NS Partners Ltd Purchases Shares of 28,447 Vertiv Holdings Co. $VRT

Key Points

• NS Partners acquired 28,447 Vertiv shares during the second quarter, worth approximately $9.5 million. Institutional investors collectively own 89.92% of Vertiv.
• Analysts remain broadly bullish, with a consensus “Buy” rating and an average price target of $357.83, though individual targets range from $337 to $440.
• Vertiv reported quarterly EPS of $1.52, exceeding estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion. The company issued Q3 and full-year 2026 EPS guidance and pays a $0.25 annualized dividend.

NS Partners Ltd acquired a new stake in Vertiv Holdings Co. (NYSE:VRT - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 28,447 shares of the company's stock, valued at approximately $9,525,000.

Other large investors have also recently modified their holdings of the company. Vermillion & White Wealth Management Group LLC increased its position in Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company's stock valued at $25,000 after acquiring an additional 56 shares during the last quarter. Sankala Group LLC bought a new stake in shares of Vertiv in the 4th quarter worth about $27,000. Meeder Asset Management Inc. boosted its stake in shares of Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company's stock worth $27,000 after purchasing an additional 112 shares during the period. Rossby Financial LCC purchased a new position in shares of Vertiv during the 4th quarter worth about $27,000. Finally, Cullen Frost Bankers Inc. raised its position in Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company's stock worth $30,000 after purchasing an additional 93 shares during the period. Institutional investors own 89.92% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. TD Cowen upped their price target on Vertiv from $347.00 to $387.00 and gave the stock a "buy" rating in a research report on Wednesday, May 20th. Bank of America lifted their price objective on shares of Vertiv from $370.00 to $440.00 and gave the stock a "buy" rating in a research note on Friday, May 15th. Royal Bank Of Canada dropped their price objective on shares of Vertiv from $418.00 to $337.00 and set an "outperform" rating on the stock in a report on Thursday, July 30th. Glj Research raised Vertiv from a "hold" rating to a "buy" rating and set a $381.00 price target for the company in a research report on Friday, August 7th. Finally, Mizuho set a $380.00 price target on Vertiv in a research note on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $357.83.

Vertiv Stock Performance

NYSE:VRT opened at $258.48 on Tuesday. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93. The company has a market cap of $99.51 billion, a price-to-earnings ratio of 58.48, a price-to-earnings-growth ratio of 1.06 and a beta of 2.06. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The company has a fifty day simple moving average of $286.74 and a two-hundred day simple moving average of $290.44.

Vertiv (NYSE:VRT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.Vertiv's revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter in the prior year, the company 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. As a group, equities analysts anticipate 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. Stockholders 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 dividend yield of 0.1%. Vertiv's dividend payout ratio is 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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