Clearbridge Investments LLC Lowers Holdings in Vertiv Holdings Co. $VRT

Clearbridge Investments LLC trimmed its position in Vertiv Holdings Co. (NYSE:VRT) by 12.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,818,560 shares of the company’s stock after selling 411,876 shares during the period. Clearbridge Investments LLC’s holdings in Vertiv were worth $456,635,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of VRT. Norges Bank purchased a new position in Vertiv in the 4th quarter valued at $808,701,000. Schroder Investment Management Group grew its position in Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after buying an additional 1,091,210 shares during the last quarter. Ameriprise Financial Inc. grew its position in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares during the last quarter. Qube Research & Technologies Ltd purchased a new position in Vertiv in the 3rd quarter valued at $125,331,000. Finally, Vanguard Group Inc. grew its position in Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after buying an additional 826,281 shares during the last quarter. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

VRT has been the topic of a number of analyst reports. Loop Capital initiated coverage on shares of Vertiv in a research report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price objective on the stock. Mizuho set a $380.00 target price on Vertiv in a report on Thursday, May 21st. Morgan Stanley raised their target price on Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Royal Bank Of Canada raised their target price on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a report on Friday, May 15th. Finally, Oppenheimer raised their target price on Vertiv from $330.00 to $353.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and a consensus price target of $322.32.

Vertiv Price Performance

Vertiv stock opened at $300.44 on Friday. Vertiv Holdings Co. has a one year low of $107.38 and a one year high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The business has a fifty day moving average of $311.65 and a two-hundred day moving average of $239.87. The company has a market cap of $115.40 billion, a P/E ratio of 75.49, a price-to-earnings-growth ratio of 1.30 and a beta of 2.03.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s revenue was up 30.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, analysts predict that Vertiv Holdings Co. will post 6.36 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Monday, June 15th will be paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, June 15th. Vertiv’s payout ratio is 6.28%.

Vertiv Company 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.