Piar LLC Has $2.87 Million Stock Holdings in Vertiv Holdings Co. $VRT

Piar LLC cut its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 22.4% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,460 shares of the company’s stock after selling 3,310 shares during the period. Vertiv accounts for about 2.2% of Piar LLC’s investment portfolio, making the stock its 16th biggest holding. Piar LLC’s holdings in Vertiv were worth $2,872,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Sachetta LLC boosted its position in shares of Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after acquiring an additional 36 shares during the period. Cornerstone Planning Group LLC raised its stake in Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock worth $33,000 after purchasing an additional 49 shares in the last quarter. Vermillion & White Wealth Management Group LLC boosted its holdings in Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Center for Financial Planning Inc. raised its position in shares of Vertiv by 554.2% in the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock valued at $39,000 after buying an additional 133 shares in the last quarter. Finally, Bartlett & CO. Wealth Management LLC bought a new stake in shares of Vertiv in the first quarter valued at approximately $41,000. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have commented on VRT shares. JPMorgan Chase & Co. raised their target price on shares of Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Oppenheimer increased their price target on shares of Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. HSBC began coverage on shares of Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective on the stock. Zacks Research downgraded shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Finally, Mizuho set a $380.00 target price on Vertiv in a research note on Thursday, May 21st. Three research 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’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $342.73.

Vertiv News Summary

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.”

Vertiv Trading Up 0.8%

VRT opened at $291.80 on Tuesday. The company has a market cap of $112.08 billion, a P/E ratio of 73.32, a PEG ratio of 1.25 and a beta of 2.03. 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 company’s 50 day moving average is $318.90 and its 200-day moving average is $271.03. Vertiv Holdings Co. has a 1-year low of $118.70 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $2.63 billion. During the same period last year, the company earned $0.64 earnings per share. 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. Equities research analysts predict that Vertiv Holdings Co. will post 6.38 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s payout ratio is presently 6.28%.

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.