Vertiv Holdings Co. $VRT Shares Newly Bought by Bell Asset Management Ltd

Key Points

• Bell Asset Management newly purchased 11,047 Vertiv shares worth approximately $2.67 million, while institutional investors and hedge funds collectively own 89.92% of the company.
• Vertiv reported strong operating results, with quarterly EPS of $1.52 beating estimates and revenue up 24.1% year over year; analysts expect full-year 2026 EPS of about $6.73.
• Shares recently traded near $243.95 and remain under pressure from a premium valuation, macroeconomic concerns, and mixed analyst views, including a $188 sell-side price target. The company also pays a $0.25 annualized dividend with a 0.1% yield.

Bell Asset Management Ltd purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 11,047 shares of the company's stock, valued at approximately $2,666,000.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Avidian Wealth Enterprises LLC raised its holdings in shares of Vertiv by 75.2% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 1,917 shares of the company's stock worth $463,000 after buying an additional 823 shares in the last quarter. Tactive Advisors LLC grew its position in Vertiv by 2.2% in the third quarter. Tactive Advisors LLC now owns 4,022 shares of the company's stock valued at $971,000 after acquiring an additional 87 shares during the period. Toth Financial Advisory Corp raised its stake in Vertiv by 1.9% during the third quarter. Toth Financial Advisory Corp now owns 5,412 shares of the company's stock worth $1,306,000 after acquiring an additional 103 shares in the last quarter. City Center Advisors LLC bought a new position in shares of Vertiv during the third quarter valued at $210,000. Finally, Venture Visionary Partners LLC boosted its stake in shares of Vertiv by 5.2% in the 3rd quarter. Venture Visionary Partners LLC now owns 67,908 shares of the company's stock valued at $16,387,000 after purchasing an additional 3,340 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Trading Down 1.0%

Shares of VRT opened at $243.95 on Friday. The stock's fifty day simple moving average is $260.48 and its 200-day simple moving average is $290.38. The firm has a market capitalization of $93.92 billion, a PE ratio of 55.19, a price-to-earnings-growth ratio of 0.92 and a beta of 2.05. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93. 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 (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. The firm had revenue of $3.27 billion during the quarter, compared to analysts' expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company's quarterly revenue was up 24.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.95 EPS. 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 predict that Vertiv Holdings Co. will post 6.73 earnings per share for the current year.

Vertiv Announces Dividend

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

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv continues to be viewed as a major beneficiary of data-center and AI infrastructure spending. Its latest reported quarter showed 24.1% year-over-year revenue growth and earnings above analyst expectations, supporting the company’s long-term growth narrative. Vertiv: A Major AI Infrastructure Winner, But The Valuation Leaves Little Room For Error
• Neutral Sentiment: An analysis comparing Vertiv with ESS Tech focuses on differences between their businesses and investment profiles, but does not identify a new company-specific catalyst. Contrasting ESS Tech and Vertiv
• Negative Sentiment: GLJ Research initiated coverage with a Sell rating and a $188 price target, materially below recent trading levels. The downgrade added direct valuation pressure to the shares. Why Vertiv Stock Is Down Today
• Negative Sentiment: Broader macroeconomic concerns have weighed on AI infrastructure stocks, extending Vertiv’s recent weakness. The stock has fallen about 20% over three months and nearly 10% over the past month despite no new earnings report, indicating fading momentum and increased sensitivity to market sentiment. How Much Downside Is Left In Vertiv Stock?
• Negative Sentiment: Analysts and market commentary warn that Vertiv’s strong five-year performance and premium valuation leave little room for execution or growth disappointments. Investors are increasingly focused on whether future cash flows justify the share price. Vertiv Stock Stays Fairly Valued on Its Huge Five-Year Run

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on VRT. Zacks Research lowered shares of Vertiv from a "strong-buy" rating to a "hold" rating in a report on Monday, August 31st. Piper Sandler set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. Glj Research assumed coverage on shares of Vertiv in a report on Tuesday. They set a "sell" rating and a $188.00 price objective for the company. Royal Bank Of Canada cut their target price on shares of Vertiv from $418.00 to $337.00 and set an "outperform" rating for the company in a research note on Thursday, July 30th. Finally, Wall Street Zen upgraded Vertiv from a "hold" rating to a "buy" rating in a research report on Saturday, September 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Vertiv currently has an average rating of "Moderate Buy" and a consensus price target of $348.24.

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.

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