Vertiv Holdings Co. $VRT Shares Purchased by IKE Capital LLC

Key Points

• IKE Capital increased its Vertiv stake by 194.4% in the second quarter, bringing its holdings to 7,065 shares valued at approximately $2.4 million. Institutional investors and hedge funds collectively own 89.92% of Vertiv.
• Vertiv reported quarterly EPS of $1.52, exceeding estimates of $1.43, while revenue rose 24.1% year over year to $3.27 billion, below analyst expectations. The company guided for third-quarter 2026 EPS of $1.77–$1.83 and full-year EPS of $6.65–$6.75.
• Analyst sentiment remains positive overall, with Vertiv carrying a “Moderate Buy” consensus rating and an average price target of $357.83. However, some firms recently downgraded the stock or lowered their price targets, while shares traded at $239.80.

IKE Capital LLC increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 194.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,065 shares of the company's stock after buying an additional 4,665 shares during the quarter. Vertiv comprises approximately 1.2% of IKE Capital LLC's portfolio, making the stock its 23rd biggest holding. IKE Capital LLC's holdings in Vertiv were worth $2,365,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Vertiv in the fourth quarter worth $808,701,000. Jupiter Topco LLC acquired a new position in shares of Vertiv during the 2nd quarter valued at $441,083,000. Alkeon Capital Management LLC lifted its holdings in shares of Vertiv by 178.2% during the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company's stock valued at $324,524,000 after acquiring an additional 1,283,110 shares in the last quarter. Bank of New York Mellon Corp boosted its position in Vertiv by 33.7% during the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company's stock worth $604,059,000 after purchasing an additional 608,176 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its position in Vertiv by 24.2% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 2,657,948 shares of the company's stock worth $430,614,000 after purchasing an additional 517,980 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

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 stock was 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 owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company's stock.

Vertiv Stock Up 2.2%

VRT traded up $5.19 during trading hours on Wednesday, reaching $239.80. 5,494,505 shares of the stock traded hands, compared to its average volume of 6,548,015. Vertiv Holdings Co. has a fifty-two week low of $132.68 and a fifty-two week high of $379.93. The company has a market cap of $92.32 billion, a price-to-earnings ratio of 54.25, a PEG ratio of 0.97 and a beta of 2.07. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The firm's fifty day simple moving average is $275.35 and its two-hundred day simple moving average is $291.75.

Vertiv (NYSE:VRT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts' consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm's revenue was up 24.1% compared to the same quarter last year. During the same quarter 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, analysts forecast that Vertiv Holdings Co. will post 6.72 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be issued a $0.0625 dividend. The ex-dividend date of this dividend 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 currently 5.66%.

Analyst Ratings Changes

Several research analysts have commented on the company. KeyCorp cut their price objective on Vertiv from $360.00 to $325.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Weiss Ratings downgraded Vertiv from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, August 14th. Zacks Research downgraded Vertiv from a "strong-buy" rating to a "hold" rating in a research report on Monday, August 31st. Fox Advisors upgraded Vertiv from a "hold" rating to a "strong-buy" rating in a research note on Thursday, May 21st. Finally, Evercore set a $375.00 target price on Vertiv in a report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Vertiv presently has an average rating of "Moderate Buy" and an average price target of $357.83.

Vertiv 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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