Wedbush Securities Inc. Grows Stake in Vertiv Holdings Co. $VRT

Key Points

• Wedbush Securities increased its Vertiv stake by 38.6% in the second quarter, bringing its holdings to 27,332 shares valued at approximately $9.15 million. Institutional investors collectively own 89.92% of Vertiv’s outstanding stock.
• Vertiv beat quarterly EPS estimates with $1.52 versus $1.43 expected, while revenue rose 24.1% year over year to $3.27 billion but fell short of consensus. Analysts maintain a consensus “Buy” rating with an average price target of $357.83.
• The stock’s AI data-center infrastructure growth prospects remain a positive catalyst, but its elevated valuation, high beta of 2.06, revenue miss, and an investor investigation by Pomerantz LLP introduce notable risks.

Wedbush Securities Inc. increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT - Free Report) by 38.6% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 27,332 shares of the company's stock after acquiring an additional 7,616 shares during the period. Wedbush Securities Inc.'s holdings in Vertiv were worth $9,151,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in VRT. State Street Corp boosted its holdings in Vertiv by 2.8% in the fourth quarter. State Street Corp now owns 8,694,900 shares of the company's stock valued at $1,408,661,000 after purchasing an additional 235,577 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Vertiv by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company's stock valued at $1,141,723,000 after purchasing an additional 143,821 shares during the period. Invesco Ltd. increased its holdings in shares of Vertiv by 2.1% during the fourth quarter. Invesco Ltd. now owns 5,974,205 shares of the company's stock valued at $967,881,000 after purchasing an additional 121,618 shares during the period. Norges Bank acquired a new position in Vertiv during the 4th quarter valued at about $808,701,000. Finally, Wellington Management Group LLP raised its position in shares of Vertiv by 14.1% during the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company's stock worth $1,270,428,000 after buying an additional 468,380 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company's stock.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on VRT shares. TD Cowen increased their price target on Vertiv from $347.00 to $387.00 and gave the company a "buy" rating in a research note on Wednesday, May 20th. Robert W. Baird set a $320.00 price objective on Vertiv in a research note on Thursday, July 30th. Loop Capital started coverage on Vertiv in a report on Thursday, May 14th. They issued a "buy" rating and a $500.00 price objective for the company. Glj Research raised Vertiv from a "hold" rating to a "buy" rating and set a $381.00 target price on the stock in a report on Friday, August 7th. Finally, Citigroup lowered their target price on Vertiv from $414.00 to $358.00 and set a "buy" rating on the stock in a report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, Vertiv has a consensus rating of "Buy" and an average target price of $357.83.

Vertiv Price Performance

NYSE VRT opened at $256.20 on Friday. The stock has a market capitalization of $98.63 billion, a P/E ratio of 57.96, a P/E/G ratio of 1.06 and a beta of 2.06. Vertiv Holdings Co. has a 1 year low of $118.70 and a 1 year high of $379.93. The business's fifty day moving average is $288.73 and its two-hundred day moving average is $289.42. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38.

Vertiv (NYSE:VRT - Get Free Report) last released its quarterly earnings data 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. The business had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company's revenue was up 24.1% compared to the same quarter last year. During the same period last year, the company posted $0.95 EPS. 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, research analysts forecast that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv's dividend payout ratio (DPR) is presently 5.66%.

About Vertiv

Vertiv is a global provider of critical digital infrastructure and continuity solutions for data centers, communication networks and commercial and industrial environments. Headquartered in Columbus, Ohio, the company designs, manufactures and services equipment and software that support power availability, thermal management and IT infrastructure management for a broad set of end markets, including hyperscale and enterprise data centers, colocation providers, telecom operators and industrial customers.

The company's product portfolio includes uninterruptible power supplies (UPS), power distribution units (PDUs), battery and DC power systems, precision cooling and thermal management equipment, racks and enclosures, and integrated modular infrastructure.

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