6,684 Vertiv Holdings Co. $VRT Shares Sold by Zevenbergen Capital Investments LLC

Key Points

• Zevenbergen Capital Investments reduced its Vertiv stake by 2.4%, selling 6,684 shares in the third quarter but retaining 273,308 shares worth approximately $66 million. Institutional investors collectively own 89.92% of Vertiv.
• Analysts maintain a generally positive view, with Vertiv receiving a “Moderate Buy” consensus rating and an average price target of $348.24, despite several recent target reductions.
• Vertiv reported quarterly earnings of $1.52 per share, exceeding estimates, while revenue rose 24.1% year over year to $3.27 billion. However, the stock traded down 1.0% to $243.95 and remains under pressure from its premium valuation and broader AI-infrastructure market weakness.

Zevenbergen Capital Investments LLC cut its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 2.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 273,308 shares of the company's stock after selling 6,684 shares during the quarter. Vertiv makes up approximately 1.5% of Zevenbergen Capital Investments LLC's holdings, making the stock its 23rd largest holding. Zevenbergen Capital Investments LLC owned about 0.07% of Vertiv worth $65,952,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of VRT. Avidian Wealth Enterprises LLC lifted its holdings in Vertiv by 75.2% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 1,917 shares of the company's stock worth $463,000 after buying an additional 823 shares during the period. Tactive Advisors LLC raised its holdings in shares of Vertiv by 2.2% during the third quarter. Tactive Advisors LLC now owns 4,022 shares of the company's stock valued at $971,000 after acquiring an additional 87 shares in the last quarter. Toth Financial Advisory Corp raised its holdings in shares of Vertiv by 1.9% during the third quarter. Toth Financial Advisory Corp now owns 5,412 shares of the company's stock valued at $1,306,000 after acquiring an additional 103 shares in the last quarter. City Center Advisors LLC purchased a new stake in Vertiv in the third quarter worth $210,000. Finally, Venture Visionary Partners LLC lifted its stake in Vertiv by 5.2% in the third quarter. Venture Visionary Partners LLC now owns 67,908 shares of the company's stock worth $16,387,000 after acquiring an additional 3,340 shares during the period. Hedge funds and other institutional investors own 89.92% of the company's stock.

Analysts Set New Price Targets

VRT has been the topic of a number of research analyst reports. Piper Sandler set a $375.00 price objective on shares of Vertiv in a research report on Wednesday, July 29th. KeyCorp reduced their price target on shares of Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Sanford C. Bernstein reissued an "outperform" rating on shares of Vertiv in a research note on Monday, September 28th. UBS Group reiterated a "buy" rating and set a $370.00 target price on shares of Vertiv in a report on Thursday, July 30th. Finally, Citigroup decreased their target price on Vertiv from $414.00 to $358.00 and set a "buy" rating for the company in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Vertiv currently has an average rating of "Moderate Buy" and an average target price of $348.24.

Vertiv Stock Down 1.0%

Vertiv stock traded down $2.54 during mid-day trading on Thursday, hitting $243.95. The company had a trading volume of 5,860,567 shares, compared to its average volume of 6,376,016. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The stock's 50 day moving average price is $260.48 and its two-hundred day moving average price is $290.38. Vertiv Holdings Co. has a 12 month low of $147.82 and a 12 month high of $379.93. The company has a market capitalization of $93.92 billion, a PE ratio of 55.19, a price-to-earnings-growth ratio of 0.94 and a beta of 2.05.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings results 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. The firm had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company's revenue was up 24.1% on a year-over-year basis. During the same period last year, the company 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. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a dividend of $0.0625 per share. The ex-dividend date of this dividend was 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%.

Insiders Place Their Bets

In related news, Director Edward Monser sold 15,287 shares of the company's stock in a transaction that occurred 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 transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 insiders.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv continues to be viewed as a major beneficiary of data-center and AI infrastructure spending. Its latest reported quarter showed 24.1% year-over-year revenue growth and earnings above analyst expectations, supporting the company’s long-term growth narrative. Vertiv: A Major AI Infrastructure Winner, But The Valuation Leaves Little Room For Error
• Neutral Sentiment: An analysis comparing Vertiv with ESS Tech focuses on differences between their businesses and investment profiles, but does not identify a new company-specific catalyst. Contrasting ESS Tech and Vertiv
• Negative Sentiment: GLJ Research initiated coverage with a Sell rating and a $188 price target, materially below recent trading levels. The downgrade added direct valuation pressure to the shares. Why Vertiv Stock Is Down Today
• Negative Sentiment: Broader macroeconomic concerns have weighed on AI infrastructure stocks, extending Vertiv’s recent weakness. The stock has fallen about 20% over three months and nearly 10% over the past month despite no new earnings report, indicating fading momentum and increased sensitivity to market sentiment. How Much Downside Is Left In Vertiv Stock?
• Negative Sentiment: Analysts and market commentary warn that Vertiv’s strong five-year performance and premium valuation leave little room for execution or growth disappointments. Investors are increasingly focused on whether future cash flows justify the share price. Vertiv Stock Stays Fairly Valued on Its Huge Five-Year Run

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.

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