Vertiv Holdings Co. $VRT Stake Increased by Traynor Capital Management Inc.

Key Points

• Traynor Capital Management increased its Vertiv stake by 31% during the third quarter, bringing its holdings to 137,801 shares valued at approximately $33.3 million. Institutional investors collectively own 89.92% of Vertiv.
• Vertiv delivered a strong quarterly performance, reporting EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus $3.75 billion expected. Revenue increased 61.2% year over year, driven by demand for AI data-center power and cooling infrastructure.
• Analysts remain broadly positive, but volatility and valuation risks persist. Vertiv carries a “Moderate Buy” consensus rating with an average price target of $337.81, while the stock’s high valuation, beta above 2, and a recent director stock sale could contribute to continued volatility.

Traynor Capital Management Inc. boosted its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 31.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 137,801 shares of the company's stock after buying an additional 32,631 shares during the period. Vertiv makes up about 1.5% of Traynor Capital Management Inc.'s investment portfolio, making the stock its 15th largest position. Traynor Capital Management Inc.'s holdings in Vertiv were worth $33,253,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Virtue Capital Management LLC boosted its holdings in Vertiv by 12.2% in the 3rd quarter. Virtue Capital Management LLC now owns 1,952 shares of the company's stock worth $471,000 after acquiring an additional 212 shares during the period. Mirae Asset Global Investments Co. Ltd. purchased a new stake in Vertiv during the 3rd quarter worth approximately $90,817,000. Stevens Capital Partners acquired a new position in shares of Vertiv in the 3rd quarter valued at approximately $223,000. ProShare Advisors LLC boosted its stake in shares of Vertiv by 2.5% during the 3rd quarter. ProShare Advisors LLC now owns 65,762 shares of the company's stock valued at $15,869,000 after buying an additional 1,625 shares during the last quarter. Finally, Investment Partners LTD. boosted its stake in shares of Vertiv by 100.4% during the 3rd quarter. Investment Partners LTD. now owns 4,020 shares of the company's stock valued at $970,000 after buying an additional 2,014 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the stock in a transaction 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 transaction, the director directly owned 16,500 shares of the company's stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company's stock.

Vertiv Stock Performance

Shares of NYSE VRT opened at $232.21 on Monday. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.53. The stock has a 50 day simple moving average of $242.63 and a 200-day simple moving average of $268.96. The company has a market cap of $89.40 billion, a PE ratio of 43.40, a P/E/G ratio of 0.74 and a beta of 2.11. 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 announced its earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share 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 firm had revenue of $4.31 billion for the quarter, compared to the consensus estimate of $3.75 billion. During the same quarter in the previous year, the business earned $1.24 EPS. The firm's revenue for the quarter was up 61.2% on a year-over-year basis. On average, equities research analysts forecast that Vertiv Holdings Co. will post 7.17 EPS for the current year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given 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, September 14th. Vertiv's dividend payout ratio is 4.67%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Loop Capital decreased their price objective on shares of Vertiv from $500.00 to $400.00 and set a "buy" rating for the company in a report on Friday, July 31st. Evercore set a $375.00 target price on Vertiv in a research report on Wednesday, July 29th. KeyCorp lowered their price target on Vertiv from $360.00 to $325.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Oppenheimer restated an "outperform" rating and set a $325.00 price objective (down from $353.00) on shares of Vertiv in a research note on Thursday, July 30th. Finally, Citigroup lifted their price objective on shares of Vertiv from $358.00 to $362.00 and gave the stock a "buy" rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $337.81.

Vertiv Company 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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