Swiss National Bank Buys 71,700 Shares of Vertiv Holdings Co. $VRT

Swiss National Bank boosted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 7.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 1,065,900 shares of the company’s stock after buying an additional 71,700 shares during the quarter. Swiss National Bank’s holdings in Vertiv were worth $267,093,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently bought and sold shares of the stock. Lingotto Investment Management LLP acquired a new position in shares of Vertiv in the 4th quarter valued at $2,641,000. Norges Bank acquired a new stake in shares of Vertiv during the 4th quarter valued at about $808,701,000. Sterling Investment Advisors Ltd. increased its stake in Vertiv by 26.1% in the fourth quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after acquiring an additional 4,645 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in Vertiv in the fourth quarter valued at about $2,197,000. Finally, WD Rutherford LLC raised its position in Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after purchasing an additional 6,734 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
• Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
• Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Vertiv Price Performance

Shares of Vertiv stock opened at $288.79 on Friday. The stock has a market capitalization of $110.93 billion, a price-to-earnings ratio of 72.56, a P/E/G ratio of 1.25 and a beta of 2.03. The firm’s 50-day moving average price is $320.41 and its two-hundred day moving average price is $269.39. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. Vertiv’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, equities analysts predict that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

Wall Street Analysts Forecast Growth

VRT has been the topic of a number of recent research reports. JPMorgan Chase & Co. lifted their price objective on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. HSBC began coverage on Vertiv in a report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price for the company. Weiss Ratings downgraded Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Morgan Stanley boosted their price target on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Finally, Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $342.73.

Vertiv Profile

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.