Vertiv Holdings Co. $VRT Stock Position Boosted by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC raised its position in Vertiv Holdings Co. (NYSE:VRT) by 175.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 6,342 shares of the company’s stock after purchasing an additional 4,039 shares during the period. Soltis Investment Advisors LLC’s holdings in Vertiv were worth $1,530,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of VRT. Sachetta LLC boosted its position in shares of Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the period. Cornerstone Planning Group LLC grew its holdings in shares of Vertiv by 60.5% during the first quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock worth $33,000 after buying an additional 49 shares in the last quarter. Burkett Financial Services LLC acquired a new stake in Vertiv in the 3rd quarter valued at approximately $35,000. Center for Financial Planning Inc. raised its position in Vertiv by 554.2% in the 1st 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 during the last quarter. Finally, Ravenstone Capital Management Inc. acquired a new stake in Vertiv in the 1st quarter valued at approximately $40,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on VRT shares. KeyCorp cut their target price on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. BMO Capital Markets reiterated an “outperform” rating and issued a $331.00 price objective on shares of Vertiv in a report on Thursday. Morgan Stanley set a $330.00 price objective on shares of Vertiv in a research report on Friday, October 16th. HSBC reduced their target price on shares of Vertiv from $376.00 to $365.00 and set a “buy” rating for the company in a report on Friday, July 31st. Finally, Jefferies Financial Group reduced their target price 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 equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Vertiv has a consensus rating of “Moderate Buy” and an average price target of $337.81.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the stock in a transaction on Tuesday, September 1st. The shares were 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 owned 16,500 shares in the company, valued at $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Vertiv Stock Performance

Shares of NYSE VRT opened at $232.21 on Friday. The stock has a 50 day moving average price of $242.63 and a 200 day moving average price of $268.96. Vertiv Holdings Co. has a 52 week low of $147.82 and a 52 week high of $379.93. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.03 and a current ratio of 1.39. The stock has a market capitalization of $89.40 billion, a PE ratio of 43.40, a price-to-earnings-growth ratio of 0.81 and a beta of 2.05.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $0.39. The firm had revenue of $4.31 billion during the quarter, compared to the consensus estimate of $3.75 billion. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business’s revenue was up 61.2% compared to the same quarter last year. During the same period last year, the company earned $1.24 earnings per share. Analysts predict that Vertiv Holdings Co. will post 7.18 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, September 14th. Vertiv’s dividend payout ratio is 4.67%.

Vertiv 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.