5,788 Shares in Vertiv Holdings Co. $VRT Acquired by Clarus Wealth Advisors

Key Points

• Clarus Wealth Advisors acquired 5,788 Vertiv shares worth approximately $1.84 million during the second quarter. Institutional investors collectively own 89.92% of the company, with several major funds substantially increasing their positions.
• Vertiv reported quarterly EPS of $1.52, beating estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion. Strong AI data-center demand continues to support its power and cooling infrastructure business, and management issued fiscal 2026 EPS guidance of $6.65–$6.75.
• Analysts maintain a broadly positive view, with a consensus “Buy” rating and a $348.54 target price, although several firms recently lowered their targets. Investors should also note a newly announced law-firm investigation into potential claims on behalf of Vertiv shareholders.

Clarus Wealth Advisors acquired a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,788 shares of the company's stock, valued at approximately $1,839,000.

Several other large investors also recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in shares of Vertiv during the 4th quarter worth $808,701,000. Marshall Wace LLP grew its holdings in shares of Vertiv by 265.6% in the fourth quarter. Marshall Wace LLP now owns 2,670,007 shares of the company's stock valued at $432,568,000 after purchasing an additional 1,939,749 shares during the period. Alkeon Capital Management LLC increased its position in Vertiv by 178.2% during the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company's stock worth $324,524,000 after purchasing an additional 1,283,110 shares during the last quarter. Ameriprise Financial Inc. increased its position in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock worth $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Finally, Qube Research & Technologies Ltd purchased a new position in Vertiv during the third quarter worth about $125,331,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

More Vertiv News

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

Analyst Upgrades and Downgrades

VRT has been the topic of several recent analyst reports. UBS Group reiterated a "buy" rating and issued a $370.00 target price on shares of Vertiv in a report on Thursday, July 30th. Wall Street Zen cut shares of Vertiv from a "strong-buy" rating to a "buy" rating in a research note on Saturday, June 20th. Citigroup cut their price target on shares of Vertiv from $414.00 to $358.00 and set a "buy" rating for the company in a report on Thursday, July 30th. Royal Bank Of Canada lowered their price objective on Vertiv from $418.00 to $337.00 and set an "outperform" rating for the company in a research report on Thursday, July 30th. Finally, Sanford C. Bernstein reissued an "outperform" rating and set a $368.00 target price on shares of Vertiv in a research note on Friday, July 31st. Three analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, Vertiv has an average rating of "Buy" and a consensus target price of $348.54.

Vertiv Trading Up 4.5%

Shares of VRT stock opened at $282.15 on Wednesday. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The firm has a market cap of $108.63 billion, a PE ratio of 63.84, a price-to-earnings-growth ratio of 1.11 and a beta of 2.06. The company has a 50-day moving average of $298.72 and a two-hundred day moving average of $282.44. 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 - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (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 period in the previous year, the firm earned $0.95 EPS. The business's revenue was up 24.1% on a year-over-year basis. 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, analysts predict that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Announces Dividend

The company 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. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv's payout ratio is presently 5.66%.

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.

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