9,347 Shares in Vertiv Holdings Co. $VRT Acquired by Ayrshire Capital Management LLC

Ayrshire Capital Management LLC bought a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 9,347 shares of the company’s stock, valued at approximately $2,256,000. Vertiv accounts for approximately 1.1% of Ayrshire Capital Management LLC’s holdings, making the stock its 29th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in VRT. Perpetual Ltd grew its holdings in Vertiv by 6,110.5% during the third quarter. Perpetual Ltd now owns 114,397 shares of the company’s stock worth $27,605,000 after acquiring an additional 112,555 shares during the period. NFSG Corp lifted its holdings in Vertiv by 325.4% in the 3rd quarter. NFSG Corp now owns 8,984 shares of the company’s stock valued at $2,168,000 after acquiring an additional 6,872 shares during the last quarter. Ritholtz Wealth Management lifted its holdings in Vertiv by 137.5% in the 1st quarter. Ritholtz Wealth Management now owns 7,238 shares of the company’s stock valued at $1,814,000 after acquiring an additional 4,190 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund lifted its holdings in Vertiv by 536.3% in the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company’s stock valued at $19,134,000 after acquiring an additional 64,358 shares during the last quarter. Finally, N10 Wealth LLC lifted its holdings in Vertiv by 34.2% in the 3rd quarter. N10 Wealth LLC now owns 80,798 shares of the company’s stock valued at $19,497,000 after acquiring an additional 20,604 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the sale, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This represents a 48.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by corporate insiders.

Vertiv Trading Down 0.2%

Shares of VRT opened at $205.97 on Tuesday. The business’s 50-day moving average price is $254.42 and its 200 day moving average price is $288.82. The stock has a market capitalization of $79.30 billion, a P/E ratio of 39.02, a P/E/G ratio of 0.77 and a beta of 2.05. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year 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.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company had revenue of $3.27 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same period in the prior year, the firm earned $0.95 earnings per share. The business’s quarterly revenue was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Analysts expect that Vertiv Holdings Co. will post 6.73 earnings per share for the current year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were issued a dividend of $0.0625 per share. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is currently 5.66%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Loop Capital reduced their price objective on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a research report on Friday, July 31st. BNP Paribas Exane reduced their target price on shares of Vertiv from $380.00 to $365.00 and set an “outperform” rating for the company in a report on Friday, July 31st. The Goldman Sachs Group decreased their price target on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Piper Sandler set a $375.00 price target on Vertiv in a report on Wednesday, July 29th. Finally, Bank of America cut their price objective on Vertiv from $440.00 to $375.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $335.67.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.