Van ECK Associates Corp Grows Stock Position in Vertiv Holdings Co. $VRT

Van ECK Associates Corp grew its stake in Vertiv Holdings Co. (NYSE:VRT) by 356.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,136 shares of the company’s stock after buying an additional 14,163 shares during the quarter. Van ECK Associates Corp’s holdings in Vertiv were worth $6,072,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of VRT. Vermillion & White Wealth Management Group LLC raised its position in Vertiv by 58.3% during the fourth 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 in the last quarter. Sankala Group LLC purchased a new stake in Vertiv in the 4th quarter worth approximately $27,000. Meeder Asset Management Inc. grew 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 purchasing an additional 112 shares during the period. Rossby Financial LCC acquired a new stake in shares of Vertiv during the 4th quarter worth approximately $27,000. Finally, Cullen Frost Bankers Inc. increased its holdings in shares of Vertiv by 98.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after purchasing an additional 93 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Insiders Place Their Bets

In related news, Director Edward L. Monser sold 15,287 shares of Vertiv stock in a transaction dated Tuesday, September 1st. The stock was 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 approximately $4,188,030. The trade was a 48.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Vertiv Price Performance

Shares of NYSE VRT opened at $256.47 on Thursday. 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 fifty day moving average of $284.33 and a 200 day moving average of $290.64. The firm has a market cap of $98.74 billion, a PE ratio of 58.02, a PEG ratio of 1.05 and a beta of 2.07. Vertiv Holdings Co. has a one year low of $118.70 and a one year high of $379.93.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $3.38 billion. During the same period last year, the firm posted $0.95 earnings per share. The company’s revenue was up 24.1% compared to the same quarter last year. 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 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

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. The ex-dividend date of this dividend is Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 5.66%.

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

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on VRT. Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Loop Capital initiated coverage on shares of Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price objective for the company. Wall Street Zen lowered shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Bank of America raised their target price on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research report on Friday, May 15th. Finally, Glj Research upgraded Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price target for the company in a research note on Friday, August 7th. Two investment 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’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $357.83.

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.