Vertiv Holdings Co. $VRT Stock: Bank Julius Baer & Co. Ltd Zurich Reduces Stake

Key Points

• Bank Julius Baer reduced its Vertiv stake by 37.8% in the third quarter, selling 19,881 shares and retaining 32,659 shares valued at approximately $7.9 million. Institutional investors and hedge funds collectively own 89.92% of Vertiv.
• Vertiv reported strong third-quarter results, with revenue rising 61.2% year over year to $4.31 billion and EPS of $2.21, beating estimates of $1.82. The performance reflects robust demand for AI data-center infrastructure.
• Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $337.78, although GLJ Research maintained a Sell rating amid valuation and execution concerns. Director Edward Monser also sold 15,287 shares under a pre-arranged trading plan.

Bank Julius Baer & Co. Ltd Zurich decreased its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 37.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 32,659 shares of the company's stock after selling 19,881 shares during the quarter. Bank Julius Baer & Co. Ltd Zurich's holdings in Vertiv were worth $7,906,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in VRT. Virtue Capital Management LLC grew its position in Vertiv by 12.2% during the third quarter. Virtue Capital Management LLC now owns 1,952 shares of the company's stock worth $471,000 after buying an additional 212 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of Vertiv during the 3rd quarter worth approximately $90,817,000. Stevens Capital Partners bought a new stake in shares of Vertiv during the third quarter valued at approximately $223,000. ProShare Advisors LLC increased its position in shares of Vertiv by 2.5% during the third quarter. ProShare Advisors LLC now owns 65,762 shares of the company's stock valued at $15,869,000 after purchasing an additional 1,625 shares during the period. Finally, Investment Partners LTD. increased its position in shares of Vertiv by 100.4% during the third quarter. Investment Partners LTD. now owns 4,020 shares of the company's stock valued at $970,000 after purchasing an additional 2,014 shares during the period. 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 business's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.

Vertiv News Roundup

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

Vertiv Stock Performance

Vertiv stock opened at $224.14 on Tuesday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.39 and a quick ratio of 1.03. The stock has a fifty day moving average price of $241.86 and a two-hundred day moving average price of $269.22. Vertiv Holdings Co. has a 52-week low of $147.82 and a 52-week high of $379.93. The firm has a market capitalization of $86.29 billion, a P/E ratio of 41.90, a P/E/G ratio of 0.84 and a beta of 2.05.

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

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv's dividend payout ratio (DPR) is currently 4.67%.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. HSBC reduced their target price on Vertiv from $376.00 to $365.00 and set a "buy" rating for the company in a research report on Friday, July 31st. Robert W. Baird set a $320.00 price target on shares of Vertiv and gave the company an "outperform" rating in a report on Thursday, July 30th. UBS Group reissued a "buy" rating and issued a $370.00 price target on shares of Vertiv in a report on Thursday, July 30th. Morgan Stanley set a $330.00 price objective on shares of Vertiv in a research note on Friday, October 16th. Finally, Wells Fargo & Company raised their price objective on shares of Vertiv from $340.00 to $345.00 and gave the stock an "overweight" rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $337.78.

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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