Corient Private Wealth LP Has $19.28 Million Stock Position in Vertiv Holdings Co. $VRT

Corient Private Wealth LP lifted its stake in Vertiv Holdings Co. (NYSE:VRT) by 11.3% during the 2nd quarter, Holdings Channel reports. The firm owned 58,209 shares of the company’s stock after acquiring an additional 5,901 shares during the period. Corient Private Wealth LP’s holdings in Vertiv were worth $19,276,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in VRT. Vermillion & White Wealth Management Group LLC increased its stake in shares of Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares during the last quarter. Meeder Asset Management Inc. raised its position in shares of Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after acquiring an additional 112 shares during the period. Rossby Financial LCC bought a new position in Vertiv during the 4th quarter worth approximately $27,000. Sankala Group LLC bought a new position in Vertiv during the 4th quarter worth approximately $27,000. Finally, Kohmann Bosshard Financial Services LLC acquired a new position in Vertiv during the fourth quarter valued at approximately $29,000. 89.92% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

VRT has been the subject of several recent analyst reports. Glj Research raised shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 target price for the company in a research note on Friday, August 7th. Loop Capital started coverage on shares of Vertiv in a research report on Thursday, May 14th. They set a “buy” rating and a $500.00 price target on the stock. Royal Bank Of Canada decreased their price target on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Mizuho set a $380.00 price target on shares of Vertiv in a report on Thursday, May 21st. Finally, Robert W. Baird set a $320.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $357.83.

Vertiv Price Performance

Shares of VRT opened at $256.20 on Friday. The stock has a 50 day simple moving average of $288.73 and a 200 day simple moving average of $289.42. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. The firm has a market capitalization of $98.63 billion, a PE ratio of 57.96, a P/E/G ratio of 1.11 and a beta of 2.06.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $3.38 billion. During the same period last year, the company 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. Sell-side analysts predict that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued 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, June 15th. Vertiv’s dividend payout ratio (DPR) is presently 5.66%.

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

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.