35,730 Shares in Vertiv Holdings Co. $VRT Bought by VMS Asset Management Limited

VMS Asset Management Limited purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 35,730 shares of the company’s stock, valued at approximately $5,789,000. Vertiv comprises 2.2% of VMS Asset Management Limited’s holdings, making the stock its 16th biggest holding.

A number of other hedge funds have also bought and sold shares of VRT. Norges Bank bought a new stake in Vertiv during the fourth quarter worth $808,701,000. Schroder Investment Management Group lifted its holdings in Vertiv by 148.0% during the third quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after acquiring an additional 1,091,210 shares during the period. Ameriprise Financial Inc. lifted its holdings in Vertiv by 49.5% during the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after acquiring an additional 930,158 shares during the period. Qube Research & Technologies Ltd bought a new stake in Vertiv during the third quarter worth $125,331,000. Finally, Vanguard Group Inc. lifted its holdings in Vertiv by 2.2% during the third quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock worth $5,858,352,000 after acquiring an additional 826,281 shares during the period. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. Royal Bank Of Canada lifted their price target on Vertiv from $356.00 to $435.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Fox Advisors upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Wall Street Zen upgraded Vertiv from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 30th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $281.00 price target on shares of Vertiv in a report on Thursday, February 12th. Finally, Oppenheimer lifted their price target on Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $322.32.

Vertiv Stock Performance

NYSE:VRT opened at $324.51 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15. The business has a fifty day simple moving average of $311.17 and a two-hundred day simple moving average of $239.44. Vertiv Holdings Co. has a 1 year low of $107.38 and a 1 year high of $379.93. The company has a market capitalization of $124.65 billion, a P/E ratio of 81.53, a P/E/G ratio of 1.43 and a beta of 2.03.

Vertiv (NYSE:VRT) last released 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. The business had revenue of $2.65 billion during the quarter, compared to the consensus estimate of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The business’s revenue for the quarter was up 30.1% on a year-over-year basis. During the same period last year, the business posted $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Monday, June 15th will be given a $0.0625 dividend. The ex-dividend date is Monday, June 15th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is 6.28%.

Key Stories Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv launched PurgeRite NearZero, a new fluid-management service designed to cut water, wastewater, and hauling needs in AI-ready data centers, reinforcing its role in the fast-growing AI infrastructure market. Vertiv Expands Fluid Management Services to Help Reduce Water Use During Data Center Fluid System Commissioning
• Positive Sentiment: Analyst commentary highlighted Vertiv as a beneficiary of ongoing digitization, stronger hybrid-working infrastructure demand, and improving IT spending, which supports the stock’s momentum. 3 IT Services Stocks to Buy Right Now From a Challenging Industry
• Positive Sentiment: Another bullish note pointed to Vertiv’s strong one-year run, driven by AI-related data center demand, acquisitions, and NVIDIA ties, although the stock is trading at a premium valuation. Should You Buy, Sell, or Hold VRT Stock After a 195% Rise in One Year?
• Neutral Sentiment: Vertiv declared a small quarterly dividend of $0.0625 per share, which is a routine capital-return update and likely has limited impact on the stock near term. Vertiv Declares Quarterly Dividend

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.