory capacity, supply chains or project deployments prevent its large order book from converting into revenue. Its high beta also increases volatility following the earlier decline from its peak.

Analyst Upgrades and Downgrades

Several research firms recently commented on VRT. TD Cowen boosted their target price on Vertiv from $356.00 to $357.00 and gave the stock a “buy” rating in a research report on Thursday. Jefferies Financial Group decreased their target price on Vertiv from $320.00 to $245.00 and set a “hold” rating on the stock in a research note on Thursday, July 30th. Mizuho set a $300.00 price target on Vertiv in a report on Thursday. Loop Capital dropped their price target on Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a research report on Friday, July 31st. Finally, Morgan Stanley set a $330.00 price objective on Vertiv in a report on Friday, October 16th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $337.81.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director owned 16,500 shares in the company, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.