NEOS Investment Management LLC Purchases 2,298 Shares of Vertiv Holdings Co. $VRT

NEOS Investment Management LLC lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,871 shares of the company’s stock after buying an additional 2,298 shares during the quarter. NEOS Investment Management LLC’s holdings in Vertiv were worth $4,959,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Norges Bank bought a new position in shares of Vertiv during the second quarter worth $538,132,000. Winslow Capital Management LLC bought a new stake in Vertiv during the 2nd quarter worth approximately $459,284,000. SG Americas Securities LLC raised its holdings in Vertiv by 102.7% during the 2nd quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock worth $3,446,000 after buying an additional 1,026,837 shares during the period. Invesco Ltd. lifted its stake in Vertiv by 20.9% in the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after buying an additional 1,024,634 shares in the last quarter. Finally, Federated Hermes Inc. increased its position in shares of Vertiv by 934.8% during the third quarter. Federated Hermes Inc. now owns 1,098,150 shares of the company’s stock worth $165,667,000 after acquiring an additional 992,031 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

VRT has been the topic of several research reports. Zacks Research raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. Mizuho upped their price target on Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Citigroup lifted their target price on Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. TD Cowen reaffirmed a “buy” rating on shares of Vertiv in a research report on Thursday, February 12th. Finally, Barclays lifted their target price on Vertiv from $200.00 to $281.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $230.28.

Insider Transactions at Vertiv

In related news, EVP Stephen Liang sold 5,501 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $170.48, for a total transaction of $937,810.48. Following the transaction, the executive vice president directly owned 4,050 shares of the company’s stock, valued at $690,444. This trade represents a 57.60% 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. Company insiders own 2.63% of the company’s stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $243.07 on Thursday. The firm’s fifty day moving average is $182.36 and its 200-day moving average is $166.28. Vertiv Holdings Co. has a 52 week low of $53.60 and a 52 week high of $255.54. The firm has a market cap of $92.93 billion, a PE ratio of 71.28, a price-to-earnings-growth ratio of 1.27 and a beta of 2.08. The company has a debt-to-equity ratio of 0.73, a quick ratio of 1.43 and a current ratio of 1.55.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.89 billion. During the same period in the prior year, the company posted $0.99 earnings per share. Vertiv’s revenue for the quarter was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. Sell-side analysts predict that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

About Vertiv

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.