NewEdge Advisors LLC Has $42.98 Million Holdings in Vertiv Holdings Co. $VRT

Key Points

• NewEdge Advisors increased its Vertiv stake by 7.5% in the second quarter, bringing its holdings to 128,353 shares valued at approximately $42.98 million. Institutional investors and hedge funds collectively own 89.92% of VRT.
• Vertiv’s latest quarter showed strong growth, with adjusted EPS of $1.52 beating estimates and revenue rising 24.1% year over year to $3.27 billion, though revenue fell short of expectations.
• Analysts remain broadly positive, with the stock carrying a “Moderate Buy” consensus and an average price target of $357.83, while investors are weighing Vertiv’s planned UtilityInnovation acquisition against its high valuation and execution risks.

NewEdge Advisors LLC lifted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 7.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 128,353 shares of the company's stock after purchasing an additional 8,979 shares during the quarter. NewEdge Advisors LLC's holdings in Vertiv were worth $42,975,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VRT. SFE Investment Counsel increased its stake 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 lifted its position in shares of Vertiv by 3.0% during the 2nd quarter. Versant Capital Management Inc now owns 1,156 shares of the company's stock valued at $387,000 after acquiring an additional 34 shares during the period. Webster Bank N. A. grew its holdings in shares of Vertiv by 6.9% during the 1st quarter. Webster Bank N. A. now owns 542 shares of the company's stock worth $136,000 after purchasing an additional 35 shares in the last quarter. Sachetta LLC grew its holdings in shares of Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company's stock worth $31,000 after purchasing an additional 36 shares in the last quarter. Finally, Pincus Capital Management LP increased its position in shares of 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.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expansion into power infrastructure: Vertiv agreed to acquire UtilityInnovation Holdings for approximately $1.45 billion in cash, plus up to $1.15 billion in contingent consideration. The deal could strengthen Vertiv’s position in utility and power-delivery infrastructure supporting data-center growth and accelerate customer deployments. Vertiv UtilityInnovation acquisition analysis
• Positive Sentiment: Analysts remain broadly constructive: Coverage of Vertiv’s average brokerage recommendation indicates a favorable rating, and the company continues to receive attention as a momentum stock tied to long-term AI data-center infrastructure demand. Wall Street view on Vertiv
• Neutral Sentiment: Mixed earnings picture: Vertiv’s latest quarterly results included adjusted earnings of $1.52 per share, above the $1.43 consensus estimate, while revenue of $3.27 billion fell short of the $3.38 billion forecast. Revenue still increased 24.1% year over year, supporting the broader AI infrastructure growth thesis.
• Neutral Sentiment: Limited rating support: Jefferies maintained a Hold rating, suggesting analysts see meaningful growth potential but also believe the current valuation and execution risks are already reflected to some extent. Jefferies maintains Hold rating
• Negative Sentiment: Acquisition and valuation concerns: The transaction requires substantial upfront cash and additional payments tied to performance. With Vertiv trading at a high earnings multiple, investors may be demanding clearer evidence that the acquisition will generate sufficient returns, contributing to the stock’s decline. Why Vertiv underperformed the market

Analyst Upgrades and Downgrades

VRT has been the subject of a number of analyst reports. Bank of America boosted their price target on Vertiv from $370.00 to $440.00 and gave the company a "buy" rating in a research note on Friday, May 15th. Mizuho set a $380.00 price objective on shares of Vertiv in a research note on Thursday, May 21st. Evercore set a $375.00 target price on shares of Vertiv in a report on Wednesday, July 29th. Sanford C. Bernstein restated an "outperform" rating and issued a $368.00 target price on shares of Vertiv in a research report on Friday, July 31st. Finally, KeyCorp cut their price target on shares of Vertiv from $360.00 to $325.00 and set an "overweight" 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 given a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $357.83.

Insider Transactions at Vertiv

In related 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 completion of the transaction, the director directly owned 16,500 shares in the company, valued at $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Vertiv Price Performance

Shares of VRT stock opened at $262.70 on Thursday. 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 Holdings Co. has a twelve month low of $132.68 and a twelve month high of $379.93. The company has a market cap of $101.14 billion, a P/E ratio of 59.43, a P/E/G ratio of 1.19 and a beta of 2.07. The business has a fifty day simple moving average of $280.32 and a 200 day simple moving average of $291.94.

Vertiv (NYSE:VRT - Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analysts' expectations 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 quarter in the previous year, the business posted $0.95 earnings per share. 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, sell-side analysts forecast that Vertiv Holdings Co. will post 6.72 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be issued a dividend of $0.0625 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv's payout ratio is 5.66%.

Vertiv Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company's products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.