Vertiv Holdings Co. $VRT Shares Bought by Vestor Capital LLC

Key Points

• Vestor Capital dramatically increased its Vertiv position by 10,250.3% in the first quarter, ending with 50,406 shares valued at approximately $12.6 million. Institutional investors collectively own 89.92% of Vertiv’s stock.
• Vertiv reported adjusted EPS of $1.52, beating estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion but fell short of expectations. The company raised its full-year 2026 EPS guidance to $6.65–$6.75, supported by continued AI data-center infrastructure demand.
• Analysts maintain a generally bullish outlook, with a consensus “Moderate Buy” rating and average price target of $339.33, although recent target cuts and Vertiv’s elevated valuation highlight risks from execution issues, project delays and a potential slowdown in AI-related spending.

Vestor Capital LLC grew its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 10,250.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,406 shares of the company's stock after buying an additional 49,919 shares during the quarter. Vestor Capital LLC's holdings in Vertiv were worth $12,631,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in VRT. Norges Bank acquired a new position in Vertiv during the fourth quarter worth about $808,701,000. Marshall Wace LLP raised its stake in Vertiv by 265.6% in the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company's stock valued at $432,568,000 after purchasing an additional 1,939,749 shares during the last quarter. Alkeon Capital Management LLC lifted its stake in shares of Vertiv by 178.2% during the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company's stock valued at $324,524,000 after buying an additional 1,283,110 shares during the period. Ameriprise Financial Inc. increased its stake in Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company's stock valued at $361,033,000 after purchasing an additional 930,158 shares during the last quarter. Finally, Qube Research & Technologies Ltd purchased a new stake in Vertiv in the third quarter valued at approximately $125,331,000. Institutional investors and hedge funds own 89.92% of the company's stock.

Vertiv Stock Performance

Shares of VRT opened at $227.44 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.15. The stock has a market capitalization of $87.36 billion, a P/E ratio of 51.46, a P/E/G ratio of 0.92 and a beta of 2.03. Vertiv Holdings Co. has a 12-month low of $118.70 and a 12-month high of $379.93. The firm's 50 day moving average is $307.36 and its 200-day moving average is $277.10.

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, beating the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company 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 company earned $0.95 earnings per share. The firm's revenue 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. Equities research analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Analyst Ratings Changes

A number of equities analysts have recently commented on VRT shares. Morgan Stanley raised their price objective on Vertiv from $285.00 to $350.00 and gave the stock an "overweight" rating in a report on Thursday, April 23rd. Barclays upped their target price on Vertiv from $345.00 to $412.00 and gave the stock an "overweight" rating in a research report on Friday, May 15th. UBS Group reaffirmed a "buy" rating and set a $370.00 price target on shares of Vertiv in a research note on Thursday. The Goldman Sachs Group raised their price target on shares of Vertiv from $277.00 to $311.00 and gave the stock a "buy" rating in a research report on Tuesday, April 14th. Finally, Royal Bank Of Canada cut their price objective on Vertiv from $418.00 to $337.00 and set an "outperform" rating on the stock in a research note on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $339.33.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Strong earnings and raised guidance: Vertiv reported adjusted EPS of $1.52, ahead of the $1.43 consensus, while revenue rose 24.1% year over year to $3.27 billion. Operating profit increased 44% and adjusted operating profit climbed 51%. The company raised its full-year 2026 EPS outlook to $6.65–$6.75 and revenue guidance to approximately $14 billion. Vertiv second-quarter earnings release
• Positive Sentiment: AI infrastructure demand remains a key catalyst: Management highlighted accelerating demand for AI-enabled data centers, rising infrastructure spending and a growing project pipeline. Analysts at Oppenheimer also cited robust demand and pipeline expansion as support for Vertiv’s longer-term outlook. Oppenheimer Vertiv outlook
• Positive Sentiment: Analysts still see substantial upside: Citigroup maintained a Buy rating while lowering its price target to $358 from $414. KeyCorp retained an Overweight rating but reduced its target to $325 from $360. Both targets remain well above the recent trading level, suggesting analysts view the selloff as excessive if growth estimates are achieved.
• Neutral Sentiment: Near-term outlook is mixed: Third-quarter revenue guidance of $3.7–$3.9 billion is broadly in line with expectations, while EPS guidance of $1.77–$1.83 brackets the $1.79 consensus. This supports continued growth but offers limited near-term upside surprise.
• Negative Sentiment: Revenue fell short of expectations: Second-quarter sales of $3.27 billion missed the approximately $3.38 billion consensus estimate. Investors reacted negatively because the miss raised concerns about execution and the timing of data-center projects, overshadowing the EPS beat and higher guidance. Vertiv revenue miss report
• Negative Sentiment: Valuation and momentum remain risks: Vertiv’s elevated earnings multiple and sharp recent decline make the stock sensitive to additional estimate reductions or evidence that AI-related demand is being delayed. The price-target cuts from Citi and KeyCorp, even with favorable ratings, reinforce investor caution.

Vertiv Company 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.

Want to see what other hedge funds are holding VRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertiv Holdings Co. (NYSE:VRT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.