Vertiv Holdings Co. $VRT Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its stake in Vertiv Holdings Co. (NYSE:VRT) by 0.9% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 2,256,647 shares of the company’s stock after selling 21,111 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.59% of Vertiv worth $755,571,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Empowered Funds LLC increased its stake in Vertiv by 25.9% during the first quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock valued at $834,000 after purchasing an additional 2,377 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Vertiv during the second quarter worth about $567,000. Cary Street Partners Financial LLC raised its stake in Vertiv by 19.8% during the second quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock worth $178,000 after acquiring an additional 230 shares during the period. Bank of Nova Scotia lifted its holdings in Vertiv by 49.7% in the second quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock worth $3,755,000 after acquiring an additional 9,712 shares during the last quarter. Finally, Ossiam acquired a new position in Vertiv in the second quarter valued at approximately $50,000. Institutional investors own 89.92% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Zacks Research upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 31st. Robert W. Baird set a $320.00 price objective on Vertiv in a research note on Thursday, July 30th. Loop Capital started coverage on Vertiv in a research report on Thursday, May 14th. They issued a “buy” rating and a $500.00 target price on the stock. Royal Bank Of Canada cut their target price on Vertiv from $418.00 to $337.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. Finally, Barclays boosted their price target on shares of Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a report on Friday, May 15th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $357.83.

Vertiv Price Performance

Shares of NYSE VRT opened at $256.20 on Friday. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. The company has a market capitalization of $98.63 billion, a price-to-earnings ratio of 57.96, a PEG ratio of 1.06 and a beta of 2.06. The firm has a 50-day moving average of $288.73 and a two-hundred day moving average of $289.42.

Vertiv (NYSE:VRT) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm’s revenue was up 24.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, analysts expect that Vertiv Holdings Co. will post 6.7 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were 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 was Monday, June 15th. Vertiv’s dividend payout ratio is currently 5.66%.

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.