Mountain Pacific Investment Advisers LLC Has $20.66 Million Stock Position in Vertiv Holdings Co. $VRT

Mountain Pacific Investment Advisers LLC decreased its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 11.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 82,439 shares of the company’s stock after selling 10,481 shares during the period. Vertiv makes up 3.5% of Mountain Pacific Investment Advisers LLC’s holdings, making the stock its 5th biggest position. Mountain Pacific Investment Advisers LLC’s holdings in Vertiv were worth $20,658,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Vertiv in the fourth quarter valued at about $808,701,000. Marshall Wace LLP increased its position in Vertiv by 265.6% during the fourth quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock worth $432,568,000 after acquiring an additional 1,939,749 shares during the period. Alkeon Capital Management LLC increased its position in Vertiv by 178.2% during the fourth quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock worth $324,524,000 after acquiring an additional 1,283,110 shares during the period. Schroder Investment Management Group raised its stake in Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock worth $275,885,000 after purchasing an additional 1,091,210 shares in the last quarter. Finally, Ameriprise Financial Inc. raised its stake in Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock worth $361,033,000 after purchasing an additional 930,158 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Trading Up 0.1%

VRT opened at $333.49 on Monday. The stock has a market capitalization of $128.10 billion, a price-to-earnings ratio of 83.79, a P/E/G ratio of 1.44 and a beta of 2.04. 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 twelve month low of $110.06 and a twelve month high of $379.93. The company has a 50-day simple moving average of $321.56 and a 200 day simple moving average of $250.02.

Vertiv (NYSE:VRT) last released its earnings results on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, beating the consensus estimate of $1.00 by $0.17. The firm had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The business’s quarterly revenue was up 30.1% compared to the same quarter last year. During the same period last year, the firm earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Analysts predict that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 15th will be paid a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Analyst Upgrades and Downgrades

VRT has been the topic of a number of analyst reports. Glj Research upgraded shares of Vertiv from a “sell” rating to a “hold” rating in a research report on Thursday. TD Cowen lifted their price target on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. JPMorgan Chase & Co. boosted their price target on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a research note on Friday, April 24th. Bank of America boosted their price target on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Finally, Morgan Stanley increased their price target on Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus price target of $326.39.

About Vertiv

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.