Vertiv Holdings Co. $VRT Stock: CMH Wealth Management LLC Lowers Holdings

Key Points

• CMH Wealth Management reduced its Vertiv stake by 19.7% in the third quarter, selling 7,452 shares and retaining 30,373 shares valued at approximately $7.3 million. Institutional investors collectively own 89.92% of Vertiv.
• Vertiv shares fell 8.0% to $195.19, well below their 50-day and 200-day moving averages. The stock trades at a P/E ratio of 44.16 and has declined amid concerns about financing for major AI infrastructure spending.
• Despite lowered analyst price targets and one new sell rating, Vertiv maintains a consensus “Moderate Buy” rating with an average target price of $335.67. The company recently reported adjusted earnings above expectations and continues to forecast strong 2026 earnings growth.

CMH Wealth Management LLC lessened its holdings in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 19.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,373 shares of the company's stock after selling 7,452 shares during the quarter. CMH Wealth Management LLC's holdings in Vertiv were worth $7,329,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Precedent Wealth Partners LLC boosted its holdings in Vertiv by 6.3% in the third quarter. Precedent Wealth Partners LLC now owns 866 shares of the company's stock valued at $209,000 after purchasing an additional 51 shares in the last quarter. SBI Securities Co. Ltd. increased its stake in Vertiv by 3.3% in the third quarter. SBI Securities Co. Ltd. now owns 17,091 shares of the company's stock valued at $4,124,000 after purchasing an additional 542 shares during the last quarter. Aire Advisors LLC increased its stake in Vertiv by 3.7% in the third quarter. Aire Advisors LLC now owns 2,233 shares of the company's stock valued at $539,000 after purchasing an additional 79 shares during the last quarter. Woodward Diversified Capital LLC raised its holdings in Vertiv by 6.3% during the third quarter. Woodward Diversified Capital LLC now owns 1,293 shares of the company's stock worth $312,000 after purchasing an additional 77 shares in the last quarter. Finally, Crescent Grove Advisors LLC raised its holdings in Vertiv by 80.5% during the third quarter. Crescent Grove Advisors LLC now owns 2,051 shares of the company's stock worth $495,000 after purchasing an additional 915 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Trading Down 8.0%

NYSE:VRT opened at $195.19 on Friday. The firm has a market cap of $75.14 billion, a P/E ratio of 44.16, a PEG ratio of 0.79 and a beta of 2.05. 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 stock's 50 day simple moving average is $249.47 and its 200-day simple moving average is $287.61. 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 issued its quarterly earnings results 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. 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 the consensus estimate of $3.38 billion. During the same period last year, the company earned $0.95 earnings per share. The company's revenue for the quarter 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 6.71 EPS for the current year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given a dividend of $0.0625 per share. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv's dividend payout ratio is presently 5.66%.

Analyst Upgrades and Downgrades

VRT has been the subject of several recent analyst reports. KeyCorp reduced their price objective on shares of Vertiv from $360.00 to $325.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. TD Cowen dropped their target price on shares of Vertiv from $387.00 to $356.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Citigroup cut their price target on shares of Vertiv from $414.00 to $358.00 and set a "buy" rating on the stock in a research note on Thursday, July 30th. Glj Research began coverage on shares of Vertiv in a research note on Tuesday, October 6th. They set a "sell" rating and a $188.00 price target on the stock. Finally, Wall Street Zen cut shares of Vertiv from a "buy" rating to a "hold" rating in a research report on Saturday, October 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Vertiv has a consensus rating of "Moderate Buy" and a consensus target price of $335.67.

Insider Buying and Selling

In other news, Director Edward Monser sold 15,287 shares of the firm's stock in a transaction on 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 completion of the sale, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Faster AI-factory deployment: Vertiv and NVIDIA introduced an approach using pre-engineered designs, virtual validation and factory-built infrastructure. The companies are targeting deployment cycles as short as 10–14 weeks—or 14 days for certain modular configurations—and up to 30% more cumulative AI-token output during the first year with the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Dassault Systèmes collaboration: Vertiv will combine its power and cooling expertise with Dassault Systèmes’ 3DEXPERIENCE platform to configure, simulate and validate AI factories before construction. The initiative could reduce field complexity and accelerate customer deployments. Dassault Systèmes and Vertiv collaboration
• Positive Sentiment: Potential earnings support: Analysts expect Vertiv’s earnings to grow ahead of next week’s quarterly report, with coverage highlighting the possibility of an earnings beat. The company also has strong interest coverage, which may help mitigate concerns about higher borrowing costs. Vertiv earnings outlook
• Neutral Sentiment: Elevated options activity: Investors traded 41,401 put options, about 29% above typical volume. The activity signals increased hedging or bearish speculation but does not by itself confirm a change in fundamentals.
• Negative Sentiment: AI spending-financing concerns: Investors questioned how major hyperscaler spending plans will be financed, pressuring power-equipment suppliers including Vertiv, GE Vernova and Eaton. This suggests concern that customers could delay or moderate orders despite strong long-term AI demand. AI spending and financing concerns
• Negative Sentiment: Valuation and target-price pressure: After the prior AI-factory announcement lifted the stock, Mizuho lowered its price target from $300 to $280. The pullback reflects skepticism that the long-term opportunity is fully translating into near-term earnings, particularly while Vertiv trades at a high earnings multiple. Mizuho Vertiv price-target reduction

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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