376,349 Shares of Vertiv Holdings Co. $VRT Acquired by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 376,349 shares of the company’s stock, valued at approximately $90,817,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in VRT. SFE Investment Counsel grew its position in Vertiv by 1.1% in the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after buying an additional 32 shares in the last quarter. Versant Capital Management Inc raised 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 worth $387,000 after buying an additional 34 shares in the last quarter. Sachetta LLC lifted its position in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares during the period. Pincus Capital Management LP boosted its stake in Vertiv by 0.8% during the first quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock valued at $1,181,000 after buying an additional 38 shares in the last quarter. Finally, Capital Advisors Inc. OK grew its stake in shares of Vertiv by 2.7% in the 2nd quarter. Capital Advisors Inc. OK now owns 1,484 shares of the company’s stock worth $497,000 after purchasing an additional 39 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction on 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 completion of the sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Vertiv Trading Down 5.6%

Shares of NYSE VRT opened at $232.21 on Friday. The business has a 50 day simple moving average of $242.63 and a 200 day simple moving average of $268.96. Vertiv Holdings Co. has a 52 week low of $147.82 and a 52 week high of $379.93. The stock has a market cap of $89.40 billion, a price-to-earnings ratio of 43.40, a PEG ratio of 0.76 and a beta of 2.05. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.03 and a current ratio of 1.39.

Vertiv (NYSE:VRT) last issued 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 for the quarter, compared to analyst estimates of $3.75 billion. Vertiv had a net margin of 15.99% and a return on equity of 53.31%. The company’s revenue for the quarter was up 61.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.24 earnings per share. On average, research analysts predict that Vertiv Holdings Co. will post 7.17 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. Stockholders of record on Monday, September 14th were issued a dividend of $0.0625 per share. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 4.67%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on VRT shares. BNP Paribas Exane cut their price objective on Vertiv from $380.00 to $365.00 and set an “outperform” rating on the stock in a report on Friday, July 31st. Sanford C. Bernstein increased their price target on shares of Vertiv from $368.00 to $376.00 and gave the stock an “outperform” rating in a research report on Thursday. Daiwa Securities Group decreased their price target on shares of Vertiv from $400.00 to $340.00 and set a “buy” rating for the company in a report on Tuesday, July 21st. BMO Capital Markets reiterated an “outperform” rating and issued a $331.00 price objective on shares of Vertiv in a research note on Thursday. Finally, Wall Street Zen upgraded shares of Vertiv from a “hold” rating to a “buy” rating in a research report on Saturday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $337.81.

Vertiv Company Profile

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.