Vertiv Holdings Co. $VRT Stock Sold by China Universal Asset Management Co. Ltd.

Key Points

• China Universal Asset Management cut its Vertiv stake by 73.4% in the third quarter, selling 6,404 shares and retaining 2,320 shares valued at approximately $576,000.
• Vertiv reported strong quarterly results, with EPS of $2.21 beating the $1.82 consensus and revenue of $4.31 billion exceeding expectations. Revenue increased 61.2% year over year, driven by robust demand for AI data-center power and cooling infrastructure.
• Vertiv shares opened at $232.21, down 5.6%, while analysts maintained an overall “Moderate Buy” rating with an average price target of $337.81. Institutional investors own approximately 89.92% of the company.

China Universal Asset Management Co. Ltd. lowered its position in Vertiv Holdings Co. (NYSE:VRT - Free Report) by 73.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,320 shares of the company's stock after selling 6,404 shares during the period. China Universal Asset Management Co. Ltd.'s holdings in Vertiv were worth $576,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jupiter Topco LLC purchased a new stake in shares of Vertiv in the 2nd quarter worth about $441,083,000. State Street Corp increased its stake in Vertiv by 4.5% during the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company's stock valued at $5,535,087,000 after purchasing an additional 704,970 shares in the last quarter. Bank of New York Mellon Corp increased its holdings in shares of Vertiv by 33.7% in the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company's stock worth $604,059,000 after purchasing an additional 608,176 shares in the last quarter. Wellington Management Group LLP boosted its holdings in Vertiv by 14.1% in the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company's stock worth $1,270,428,000 after purchasing an additional 468,380 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in Vertiv by 4,431.3% in the 1st quarter. Principal Financial Group Inc. now owns 432,873 shares of the company's stock worth $108,469,000 after purchasing an additional 423,320 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the business's stock in a transaction that occurred 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 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by insiders.

Vertiv Stock Down 5.6%

Shares of VRT opened at $232.21 on Friday. The company's 50-day moving average price is $242.63 and its 200 day moving average price is $268.96. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93. The firm has a market cap of $89.40 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 0.76 and a beta of 2.05. 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 data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business's quarterly revenue was up 61.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.24 EPS. On average, sell-side analysts forecast that Vertiv Holdings Co. will post 7.17 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors 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 annualized dividend and a yield of 0.1%. Vertiv's dividend payout ratio is 4.67%.

Analyst Upgrades and Downgrades

VRT has been the subject of a number of research reports. Evercore set a $375.00 target price on shares of Vertiv in a report on Wednesday, July 29th. Morgan Stanley set a $330.00 price target on shares of Vertiv in a report on Friday, October 16th. Sanford C. Bernstein boosted their price objective on shares of Vertiv from $368.00 to $376.00 and gave the company an "outperform" rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Vertiv from $331.00 to $323.00 and set a "buy" rating on the stock in a report on Wednesday, September 30th. Finally, Roth Capital set a $345.00 price objective on shares of Vertiv in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $337.81.

Key Vertiv News

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.

About Vertiv

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.