SMART Wealth LLC Sells 2,258 Shares of Vertiv Holdings Co. $VRT

SMART Wealth LLC lessened its holdings in shares of Vertiv Holdings Co. (NYSE:VRT) by 26.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,316 shares of the company’s stock after selling 2,258 shares during the quarter. SMART Wealth LLC’s holdings in Vertiv were worth $2,115,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of VRT. Lingotto Investment Management LLP bought a new stake in Vertiv during the fourth quarter valued at about $2,641,000. Norges Bank purchased a new stake in shares of Vertiv during the fourth quarter worth about $808,701,000. Sterling Investment Advisors Ltd. raised its stake in Vertiv by 26.1% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after purchasing an additional 4,645 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in Vertiv during the 4th quarter valued at approximately $2,197,000. Finally, WD Rutherford LLC lifted its holdings in Vertiv by 80.7% in the 4th quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after purchasing an additional 6,734 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv News Summary

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

Vertiv Stock Performance

NYSE VRT opened at $280.76 on Friday. 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 1-year low of $118.70 and a 1-year high of $379.93. The business has a 50 day simple moving average of $282.72 and a two-hundred day simple moving average of $290.81. The stock has a market capitalization of $108.09 billion, a PE ratio of 63.52, a P/E/G ratio of 1.11 and a beta of 2.07.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.09. The business 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 company’s revenue for the quarter was up 24.1% on a year-over-year basis. During the same period in the prior year, the firm earned $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, research analysts predict that Vertiv Holdings Co. will post 6.67 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Wall Street Analysts Forecast Growth

VRT has been the subject of several recent analyst reports. Glj Research upgraded Vertiv from a “hold” rating to a “buy” rating and set a $381.00 price target for the company in a research note on Friday, August 7th. KeyCorp reduced their price objective on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Citigroup dropped their target price on shares of Vertiv from $414.00 to $358.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Evercore set a $375.00 target price on shares of Vertiv in a research note on Wednesday, July 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $368.00 price target on shares of Vertiv in a report on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $357.83.

Insider Transactions at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the sale, the director owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by insiders.

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.