Jupiter Topco LLC Invests $441.08 Million in Vertiv Holdings Co. $VRT

Key Points

• Jupiter Topco LLC acquired 1.32 million Vertiv shares worth approximately $441.1 million, giving it a 0.34% stake. Institutional investors and hedge funds collectively own 89.92% of Vertiv.
• Wall Street maintains a bullish outlook, with a consensus “Buy” rating and an average price target of $357.83, despite several analysts recently lowering their targets.
• Vertiv’s latest quarterly results beat earnings expectations, with EPS of $1.52 versus $1.43 expected and year-over-year revenue growth of 24.1%; the company issued full-year 2026 EPS guidance of $6.65–$6.75.

Jupiter Topco LLC acquired 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 SEC. The institutional investor acquired 1,317,408 shares of the company's stock, valued at approximately $441,083,000. Jupiter Topco LLC owned approximately 0.34% of Vertiv at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. SFE Investment Counsel boosted its position in Vertiv by 1.1% during the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company's stock worth $765,000 after acquiring an additional 32 shares during the period. Versant Capital Management Inc increased its holdings in shares of Vertiv by 3.0% during the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company's stock valued at $387,000 after purchasing an additional 34 shares during the period. Webster Bank N. A. raised its stake in shares of Vertiv by 6.9% during the first quarter. Webster Bank N. A. now owns 542 shares of the company's stock valued at $136,000 after purchasing an additional 35 shares in the last quarter. Sachetta LLC raised its stake in shares of Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company's stock valued at $31,000 after purchasing an additional 36 shares in the last quarter. Finally, Pincus Capital Management LP lifted its holdings in Vertiv by 0.8% in the first quarter. Pincus Capital Management LP now owns 4,713 shares of the company's stock worth $1,181,000 after purchasing an additional 38 shares during the period. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on VRT. Citigroup decreased their target price on shares of Vertiv from $414.00 to $358.00 and set a "buy" rating for the company in a research report on Thursday, July 30th. UBS Group restated a "buy" rating and set a $370.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Royal Bank Of Canada decreased their price objective on shares of Vertiv from $418.00 to $337.00 and set an "outperform" rating for the company in a report on Thursday, July 30th. Fox Advisors upgraded shares of Vertiv from a "hold" rating to a "strong-buy" rating in a report on Thursday, May 21st. Finally, Evercore set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus target price of $357.83.

Vertiv Price Performance

NYSE:VRT opened at $255.52 on Wednesday. The business's 50-day moving average price is $292.63 and its 200 day moving average price is $288.52. The firm has a market cap of $98.37 billion, a P/E ratio of 57.81, a PEG ratio of 1.05 and a beta of 2.06. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-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 issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating analysts' consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the prior year, the company earned $0.95 EPS. Vertiv's 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. As a group, sell-side analysts predict that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv's payout ratio is presently 5.66%.

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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