Concurrent Investment Advisors LLC Increases Holdings in Vertiv Holdings Co. $VRT

Key Points

• Concurrent Investment Advisors increased its Vertiv stake by 26.7% in the second quarter, owning 46,653 shares valued at approximately $15.62 million. Institutional investors collectively own 89.92% of Vertiv’s stock.
• Vertiv reported quarterly EPS of $1.52, exceeding estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion. Management issued fiscal 2026 EPS guidance of $6.65–$6.75, supported by continued AI infrastructure demand.
• Analysts maintain a consensus “Moderate Buy” rating with an average price target of $357.83, but Vertiv’s valuation remains elevated at roughly 63.5 times earnings. Director Edward Monser also sold $3.88 million of shares under a pre-arranged Rule 10b5-1 plan.

Concurrent Investment Advisors LLC increased its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 26.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 46,653 shares of the company's stock after purchasing an additional 9,844 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Vertiv were worth $15,620,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. SFE Investment Counsel increased its stake in shares of Vertiv by 1.1% during the first quarter. SFE Investment Counsel now owns 3,052 shares of the company's stock valued at $765,000 after buying an additional 32 shares during the period. Versant Capital Management Inc lifted its stake in Vertiv by 3.0% in the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company's stock worth $387,000 after acquiring an additional 34 shares during the period. Webster Bank N. A. lifted its stake in Vertiv by 6.9% in the first quarter. Webster Bank N. A. now owns 542 shares of the company's stock worth $136,000 after acquiring an additional 35 shares during the period. Sachetta LLC grew 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 in the last quarter. Finally, Pincus Capital Management LP grew its holdings in Vertiv by 0.8% during the 1st quarter. Pincus Capital Management LP now owns 4,713 shares of the company's stock worth $1,181,000 after acquiring an additional 38 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Shares of VRT stock opened at $280.76 on Friday. The business's fifty day simple moving average is $282.72 and its 200-day simple moving average is $290.81. The company has a market cap of $108.09 billion, a PE ratio of 63.52, a PEG ratio of 1.11 and a beta of 2.07. 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 posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping 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 during the quarter, compared to analysts' expectations of $3.38 billion. During the same quarter last year, the firm earned $0.95 EPS. The business's quarterly revenue was up 24.1% on a year-over-year basis. 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 expect that Vertiv Holdings Co. will post 6.67 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be given 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%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the company'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 transaction, the director owned 16,500 shares in the company, 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 can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on VRT shares. Zacks Research lowered shares of Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, August 31st. Glj Research upgraded shares of Vertiv from a "hold" rating to a "buy" rating and set a $381.00 price objective on the stock in a research note on Friday, August 7th. TD Cowen lifted their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a "buy" rating in a report on Wednesday, May 20th. Evercore set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. Finally, Royal Bank Of Canada lowered their target price on Vertiv from $418.00 to $337.00 and set an "outperform" rating for the company in a report on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Vertiv presently has an average rating of "Moderate Buy" and an average target price of $357.83.

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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