6,872 Vertiv Holdings Co. $VRT Shares Acquired by NFSG Corp

Key Points

• NFSG Corp increased its Vertiv stake by 325.4% in the third quarter, acquiring 6,872 additional shares and bringing its holdings to 8,984 shares valued at approximately $2.17 million. Institutional investors own 89.92% of Vertiv.
• Analysts maintain a generally bullish outlook, with Vertiv receiving a consensus “Moderate Buy” rating and an average price target of $336.41, despite several recent target reductions.
• Vertiv reported quarterly EPS of $1.52, exceeding estimates, while revenue rose 24.1% year over year to $3.27 billion. The company also paid a quarterly dividend of $0.0625 per share, equating to a 0.1% yield.

NFSG Corp boosted its stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 325.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 8,984 shares of the company's stock after buying an additional 6,872 shares during the period. NFSG Corp's holdings in Vertiv were worth $2,168,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of VRT. Sachetta LLC grew its position in shares of Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company's stock valued at $31,000 after purchasing an additional 36 shares during the last quarter. Cornerstone Planning Group LLC lifted its holdings in Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock worth $33,000 after purchasing an additional 49 shares during the last quarter. Burkett Financial Services LLC acquired a new stake in Vertiv during the 3rd quarter worth approximately $35,000. GoalVest Advisory LLC boosted its stake in Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company's stock valued at $50,000 after purchasing an additional 69 shares during the period. Finally, Center for Financial Planning Inc. boosted its stake in Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock valued at $39,000 after purchasing an additional 133 shares during the period. 89.92% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts have commented on VRT shares. Oppenheimer reaffirmed an "outperform" rating and issued a $325.00 price objective (down from $353.00) on shares of Vertiv in a report on Thursday, July 30th. TD Cowen dropped their target price on Vertiv from $387.00 to $356.00 and set a "buy" rating for the company in a report on Thursday, July 30th. BMO Capital Markets initiated coverage on Vertiv in a report on Sunday, October 4th. They set an "outperform" rating and a $329.00 target price for the company. Loop Capital reduced their target price on shares of Vertiv from $500.00 to $400.00 and set a "buy" rating for the company in a research report on Friday, July 31st. Finally, Wall Street Zen raised shares of Vertiv from a "hold" rating to a "buy" rating in a research report on Saturday, September 19th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Vertiv has a consensus rating of "Moderate Buy" and a consensus price target of $336.41.

Vertiv Trading Down 3.4%

Shares of VRT stock opened at $215.21 on Friday. The stock has a market cap of $82.86 billion, a P/E ratio of 48.69, a price-to-earnings-growth ratio of 0.83 and a beta of 2.05. Vertiv Holdings Co. has a 1 year low of $147.82 and a 1 year high of $379.93. 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 has a 50 day simple moving average of $257.04 and a 200 day simple moving average of $289.33.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts' consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates 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 quarter last year, the company earned $0.95 EPS. 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, research analysts predict that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Insider Activity

In related news, Director Edward Monser sold 15,287 shares of the firm'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 transaction, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This trade 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 accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and Deloitte introduced a guide designed to help enterprises move AI workloads from pilot projects into production. The initiative could support demand for Vertiv’s power, cooling and other data-center infrastructure as AI deployments expand. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: Management previously forecast third-quarter sales of approximately $3.75 billion at the midpoint, implying roughly 40% year-over-year growth and a significant acceleration from second-quarter growth. Investors may view the forecast as evidence of strong AI-related demand, although results have not yet been reported. Why Should Vertiv Stock Holders Watch This One Number?
• Positive Sentiment: Mizuho and RBC both retained “outperform” ratings despite lowering their price targets, indicating that analysts continue to see substantial upside from current levels.
• Neutral Sentiment: Vertiv will release third-quarter 2026 results before the market opens on October 28, followed by a management conference call. The report is a significant near-term catalyst because investors will compare sales and margins with the company’s strong guidance.
• Neutral Sentiment: Comparisons with Amphenol highlight Vertiv’s exposure to growing AI infrastructure demand, but also point to Amphenol’s stronger recent stock performance and more diversified business mix.
• Negative Sentiment: Mizuho reduced its Vertiv price target from $300 to $280, while RBC cut its target from $337 to $323. Although both firms remain bullish, the reductions can reinforce investor concerns about valuation and near-term expectations.
• Negative Sentiment: Vertiv’s recent decline has been sharper than the broader market, increasing pressure on the company to deliver against its elevated growth forecasts. Vertiv: What Is Behind the Latest Share Decline?

About Vertiv

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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