Fundsmith LLP Cuts Holdings in Vertiv Holdings Co. $VRT

Key Points

• Fundsmith LLP cut its Vertiv stake by 54.1% in the second quarter, selling 49,361 shares and retaining 41,893 shares valued at approximately $14 million. Institutional investors still own about 89.9% of the company.
• Analysts remain broadly bullish, with 22 Buy and three Strong Buy ratings, producing an average price target of $357.83. Recent targets range from $320 to $500.
• Vertiv’s latest quarterly EPS of $1.52 exceeded expectations, while revenue rose 24.1% year over year to $3.27 billion but fell short of consensus. Shares opened at $256.20, and the stock’s elevated valuation and beta indicate sensitivity to market sentiment.

Fundsmith LLP lowered its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 54.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 41,893 shares of the company's stock after selling 49,361 shares during the period. Fundsmith LLP's holdings in Vertiv were worth $14,027,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. State Street Corp raised its position in shares of 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 in the last quarter. Geode Capital Management LLC raised its holdings in Vertiv by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company's stock worth $1,141,723,000 after purchasing an additional 143,821 shares in the last quarter. Invesco Ltd. lifted its position in shares of Vertiv by 2.1% during the fourth quarter. Invesco Ltd. now owns 5,974,205 shares of the company's stock valued at $967,881,000 after buying an additional 121,618 shares during the last quarter. Norges Bank bought a new stake in shares of Vertiv in the 4th quarter valued at about $808,701,000. Finally, Wellington Management Group LLP raised its stake in shares of Vertiv by 14.1% during 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. Institutional investors own 89.92% of the company's stock.

Analyst Ratings Changes

VRT has been the subject of several recent analyst reports. Loop Capital assumed coverage on shares of Vertiv in a research note on Thursday, May 14th. They issued a "buy" rating and a $500.00 target price for the company. Oppenheimer reiterated an "outperform" rating and set a $325.00 price objective on shares of Vertiv in a report on Thursday, July 30th. Robert W. Baird set a $320.00 price objective on Vertiv in a research report on Thursday, July 30th. Citigroup dropped their target price on Vertiv from $414.00 to $358.00 and set a "buy" rating on the stock in a research note on Thursday, July 30th. Finally, Piper Sandler set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average target price of $357.83.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

Vertiv Trading Down 0.3%

Shares of Vertiv stock opened at $256.20 on Monday. 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. The firm has a market capitalization of $98.63 billion, a price-to-earnings ratio of 57.96, a PEG ratio of 1.06 and a beta of 2.06. The firm's 50 day simple moving average is $288.73 and its two-hundred day simple moving average is $290.03.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 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 business had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the previous year, the firm posted $0.95 earnings per share. The business's revenue for the quarter 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. Analysts predict that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Announces Dividend

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

Vertiv 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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