Strengthening Families & Communities LLC Invests $2.82 Million in Vertiv Holdings Co. $VRT

Strengthening Families & Communities LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 8,422 shares of the company’s stock, valued at approximately $2,820,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after buying an additional 56 shares in the last quarter. Sankala Group LLC acquired a new stake in shares of Vertiv during the 4th quarter valued at $27,000. Meeder Asset Management Inc. boosted its stake in shares of Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after acquiring an additional 112 shares in the last quarter. Rossby Financial LCC bought a new stake in shares of Vertiv during the 4th quarter worth $27,000. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of Vertiv by 98.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock worth $30,000 after acquiring an additional 93 shares during the last quarter. 89.92% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Expansion into AI power infrastructure: Vertiv agreed to acquire UtilityInnovation Group for approximately $1.45 billion in cash upfront, plus up to $1.15 billion in earnout payments tied to EBITDA targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities. Vertiv expects the transaction to be accretive to adjusted earnings per share in the first year after closing, potentially expanding its addressable market as grid constraints delay data-center construction. Vertiv Announces Agreement to Acquire UtilityInnovation Group to Accelerate Time to Power for AI Data Centers
• Neutral Sentiment: Quarterly dividend declared: Vertiv’s board approved a $0.0625-per-share quarterly dividend, payable September 24 to shareholders of record September 14. The roughly 0.1% yield is unlikely to materially affect the stock, but it signals continued shareholder returns. Vertiv Declares Quarterly Dividend
• Negative Sentiment: Research downgrade: Zacks Research lowered Vertiv from “strong buy” to “hold,” adding pressure after the shares had already declined about 20% over the past three months. The downgrade highlights the stock’s elevated valuation and the need for strong execution to justify future growth. Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?
• Negative Sentiment: Insider sale: Director Edward L. Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 trading plan. Although the planned nature reduces its significance, the sale cut his direct ownership by roughly 48% and may weigh modestly on sentiment. SEC Insider Transaction Filing
• Negative Sentiment: Legal-investigation headline: Hagens Berman said it is investigating potential securities-law violations following Vertiv’s sharp decline after disappointing second-quarter results and unexpected execution challenges. The announcement is an allegation, not a finding of wrongdoing, but it adds reputational and litigation uncertainty. VRT Alert from Hagens Berman

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Weiss Ratings lowered Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, August 14th. TD Cowen increased their price target on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. UBS Group reissued a “buy” rating and issued a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $368.00 price objective on shares of Vertiv in a research note on Friday, July 31st. Finally, Evercore set a $375.00 target price on shares of Vertiv in a report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Vertiv has an average rating of “Moderate Buy” and a consensus target price of $357.83.

Insider Activity at Vertiv

In related news, Director Edward L. Monser sold 15,287 shares of the firm’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 transaction 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. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Vertiv Stock Performance

Shares of VRT stock opened at $256.47 on Thursday. The company has a market capitalization of $98.74 billion, a price-to-earnings ratio of 58.02, a P/E/G ratio of 1.05 and a beta of 2.07. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The stock’s fifty day simple moving average is $284.33 and its 200-day simple moving average is $290.64.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the prior year, the business earned $0.95 EPS. The business’s revenue for the quarter 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 predict that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be given 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 is Monday, September 14th. Vertiv’s dividend payout ratio is 5.66%.

Vertiv Company 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.