Vertiv Holdings Co. $VRT Holdings Lifted by Nisa Investment Advisors LLC

Key Points

• Nisa Investment Advisors increased its Vertiv stake by 29.4% in the third quarter to 50,061 shares valued at approximately $12.1 million. Institutional investors and hedge funds collectively own 89.92% of VRT.
• Vertiv director Edward Monser sold 15,287 shares for about $3.88 million under a pre-arranged Rule 10b5-1 trading plan, reducing his ownership by 48.09%.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $335.67 price target, although several firms recently lowered their targets amid valuation concerns and uncertainty over financing for AI infrastructure spending.

Nisa Investment Advisors LLC lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 29.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 50,061 shares of the company's stock after acquiring an additional 11,369 shares during the period. Nisa Investment Advisors LLC's holdings in Vertiv were worth $12,080,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in VRT. Sachetta LLC boosted its stake in Vertiv by 41.4% in the 1st quarter. Sachetta LLC now owns 123 shares of the company's stock worth $31,000 after purchasing an additional 36 shares during the period. Cornerstone Planning Group LLC raised its stake in shares of Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock valued at $33,000 after purchasing an additional 49 shares during the period. Burkett Financial Services LLC acquired a new stake in shares of Vertiv in the 3rd quarter valued at about $35,000. Center for Financial Planning Inc. raised its stake in shares of Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock valued at $39,000 after purchasing an additional 133 shares during the period. Finally, Ravenstone Capital Management Inc. bought a new stake in shares of Vertiv in the first quarter valued at about $40,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Vertiv

In related news, Director Edward Monser sold 15,287 shares of Vertiv 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 completion of the transaction, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Analyst Upgrades and Downgrades

VRT has been the subject of several recent research reports. Deutsche Bank Aktiengesellschaft reduced their price objective on Vertiv from $331.00 to $323.00 and set a "buy" rating for the company in a research report on Wednesday, September 30th. Loop Capital dropped their target price on Vertiv from $500.00 to $400.00 and set a "buy" rating on the stock in a research report on Friday, July 31st. BMO Capital Markets began coverage on Vertiv in a research report on Sunday, October 4th. They issued an "outperform" rating and a $329.00 target price on the stock. HSBC cut their target price on Vertiv from $376.00 to $365.00 and set a "buy" rating on the stock in a research note on Friday, July 31st. Finally, Jefferies Financial Group reduced their price target on Vertiv from $320.00 to $245.00 and set a "hold" rating for the company in a research report on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Vertiv presently has an average rating of "Moderate Buy" and a consensus price target of $335.67.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Faster AI-factory deployment: Vertiv and NVIDIA introduced an approach using pre-engineered designs, virtual validation and factory-built infrastructure. The companies are targeting deployment cycles as short as 10–14 weeks—or 14 days for certain modular configurations—and up to 30% more cumulative AI-token output during the first year with the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Dassault Systèmes collaboration: Vertiv will combine its power and cooling expertise with Dassault Systèmes’ 3DEXPERIENCE platform to configure, simulate and validate AI factories before construction. The initiative could reduce field complexity and accelerate customer deployments. Dassault Systèmes and Vertiv collaboration
• Positive Sentiment: Potential earnings support: Analysts expect Vertiv’s earnings to grow ahead of next week’s quarterly report, with coverage highlighting the possibility of an earnings beat. The company also has strong interest coverage, which may help mitigate concerns about higher borrowing costs. Vertiv earnings outlook
• Neutral Sentiment: Elevated options activity: Investors traded 41,401 put options, about 29% above typical volume. The activity signals increased hedging or bearish speculation but does not by itself confirm a change in fundamentals.
• Negative Sentiment: AI spending-financing concerns: Investors questioned how major hyperscaler spending plans will be financed, pressuring power-equipment suppliers including Vertiv, GE Vernova and Eaton. This suggests concern that customers could delay or moderate orders despite strong long-term AI demand. AI spending and financing concerns
• Negative Sentiment: Valuation and target-price pressure: After the prior AI-factory announcement lifted the stock, Mizuho lowered its price target from $300 to $280. The pullback reflects skepticism that the long-term opportunity is fully translating into near-term earnings, particularly while Vertiv trades at a high earnings multiple. Mizuho Vertiv price-target reduction

Vertiv Price Performance

Shares of VRT opened at $195.19 on Friday. The company has a market cap of $75.14 billion, a price-to-earnings ratio of 44.16, a PEG ratio of 0.79 and a beta of 2.05. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93. The company's fifty day simple moving average is $249.47 and its 200 day simple moving average is $287.61. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the prior year, the firm posted $0.95 earnings per share. The company's quarterly revenue was up 24.1% compared to the same quarter last year. 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, research analysts forecast that Vertiv Holdings Co. will post 6.71 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, September 14th. Vertiv's dividend payout ratio (DPR) is 5.66%.

Vertiv Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company's offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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