Vertiv Holdings Co. $VRT Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 26.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 46,653 shares of the company’s stock after buying an additional 9,844 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Vertiv were worth $15,620,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the business. State Street Corp lifted its holdings in shares of Vertiv by 2.8% in the 4th quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after buying an additional 235,577 shares during the period. Geode Capital Management LLC lifted its holdings in Vertiv by 2.1% in the fourth quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock valued at $1,141,723,000 after acquiring an additional 143,821 shares during the period. Invesco Ltd. boosted its position in Vertiv by 2.1% in the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock worth $967,881,000 after purchasing an additional 121,618 shares in the last quarter. Norges Bank purchased a new stake in Vertiv in the 4th quarter worth approximately $808,701,000. Finally, Wellington Management Group LLP grew its stake in shares of Vertiv by 14.1% during the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock worth $1,270,428,000 after purchasing an additional 468,380 shares during the period. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Stock Performance

NYSE:VRT opened at $280.76 on Friday. 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 company has a fifty day moving average of $282.72 and a two-hundred day moving average of $290.81. The stock has a market capitalization of $108.09 billion, a PE ratio of 63.52, a P/E/G ratio of 1.11 and a beta of 2.07. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93.

Vertiv (NYSE:VRT) last announced its earnings results 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. The business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company’s revenue for the quarter was up 24.1% compared to the same quarter last year. During the same quarter last year, the business 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. As a group, research analysts forecast that Vertiv Holdings Co. will post 6.67 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Monday, September 14th will be issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, September 14th. Vertiv’s payout ratio is presently 5.66%.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of 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 Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

Analyst Ratings Changes

VRT has been the subject of several recent research reports. Evercore set a $375.00 target price on shares of Vertiv in a report on Wednesday, July 29th. KeyCorp lowered their price target on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Thursday, May 21st. Oppenheimer reiterated an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. Finally, Citigroup decreased their price objective on shares of Vertiv from $414.00 to $358.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Vertiv presently has an average rating of “Moderate Buy” and an average target price of $357.83.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

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.