Vertiv Holdings Co. $VRT Stock Bought by VestGen Advisors LLC

VestGen Advisors LLC increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 75.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,712 shares of the company’s stock after buying an additional 5,876 shares during the quarter. VestGen Advisors LLC’s holdings in Vertiv were worth $3,309,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in VRT. Conning Inc. lifted its stake in shares of Vertiv by 5.1% in the 3rd quarter. Conning Inc. now owns 1,510 shares of the company’s stock valued at $364,000 after purchasing an additional 73 shares during the period. Victory Financial Group LLC increased its holdings in Vertiv by 56.6% in the third quarter. Victory Financial Group LLC now owns 1,434 shares of the company’s stock valued at $346,000 after buying an additional 518 shares in the last quarter. M & L Capital Management Ltd increased its holdings in Vertiv by 202.6% in the third quarter. M & L Capital Management Ltd now owns 112,250 shares of the company’s stock valued at $27,087,000 after buying an additional 75,150 shares in the last quarter. Generali Asset Management SPA SGR raised its position in shares of Vertiv by 2.7% in the third quarter. Generali Asset Management SPA SGR now owns 5,613 shares of the company’s stock worth $1,354,000 after acquiring an additional 150 shares during the period. Finally, Independence Bank of Kentucky raised its position in shares of Vertiv by 2.0% in the third quarter. Independence Bank of Kentucky now owns 46,715 shares of the company’s stock worth $11,273,000 after acquiring an additional 898 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of Vertiv stock opened at $246.11 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 0.53. The company’s 50-day moving average price is $243.27 and its two-hundred day moving average price is $268.65. Vertiv Holdings Co. has a 52 week low of $147.82 and a 52 week high of $379.93. The stock has a market cap of $94.75 billion, a PE ratio of 46.00, a price-to-earnings-growth ratio of 0.84 and a beta of 2.05.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, beating the consensus estimate of $1.82 by $0.39. The company had revenue of $4.31 billion during the quarter, compared to analyst estimates of $3.75 billion. Vertiv had a net margin of 15.99% and a return on equity of 53.31%. The business’s revenue for the quarter was up 61.2% on a year-over-year basis. During the same quarter last year, the firm posted $1.24 EPS. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 7.24 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th 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, September 14th. Vertiv’s payout ratio is presently 5.66%.

Insiders Place Their Bets

In related news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the transaction, the director directly owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, 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 currently owned by company insiders.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Strong earnings beat: Vertiv reported adjusted earnings of $2.21 per share versus the $1.82 consensus estimate, while revenue rose 61.2% year over year to $4.31 billion, well above expectations. Adjusted EPS increased 78%, supported by operating leverage and stronger margins. Vertiv third-quarter results and guidance
• Positive Sentiment: AI infrastructure demand remains robust: Organic orders more than doubled, and deferred revenue reached approximately $4.12 billion, indicating customers are paying to secure future power and cooling equipment. The order strength suggests data-center power and thermal constraints are limiting deployment capacity rather than weakening demand. Plugging In: Vertiv Cashes In On AI Demand
• Positive Sentiment: Outlook raised: Management increased full-year 2026 guidance across key metrics and expects approximately 50% organic growth in the fourth quarter, with adjusted EPS of about $2.25. Analysts also continue to raise estimates, with reported consensus price targets implying additional upside. VRT earnings call highlights
• Positive Sentiment: Expanded growth opportunity: Vertiv’s acquisition of UtilityInnovation Group broadens its offerings in microgrids, switchgear and behind-the-meter power, while its collaboration with NVIDIA on the DSX platform targets faster AI data-center deployment. What Is Behind The Move In Vertiv Stock?
• Neutral Sentiment: Technical recovery: Analysts said the earnings-driven rally reclaimed important moving averages, potentially signaling that the prior correction is ending. A sustained breakout could support higher targets, although technical signals remain dependent on follow-through. Vertiv price forecast
• Negative Sentiment: Valuation and execution risks remain: Vertiv trades at a premium valuation after the rebound, leaving the stock vulnerable if factory capacity, supply chains or project deployments prevent its large order book from converting into revenue. Its high beta also increases volatility following the earlier decline from its peak.

Analyst Ratings Changes

Several brokerages have recently issued reports on VRT. Wells Fargo & Company increased their price objective on Vertiv from $340.00 to $345.00 and gave the company an “overweight” rating in a research note on Thursday. Oppenheimer reaffirmed an “outperform” rating and issued a $325.00 target price (down from $353.00) on shares of Vertiv in a research note on Thursday, July 30th. Roth Capital set a $345.00 price objective on shares of Vertiv in a research report on Thursday. The Goldman Sachs Group reduced their target price on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Finally, Jefferies Financial Group lowered their price target on shares of Vertiv from $320.00 to $245.00 and set a “hold” rating for the company in a report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $337.81.

Vertiv Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.