Inceptionr LLC Purchases Shares of 6,227 Vertiv Holdings Co. $VRT

Inceptionr LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 6,227 shares of the company’s stock, valued at approximately $1,009,000.

A number of other large investors also recently bought and sold shares of the stock. Gilpin Wealth Management LLC acquired a new position in Vertiv in the fourth quarter valued at approximately $260,000. Smithbridge Asset Management Inc. DE lifted its holdings in Vertiv by 30.7% in the fourth quarter. Smithbridge Asset Management Inc. DE now owns 160,005 shares of the company’s stock valued at $25,922,000 after acquiring an additional 37,550 shares during the period. Hodges Capital Management Inc. lifted its holdings in Vertiv by 58.8% in the fourth quarter. Hodges Capital Management Inc. now owns 19,361 shares of the company’s stock valued at $3,137,000 after acquiring an additional 7,169 shares during the period. Zions Bancorporation National Association UT acquired a new position in Vertiv in the fourth quarter valued at approximately $35,000. Finally, GWN Securities Inc. lifted its holdings in Vertiv by 60.0% in the fourth quarter. GWN Securities Inc. now owns 2,344 shares of the company’s stock valued at $380,000 after acquiring an additional 879 shares during the period. 89.92% of the stock is owned by institutional investors and hedge funds.

Vertiv Trading Down 2.9%

Shares of NYSE:VRT opened at $281.14 on Thursday. Vertiv Holdings Co. has a 1 year low of $107.38 and a 1 year high of $379.93. The firm has a market capitalization of $107.99 billion, a price-to-earnings ratio of 70.64, a price-to-earnings-growth ratio of 1.25 and a beta of 2.03. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The business’s 50 day moving average price is $314.32 and its 200-day moving average price is $243.03.

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

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Monday, June 15th will be issued a $0.0625 dividend. The ex-dividend date is Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is presently 6.28%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. JPMorgan Chase & Co. boosted their price target on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. TD Cowen upped their target price on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. HSBC assumed coverage on Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 target price on the stock. Citigroup increased their target price on Vertiv from $353.00 to $414.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, Oppenheimer increased their target price on Vertiv from $330.00 to $353.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Three investment 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 assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $326.39.

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.