Vertiv Holdings Co. $VRT Shares Acquired by Pacer Advisors Inc.

Pacer Advisors Inc. boosted its position in Vertiv Holdings Co. (NYSE:VRT) by 108.8% in the 1st quarter, Holdings Channel reports. The institutional investor owned 34,589 shares of the company’s stock after buying an additional 18,023 shares during the period. Pacer Advisors Inc.’s holdings in Vertiv were worth $8,667,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of VRT. State Street Corp grew its position in shares of Vertiv by 2.8% in the 4th quarter. State Street Corp now owns 8,694,900 shares of the company’s stock worth $1,408,661,000 after acquiring an additional 235,577 shares in the last quarter. Geode Capital Management LLC lifted its stake in Vertiv by 2.1% during the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after purchasing an additional 143,821 shares during the last quarter. Invesco Ltd. lifted its stake in Vertiv by 2.1% during the fourth quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock worth $967,881,000 after purchasing an additional 121,618 shares during the last quarter. Norges Bank acquired a new position in Vertiv in the fourth quarter worth $808,701,000. Finally, Northern Trust Corp boosted its holdings in Vertiv by 3.6% in the fourth quarter. Northern Trust Corp now owns 2,811,745 shares of the company’s stock worth $455,531,000 after purchasing an additional 97,141 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: New Bitzero collaboration expands AI infrastructure opportunity. Vertiv announced a partnership with Bitzero to develop next-generation data-center infrastructure for artificial intelligence, high-performance computing and hyperscale workloads. The deal highlights demand for Vertiv’s power and thermal-management systems. Vertiv Teams Up With Bitzero for Next Generation Data Center Buildout
• Positive Sentiment: Strong Q2 performance and upbeat guidance support the bullish case. Vertiv exceeded quarterly EPS expectations, with earnings of $1.52 versus the $1.43 consensus estimate, while revenue increased 24.1% year over year. The company maintained strong 2026 earnings guidance, and analysts cited AI demand and manufacturing expansion as growth drivers. Should Investors Buy, Hold, or Sell Vertiv Stock Post Q2 Earnings?
• Positive Sentiment: Analyst and quantitative-rating upgrades are adding buying interest. Zacks upgraded VRT to Rank #1, or Strong Buy, citing improving earnings prospects. Vertiv was also included in several August momentum-stock lists, reinforcing its status as an AI infrastructure beneficiary. Vertiv Upgraded to Strong Buy
• Positive Sentiment: Longer-term AI power architecture could increase revenue per data-center megawatt. Vertiv’s relationship with Nvidia and its work on 800VDC power systems may improve product content, margins and revenue growth as higher-density AI data centers are built. Vertiv Further Upside in 2027
• Neutral Sentiment: Valuation and technical factors could limit near-term gains. Despite strong growth prospects, VRT trades at a high earnings multiple, while its 50-day and 200-day moving averages are above the current trading level. This suggests investors remain sensitive to execution, guidance and broader AI-stock volatility.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on VRT shares. Loop Capital assumed coverage on shares of Vertiv in a report on Thursday, May 14th. They set a “buy” rating and a $500.00 target price on the stock. Glj Research raised shares of Vertiv from a “sell” rating to a “hold” rating in a report on Thursday, June 18th. Barclays boosted their price objective on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. Fox Advisors raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Finally, UBS Group reissued a “buy” rating and issued a $370.00 target price on shares of Vertiv in a report on Thursday, July 30th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $337.33.

Vertiv Price Performance

Shares of NYSE VRT opened at $270.12 on Wednesday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The firm has a market capitalization of $103.76 billion, a PE ratio of 61.11, a P/E/G ratio of 1.08 and a beta of 2.06. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The business’s fifty day moving average price is $303.28 and its two-hundred day moving average price is $278.95.

Vertiv (NYSE:VRT) last announced its quarterly earnings results 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 the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company’s revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, research analysts expect that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.0625 per share. 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, June 15th. Vertiv’s payout ratio is presently 5.66%.

Vertiv Company 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.