Vertiv Holdings Co. $VRT Shares Sold by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. trimmed its holdings in Vertiv Holdings Co. (NYSE:VRT) by 9.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,898 shares of the company’s stock after selling 6,000 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Vertiv were worth $13,756,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the business. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Sankala Group LLC acquired a new stake in Vertiv in the fourth quarter worth about $27,000. Meeder Asset Management Inc. grew its position in Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after buying an additional 112 shares in the last quarter. Rossby Financial LCC bought a new position in Vertiv in the 4th quarter valued at about $27,000. Finally, Kohmann Bosshard Financial Services LLC acquired a new position in Vertiv during the 4th quarter valued at about $29,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on VRT. Royal Bank Of Canada upped their price target on shares of Vertiv from $356.00 to $435.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. Barclays upped their target price on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Bank of America increased their price target on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Finally, Mizuho set a $380.00 price objective on Vertiv in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $326.39.

Vertiv Stock Up 7.5%

VRT stock opened at $357.93 on Tuesday. Vertiv Holdings Co. has a 12 month low of $110.06 and a 12 month high of $379.93. The firm has a market cap of $137.48 billion, a PE ratio of 89.93, a P/E/G ratio of 1.44 and a beta of 2.04. The firm has a 50 day simple moving average of $322.97 and a 200 day simple moving average of $251.27. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The firm’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same period last year, the firm posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Equities research analysts forecast that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Monday, June 15th will be paid a dividend of $0.0625 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 6.28%.

Vertiv Profile

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.