Annex Advisory Services LLC Grows Position in Vertiv Holdings Co. $VRT

Annex Advisory Services LLC increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 3.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 132,751 shares of the company’s stock after purchasing an additional 4,359 shares during the quarter. Annex Advisory Services LLC’s holdings in Vertiv were worth $44,448,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of VRT. Family Wealth Partners LLC purchased a new position in Vertiv during the second quarter worth about $201,000. Tema ETFs LLC increased its position in shares of Vertiv by 10.7% during the second quarter. Tema ETFs LLC now owns 67,162 shares of the company’s stock valued at $22,487,000 after acquiring an additional 6,471 shares during the last quarter. Clarus Wealth Advisors purchased a new stake in shares of Vertiv in the 2nd quarter valued at approximately $1,839,000. Generali Investments Management Co LLC raised its stake in shares of Vertiv by 1,516.0% in the 2nd quarter. Generali Investments Management Co LLC now owns 2,925 shares of the company’s stock valued at $979,000 after acquiring an additional 2,744 shares during the period. Finally, Sage Capital Advisors llc lifted its holdings in shares of Vertiv by 0.8% in the 2nd quarter. Sage Capital Advisors llc now owns 19,582 shares of the company’s stock worth $6,556,000 after acquiring an additional 150 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

VRT has been the subject of a number of research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Vertiv in a research report on Tuesday, July 21st. Fox Advisors raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. UBS Group restated a “buy” rating and set a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. KeyCorp lowered their price target on Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Finally, Mizuho set a $380.00 price objective on Vertiv in a research note on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $348.54.

Vertiv Stock Up 4.5%

Shares of VRT opened at $282.15 on Wednesday. The company’s 50-day simple moving average is $298.72 and its 200-day simple moving average is $282.44. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. Vertiv Holdings Co. has a 1 year low of $118.70 and a 1 year high of $379.93. The stock has a market capitalization of $108.63 billion, a PE ratio of 63.84, a P/E/G ratio of 1.11 and a beta of 2.06.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Analysts forecast that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s dividend payout ratio is currently 5.66%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analyst commentary highlighted strong AI data-center demand, Vertiv’s efforts to expand capacity and its advanced power and cooling technologies. The company is viewed as a key infrastructure supplier as data-center operators address increasing electricity and thermal-management requirements. Vertiv Capitalizes on Strong AI Data Center Growth: More Upside Ahead?
• Positive Sentiment: Multiple Zacks articles identified Vertiv as an attractive growth stock, citing above-average financial growth and a Zacks Rank of No. 1, or “Strong Buy.” This reinforced the market’s view that Vertiv could benefit from sustained AI-related capital spending. 3 Reasons Growth Investors Will Love Vertiv
• Positive Sentiment: A report on AI infrastructure noted that server-rack power density has nearly quadrupled since 2021, creating a bottleneck beyond the supply of chips. This supports the long-term investment case for Vertiv’s electrical and cooling equipment. AI’s Next Bottleneck Isn’t Chips, It’s Power Infrastructure
• Neutral Sentiment: Vertiv was also included in a screen of companies with strong interest-coverage ratios, suggesting comparatively favorable capacity to service debt. However, this was a general stock screen rather than a new company-specific development. Stocks With Amazing Interest Coverage Ratios
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The notice did not provide specific allegations or establish wrongdoing, but securities-investigation headlines can increase legal and reputational concerns. Pomerantz Investor Alert

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.