NEOS Investment Management LLC Grows Stock Position in Vertiv Holdings Co. $VRT

NEOS Investment Management LLC increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 10.5% in the second quarter, HoldingsChannel reports. The fund owned 61,679 shares of the company’s stock after purchasing an additional 5,879 shares during the period. NEOS Investment Management LLC’s holdings in Vertiv were worth $20,651,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of VRT. State Street Corp lifted its position in Vertiv by 2.8% in the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after purchasing an additional 235,577 shares during the last quarter. Geode Capital Management LLC raised its holdings in Vertiv by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after buying an additional 143,821 shares during the last quarter. Invesco Ltd. boosted its position in Vertiv by 2.1% during the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock valued at $967,881,000 after buying an additional 121,618 shares during the period. Norges Bank bought a new stake in Vertiv in the 4th quarter worth $808,701,000. Finally, Wellington Management Group LLP grew its holdings in Vertiv by 14.1% in the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after acquiring an additional 468,380 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Price Performance

Shares of NYSE VRT opened at $280.76 on Friday. 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 $108.09 billion, a P/E ratio of 63.52, a P/E/G ratio of 1.11 and a beta of 2.07. The company’s 50-day moving average is $282.72 and its 200 day moving average is $290.81. 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 (NYSE:VRT) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.43 by $0.09. The business had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same period last 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. On average, sell-side analysts expect that Vertiv Holdings Co. will post 6.67 earnings per share for the current year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be given a dividend of $0.0625 per share. The ex-dividend date is Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is currently 5.66%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Analysts Set New Price Targets

Several brokerages have recently commented on VRT. TD Cowen upped their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Weiss Ratings downgraded Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, August 14th. Wall Street Zen lowered Vertiv from a “buy” rating to a “hold” rating in a research report on Saturday. Loop Capital began coverage on Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price objective for the company. Finally, Zacks Research lowered Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 31st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $357.83.

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the sale, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.

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.