TD Waterhouse Canada Inc. Has $24.28 Million Stake in Vertiv Holdings Co. $VRT

TD Waterhouse Canada Inc. lowered its holdings in Vertiv Holdings Co. (NYSE:VRT) by 16.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 77,927 shares of the company’s stock after selling 15,797 shares during the period. TD Waterhouse Canada Inc.’s holdings in Vertiv were worth $24,281,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Premier Path Wealth Partners LLC increased its holdings in shares of Vertiv by 14.1% during the second quarter. Premier Path Wealth Partners LLC now owns 1,014 shares of the company’s stock worth $340,000 after purchasing an additional 125 shares during the period. Concurrent Investment Advisors LLC boosted its stake in shares of Vertiv by 26.7% in the second quarter. Concurrent Investment Advisors LLC now owns 46,653 shares of the company’s stock valued at $15,620,000 after buying an additional 9,844 shares during the period. Prosperitas Financial LLC boosted its stake in shares of Vertiv by 0.7% in the second quarter. Prosperitas Financial LLC now owns 26,475 shares of the company’s stock valued at $8,864,000 after buying an additional 175 shares during the period. NEOS Investment Management LLC grew its position in Vertiv by 10.5% during the second quarter. NEOS Investment Management LLC now owns 61,679 shares of the company’s stock worth $20,651,000 after buying an additional 5,879 shares in the last quarter. Finally, AXQ Capital LP grew its position in Vertiv by 171.3% during the second quarter. AXQ Capital LP now owns 9,800 shares of the company’s stock worth $3,281,000 after buying an additional 6,188 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
• Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
• Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
• Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
• Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Analysts Set New Price Targets

Several brokerages have weighed in on VRT. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $368.00 price objective on shares of Vertiv in a report on Friday, July 31st. Oppenheimer reissued an “outperform” rating and set a $325.00 target price on shares of Vertiv in a report on Thursday, July 30th. Roth Capital restated a “buy” rating and issued a $355.00 price target on shares of Vertiv in a research report on Thursday, May 21st. Wall Street Zen downgraded Vertiv from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, Royal Bank Of Canada cut their price objective on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $357.83.

Insider Transactions at Vertiv

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Vertiv Stock Up 4.4%

NYSE VRT opened at $280.76 on Friday. The business has a fifty day moving average price of $282.72 and a two-hundred day moving average price of $290.81. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The stock has a market capitalization of $108.09 billion, a PE ratio of 63.52, a PEG ratio of 1.11 and a beta of 2.07.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter last year, the business posted $0.95 EPS. The company’s revenue was up 24.1% compared to the same quarter last year. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Equities analysts expect that Vertiv Holdings Co. will post 6.67 earnings per share for the current fiscal year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Monday, September 14th will be given a $0.0625 dividend. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Monday, September 14th. Vertiv’s payout ratio is currently 5.66%.

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.