Vertiv Holdings Co. $VRT Stock Position Lessened by Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC cut its stake in Vertiv Holdings Co. (NYSE:VRT) by 2.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 273,308 shares of the company’s stock after selling 6,684 shares during the quarter. Vertiv accounts for about 1.5% of Zevenbergen Capital Investments LLC’s investment portfolio, making the stock its 23rd largest holding. Zevenbergen Capital Investments LLC’s holdings in Vertiv were worth $65,952,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. State Street Corp raised its stake in Vertiv by 4.5% during the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after buying an additional 704,970 shares during the last quarter. Wellington Management Group LLP boosted its stake in shares of Vertiv by 14.1% in the 2nd 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 last quarter. Legal & General Group Plc grew its holdings in shares of Vertiv by 1.1% in the second 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 period. Arrowstreet Capital Limited Partnership grew its holdings in shares of Vertiv by 1.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock worth $678,890,000 after acquiring an additional 51,328 shares during the period. Finally, Bank of New York Mellon Corp increased 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 valued at $604,059,000 after acquiring an additional 608,176 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. BMO Capital Markets initiated coverage on Vertiv in a research note on Sunday. They set an “outperform” rating and a $329.00 price target for the company. Evercore set a $375.00 price objective on shares of Vertiv in a report on Wednesday, July 29th. Royal Bank Of Canada cut their target price on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Citigroup decreased their price target on shares of Vertiv from $414.00 to $358.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Finally, UBS Group reiterated a “buy” rating and set a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.24.

Insider Transactions at Vertiv

In other news, Director Edward Monser sold 15,287 shares of Vertiv 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 sale, the director owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

Vertiv Price Performance

Shares of VRT traded down $2.54 during trading hours on Thursday, reaching $243.95. 5,860,567 shares of the stock traded hands, compared to its average volume of 6,376,016. The company has a market cap of $93.92 billion, a P/E ratio of 55.19, a price-to-earnings-growth ratio of 0.94 and a beta of 2.05. 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 company’s 50-day moving average price is $260.48 and its two-hundred day moving average price is $290.38. Vertiv Holdings Co. has a 52-week low of $147.82 and a 52-week high of $379.93.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The business had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The business’s quarterly revenue was up 24.1% on a year-over-year basis. During the same period last year, the firm earned $0.95 earnings per share. 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, analysts anticipate that Vertiv Holdings Co. will post 6.73 earnings per share for the current 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 paid a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, September 14th. Vertiv’s dividend payout ratio is presently 5.66%.

Vertiv News Summary

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv continues to be viewed as a major beneficiary of data-center and AI infrastructure spending. Its latest reported quarter showed 24.1% year-over-year revenue growth and earnings above analyst expectations, supporting the company’s long-term growth narrative. Vertiv: A Major AI Infrastructure Winner, But The Valuation Leaves Little Room For Error
• Neutral Sentiment: An analysis comparing Vertiv with ESS Tech focuses on differences between their businesses and investment profiles, but does not identify a new company-specific catalyst. Contrasting ESS Tech and Vertiv
• Negative Sentiment: GLJ Research initiated coverage with a Sell rating and a $188 price target, materially below recent trading levels. The downgrade added direct valuation pressure to the shares. Why Vertiv Stock Is Down Today
• Negative Sentiment: Broader macroeconomic concerns have weighed on AI infrastructure stocks, extending Vertiv’s recent weakness. The stock has fallen about 20% over three months and nearly 10% over the past month despite no new earnings report, indicating fading momentum and increased sensitivity to market sentiment. How Much Downside Is Left In Vertiv Stock?
• Negative Sentiment: Analysts and market commentary warn that Vertiv’s strong five-year performance and premium valuation leave little room for execution or growth disappointments. Investors are increasingly focused on whether future cash flows justify the share price. Vertiv Stock Stays Fairly Valued on Its Huge Five-Year Run

About Vertiv

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.