Vertiv Holdings Co. $VRT Stake Boosted by Aware Super Pty Ltd as trustee of Aware Super

Key Points

• Aware Super increased its Vertiv stake by 31.2% in the third quarter, bringing its holdings to 117,874 shares valued at approximately $28.4 million. Institutional investors collectively own 89.92% of the company.
• Vertiv reported strong quarterly results, with revenue rising 61.2% year over year to $4.31 billion and EPS of $2.21, beating analyst expectations of $1.82. The company’s AI-related data-center infrastructure demand remains a key growth driver.
• Analyst sentiment is broadly positive, with a consensus “Moderate Buy” rating and $337.78 target price, although targets vary widely and GLJ Research maintains a “Sell” rating. Shares recently traded down 3.6% and remain well below their 12-month high.

Aware Super Pty Ltd as trustee of Aware Super grew its position in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 31.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 117,874 shares of the company's stock after acquiring an additional 28,004 shares during the quarter. Aware Super Pty Ltd as trustee of Aware Super's holdings in Vertiv were worth $28,444,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the company. Sachetta LLC lifted its position in shares of Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company's stock worth $31,000 after buying an additional 36 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company's stock worth $33,000 after buying an additional 49 shares during the last quarter. Burkett Financial Services LLC bought a new position in shares of Vertiv in the third quarter valued at approximately $35,000. GoalVest Advisory LLC grew its holdings in shares of Vertiv by 87.3% in the second quarter. GoalVest Advisory LLC now owns 148 shares of the company's stock valued at $50,000 after acquiring an additional 69 shares in the last quarter. Finally, Center for Financial Planning Inc. grew its holdings in shares of Vertiv by 554.2% in the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock valued at $39,000 after acquiring an additional 133 shares in the last quarter. Institutional investors own 89.92% of the company's stock.

Analyst Ratings Changes

VRT has been the subject of a number of research analyst reports. BMO Capital Markets reaffirmed an "outperform" rating and set a $331.00 price target on shares of Vertiv in a research report on Thursday. Loop Capital cut their price objective on Vertiv from $500.00 to $400.00 and set a "buy" rating on the stock in a research report on Friday, July 31st. UBS Group restated a "buy" rating and issued a $370.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. Glj Research reduced their price objective on Vertiv from $188.00 to $187.00 and set a "sell" rating for the company in a research note on Monday. Finally, BNP Paribas Exane decreased their target price on Vertiv from $380.00 to $365.00 and set an "outperform" rating for the company in a research report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Vertiv has an average rating of "Moderate Buy" and a consensus target price of $337.78.

Vertiv Trading Down 3.6%

Shares of VRT stock opened at $224.14 on Tuesday. The company has a quick ratio of 1.03, a current ratio of 1.39 and a debt-to-equity ratio of 0.53. The firm has a market cap of $86.29 billion, a P/E ratio of 38.81, a PEG ratio of 0.84 and a beta of 2.05. The company has a 50 day moving average of $241.86 and a 200-day moving average of $269.22. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93.

Vertiv (NYSE:VRT - Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, beating the consensus estimate of $1.82 by $0.39. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business had revenue of $4.31 billion for the quarter, compared to the consensus estimate of $3.75 billion. During the same quarter in the prior year, the business earned $1.24 earnings per share. Vertiv's revenue for the quarter was up 61.2% on a year-over-year basis. Sell-side analysts anticipate that Vertiv Holdings Co. will post 7.17 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were issued 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 (DPR) is 4.67%.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s third-quarter performance highlighted powerful AI infrastructure demand: revenue rose 61% year over year to approximately $4.3 billion, earnings exceeded expectations, and organic orders increased more than 100%. Services and spares revenue also grew 62%, supporting the company’s recurring-revenue opportunity. Vertiv: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Analysts and financial commentators pointed to accelerating data-center construction, strategic partnerships, modular infrastructure, and an upbeat fourth-quarter outlook as reasons for continued long-term growth. Rising AI-related electricity demand could further benefit Vertiv’s power and cooling systems. Buy Vertiv on Solid Q3 Earnings Guidance
• Positive Sentiment: Some Wall Street commentary remained bullish: Vertiv was added to the Zacks Rank #1 Strong Buy list, BMO Capital maintained its Buy rating, and another report cited a $351 price target, indicating substantial potential upside from recent trading levels. BMO Capital Keeps Their Buy Rating
• Neutral Sentiment: Analyst views are divided. While several sources recommend buying or holding Vertiv, GLJ Research lowered its target from $188 to $187 and retained a Sell rating, underscoring concerns about valuation and execution risk. GLJ Research Vertiv Ratings
• Negative Sentiment: Vertiv has been caught in a broader AI-stock sell-off alongside other data-center beneficiaries, even though orders, revenue growth, and guidance remain strong. The stock’s elevated valuation and high volatility may be prompting profit-taking and making it more sensitive to changes in AI spending expectations. Big Tech Is Spending Billions on AI

Insiders Place Their Bets

In related 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 sale, the director directly owned 16,500 shares in the company, valued at approximately $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Vertiv Profile

Vertiv Holdings Co NYSE: VRT designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company's offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.

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