Vertiv Holdings Co. $VRT Stock Purchased by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC grew its position in shares of Vertiv Holdings Co. (NYSE:VRT) by 175.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,342 shares of the company’s stock after buying an additional 4,039 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Vertiv were worth $1,530,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also modified their holdings of VRT. SFE Investment Counsel boosted its stake in shares of Vertiv by 1.1% during the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after acquiring an additional 32 shares in the last quarter. Versant Capital Management Inc grew its stake in shares of Vertiv by 3.0% in the second quarter. Versant Capital Management Inc now owns 1,156 shares of the company’s stock worth $387,000 after acquiring an additional 34 shares during the last quarter. Sachetta LLC grew its position in Vertiv by 41.4% in the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares during the last quarter. Pincus Capital Management LP grew its position in Vertiv by 0.8% during the first quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock worth $1,181,000 after buying an additional 38 shares in the last quarter. Finally, Capital Advisors Inc. OK grew its holdings in shares of Vertiv by 2.7% during the 2nd quarter. Capital Advisors Inc. OK now owns 1,484 shares of the company’s stock worth $497,000 after purchasing an additional 39 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Insider Buying and Selling

In other Vertiv news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following 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 filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.10% of the company’s stock.

Vertiv Stock Down 5.6%

Shares of Vertiv stock opened at $232.21 on Friday. The company has a market capitalization of $89.40 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 0.81 and a beta of 2.05. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.39 and a quick ratio of 1.03. The business has a 50-day moving average of $242.63 and a two-hundred day moving average of $268.96. Vertiv Holdings Co. has a 1 year low of $147.82 and a 1 year high of $379.93.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share for the quarter, beating the consensus estimate of $1.82 by $0.39. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The business had revenue of $4.31 billion for the quarter, compared to analysts’ expectations of $3.75 billion. During the same quarter in the previous year, the business posted $1.24 EPS. Vertiv’s revenue for the quarter was up 61.2% on a year-over-year basis. As a group, equities analysts predict that Vertiv Holdings Co. will post 7.18 EPS for the current year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were issued a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, September 14th. Vertiv’s dividend payout ratio (DPR) is 4.67%.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Citigroup upped their target price on shares of Vertiv from $358.00 to $362.00 and gave the company a “buy” rating in a research note on Thursday. Robert W. Baird set a $320.00 target price on Vertiv and gave the company an “outperform” rating in a research note on Thursday, July 30th. Daiwa Securities Group dropped their price objective on shares of Vertiv from $400.00 to $340.00 and set a “buy” rating for the company in a research report on Tuesday, July 21st. Mizuho set a $300.00 price objective on Vertiv in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on shares of Vertiv from $331.00 to $323.00 and set a “buy” rating for the company in a research report on Wednesday, September 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $337.81.

Vertiv Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.