Vertiv Holdings Co. $VRT Shares Purchased by Northwestern Mutual Wealth Management Co.

Key Points

• Northwestern Mutual increased its Vertiv stake by 34.7% in the second quarter, bringing its holdings to 114,072 shares valued at approximately $38.2 million. Institutional investors collectively own 89.92% of Vertiv.
• Analysts remain broadly bullish, with Vertiv receiving a consensus “Buy” rating and an average price target of $357.83, although Weiss Ratings downgraded the stock to “Hold.”
• Vertiv reported second-quarter EPS of $1.52, exceeding estimates by $0.09, while revenue rose 24.1% year over year to $3.27 billion. The company issued third-quarter and full-year 2026 EPS guidance and maintains a quarterly dividend of $0.0625.

Northwestern Mutual Wealth Management Co. grew its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 34.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 114,072 shares of the company's stock after buying an additional 29,403 shares during the quarter. Northwestern Mutual Wealth Management Co.'s holdings in Vertiv were worth $38,193,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Lingotto Investment Management LLP acquired a new position in shares of Vertiv during the fourth quarter worth $2,641,000. Norges Bank acquired a new stake in Vertiv during the 4th quarter valued at $808,701,000. Sterling Investment Advisors Ltd. increased its stake in Vertiv by 26.1% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company's stock worth $3,641,000 after buying an additional 4,645 shares during the period. Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in Vertiv during the 4th quarter worth $2,197,000. Finally, WD Rutherford LLC lifted its holdings in Vertiv by 80.7% in the 4th quarter. WD Rutherford LLC now owns 15,081 shares of the company's stock worth $2,443,000 after buying an additional 6,734 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Analysts Set New Price Targets

VRT has been the subject of a number of recent analyst reports. Robert W. Baird set a $320.00 price objective on Vertiv in a research note on Thursday, July 30th. Mizuho set a $380.00 target price on Vertiv in a research report on Thursday, May 21st. Weiss Ratings cut Vertiv from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, August 14th. Bank of America raised their price target on shares of Vertiv from $370.00 to $440.00 and gave the stock a "buy" rating in a research report on Friday, May 15th. Finally, Piper Sandler set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Vertiv presently has a consensus rating of "Buy" and an average price target of $357.83.

Vertiv Stock Performance

Shares of VRT stock opened at $262.36 on Friday. The stock has a market capitalization of $101.01 billion, a price-to-earnings ratio of 59.36, a PEG ratio of 1.08 and a beta of 2.06. Vertiv Holdings Co. has a one year low of $118.70 and a one year high of $379.93. The company's 50-day simple moving average is $294.65 and its 200-day simple moving average is $286.87. 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 (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, 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 firm had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the company earned $0.95 earnings per share. Vertiv's quarterly 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 analysts anticipate that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

About Vertiv

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.

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