NEOS Investment Management LLC Increases Holdings in Vertiv Holdings Co. $VRT

Key Points

• NEOS Investment Management increased its Vertiv stake by 10.5% in the second quarter, bringing its holdings to 61,679 shares valued at approximately $20.65 million. Institutional investors collectively own 89.92% of Vertiv.
• Analysts remain broadly bullish, with Vertiv carrying a consensus “Moderate Buy” rating and an average price target of $357.83. The company reported second-quarter EPS of $1.52, ahead of estimates, while revenue rose 24.1% year over year.
• Valuation and insider activity warrant attention: Vertiv trades at a P/E ratio of 63.52, and director Edward Monser sold 15,287 shares worth about $3.88 million under a pre-arranged Rule 10b5-1 plan.

NEOS Investment Management LLC lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 10.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,679 shares of the company's stock after purchasing an additional 5,879 shares during the period. NEOS Investment Management LLC's holdings in Vertiv were worth $20,651,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in the stock. State Street Corp raised its holdings 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 purchasing an additional 235,577 shares during the period. Geode Capital Management LLC increased its position 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 buying an additional 143,821 shares during the last quarter. Invesco Ltd. raised its stake in shares of Vertiv by 2.1% in 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 period. Norges Bank bought a new stake in shares of Vertiv in the fourth quarter valued at $808,701,000. Finally, Wellington Management Group LLP lifted its position 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 valued at $1,270,428,000 after buying an additional 468,380 shares during the last quarter. Institutional investors own 89.92% of the company's stock.

Insider Activity at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the firm's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Loop Capital began coverage on shares of Vertiv in a report on Thursday, May 14th. They set a "buy" rating and a $500.00 price objective on the stock. Barclays upped their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an "overweight" rating in a research note on Friday, May 15th. Bank of America increased their price objective on Vertiv from $370.00 to $440.00 and gave the stock a "buy" rating in a report on Friday, May 15th. Oppenheimer restated an "outperform" rating and issued a $325.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Finally, Mizuho set a $380.00 target price on shares of Vertiv in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $357.83.

Key Stories 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

Vertiv Price Performance

Shares of NYSE:VRT opened at $280.76 on Friday. The company's fifty day moving average price is $282.72 and its 200-day moving average price is $290.81. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The firm has a market capitalization of $108.09 billion, a price-to-earnings ratio of 63.52, a PEG ratio of 1.11 and a beta of 2.07. Vertiv Holdings Co. has a one year low of $118.70 and a one year 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 (EPS) for the quarter, topping analysts' consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm's revenue was up 24.1% compared to the same quarter last year. During the same period in the previous 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. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 6.67 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be 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 is Monday, September 14th. Vertiv's dividend 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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