Annex Advisory Services LLC Grows Stake in Vertiv Holdings Co. $VRT

Key Points

• Annex Advisory Services increased its Vertiv stake by 3.4% in the second quarter, bringing its holdings to 132,751 shares valued at approximately $44.4 million. Institutional investors collectively own 89.92% of Vertiv’s stock.
• Analyst sentiment remains positive, with an overall “Buy” consensus and an average price target of $348.54; several firms recently raised targets to between $370 and $387.
• Vertiv’s latest quarterly results showed EPS of $1.52, beating estimates, while revenue rose 24.1% year over year to $3.27 billion. The company also issued 2026 earnings guidance and declared a quarterly dividend of $0.0625 per share.

Annex Advisory Services LLC increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 3.4% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 132,751 shares of the company's stock after purchasing an additional 4,359 shares during the period. Annex Advisory Services LLC's holdings in Vertiv were worth $44,448,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Lingotto Investment Management LLP purchased a new stake in shares of Vertiv during the fourth quarter worth $2,641,000. Norges Bank purchased a new position in shares of Vertiv in the fourth quarter worth about $808,701,000. Sterling Investment Advisors Ltd. lifted its stake in shares of Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company's stock worth $3,641,000 after buying an additional 4,645 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in shares of Vertiv in the fourth quarter worth about $2,197,000. Finally, WD Rutherford LLC boosted its position in Vertiv by 80.7% during the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company's stock worth $2,443,000 after acquiring an additional 6,734 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently issued reports on VRT. Piper Sandler set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. Glj Research raised shares of Vertiv from a "hold" rating to a "buy" rating and set a $381.00 target price on the stock in a research note on Friday. Zacks Research upgraded Vertiv from a "hold" rating to a "strong-buy" rating in a report on Friday, July 31st. UBS Group restated a "buy" rating and issued a $370.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Finally, TD Cowen increased their price target on Vertiv from $347.00 to $387.00 and gave the company a "buy" rating in a report on Wednesday, May 20th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus target price of $348.54.

Vertiv Trading Up 4.5%

Shares of VRT stock opened at $282.15 on Wednesday. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The company's 50-day moving average price is $298.72 and its 200-day moving average price is $282.44. The stock has a market cap of $108.63 billion, a price-to-earnings ratio of 63.84, a PEG ratio of 1.11 and a beta of 2.06.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion during the quarter, compared to analysts' expectations of $3.38 billion. During the same period last year, the business earned $0.95 earnings per share. Vertiv'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. As a group, equities analysts predict that Vertiv Holdings Co. will post 6.7 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were issued a dividend of $0.0625 per share. The ex-dividend date was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv's dividend payout ratio (DPR) is currently 5.66%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analyst commentary highlighted strong AI data-center demand, Vertiv’s efforts to expand capacity and its advanced power and cooling technologies. The company is viewed as a key infrastructure supplier as data-center operators address increasing electricity and thermal-management requirements. Vertiv Capitalizes on Strong AI Data Center Growth: More Upside Ahead?
• Positive Sentiment: Multiple Zacks articles identified Vertiv as an attractive growth stock, citing above-average financial growth and a Zacks Rank of No. 1, or “Strong Buy.” This reinforced the market’s view that Vertiv could benefit from sustained AI-related capital spending. 3 Reasons Growth Investors Will Love Vertiv
• Positive Sentiment: A report on AI infrastructure noted that server-rack power density has nearly quadrupled since 2021, creating a bottleneck beyond the supply of chips. This supports the long-term investment case for Vertiv’s electrical and cooling equipment. AI's Next Bottleneck Isn't Chips, It's Power Infrastructure
• Neutral Sentiment: Vertiv was also included in a screen of companies with strong interest-coverage ratios, suggesting comparatively favorable capacity to service debt. However, this was a general stock screen rather than a new company-specific development. Stocks With Amazing Interest Coverage Ratios
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The notice did not provide specific allegations or establish wrongdoing, but securities-investigation headlines can increase legal and reputational concerns. Pomerantz Investor Alert

About Vertiv

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company's product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.

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