AXQ Capital LP lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 171.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 9,800 shares of the company's stock after purchasing an additional 6,188 shares during the period. AXQ Capital LP's holdings in Vertiv were worth $3,281,000 as of its most recent filing with the SEC.
Other large investors also recently added to or reduced their stakes in the company. State Street Corp grew its holdings in Vertiv by 2.8% in the 4th quarter. State Street Corp now owns 8,694,900 shares of the company's stock worth $1,408,661,000 after acquiring an additional 235,577 shares during the last quarter. Geode Capital Management LLC boosted its position in Vertiv by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company's stock valued at $1,141,723,000 after acquiring an additional 143,821 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Vertiv by 2.1% during the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company's stock worth $967,881,000 after acquiring an additional 121,618 shares during the period. Norges Bank purchased a new position in shares of Vertiv during the 4th quarter worth approximately $808,701,000. Finally, Wellington Management Group LLP raised its position in shares of Vertiv by 14.1% in the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company's stock worth $1,270,428,000 after acquiring an additional 468,380 shares in the last quarter. Hedge funds and other 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: Major expansion into data-center power: Vertiv agreed to acquire UtilityInnovation Group (UIG) for approximately $1.45 billion in cash, plus up to $1.15 billion tied to EBITDA targets. UIG adds microgrid controls, onsite-generation orchestration, specialized switchgear and behind-the-meter power systems. The deal extends Vertiv’s offering from grid interconnection to the chip and addresses the industry’s critical “time-to-power” bottleneck. Management expects the acquisition to be accretive to adjusted EPS in its first year after closing. Vertiv Announces Agreement to Acquire UtilityInnovation Group
- Positive Sentiment: AI infrastructure demand remains strong: Bullish coverage points to 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and projected third-quarter revenue growth of about 40%. Technical integration with NVIDIA and customer prepayments are viewed as indicators of durable demand. Vertiv was also identified as the leading AI/data-center stock held by billionaire-led funds, with 32 such funds reportedly owning shares. Vertiv Holdings: The Market Is Making The Same Mistake Twice
- Neutral Sentiment: Analyst consensus remains constructive: Brokerages maintain a “Moderate Buy” consensus, although a recent Zacks downgrade moved its view from “Strong Buy” to “Hold.” The split reflects strong growth prospects versus an elevated valuation and execution requirements.
- Neutral Sentiment: Dividend declared: Vertiv approved a $0.0625 quarterly dividend, payable September 24, equivalent to a $0.25 annual payout and roughly a 0.1% yield. The payment is unlikely to materially influence the shares.
- Negative Sentiment: Valuation and execution risks: Investors remain concerned that the UIG purchase is expensive, regulatory approval is pending and integration could prove difficult. Earlier revenue timing issues also triggered a selloff despite earnings beats, while a securities-law investigation announcement adds headline and litigation risk.
- Negative Sentiment: Insider selling: Director Edward Monser sold 15,287 shares worth approximately $3.88 million, reducing his holdings by about 48%. The transaction occurred under a pre-arranged Rule 10b5-1 plan, which lessens—but does not eliminate—its negative signaling effect. SEC Insider Transaction Filing
Vertiv Price Performance
NYSE VRT opened at $268.10 on Friday. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93. The firm has a market capitalization of $103.22 billion, a P/E ratio of 60.66, a PEG ratio of 1.06 and a beta of 2.07. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The company has a 50-day moving average price of $283.19 and a 200-day moving average price of $290.88.
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, 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 business had revenue of $3.27 billion for the quarter, compared to analysts' expectations of $3.38 billion. During the same quarter last year, the company posted $0.95 EPS. The company'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. Equities research analysts anticipate that Vertiv Holdings Co. will post 6.67 earnings per share for the current year.
Vertiv Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be paid a $0.0625 dividend. The ex-dividend date of this dividend is 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%.
Insider Transactions at Vertiv
In other Vertiv news, Director Edward Monser sold 15,287 shares of the firm's stock in a transaction that occurred on 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 sale, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company's stock.
Analysts Set New Price Targets
A number of research analysts have recently commented on the company. Mizuho set a $380.00 target price on Vertiv in a research note on Thursday, May 21st. KeyCorp reduced their price target on Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Wall Street Zen lowered shares of Vertiv from a "strong-buy" rating to a "buy" rating in a research note on Saturday, June 20th. Zacks Research cut Vertiv from a "strong-buy" rating to a "hold" rating in a research report on Monday. Finally, UBS Group reiterated a "buy" rating and issued a $370.00 target price on shares of Vertiv in a research note on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $357.83.
View Our Latest Research Report on VRT
Vertiv Profile
(
Free Report)
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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