Venture Visionary Partners LLC Increases Stake in Vertiv Holdings Co. $VRT

Venture Visionary Partners LLC increased its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 5.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,908 shares of the company’s stock after purchasing an additional 3,340 shares during the quarter. Venture Visionary Partners LLC’s holdings in Vertiv were worth $16,387,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. State Street Corp lifted its stake in shares of Vertiv by 4.5% in the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after acquiring an additional 704,970 shares during the last quarter. Wellington Management Group LLP boosted its holdings 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 valued at $1,270,428,000 after acquiring an additional 468,380 shares in the last quarter. Legal & General Group Plc grew its position in Vertiv by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock worth $716,169,000 after acquiring an additional 23,444 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in Vertiv by 1.9% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock worth $678,890,000 after purchasing an additional 51,328 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in Vertiv by 33.7% in the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after purchasing an additional 608,176 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Trading Down 2.6%

Shares of VRT stock traded down $6.52 on Wednesday, hitting $246.62. The company had a trading volume of 5,471,394 shares, compared to its average volume of 6,378,606. Vertiv Holdings Co. has a twelve month low of $147.82 and a twelve month 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 cap of $94.95 billion, a P/E ratio of 55.80, a P/E/G ratio of 0.94 and a beta of 2.05. The stock’s 50-day moving average is $260.15 and its two-hundred day moving average is $290.46.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the firm earned $0.95 earnings per share. The firm’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. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is 5.66%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv remains positioned as a major AI infrastructure beneficiary because next-generation AI chips generate substantial heat, increasing demand for the company’s liquid-cooling and thermal-management systems. The Overlooked AI Stock Poised to Outperform Nvidia and Palantir
• Positive Sentiment: BMO Capital Markets upgraded Vertiv to “strong buy,” providing a supportive counterpoint to the broader valuation concerns. Vertiv Upgraded at BMO Capital Markets
• Neutral Sentiment: The latest weakness appears to be part of a broader pullback: Vertiv has underperformed the S&P 500 over the past three months, and its recent monthly decline occurred without new earnings results or a reported change in fundamentals. How Much Downside Is Left in Vertiv Stock?
• Neutral Sentiment: Market coverage characterized the latest session as a sharper decline than the overall market, but did not identify a new company-specific operating announcement as the immediate catalyst. Vertiv Declines More Than Market
• Negative Sentiment: GLJ Research initiated coverage with a “sell” rating and a $188 price target, implying significant downside from recent levels and reinforcing investor concerns about valuation. Vertiv Now Covered by GLJ Research
• Negative Sentiment: Analysts noted that Vertiv’s rapid five-year appreciation has raised the bar for future growth; at roughly $250 per share, the stock’s valuation may already reflect much of its expected AI-driven cash-flow growth. Vertiv Valuation Leaves Little Room for Error

Insider Activity at Vertiv

In other news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction on 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 sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available 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.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Robert W. Baird set a $320.00 price target on Vertiv in a research note on Thursday, July 30th. Evercore set a $375.00 price objective on Vertiv in a research note on Wednesday, July 29th. Royal Bank Of Canada dropped their price objective 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. BMO Capital Markets began coverage on shares of Vertiv in a research report on Sunday. They set an “outperform” rating and a $329.00 target price on the stock. Finally, Piper Sandler set a $375.00 target price on shares of Vertiv in a report on Wednesday, July 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $348.24.

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.