Sierra Summit Advisors LLC Acquires 3,748 Shares of Vertiv Holdings Co. $VRT

Sierra Summit Advisors LLC increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 4.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 91,588 shares of the company’s stock after purchasing an additional 3,748 shares during the quarter. Vertiv makes up approximately 2.1% of Sierra Summit Advisors LLC’s investment portfolio, making the stock its 16th biggest position. Sierra Summit Advisors LLC’s holdings in Vertiv were worth $13,817,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of the stock. Trivium Point Advisory LLC raised its stake in shares of Vertiv by 16.8% in the third quarter. Trivium Point Advisory LLC now owns 8,910 shares of the company’s stock worth $1,344,000 after buying an additional 1,282 shares during the period. Wealthedge Investment Advisors LLC purchased a new stake in Vertiv in the 3rd quarter worth approximately $323,000. American Century Companies Inc. increased its holdings in Vertiv by 16.7% in the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock worth $517,715,000 after acquiring an additional 491,349 shares in the last quarter. Argent Trust Co raised its stake in Vertiv by 2.1% during the 3rd quarter. Argent Trust Co now owns 4,815 shares of the company’s stock worth $726,000 after acquiring an additional 100 shares during the period. Finally, Keystone Investors PTE Ltd. lifted its holdings in Vertiv by 536.1% during the third quarter. Keystone Investors PTE Ltd. now owns 125,088 shares of the company’s stock valued at $18,871,000 after purchasing an additional 105,422 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Mizuho increased their price objective on shares of Vertiv from $198.00 to $290.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and issued a $270.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Citigroup raised their price target on Vertiv from $220.00 to $286.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Royal Bank Of Canada upped their price objective on Vertiv from $200.00 to $266.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. cut their target price on Vertiv from $230.00 to $225.00 and set an “overweight” rating for the company in a research report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus target price of $230.28.

Vertiv Stock Performance

Vertiv stock opened at $254.25 on Friday. The company’s 50-day moving average price is $195.04 and its 200-day moving average price is $171.73. The company has a quick ratio of 1.22, a current ratio of 1.55 and a debt-to-equity ratio of 0.73. The company has a market cap of $97.27 billion, a PE ratio of 74.56, a price-to-earnings-growth ratio of 1.29 and a beta of 2.08. Vertiv Holdings Co. has a twelve month low of $53.60 and a twelve month high of $264.86.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, February 11th. The company reported $1.36 EPS for the quarter, beating analysts’ consensus estimates of $1.29 by $0.07. Vertiv had a net margin of 13.03% and a return on equity of 49.55%. The firm had revenue of $2.88 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter last year, the firm earned $0.99 EPS. The firm’s revenue for the quarter was up 22.7% compared to the same quarter last year. Vertiv has set its Q1 2026 guidance at 0.950-1.010 EPS and its FY 2026 guidance at 5.970-6.070 EPS. On average, equities research analysts forecast that Vertiv Holdings Co. will post 3.59 EPS for the current fiscal year.

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.