Cornerstone Enterprises LLC Makes New Investment in Vertiv Holdings Co. $VRT

Cornerstone Enterprises LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,349 shares of the company’s stock, valued at approximately $808,000.

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

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the stock in a transaction that occurred 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 in the company, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by company insiders.

Vertiv Trading Down 3.4%

NYSE:VRT opened at $215.21 on Friday. Vertiv Holdings Co. has a 52-week low of $147.82 and a 52-week high of $379.93. 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 stock has a fifty day simple moving average of $257.04 and a 200-day simple moving average of $289.33. The company has a market capitalization of $82.86 billion, a PE ratio of 48.69, a price-to-earnings-growth ratio of 0.83 and a beta of 2.05.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The firm’s revenue was up 24.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.95 EPS. 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 expect that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

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

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and Deloitte introduced a guide designed to help enterprises move AI workloads from pilot projects into production. The initiative could support demand for Vertiv’s power, cooling and other data-center infrastructure as AI deployments expand. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: Management previously forecast third-quarter sales of approximately $3.75 billion at the midpoint, implying roughly 40% year-over-year growth and a significant acceleration from second-quarter growth. Investors may view the forecast as evidence of strong AI-related demand, although results have not yet been reported. Why Should Vertiv Stock Holders Watch This One Number?
• Positive Sentiment: Mizuho and RBC both retained “outperform” ratings despite lowering their price targets, indicating that analysts continue to see substantial upside from current levels.
• Neutral Sentiment: Vertiv will release third-quarter 2026 results before the market opens on October 28, followed by a management conference call. The report is a significant near-term catalyst because investors will compare sales and margins with the company’s strong guidance.
• Neutral Sentiment: Comparisons with Amphenol highlight Vertiv’s exposure to growing AI infrastructure demand, but also point to Amphenol’s stronger recent stock performance and more diversified business mix.
• Negative Sentiment: Mizuho reduced its Vertiv price target from $300 to $280, while RBC cut its target from $337 to $323. Although both firms remain bullish, the reductions can reinforce investor concerns about valuation and near-term expectations.
• Negative Sentiment: Vertiv’s recent decline has been sharper than the broader market, increasing pressure on the company to deliver against its elevated growth forecasts. Vertiv: What Is Behind the Latest Share Decline?

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. The Goldman Sachs Group reduced their price target on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Sanford C. Bernstein reissued an “outperform” rating on shares of Vertiv in a research note on Monday, September 28th. Glj Research began coverage on Vertiv in a report on Tuesday, October 6th. They issued a “sell” rating and a $188.00 price target on the stock. Loop Capital lowered their price target on Vertiv from $500.00 to $400.00 and set a “buy” rating on the stock in a report on Friday, July 31st. Finally, TD Cowen dropped their price objective on Vertiv from $387.00 to $356.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $336.41.

Vertiv Company 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.