Westfield Capital Management Co. LP Buys 30,498 Shares of Vertiv Holdings Co. $VRT

Westfield Capital Management Co. LP raised its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 1.4% in the fourth quarter, Holdings Channel reports. The fund owned 2,277,716 shares of the company’s stock after acquiring an additional 30,498 shares during the period. Vertiv comprises approximately 1.5% of Westfield Capital Management Co. LP’s holdings, making the stock its 13th biggest position. Westfield Capital Management Co. LP’s holdings in Vertiv were worth $369,013,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Waterfront Wealth Inc. lifted its holdings in shares of Vertiv by 2.5% during the fourth quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock valued at $365,000 after acquiring an additional 56 shares during the period. Balance Wealth LLC increased its stake in shares of Vertiv by 2.8% in the fourth quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after buying an additional 57 shares in the last quarter. Legacy Capital Group California Inc. increased its stake in shares of Vertiv by 3.2% in the fourth quarter. Legacy Capital Group California Inc. now owns 1,859 shares of the company’s stock valued at $301,000 after buying an additional 57 shares in the last quarter. Fairfield Financial Advisors LTD increased its stake in shares of Vertiv by 2.3% in the fourth quarter. Fairfield Financial Advisors LTD now owns 2,564 shares of the company’s stock valued at $415,000 after buying an additional 58 shares in the last quarter. Finally, Rothschild Investment LLC increased its stake in shares of Vertiv by 2.3% in the fourth quarter. Rothschild Investment LLC now owns 2,685 shares of the company’s stock valued at $435,000 after buying an additional 61 shares in the last quarter. 89.92% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Fox Advisors upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Royal Bank Of Canada raised their target price on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Evercore restated an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a research note on Tuesday, May 12th. The Goldman Sachs Group raised their target price on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Finally, Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $322.32.

Vertiv Price Performance

Shares of VRT stock opened at $324.51 on Friday. The firm has a market cap of $124.65 billion, a price-to-earnings ratio of 81.53, a PEG ratio of 1.43 and a beta of 2.03. Vertiv Holdings Co. has a 12 month low of $107.38 and a 12 month high of $379.93. The stock has a 50-day moving average price of $311.17 and a 200 day moving average price of $239.44. 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 (NYSE:VRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating 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 firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. During the same period in the prior year, the firm posted $0.64 EPS. The company’s revenue for the quarter was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Research analysts expect that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Announces Dividend

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

Vertiv News Summary

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 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.