DJE Kapital AG Purchases 76,766 Shares of Vertiv Holdings Co. $VRT

DJE Kapital AG grew its position in Vertiv Holdings Co. (NYSE:VRT) by 244.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 108,133 shares of the company’s stock after acquiring an additional 76,766 shares during the period. DJE Kapital AG’s holdings in Vertiv were worth $25,971,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Norges Bank bought a new position in Vertiv during the fourth quarter worth about $808,701,000. Marshall Wace LLP increased its holdings in shares of Vertiv by 265.6% in the fourth quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock worth $432,568,000 after acquiring an additional 1,939,749 shares in the last quarter. Alkeon Capital Management LLC increased its holdings in shares of Vertiv by 178.2% in the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock worth $324,524,000 after acquiring an additional 1,283,110 shares in the last quarter. Ameriprise Financial Inc. raised its position in shares of Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares during the period. Finally, Qube Research & Technologies Ltd acquired a new stake in shares of Vertiv during the third quarter worth about $125,331,000. Institutional investors own 89.92% of the company’s stock.

Vertiv Stock Performance

Shares of NYSE VRT opened at $291.80 on Tuesday. 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 stock has a 50 day moving average price of $318.90 and a 200 day moving average price of $271.03. The stock has a market capitalization of $112.08 billion, a PE ratio of 73.32, a price-to-earnings-growth ratio of 1.25 and a beta of 2.03. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share for the quarter, topping the consensus estimate 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 in the previous year, the firm earned $0.64 EPS. The business’s quarterly 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. Analysts predict that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a $0.0625 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 6.28%.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is buying Strategic Thermal Labs, adding proven cold-plate and server-side liquid cooling technology that should strengthen its position in fast-growing AI infrastructure markets. Vertiv (VRT) Is Buying Strategic Thermal Labs For AI Cooling Growth
• Positive Sentiment: The acquisition was also confirmed by Brown Gibbons Lang & Company, underscoring Vertiv’s continued push to deepen its thermal management and data center cooling portfolio. BGL Announces the Sale of Strategic Thermal Labs to Vertiv
• Neutral Sentiment: Vertiv is also attracting investor attention and online search interest, which may be adding to trading activity but does not itself change the company’s fundamentals. Vertiv Holdings Co. (VRT) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Some commentary on the stock has been cautious, including Jim Cramer advising investors to wait for a better entry point, which may temper enthusiasm for buying at current levels. Jim Cramer Says Wait Before Buying the Dip on Vertiv: “You’ll Get A Better Price.”

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on VRT. Royal Bank Of Canada cut their price objective on Vertiv from $435.00 to $418.00 and set an “outperform” rating on the stock in a report on Thursday, July 16th. Roth Capital reissued a “buy” rating and set a $355.00 target price on shares of Vertiv in a research note on Thursday, May 21st. Fox Advisors upgraded shares of Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Jefferies Financial Group reaffirmed a “hold” rating and issued a $260.00 price target (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Finally, JPMorgan Chase & Co. upped their price target on shares of Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Three analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $342.73.

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.