NewEdge Advisors LLC Has $42.98 Million Stock Holdings in Vertiv Holdings Co. $VRT

NewEdge Advisors LLC lifted its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 128,353 shares of the company’s stock after buying an additional 8,979 shares during the quarter. NewEdge Advisors LLC’s holdings in Vertiv were worth $42,975,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Sachetta LLC boosted its position in Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the period. Cornerstone Planning Group LLC increased its position in Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after acquiring an additional 49 shares during the period. GoalVest Advisory LLC raised its stake in shares of Vertiv by 87.3% during the second quarter. GoalVest Advisory LLC now owns 148 shares of the company’s stock valued at $50,000 after acquiring an additional 69 shares during the last quarter. Vermillion & White Wealth Management Group LLC raised its stake 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 acquiring an additional 56 shares during the last quarter. Finally, Center for Financial Planning Inc. lifted its holdings in shares of Vertiv by 554.2% during the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock worth $39,000 after purchasing an additional 133 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on VRT shares. Evercore set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. Glj Research raised Vertiv from a “hold” rating to a “buy” rating and set a $381.00 target price for the company in a research report on Friday, August 7th. Bank of America lifted their target price on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Piper Sandler set a $375.00 price target on Vertiv in a research report on Wednesday, July 29th. Finally, Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and a consensus price target of $357.83.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expansion into power infrastructure: Vertiv agreed to acquire UtilityInnovation Holdings for approximately $1.45 billion in cash, plus up to $1.15 billion in contingent consideration. The deal could strengthen Vertiv’s position in utility and power-delivery infrastructure supporting data-center growth and accelerate customer deployments. Vertiv UtilityInnovation acquisition analysis
• Positive Sentiment: Analysts remain broadly constructive: Coverage of Vertiv’s average brokerage recommendation indicates a favorable rating, and the company continues to receive attention as a momentum stock tied to long-term AI data-center infrastructure demand. Wall Street view on Vertiv
• Neutral Sentiment: Mixed earnings picture: Vertiv’s latest quarterly results included adjusted earnings of $1.52 per share, above the $1.43 consensus estimate, while revenue of $3.27 billion fell short of the $3.38 billion forecast. Revenue still increased 24.1% year over year, supporting the broader AI infrastructure growth thesis.
• Neutral Sentiment: Limited rating support: Jefferies maintained a Hold rating, suggesting analysts see meaningful growth potential but also believe the current valuation and execution risks are already reflected to some extent. Jefferies maintains Hold rating
• Negative Sentiment: Acquisition and valuation concerns: The transaction requires substantial upfront cash and additional payments tied to performance. With Vertiv trading at a high earnings multiple, investors may be demanding clearer evidence that the acquisition will generate sufficient returns, contributing to the stock’s decline. Why Vertiv underperformed the market

Vertiv Trading Down 9.7%

VRT opened at $262.70 on Thursday. Vertiv Holdings Co. has a twelve month low of $132.68 and a twelve month high of $379.93. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The company has a fifty day moving average of $280.32 and a 200-day moving average of $291.94. The stock has a market cap of $101.14 billion, a PE ratio of 59.43, a price-to-earnings-growth ratio of 1.19 and a beta of 2.07.

Vertiv (NYSE:VRT) last released its 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 business had revenue of $3.27 billion for 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 revenue for the quarter was up 24.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $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 predict that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be given a $0.0625 dividend. The ex-dividend date of this dividend is Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 5.66%.

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.