9,595 Vertiv Holdings Co. $VRT Shares Bought by International Assets Investment Management LLC

Key Points

• International Assets Investment Management increased its Vertiv stake by 54.3% in the third quarter, buying 9,595 additional shares for a total holding of 27,264 shares worth approximately $6.15 million. Institutional investors collectively own 89.92% of the company.
• Vertiv reported a strong quarterly performance, with adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus $3.75 billion expected. Revenue grew 61.2% year over year, driven by strong AI data-center infrastructure demand, and management raised its 2026 outlook.
• Analysts maintain a broadly positive view, with a consensus “Moderate Buy” rating and a $337.81 target price, although Vertiv’s elevated valuation and high beta signal continued volatility and execution risk.

International Assets Investment Management LLC increased its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 54.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,264 shares of the company's stock after acquiring an additional 9,595 shares during the period. International Assets Investment Management LLC's holdings in Vertiv were worth $6,152,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Sachetta LLC boosted its holdings in Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company's stock worth $31,000 after acquiring an additional 36 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in shares of Vertiv by 60.5% in the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock valued at $33,000 after purchasing an additional 49 shares during the last quarter. Burkett Financial Services LLC bought a new position in shares of Vertiv during the third quarter valued at about $35,000. Center for Financial Planning Inc. boosted its holdings in 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 last quarter. Finally, Ravenstone Capital Management Inc. bought a new stake in Vertiv in the 1st quarter worth about $40,000. Institutional investors own 89.92% of the company's stock.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Insider Transactions at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the sale, the director 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Analyst Ratings Changes

Several research firms have commented on VRT. Citigroup lifted their target price on shares of Vertiv from $358.00 to $362.00 and gave the stock a "buy" rating in a research report on Thursday. Weiss Ratings downgraded Vertiv from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, August 14th. Bank of America cut their price objective on Vertiv from $440.00 to $375.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Roth Capital set a $345.00 price objective on Vertiv in a research note on Thursday. Finally, Zacks Research downgraded shares of Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, August 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $337.81.

Vertiv Stock Down 0.1%

VRT stock opened at $232.21 on Monday. The stock has a fifty day moving average of $242.63 and a 200-day moving average of $268.96. Vertiv Holdings Co. has a fifty-two week low of $147.82 and a fifty-two week high of $379.93. The company has a market capitalization of $89.40 billion, a price-to-earnings ratio of 43.40, a PEG ratio of 0.74 and a beta of 2.11. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.01 and a current ratio of 1.39.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.82 by $0.39. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business had revenue of $4.31 billion for the quarter, compared to analysts' expectations of $3.75 billion. During the same period in the previous year, the business posted $1.24 EPS. The firm's quarterly revenue was up 61.2% compared to the same quarter last year. As a group, equities research analysts predict that Vertiv Holdings Co. will post 7.17 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were paid a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, September 14th. Vertiv's payout ratio is presently 4.67%.

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.

Want to see what other hedge funds are holding VRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertiv Holdings Co. (NYSE:VRT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.