Vertiv Holdings Co. $VRT Stock Sold by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management cut its Vertiv stake by 32.9% in the third quarter, selling 7,304 shares and retaining 14,875 shares valued at approximately $3.59 million. Institutional investors collectively own 89.92% of Vertiv.
• Vertiv’s latest quarterly results exceeded expectations on earnings, with EPS of $1.52 versus the $1.43 consensus estimate, while revenue rose 24.1% year over year to $3.27 billion. The company issued 2026 EPS guidance of $6.65–$6.75 and pays a quarterly dividend of $0.0625.
• Analysts remain broadly positive, with Vertiv holding a “Moderate Buy” consensus rating and an average price target of $335.67, though recent target reductions, elevated valuation, and concerns about financing hyperscaler AI spending have pressured the stock.

Axxcess Wealth Management LLC decreased its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 32.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,875 shares of the company's stock after selling 7,304 shares during the period. Axxcess Wealth Management LLC's holdings in Vertiv were worth $3,590,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Sachetta LLC increased its position in shares of Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company's stock valued at $31,000 after acquiring an additional 36 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings 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 purchasing an additional 49 shares during the period. Burkett Financial Services LLC bought a new stake in Vertiv in the 3rd quarter valued at about $35,000. Center for Financial Planning Inc. lifted its holdings in Vertiv by 554.2% during the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company's stock valued at $39,000 after purchasing an additional 133 shares during the last quarter. Finally, Ravenstone Capital Management Inc. purchased a new stake in Vertiv during the first quarter valued at about $40,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Vertiv Stock Performance

Shares of NYSE VRT opened at $195.19 on Friday. The stock has a market cap of $75.14 billion, a price-to-earnings ratio of 44.16, a P/E/G ratio of 0.79 and a beta of 2.05. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93. The stock's 50-day moving average is $249.47 and its 200 day moving average is $287.61. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62.

Vertiv (NYSE:VRT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts' consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the business posted $0.95 EPS. The business's quarterly revenue 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. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.71 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated 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 sale, the director directly owned 16,500 shares in the company, valued at $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company's stock.

Key Stories Impacting Vertiv

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

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on VRT shares. Roth Capital reiterated a "buy" rating on shares of Vertiv in a research report on Tuesday. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Vertiv from $331.00 to $323.00 and set a "buy" rating on the stock in a research report on Wednesday, September 30th. Piper Sandler set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Oppenheimer reiterated an "outperform" rating and issued a $325.00 price objective (down from $353.00) on shares of Vertiv in a research note on Thursday, July 30th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Vertiv in a research note on Monday, September 28th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued 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, Vertiv presently has an average rating of "Moderate Buy" and an average target price of $335.67.

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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