Vertiv Holdings Co. $VRT Shares Acquired by Ameritas Advisory Services LLC

Key Points

• Ameritas Advisory Services increased its Vertiv stake by 404% in the second quarter, owning 10,684 shares valued at approximately $3.6 million. Institutional investors collectively hold nearly 90% of Vertiv’s outstanding stock.
• Vertiv’s latest quarter showed strong earnings momentum: EPS of $1.52 beat estimates of $1.43 and revenue rose 24.1% year over year, though revenue of $3.27 billion fell short of expectations. Analysts maintain a consensus “Moderate Buy” rating with a $357.83 price target.
• Director Edward Monser sold 15,287 shares worth about $3.9 million under a pre-arranged Rule 10b5-1 plan. Meanwhile, Vertiv faces heightened competition in AI data-center power infrastructure following Flex’s $4.4 billion acquisition of EPC Power.

Ameritas Advisory Services LLC boosted its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 404.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,684 shares of the company's stock after purchasing an additional 8,564 shares during the quarter. Ameritas Advisory Services LLC's holdings in Vertiv were worth $3,577,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Wedmont Private Capital boosted its stake in Vertiv by 7.5% in the second quarter. Wedmont Private Capital now owns 4,984 shares of the company's stock valued at $1,589,000 after acquiring an additional 347 shares during the period. Yarger Wealth Strategies LLC raised its position in shares of Vertiv by 13.2% during the 2nd quarter. Yarger Wealth Strategies LLC now owns 1,701 shares of the company's stock worth $543,000 after purchasing an additional 199 shares during the period. Ameliora Wealth Management Ltd. bought a new stake in shares of Vertiv in the 2nd quarter worth approximately $269,000. HB Wealth Management LLC lifted its holdings in shares of Vertiv by 13.9% in the 2nd quarter. HB Wealth Management LLC now owns 13,699 shares of the company's stock worth $4,587,000 after purchasing an additional 1,674 shares during the last quarter. Finally, Clay Northam Wealth Management LLC boosted its position in Vertiv by 9.1% during the 2nd quarter. Clay Northam Wealth Management LLC now owns 2,455 shares of the company's stock valued at $822,000 after purchasing an additional 205 shares during the period. Institutional investors own 89.92% of the company's stock.

Insider Activity at Vertiv

In other 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 value of $3,880,146.34. Following the completion of the sale, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Zacks Research downgraded Vertiv from a "strong-buy" rating to a "hold" rating in a research note on Monday, August 31st. Evercore set a $375.00 target price on Vertiv in a research note on Wednesday, July 29th. Loop Capital initiated coverage on shares of Vertiv in a research report on Thursday, May 14th. They set a "buy" rating and a $500.00 price target for the company. Roth Capital reaffirmed a "buy" rating and issued a $355.00 price objective on shares of Vertiv in a report on Thursday, May 21st. Finally, KeyCorp dropped their price objective on shares of Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $357.83.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s presentation at the Goldman Sachs Communacopia + Technology Conference kept attention focused on the company’s exposure to AI-driven data-center power and cooling demand. The event may support the bullish growth narrative, although the provided report does not identify a new forecast or major announcement. Vertiv Goldman Sachs conference transcript
• Positive Sentiment: Zacks identified VRT as a highly rated momentum stock, reinforcing the view that strong investor demand and favorable price trends could continue over the long term. This is a quantitative/style assessment rather than a new fundamental company announcement. Zacks momentum analysis
• Neutral Sentiment: Jefferies maintained its Hold rating on Vertiv, signaling that the firm sees a balanced risk-reward profile rather than a clear near-term catalyst. Jefferies maintains Hold rating
• Neutral Sentiment: Q2 industry coverage places Vertiv within a broader electrical-systems group benefiting from data-center investment. Vertiv delivered strong earnings growth in its latest reported quarter, but revenue came in below consensus, leaving investors focused on execution and demand durability. Q2 electrical systems earnings roundup
• Negative Sentiment: Flex’s $4.4 billion acquisition of EPC Power strengthens a competing supplier’s AI-data-center power portfolio, potentially increasing competitive pressure on Vertiv even as the deal validates strong industry demand. Flex EPC Power acquisition

Vertiv Trading Up 3.5%

NYSE:VRT opened at $290.40 on Wednesday. The stock has a market cap of $111.80 billion, a price-to-earnings ratio of 65.70, a PEG ratio of 1.15 and a beta of 2.07. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. Vertiv Holdings Co. has a 1 year low of $120.83 and a 1 year high of $379.93. The business has a fifty day moving average of $281.30 and a 200-day moving average of $291.80.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings data 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. The business had revenue of $3.27 billion for the quarter, compared to analysts' expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company's revenue was up 24.1% on a year-over-year basis. During the same period in the previous year, the business earned $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. Equities analysts predict that Vertiv Holdings Co. will post 6.72 earnings per share for the current year.

Vertiv Announces Dividend

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

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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