6,481 Vertiv Holdings Co. $VRT Shares Sold by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services reduced its Vertiv stake by 24.1%, selling 6,481 shares and retaining 20,384 shares valued at approximately $4.92 million. Institutional investors collectively own 89.92% of the company.
• Analysts remain broadly positive, with Vertiv holding a “Moderate Buy” consensus rating and an average price target of $335.67, despite recent target reductions from Mizuho, TD Cowen and Daiwa.
• Vertiv continues to benefit from AI data-center demand and reported quarterly EPS of $1.52, ahead of the $1.43 consensus estimate, while its stock remains volatile and trades well below its 12-month high.

Diversify Advisory Services LLC lowered its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 24.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,384 shares of the company's stock after selling 6,481 shares during the quarter. Diversify Advisory Services LLC's holdings in Vertiv were worth $4,919,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. State Street Corp raised its holdings in Vertiv by 4.5% in the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company's stock valued at $5,535,087,000 after acquiring an additional 704,970 shares during the last quarter. Wellington Management Group LLP boosted its holdings in shares of Vertiv by 14.1% during the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company's stock worth $1,270,428,000 after purchasing an additional 468,380 shares during the last quarter. Legal & General Group Plc boosted its holdings in shares of Vertiv by 1.1% during the second quarter. Legal & General Group Plc now owns 2,138,967 shares of the company's stock worth $716,169,000 after purchasing an additional 23,444 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Vertiv by 1.9% during the first quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company's stock worth $678,890,000 after purchasing an additional 51,328 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its position in shares of Vertiv by 33.7% in the first quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company's stock valued at $604,059,000 after purchasing an additional 608,176 shares during the period. Institutional investors and hedge funds own 89.92% of the company's stock.

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI factory collaboration with NVIDIA: Vertiv and NVIDIA introduced an approach combining pre-engineered reference designs, virtual validation and factory-built infrastructure. Vertiv said the system could enable deployment up to 10 times faster and deliver up to 30% more cumulative AI-token output during the first year using the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Analysts remain constructive: A market roundup identified Vertiv among industrial-goods stocks attracting bullish analyst views, reinforcing the long-term investment case tied to data-center and AI infrastructure demand. Analysts are bullish on Vertiv
• Positive Sentiment: Earnings optimism: Preview articles argue that Vertiv has favorable estimate trends and other factors that could support an earnings beat in next week’s report. Investors will be watching whether strong AI-related demand translates into revenue growth and margins. Vertiv earnings expectations
• Neutral Sentiment: Upcoming earnings are the next test: Vertiv is projected to report quarterly results on October 28. The release could clarify whether elevated AI infrastructure spending is supporting the company’s sales pipeline and whether its full-year outlook remains achievable. Vertiv projected earnings release
• Negative Sentiment: Price-target reduction: Mizuho lowered its Vertiv target from $300 to $280, signaling more cautious expectations despite the company’s AI growth prospects. Mizuho cuts Vertiv price target
• Negative Sentiment: Recent volatility remains a concern: Vertiv recently declined even as the broader market gained and had fallen sharply the prior week. With a relatively high valuation and elevated beta, investors may demand strong earnings execution to sustain the rebound. Vertiv recent stock decline

Analyst Upgrades and Downgrades

Several equities analysts recently commented on VRT shares. Roth Capital reiterated a "buy" rating on shares of Vertiv in a research note on Tuesday. Piper Sandler set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. Mizuho decreased their price target on Vertiv from $300.00 to $280.00 and set an "outperform" rating on the stock in a research note on Thursday, October 15th. TD Cowen decreased their price target on Vertiv from $387.00 to $356.00 and set a "buy" rating on the stock in a research note on Thursday, July 30th. Finally, Daiwa Securities Group lowered their price target on Vertiv from $400.00 to $340.00 and set a "buy" rating for the company in a report on Tuesday, July 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $335.67.

Vertiv Stock Performance

Vertiv stock opened at $212.66 on Thursday. The stock's 50-day moving average is $251.33 and its 200-day moving average is $288.08. The company has a market cap of $81.87 billion, a price-to-earnings ratio of 38.48, a price-to-earnings-growth ratio of 0.76 and a beta of 2.05. 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 12 month low of $147.82 and a 12 month high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. The business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the company posted $0.95 EPS. The company's revenue 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 anticipate that Vertiv Holdings Co. will post 6.71 earnings per share for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv's payout ratio is 5.66%.

Vertiv Company Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company's offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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