Vertiv Holdings Co. $VRT Stock Position Increased by VestGen Advisors LLC

Key Points

• VestGen Advisors increased its Vertiv position by 75% in the third quarter, bringing its holdings to 13,712 shares valued at approximately $3.3 million. Hedge funds and other institutional investors collectively own 89.92% of Vertiv.
• Vertiv exceeded quarterly expectations, reporting $2.21 in EPS versus the $1.82 consensus and $4.31 billion in revenue, up 61.2% year over year. Strong AI infrastructure demand and rising orders led management to raise full-year guidance.
• Analysts maintain a broadly positive view, with a consensus “Moderate Buy” rating and an average price target of $337.81, although the stock’s premium valuation and high beta leave it exposed to execution and volatility risks.

VestGen Advisors LLC increased its holdings in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 75.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,712 shares of the company's stock after buying an additional 5,876 shares during the period. VestGen Advisors LLC's holdings in Vertiv were worth $3,309,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Perpetual Ltd boosted its holdings in Vertiv by 6,110.5% in the third quarter. Perpetual Ltd now owns 114,397 shares of the company's stock valued at $27,605,000 after purchasing an additional 112,555 shares in the last quarter. NFSG Corp increased its position in shares of Vertiv by 325.4% during the third quarter. NFSG Corp now owns 8,984 shares of the company's stock worth $2,168,000 after purchasing an additional 6,872 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of Vertiv by 536.3% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company's stock worth $19,134,000 after purchasing an additional 64,358 shares in the last quarter. N10 Wealth LLC lifted its holdings in shares of Vertiv by 34.2% in the 3rd quarter. N10 Wealth LLC now owns 80,798 shares of the company's stock valued at $19,497,000 after purchasing an additional 20,604 shares during the last quarter. Finally, LDR Capital Management LLC lifted its holdings in shares of Vertiv by 111.5% in the 3rd quarter. LDR Capital Management LLC now owns 13,749 shares of the company's stock valued at $3,318,000 after purchasing an additional 7,248 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

VRT has been the subject of several research analyst reports. BMO Capital Markets reissued an "outperform" rating and issued a $331.00 price objective on shares of Vertiv in a report on Thursday. Glj Research started coverage on shares of Vertiv in a report on Tuesday, October 6th. They issued a "sell" rating and a $188.00 target price on the stock. Daiwa Securities Group reduced their price target on shares of Vertiv from $400.00 to $340.00 and set a "buy" rating for the company in a research report on Tuesday, July 21st. The Goldman Sachs Group lowered their price objective on shares of Vertiv from $352.00 to $301.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Finally, Loop Capital lowered their price target on Vertiv from $500.00 to $400.00 and set a "buy" 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $337.81.

Vertiv Price Performance

VRT stock opened at $246.11 on Friday. The firm has a market capitalization of $94.75 billion, a PE ratio of 46.00, a P/E/G ratio of 0.84 and a beta of 2.05. The firm has a 50-day moving average of $243.27 and a two-hundred day moving average of $268.65. Vertiv Holdings Co. has a one year low of $147.82 and a one year high of $379.93. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 0.53.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings results 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. The business had revenue of $4.31 billion during the quarter, compared to analysts' expectations of $3.75 billion. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The firm's revenue for the quarter was up 61.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.24 earnings per share. On average, analysts forecast that Vertiv Holdings Co. will post 7.24 earnings per share for the current year.

Vertiv Announces Dividend

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

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Strong earnings beat: Vertiv reported adjusted earnings of $2.21 per share versus the $1.82 consensus estimate, while revenue rose 61.2% year over year to $4.31 billion, well above expectations. Adjusted EPS increased 78%, supported by operating leverage and stronger margins. Vertiv third-quarter results and guidance
• Positive Sentiment: AI infrastructure demand remains robust: Organic orders more than doubled, and deferred revenue reached approximately $4.12 billion, indicating customers are paying to secure future power and cooling equipment. The order strength suggests data-center power and thermal constraints are limiting deployment capacity rather than weakening demand. Plugging In: Vertiv Cashes In On AI Demand
• Positive Sentiment: Outlook raised: Management increased full-year 2026 guidance across key metrics and expects approximately 50% organic growth in the fourth quarter, with adjusted EPS of about $2.25. Analysts also continue to raise estimates, with reported consensus price targets implying additional upside. VRT earnings call highlights
• Positive Sentiment: Expanded growth opportunity: Vertiv’s acquisition of UtilityInnovation Group broadens its offerings in microgrids, switchgear and behind-the-meter power, while its collaboration with NVIDIA on the DSX platform targets faster AI data-center deployment. What Is Behind The Move In Vertiv Stock?
• Neutral Sentiment: Technical recovery: Analysts said the earnings-driven rally reclaimed important moving averages, potentially signaling that the prior correction is ending. A sustained breakout could support higher targets, although technical signals remain dependent on follow-through. Vertiv price forecast
• Negative Sentiment: Valuation and execution risks remain: Vertiv trades at a premium valuation after the rebound, leaving the stock vulnerable if factory capacity, supply chains or project deployments prevent its large order book from converting into revenue. Its high beta also increases volatility following the earlier decline from its peak.

Insider Buying and Selling at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction that occurred on 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 completion of 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 ownership of the stock. 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. 1.10% of the stock is currently owned by company insiders.

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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