Mountain Pacific Investment Advisers LLC Decreases Position in Vertiv Holdings Co. $VRT

Mountain Pacific Investment Advisers LLC lowered its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 11.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 82,439 shares of the company’s stock after selling 10,481 shares during the period. Vertiv comprises about 3.5% of Mountain Pacific Investment Advisers LLC’s holdings, making the stock its 5th biggest position. Mountain Pacific Investment Advisers LLC’s holdings in Vertiv were worth $20,658,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of the business. Vermillion & White Wealth Management Group LLC boosted its stake in Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after buying an additional 56 shares in the last quarter. Sankala Group LLC acquired a new position in Vertiv during the fourth quarter worth about $27,000. Meeder Asset Management Inc. raised its stake in Vertiv by 211.3% during the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after acquiring an additional 112 shares in the last quarter. Rossby Financial LCC bought a new position in shares of Vertiv in the fourth quarter worth about $27,000. Finally, Kohmann Bosshard Financial Services LLC bought a new position in shares of Vertiv in the fourth quarter worth about $29,000. 89.92% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. TD Cowen lifted 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. Fox Advisors raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Evercore restated an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a research report on Tuesday, May 12th. Jefferies Financial Group reaffirmed a “hold” rating and set a $260.00 target price (down from $280.00) on shares of Vertiv in a research note on Tuesday, March 31st. Finally, Oppenheimer boosted their target price on shares of Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $326.39.

Vertiv Stock Performance

Shares of VRT stock opened at $333.49 on Monday. The firm has a market capitalization of $128.10 billion, a price-to-earnings ratio of 83.79, a PEG ratio of 1.44 and a beta of 2.04. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The business’s 50-day moving average price is $321.56 and its 200-day moving average price is $250.02. Vertiv Holdings Co. has a 12 month low of $110.06 and a 12 month high of $379.93.

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

Vertiv Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Monday, June 15th will be given a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, June 15th. Vertiv’s dividend payout ratio is 6.28%.

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.