Sanders Morris Harris LLC Purchases 7,003 Shares of Vertiv Holdings Co. $VRT

Sanders Morris Harris LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) in the third quarter, Holdings Channel reports. The institutional investor acquired 7,003 shares of the company’s stock, valued at approximately $1,690,000.

Other large investors have also modified their holdings of the company. Perpetual Ltd raised its stake in shares of Vertiv by 6,110.5% during the 3rd quarter. Perpetual Ltd now owns 114,397 shares of the company’s stock worth $27,605,000 after buying an additional 112,555 shares during the period. Ritholtz Wealth Management lifted its position in shares of Vertiv by 137.5% during the 1st quarter. Ritholtz Wealth Management now owns 7,238 shares of the company’s stock valued at $1,814,000 after buying an additional 4,190 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund grew its stake 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 period. NBZ Investment Advisors LLC acquired a new stake in Vertiv in the 1st quarter valued at $1,204,000. Finally, Diversify Advisory Services LLC acquired a new stake in Vertiv in the 2nd quarter valued at $8,995,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and Deloitte introduced a framework to help enterprises move artificial-intelligence projects from pilot programs into production. The guide connects AI workloads with appropriate data-center infrastructure, supporting Vertiv’s positioning as a provider of power and cooling systems for AI deployments. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: Royal Bank of Canada maintained an “outperform” rating and still sees substantial upside, despite lowering its price target from $337 to $323. The revised target reflects a more cautious valuation view but remains supportive of the long-term outlook.
• Positive Sentiment: Zacks highlighted Vertiv as a long-term growth and momentum stock, reflecting continued investor interest in AI infrastructure demand. However, these assessments are based largely on screening factors rather than new company-specific developments. Why Vertiv Is a Top Growth Stock
• Neutral Sentiment: Vertiv will report third-quarter 2026 results before the market opens on October 28, followed by a conference call. The event is the next major catalyst, particularly as investors assess whether AI-related demand supports the company’s current earnings guidance. Vertiv Third-Quarter Earnings Date
• Negative Sentiment: A comparison with Amphenol concluded that Amphenol has recently delivered stronger stock performance and offers greater portfolio diversification, giving it an edge among AI-infrastructure investments. This may encourage some investors to rotate away from Vertiv.
• Negative Sentiment: Vertiv’s shares fell more than the broader market during the latest session, signaling heightened selling pressure. With the stock still carrying a relatively high earnings multiple, investors may be taking profits or demanding stronger evidence that future AI growth will justify the valuation. Vertiv Dips More Than the Broader Market

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. Zacks Research lowered shares of Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, August 31st. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Vertiv from $331.00 to $323.00 and set a “buy” rating on the stock in a report on Wednesday, September 30th. Piper Sandler set a $375.00 target price on shares of Vertiv in a research report on Wednesday, July 29th. HSBC dropped their target price on shares of Vertiv from $376.00 to $365.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Finally, Bank of America decreased their price target on shares of Vertiv from $440.00 to $375.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $337.15.

Vertiv Price Performance

Shares of NYSE VRT traded down $14.72 during mid-day trading on Wednesday, reaching $222.57. The company’s stock had a trading volume of 7,308,826 shares, compared to its average volume of 6,343,448. The stock has a 50-day moving average of $259.36 and a two-hundred day moving average of $289.79. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. The stock has a market capitalization of $85.69 billion, a P/E ratio of 50.35, a P/E/G ratio of 0.89 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.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during 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%. Vertiv’s revenue was up 24.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, equities research analysts anticipate that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Stockholders of record on Monday, September 14th were given a $0.0625 dividend. 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 dividend payout ratio is 5.66%.

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was 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 directly owned 16,500 shares in the company, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by company insiders.

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.