Franklin Resources Inc. Has $168.36 Million Stake in Vertiv Holdings Co. $VRT

Franklin Resources Inc. decreased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 7.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,039,196 shares of the company’s stock after selling 82,934 shares during the period. Franklin Resources Inc.’s holdings in Vertiv were worth $168,360,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in VRT. Norges Bank acquired a new position in shares of Vertiv in the 4th quarter valued at about $808,701,000. Schroder Investment Management Group grew its stake in shares of Vertiv by 148.0% in the 3rd quarter. Schroder Investment Management Group now owns 1,828,750 shares of the company’s stock valued at $275,885,000 after buying an additional 1,091,210 shares in the last quarter. Ameriprise Financial Inc. grew its stake in shares of Vertiv by 49.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after buying an additional 930,158 shares in the last quarter. Qube Research & Technologies Ltd bought a new stake in shares of Vertiv in the 3rd quarter valued at approximately $125,331,000. Finally, Vanguard Group Inc. grew its stake in shares of Vertiv by 2.2% in the 3rd quarter. Vanguard Group Inc. now owns 38,833,036 shares of the company’s stock valued at $5,858,352,000 after buying an additional 826,281 shares in the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on VRT shares. Bank of America boosted their price target on Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $281.00 price target on shares of Vertiv in a research note on Thursday, February 12th. Mizuho set a $380.00 price target on Vertiv in a research note on Thursday, May 21st. HSBC started coverage on Vertiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price target for the company. Finally, Royal Bank Of Canada boosted their price target on Vertiv from $356.00 to $435.00 and gave the company an “outperform” rating in a research note on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $326.39.

Vertiv Stock Down 3.9%

Shares of Vertiv stock opened at $288.75 on Wednesday. The stock has a market capitalization of $110.91 billion, a P/E ratio of 72.55, a PEG ratio of 1.30 and a beta of 2.03. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The stock has a 50 day moving average price of $313.37 and a two-hundred day moving average price of $242.17. Vertiv Holdings Co. has a 12-month low of $107.38 and a 12-month high of $379.93.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.17. The firm had revenue of $2.65 billion during the quarter, compared to analysts’ expectations of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company’s revenue was up 30.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.64 earnings per share. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. Equities analysts expect that Vertiv Holdings Co. will post 6.36 earnings per share for the current year.

Vertiv Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Monday, June 15th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 6.28%.

Vertiv Company 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.