Three Seasons Wealth LLC Purchases Shares of 2,491 Vertiv Holdings Co. $VRT

Three Seasons Wealth LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 2,491 shares of the company’s stock, valued at approximately $834,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of VRT. State Street Corp raised its holdings in shares of Vertiv by 2.8% during the 4th quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after buying an additional 235,577 shares in the last quarter. Geode Capital Management LLC boosted its stake in Vertiv by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after buying an additional 143,821 shares in the last quarter. Invesco Ltd. grew its position in 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 acquiring an additional 121,618 shares during the last quarter. Norges Bank bought a new position in Vertiv during the fourth quarter valued at approximately $808,701,000. Finally, Wellington Management Group LLP raised its stake in shares of Vertiv by 14.1% during the second quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after acquiring an additional 468,380 shares in the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated 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 transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

VRT has been the subject of a number of recent research reports. Sanford C. Bernstein restated an “outperform” rating and issued a $368.00 price objective on shares of Vertiv in a report on Friday, July 31st. Robert W. Baird set a $320.00 target price on shares of Vertiv in a report on Thursday, July 30th. Zacks Research cut shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, August 31st. Evercore set a $375.00 price target on shares of Vertiv in a research note on Wednesday, July 29th. Finally, UBS Group restated a “buy” rating and set a $370.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and an average target price of $357.83.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Vertiv Stock Performance

NYSE:VRT opened at $280.76 on Friday. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The firm’s fifty day simple moving average is $282.72 and its 200 day simple moving average is $290.81. The stock has a market cap of $108.09 billion, a P/E ratio of 63.52, a price-to-earnings-growth ratio of 1.11 and a beta of 2.07. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93.

Vertiv (NYSE:VRT) last issued its quarterly earnings data 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 business had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the prior year, the business earned $0.95 EPS. The company’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. As a group, research analysts predict that Vertiv Holdings Co. will post 6.67 EPS for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Monday, September 14th. Vertiv’s dividend payout ratio is presently 5.66%.

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.