SMART Wealth LLC Decreases Position in Vertiv Holdings Co. $VRT

SMART Wealth LLC trimmed its stake in Vertiv Holdings Co. (NYSE:VRT) by 26.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,316 shares of the company’s stock after selling 2,258 shares during the period. SMART Wealth LLC’s holdings in Vertiv were worth $2,115,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Empowered Funds LLC increased its position in shares of Vertiv by 25.9% during the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Vertiv in the second quarter worth $567,000. Cary Street Partners Financial LLC boosted its stake in Vertiv by 19.8% during the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after buying an additional 230 shares during the period. Bank of Nova Scotia boosted its stake in Vertiv by 49.7% during the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock worth $3,755,000 after buying an additional 9,712 shares during the period. Finally, Ossiam bought a new position in Vertiv during the second quarter valued at $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Stock Up 4.4%

Shares of VRT opened at $280.76 on Friday. The firm has a market capitalization of $108.09 billion, a P/E ratio of 63.52, a P/E/G ratio of 1.11 and a beta of 2.07. Vertiv Holdings Co. has a 12-month low of $118.70 and a 12-month high of $379.93. 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 firm has a fifty day moving average price of $282.72 and a 200-day moving average price of $290.81.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same period in the prior year, the business posted $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. Equities research analysts expect that Vertiv Holdings Co. will post 6.67 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, September 14th. Vertiv’s dividend payout ratio is currently 5.66%.

Key Stories 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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on VRT. Wall Street Zen lowered shares of Vertiv from a “buy” rating to a “hold” rating in a report on Saturday. TD Cowen upped their price target on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Glj Research raised shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price objective on the stock in a research report on Friday, August 7th. Oppenheimer reissued an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research note on Thursday, July 30th. Finally, UBS Group restated a “buy” rating and set a $370.00 target price on shares of Vertiv in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $357.83.

Insider Activity 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 completion of the sale, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

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.