USS Investment Management Ltd Purchases 2,442 Shares of Vertiv Holdings Co. $VRT

USS Investment Management Ltd grew its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 3.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 72,969 shares of the company’s stock after purchasing an additional 2,442 shares during the quarter. USS Investment Management Ltd’s holdings in Vertiv were worth $18,280,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC raised 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 buying an additional 56 shares during the last quarter. Sankala Group LLC acquired a new stake in Vertiv in the fourth quarter valued at $27,000. Meeder Asset Management Inc. increased its holdings in Vertiv by 211.3% in the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares during the period. Rossby Financial LCC bought a new position in Vertiv during the 4th quarter worth $27,000. Finally, Park Place Capital Corp raised its position in Vertiv by 624.0% during the 4th quarter. Park Place Capital Corp now owns 181 shares of the company’s stock worth $29,000 after purchasing an additional 156 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on VRT. Royal Bank Of Canada upped their target price on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a report on Friday, May 15th. TD Cowen lifted their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Oppenheimer boosted their target price on shares of Vertiv from $330.00 to $353.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. HSBC assumed coverage on shares of Vertiv in a research note on Wednesday, March 25th. They set a “buy” rating and a $325.00 target price on the stock. Finally, Wall Street Zen downgraded shares of Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Vertiv presently has a consensus rating of “Moderate Buy” and an average price target of $326.39.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv opened a new manufacturing facility in Johor, Malaysia, boosting capacity and supply-chain resilience to meet rising demand for AI and high-density computing infrastructure across Asia. Vertiv Increases Manufacturing Capacity with New Facility in Malaysia
• Positive Sentiment: Recent articles highlighted Vertiv’s continued exposure to AI and digital infrastructure growth, including its collaboration with NVIDIA and acquisitions that expand its cooling and data-center portfolio. VRT Boosts Data Center Portfolio Through Acquisitions: What’s Ahead?
• Positive Sentiment: Analyst-focused coverage said Vertiv looks positioned to beat earnings estimates again, supported by a strong surprise history and favorable fundamentals ahead of its next report. Why Vertiv (VRT) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Brokerage commentary remained constructive, with one report noting Vertiv is viewed as a good investment by analysts and another calling it a top-ranked growth stock. Vertiv Increases Manufacturing Capacity with New Facility in Malaysia
• Neutral Sentiment: Some market commentary pointed out that Vertiv trades at a rich valuation, with a high price/book multiple, which may limit upside even as growth remains strong. Should You Buy, Sell, or Hold VRT Stock at Its Price/Book of 27.78X?
• Negative Sentiment: Despite the positive operational news, VRT weakened after a prior sharp run-up, suggesting investors may be reacting to valuation concerns and recent profit-taking rather than deteriorating fundamentals. Vertiv Holdings Co. (VRT) Registers a Bigger Fall Than the Market: Important Facts to Note

Vertiv Trading Down 7.0%

NYSE VRT opened at $311.46 on Thursday. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 52 week low of $110.06 and a 52 week high of $379.93. The business has a 50 day moving average price of $324.87 and a 200-day moving average price of $257.90. The company has a market cap of $119.64 billion, a price-to-earnings ratio of 78.26, a P/E/G ratio of 1.45 and a beta of 2.02.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same period last year, the business earned $0.64 EPS. Vertiv’s quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities analysts expect that Vertiv Holdings Co. will post 6.37 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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