Vertiv Holdings Co. $VRT Shares Sold by Sigma Planning Corp

Key Points

• Sigma Planning Corp reduced its Vertiv stake by 23.4% in the second quarter, selling 6,334 shares and retaining 20,689 shares valued at approximately $6.9 million. Institutional investors and hedge funds collectively own 89.92% of the company.
• Vertiv exceeded quarterly EPS expectations, reporting $1.52 per share versus the $1.43 consensus, while revenue rose 24.1% year over year to $3.27 billion but fell short of estimates. The company provided third-quarter 2026 EPS guidance of $1.77–$1.83 and full-year guidance of $6.65–$6.75.
• Analysts maintain a broadly bullish view, with Vertiv holding an average “Buy” rating and a consensus price target of $357.83 versus its reported share price of $256.20. However, its elevated valuation, high beta, and a recently announced investor investigation add risk and uncertainty.

Sigma Planning Corp trimmed its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 23.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,689 shares of the company's stock after selling 6,334 shares during the quarter. Sigma Planning Corp's holdings in Vertiv were worth $6,927,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Lingotto Investment Management LLP acquired a new position in Vertiv during the 4th quarter worth approximately $2,641,000. Norges Bank acquired a new stake in Vertiv in the fourth quarter valued at approximately $808,701,000. Sterling Investment Advisors Ltd. grew its position in Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company's stock valued at $3,641,000 after acquiring an additional 4,645 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in shares of Vertiv during the fourth quarter valued at approximately $2,197,000. Finally, WD Rutherford LLC lifted its position in shares of Vertiv by 80.7% during the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company's stock worth $2,443,000 after purchasing an additional 6,734 shares in the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Stock Down 0.3%

Shares of NYSE:VRT opened at $256.20 on Monday. Vertiv Holdings Co. has a 12-month low of $118.70 and a 12-month high of $379.93. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The firm has a market cap of $98.63 billion, a PE ratio of 57.96, a price-to-earnings-growth ratio of 1.06 and a beta of 2.06. The company has a fifty day simple moving average of $288.73 and a 200 day simple moving average of $290.03.

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 company had revenue of $3.27 billion during 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 for the quarter was up 24.1% compared to the same quarter last year. During the same period last year, the business earned $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. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on VRT. TD Cowen raised their price target on shares of Vertiv from $347.00 to $387.00 and gave the company a "buy" rating in a report on Wednesday, May 20th. Royal Bank Of Canada decreased their price objective on shares of Vertiv from $418.00 to $337.00 and set an "outperform" rating for the company in a research report on Thursday, July 30th. Robert W. Baird set a $320.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Piper Sandler set a $375.00 target price on Vertiv in a research note on Wednesday, July 29th. Finally, Roth Capital reaffirmed a "buy" rating and set a $355.00 target price on shares of Vertiv in a research report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Vertiv currently has an average rating of "Buy" and an average target price of $357.83.

Vertiv 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.

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