Vertiv Holdings Co. $VRT Shares Bought by Trifecta Capital Advisors LLC

Trifecta Capital Advisors LLC lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 8.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,650 shares of the company’s stock after acquiring an additional 2,215 shares during the period. Trifecta Capital Advisors LLC’s holdings in Vertiv were worth $7,179,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Vertiv in the 4th quarter valued at about $808,701,000. Marshall Wace LLP boosted its stake in shares of Vertiv by 265.6% during the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock worth $432,568,000 after purchasing an additional 1,939,749 shares during the last quarter. Alkeon Capital Management LLC grew its holdings in shares of 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 buying an additional 1,283,110 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of 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 buying an additional 930,158 shares in the last quarter. Finally, Qube Research & Technologies Ltd acquired a new position in shares of Vertiv in the third quarter valued at approximately $125,331,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on VRT. Roth Capital restated a “buy” rating and set a $355.00 target price on shares of Vertiv in a research report on Thursday, May 21st. Wall Street Zen lowered Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $260.00 price objective (down from $280.00) on shares of Vertiv in a research report on Tuesday, March 31st. HSBC initiated coverage on Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 target price for the company. Finally, Loop Capital began coverage on Vertiv in a research report on Thursday, May 14th. They set a “buy” rating and a $500.00 target price on the stock. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus price target of $342.24.

Vertiv Trading Down 1.6%

NYSE:VRT traded down $5.26 during trading hours on Friday, reaching $318.66. 2,998,133 shares of the company were exchanged, compared to its average volume of 6,385,232. The firm has a market cap of $122.40 billion, a price-to-earnings ratio of 80.07, a PEG ratio of 1.38 and a beta of 2.03. The stock has a 50 day simple moving average of $324.66 and a 200 day simple moving average of $264.75. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week high of $379.93. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.49 and a quick ratio of 1.15.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. The company had revenue of $2.65 billion during the quarter, compared to analysts’ expectations 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 in the previous year, the company 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. As a group, analysts predict that Vertiv Holdings Co. will post 6.38 EPS for the current year.

Vertiv Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s payout ratio is 6.28%.

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.