Tema ETFs LLC Purchases 6,471 Shares of Vertiv Holdings Co. $VRT

Key Points

• Tema ETFs LLC increased its Vertiv stake by 10.7% in the second quarter, purchasing 6,471 additional shares for a total holding of 67,162 shares valued at approximately $22.5 million. Institutional investors collectively own 89.92% of Vertiv.
• Vertiv continues to benefit from strong AI data-center demand for power and cooling infrastructure. The company’s latest quarterly results beat EPS estimates, with revenue rising 24.1% year over year, although revenue fell short of consensus expectations.
• Wall Street maintains a favorable outlook, with a consensus “Buy” rating and a $348.54 price target. However, investor risks include Vertiv’s elevated valuation and a newly announced law-firm investigation into potential investor claims.

Tema ETFs LLC grew its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 10.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 67,162 shares of the company's stock after acquiring an additional 6,471 shares during the quarter. Tema ETFs LLC's holdings in Vertiv were worth $22,487,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Lingotto Investment Management LLP bought a new stake in shares of Vertiv during the 4th quarter worth approximately $2,641,000. Norges Bank bought a new position in Vertiv in the 4th quarter valued at $808,701,000. Sterling Investment Advisors Ltd. grew its position in Vertiv by 26.1% in the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company's stock valued at $3,641,000 after acquiring an additional 4,645 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in Vertiv in the fourth quarter worth $2,197,000. Finally, WD Rutherford LLC increased its stake in Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company's stock worth $2,443,000 after purchasing an additional 6,734 shares during the period. Institutional investors own 89.92% of the company's stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Analyst commentary highlighted strong AI data-center demand, Vertiv’s efforts to expand capacity and its advanced power and cooling technologies. The company is viewed as a key infrastructure supplier as data-center operators address increasing electricity and thermal-management requirements. Vertiv Capitalizes on Strong AI Data Center Growth: More Upside Ahead?
• Positive Sentiment: Multiple Zacks articles identified Vertiv as an attractive growth stock, citing above-average financial growth and a Zacks Rank of No. 1, or “Strong Buy.” This reinforced the market’s view that Vertiv could benefit from sustained AI-related capital spending. 3 Reasons Growth Investors Will Love Vertiv
• Positive Sentiment: A report on AI infrastructure noted that server-rack power density has nearly quadrupled since 2021, creating a bottleneck beyond the supply of chips. This supports the long-term investment case for Vertiv’s electrical and cooling equipment. AI's Next Bottleneck Isn't Chips, It's Power Infrastructure
• Neutral Sentiment: Vertiv was also included in a screen of companies with strong interest-coverage ratios, suggesting comparatively favorable capacity to service debt. However, this was a general stock screen rather than a new company-specific development. Stocks With Amazing Interest Coverage Ratios
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The notice did not provide specific allegations or establish wrongdoing, but securities-investigation headlines can increase legal and reputational concerns. Pomerantz Investor Alert

Vertiv Stock Up 4.5%

NYSE:VRT opened at $282.15 on Wednesday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The company has a 50-day moving average of $298.72 and a 200 day moving average of $282.44. The firm has a market cap of $108.63 billion, a PE ratio of 63.84, a price-to-earnings-growth ratio of 1.11 and a beta of 2.06.

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 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 business had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter last year, the firm posted $0.95 EPS. The company's revenue for the quarter 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, research analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Wall Street Analysts Forecast Growth

VRT has been the topic of several recent analyst reports. Morgan Stanley raised their price target on shares of Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a research note on Thursday, April 23rd. Zacks Research raised shares of Vertiv from a "hold" rating to a "strong-buy" rating in a research report on Friday, July 31st. Weiss Ratings restated a "buy (b-)" rating on shares of Vertiv in a research note on Tuesday, July 21st. Royal Bank Of Canada reduced their target price on shares of Vertiv from $418.00 to $337.00 and set an "outperform" rating on the stock in a research report on Thursday, July 30th. Finally, Roth Capital reaffirmed a "buy" rating and set a $355.00 price target on shares of Vertiv in a research note on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Vertiv has a consensus rating of "Buy" and a consensus price target of $348.54.

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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