Freestone Grove Partners LP Buys New Stake in Vertiv Holdings Co. $VRT

Key Points

• Freestone Grove Partners initiated a position in Vertiv, buying 41,852 shares valued at approximately $14 million. Hedge funds and other institutional investors own 89.92% of the company.
• Analyst sentiment remains favorable, with Vertiv carrying a consensus “Buy” rating and an average price target of $357.83, despite some recent upgrades and downgrades.
• Vertiv exceeded quarterly EPS expectations and delivered 24.1% year-over-year revenue growth, but revenue fell short of estimates. The company issued 2026 earnings guidance and pays a modest $0.25 annual dividend, yielding about 0.1%.

Freestone Grove Partners LP purchased a new position in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 41,852 shares of the company's stock, valued at approximately $14,013,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Sachetta LLC raised its stake in Vertiv by 41.4% in the 1st quarter. Sachetta LLC now owns 123 shares of the company's stock valued at $31,000 after purchasing an additional 36 shares during the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock worth $33,000 after purchasing an additional 49 shares during the last quarter. GoalVest Advisory LLC grew its holdings in shares of Vertiv by 87.3% during the second quarter. GoalVest Advisory LLC now owns 148 shares of the company's stock worth $50,000 after buying an additional 69 shares in the last quarter. Vermillion & White Wealth Management Group LLC grew 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. Finally, Center for Financial Planning Inc. raised its position in shares of Vertiv by 554.2% in the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock valued at $39,000 after buying an additional 133 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

VRT has been the topic of several recent analyst reports. Fox Advisors raised shares of Vertiv from a "hold" rating to a "strong-buy" rating in a research note on Thursday, May 21st. Wall Street Zen cut shares of Vertiv from a "strong-buy" rating to a "buy" rating in a research note on Saturday, June 20th. Weiss Ratings downgraded Vertiv from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, August 14th. Piper Sandler set a $375.00 price objective on Vertiv in a report on Wednesday, July 29th. Finally, Glj Research raised Vertiv from a "hold" rating to a "buy" rating and set a $381.00 price objective for the company in a research report on Friday, August 7th. Three 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. Based on data from MarketBeat, Vertiv currently has an average rating of "Buy" and a consensus price target of $357.83.

Vertiv Stock Up 2.2%

Shares of VRT opened at $269.68 on Friday. The firm has a market cap of $103.82 billion, a PE ratio of 61.01, a price-to-earnings-growth ratio of 1.08 and a beta of 2.06. The company's fifty day moving average is $290.28 and its two-hundred day moving average is $289.65. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts' consensus estimates of $1.43 by $0.09. The business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The business's revenue for the quarter was up 24.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.95 EPS. 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 6.7 earnings per share for the current year.

Vertiv Dividend Announcement

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

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s integrated portfolio of power, cooling and data-center infrastructure is positioned to benefit from the rapid expansion of AI workloads. An analyst report highlighted the company’s potential to increase revenue per megawatt, expand higher-margin services and achieve management’s long-term targets of 20%–22% organic sales growth and operating margins above 27% by 2030. Vertiv: AI's Physical Bottleneck Is Expanding Its Value Per Megawatt
• Positive Sentiment: Wall Street’s consensus price target implies approximately 28.4% upside from recent levels. Although price targets are not always reliable, the article notes that improving earnings-estimate revisions could support near-term momentum. Wall Street Analysts Believe Vertiv Could Rally 28.42%
• Positive Sentiment: Additional research characterizes Vertiv as a growth stock, citing above-average financial growth, strong interest coverage, recurring service opportunities and generally favorable analyst sentiment. The company’s participation in an upcoming Goldman Sachs technology conference may also improve investor visibility. Vertiv Is an Incredible Growth Stock
• Neutral Sentiment: Vertiv’s latest quarter showed strong earnings growth and an EPS beat, but revenue came in below expectations despite substantial year-over-year growth. This mixed performance leaves investors focused on execution and the company’s ability to sustain AI-related demand.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement can weigh on sentiment by raising concerns about possible securities-law exposure and adding legal uncertainty. Pomerantz Investor Alert
• Negative Sentiment: Hagens Berman is also investigating potential securities-law violations following a sharp decline attributed to disappointing second-quarter results and unexpected execution challenges. Multiple law-firm announcements may increase volatility and reinforce concerns about operational delivery. Hagens Berman Vertiv 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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