Tidal Investments LLC Has $229.52 Million Holdings in Vertiv Holdings Co. $VRT

Key Points

• Tidal Investments increased its Vertiv stake by 141.1% in the second quarter, purchasing 401,147 additional shares and bringing its holdings to 685,490 shares valued at approximately $229.5 million.
• Vertiv’s latest quarterly results were mixed: adjusted EPS of $1.52 exceeded estimates of $1.43, while revenue of $3.27 billion missed the $3.38 billion consensus but rose 24.1% year over year.
• Analysts maintain a broadly positive outlook, with a “Moderate Buy” consensus and an average price target of $357.83, though Vertiv’s high valuation, acquisition costs and recent insider selling remain potential concerns.

Tidal Investments LLC increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 141.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 685,490 shares of the company's stock after purchasing an additional 401,147 shares during the quarter. Tidal Investments LLC owned approximately 0.18% of Vertiv worth $229,516,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in VRT. Van Hulzen Asset Management LLC bought a new stake in Vertiv during the 2nd quarter worth about $287,000. IPG Investment Advisors LLC bought a new position in shares of Vertiv in the 2nd quarter valued at about $222,000. Arlington Capital Management Inc. increased its position in shares of Vertiv by 10.5% in the second quarter. Arlington Capital Management Inc. now owns 8,033 shares of the company's stock valued at $2,690,000 after acquiring an additional 764 shares during the last quarter. Archford Capital Strategies LLC increased its position in shares of Vertiv by 12.7% in the second quarter. Archford Capital Strategies LLC now owns 2,129 shares of the company's stock valued at $713,000 after acquiring an additional 240 shares during the last quarter. Finally, National Pension Service raised its holdings in Vertiv by 10.1% during the second quarter. National Pension Service now owns 638,968 shares of the company's stock worth $213,939,000 after acquiring an additional 58,643 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Vertiv Stock Performance

VRT 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 12-month low of $132.68 and a 12-month high of $379.93. The business has a 50 day moving average of $280.32 and a 200-day moving average of $291.94. The stock has a market cap of $101.14 billion, a price-to-earnings ratio of 59.43, a PEG ratio of 1.19 and a beta of 2.07.

Vertiv (NYSE:VRT - Get Free Report) last posted 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 return on equity of 50.47% and a net margin of 15.09%.The business had revenue of $3.27 billion for the quarter, compared to analysts' expectations of $3.38 billion. During the same quarter in the prior year, the business earned $0.95 EPS. The firm'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. On average, equities research analysts expect that Vertiv Holdings Co. will post 6.72 earnings per share for the current year.

Vertiv Dividend Announcement

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 paid a $0.0625 dividend. The ex-dividend date is Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv's dividend payout ratio is 5.66%.

Key Vertiv News

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

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the firm'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 sale, the director directly owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at 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.

Wall Street Analyst Weigh In

Several brokerages recently commented on VRT. Weiss Ratings cut Vertiv from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, August 14th. Piper Sandler set a $375.00 price objective on Vertiv in a research note on Wednesday, July 29th. Robert W. Baird set a $320.00 price objective on Vertiv in a report on Thursday, July 30th. Wall Street Zen cut shares of Vertiv from a "buy" rating to a "hold" rating in a research note on Saturday, September 5th. Finally, Bank of America boosted their target price on shares of Vertiv from $370.00 to $440.00 and gave the stock a "buy" rating in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $357.83.

Vertiv Company 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.

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