NS Partners Ltd Takes Position in Vertiv Holdings Co. $VRT

NS Partners Ltd acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 28,447 shares of the company’s stock, valued at approximately $9,525,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. SFE Investment Counsel grew its position in Vertiv by 1.1% during the first quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after buying an additional 32 shares during the period. Versant Capital Management Inc boosted its position in Vertiv by 3.0% during the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock worth $387,000 after purchasing an additional 34 shares in the last quarter. Webster Bank N. A. raised its stake in shares of Vertiv by 6.9% during the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after buying an additional 35 shares during the last quarter. Sachetta LLC raised its position in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after acquiring an additional 36 shares during the last quarter. Finally, Pincus Capital Management LP grew its holdings in Vertiv by 0.8% during the 1st 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 during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE VRT opened at $258.48 on Tuesday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The firm has a market capitalization of $99.51 billion, a P/E ratio of 58.48, a P/E/G ratio of 1.06 and a beta of 2.06. The business’s 50-day simple moving average is $286.74 and its 200-day simple moving average is $290.44.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter last year, the firm posted $0.95 EPS. The business’s revenue for the quarter was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities analysts predict that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Announces Dividend

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

Analyst Ratings Changes

A number of analysts recently commented on the company. Royal Bank Of Canada decreased their price objective on Vertiv from $418.00 to $337.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. Evercore set a $375.00 price objective on shares of Vertiv in a research report on Wednesday, July 29th. Wall Street Zen cut shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Loop Capital started coverage on Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price target for the company. Finally, Barclays raised their price objective on Vertiv from $345.00 to $412.00 and gave the stock an “overweight” rating in a report on Friday, May 15th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $357.83.

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.