Blue Whale Capital LLP Decreases Holdings in Vertiv Holdings Co. $VRT

Key Points

• Blue Whale Capital reduced its Vertiv stake by 7.8% in the second quarter, selling 35,793 shares and retaining 420,515 shares worth approximately $140.8 million. Vertiv remains 4.5% of the firm’s portfolio and its seventh-largest position.
• Vertiv reported quarterly EPS of $1.52, beating estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion, below expectations of $3.38 billion. The company guided for third-quarter 2026 EPS of $1.77–$1.83 and full-year EPS of $6.65–$6.75.
• Institutional investors own nearly 89.9% of Vertiv, and analysts maintain a consensus “Buy” rating with an average price target of $357.83. Shares opened at $262.36, well below the 12-month high of $379.93.

Blue Whale Capital LLP lowered its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 7.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 420,515 shares of the company's stock after selling 35,793 shares during the period. Vertiv makes up 4.5% of Blue Whale Capital LLP's investment portfolio, making the stock its 7th largest position. Blue Whale Capital LLP owned about 0.11% of Vertiv worth $140,797,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Norges Bank bought a new position in shares of Vertiv in the fourth quarter worth approximately $808,701,000. Marshall Wace LLP lifted its position in Vertiv by 265.6% during the fourth quarter. Marshall Wace LLP now owns 2,670,007 shares of the company's stock valued at $432,568,000 after purchasing an additional 1,939,749 shares during the last quarter. Alkeon Capital Management LLC increased its holdings in shares of Vertiv by 178.2% in the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company's stock worth $324,524,000 after buying an additional 1,283,110 shares during the last quarter. Ameriprise Financial Inc. increased its holdings in shares of Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock worth $361,033,000 after buying an additional 930,158 shares during the last quarter. Finally, Qube Research & Technologies Ltd purchased a new stake in shares of Vertiv during the 3rd quarter valued at $125,331,000. Hedge funds and other institutional investors own 89.92% of the company's stock.

Vertiv Stock Up 0.2%

VRT opened at $262.36 on Monday. The company has a market cap of $101.01 billion, a P/E ratio of 59.36, a P/E/G ratio of 1.08 and a beta of 2.06. The business's 50-day moving average price is $294.65 and its 200-day moving average price is $287.55. 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 12 month low of $118.70 and a 12 month high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company had revenue of $3.27 billion during the quarter, compared to analysts' expectations of $3.38 billion. During the same period in the prior year, the business posted $0.95 EPS. Vertiv'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. On average, equities analysts expect that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th 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 of this dividend was Monday, June 15th. Vertiv's dividend payout ratio is 5.66%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Barclays upped their price objective on Vertiv from $345.00 to $412.00 and gave the stock an "overweight" rating in a report on Friday, May 15th. TD Cowen boosted their target price on Vertiv from $347.00 to $387.00 and gave the stock a "buy" rating in a research report on Wednesday, May 20th. Loop Capital began coverage on Vertiv in a research note on Thursday, May 14th. They issued a "buy" rating and a $500.00 target price for the company. Weiss Ratings lowered Vertiv from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, August 14th. Finally, Bank of America increased their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a "buy" rating in a research report on Friday, May 15th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus price target of $357.83.

Vertiv Company Profile

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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