Allworth Financial LP Has $5.64 Million Holdings in Vertiv Holdings Co. $VRT

Allworth Financial LP lessened its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 63.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,852 shares of the company's stock after selling 29,684 shares during the quarter. Allworth Financial LP's holdings in Vertiv were worth $5,642,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of VRT. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company's stock worth $25,000 after buying an additional 56 shares in the last quarter. Sankala Group LLC acquired a new position in shares of Vertiv in the 4th quarter worth approximately $27,000. Meeder Asset Management Inc. boosted its holdings in shares of Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company's stock worth $27,000 after acquiring an additional 112 shares in the last quarter. Rossby Financial LCC bought a new stake in Vertiv during the 4th quarter worth approximately $27,000. Finally, Cullen Frost Bankers Inc. grew its position in Vertiv by 98.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company's stock worth $30,000 after acquiring an additional 93 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Stock Performance

VRT stock opened at $262.70 on Thursday. The company has a 50 day moving average price of $280.32 and a 200 day moving average price of $291.94. Vertiv Holdings Co. has a fifty-two week low of $132.68 and a fifty-two week high of $379.93. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The stock has a market capitalization of $101.14 billion, a PE ratio of 59.43, a price-to-earnings-growth ratio of 1.19 and a beta of 2.07.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts' consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period last year, the company earned $0.95 EPS. The business's quarterly 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. Analysts forecast that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, September 14th. Vertiv's payout ratio is currently 5.66%.

Analysts Set New Price Targets

VRT has been the subject of a number of recent analyst reports. Oppenheimer reaffirmed an "outperform" rating and set a $325.00 price target on shares of Vertiv in a report on Thursday, July 30th. Zacks Research lowered Vertiv from a "strong-buy" rating to a "hold" rating in a research note on Monday, August 31st. Piper Sandler set a $375.00 target price on Vertiv in a report on Wednesday, July 29th. Robert W. Baird set a $320.00 target price on Vertiv in a research note on Thursday, July 30th. Finally, Bank of America lifted their price target on Vertiv from $370.00 to $440.00 and gave the company a "buy" rating in a report on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $357.83.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expansion into power infrastructure: Vertiv agreed to acquire UtilityInnovation Holdings for approximately $1.45 billion in cash, plus up to $1.15 billion in contingent consideration. The deal could strengthen Vertiv’s position in utility and power-delivery infrastructure supporting data-center growth and accelerate customer deployments. Vertiv UtilityInnovation acquisition analysis
• Positive Sentiment: Analysts remain broadly constructive: Coverage of Vertiv’s average brokerage recommendation indicates a favorable rating, and the company continues to receive attention as a momentum stock tied to long-term AI data-center infrastructure demand. Wall Street view on Vertiv
• Neutral Sentiment: Mixed earnings picture: Vertiv’s latest quarterly results included adjusted earnings of $1.52 per share, above the $1.43 consensus estimate, while revenue of $3.27 billion fell short of the $3.38 billion forecast. Revenue still increased 24.1% year over year, supporting the broader AI infrastructure growth thesis.
• Neutral Sentiment: Limited rating support: Jefferies maintained a Hold rating, suggesting analysts see meaningful growth potential but also believe the current valuation and execution risks are already reflected to some extent. Jefferies maintains Hold rating
• Negative Sentiment: Acquisition and valuation concerns: The transaction requires substantial upfront cash and additional payments tied to performance. With Vertiv trading at a high earnings multiple, investors may be demanding clearer evidence that the acquisition will generate sufficient returns, contributing to the stock’s decline. Why Vertiv underperformed the market

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the company's stock in a transaction dated 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 in the company, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The transaction 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. Corporate insiders own 1.10% of the company's stock.

Vertiv Company Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company's products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.

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