Vertiv Holdings Co. $VRT Position Reduced by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. trimmed its position in Vertiv Holdings Co. (NYSE:VRT) by 9.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,898 shares of the company’s stock after selling 6,000 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Vertiv were worth $13,756,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in VRT. Quotient Wealth Partners LLC raised its holdings in shares of Vertiv by 2.5% during the first quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock valued at $454,000 after acquiring an additional 45 shares during the period. Hohimer Wealth Management LLC boosted its stake in Vertiv by 0.8% in the 4th quarter. Hohimer Wealth Management LLC now owns 6,264 shares of the company’s stock worth $1,015,000 after purchasing an additional 48 shares during the period. Waterfront Wealth Inc. grew its position in Vertiv by 2.5% during the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock worth $365,000 after purchasing an additional 56 shares in the last quarter. Vermillion & White Wealth Management Group LLC grew its position in Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after purchasing an additional 56 shares in the last quarter. Finally, Balance Wealth LLC raised its stake in Vertiv by 2.8% during the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock valued at $338,000 after purchasing an additional 57 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on VRT shares. Roth Mkm restated a “buy” rating and issued a $355.00 target price on shares of Vertiv in a report on Thursday, May 21st. BNP Paribas Exane assumed coverage on Vertiv in a research report on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target on the stock. Weiss Ratings lowered Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, April 24th. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 21st. Finally, Glj Research upgraded Vertiv from a “sell” rating to a “hold” rating in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Vertiv presently has an average rating of “Moderate Buy” and a consensus price target of $326.39.

Vertiv Trading Up 7.5%

NYSE VRT opened at $357.93 on Tuesday. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a 1-year low of $110.06 and a 1-year high of $379.93. The firm’s fifty day simple moving average is $322.97 and its 200-day simple moving average is $251.27. The company has a market capitalization of $137.48 billion, a PE ratio of 89.93, a price-to-earnings-growth ratio of 1.44 and a beta of 2.04.

Vertiv (NYSE:VRT) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.17. The business had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm’s revenue was up 30.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.64 EPS. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.36 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, June 25th. Shareholders of record on Monday, June 15th will be given a $0.0625 dividend. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend is Monday, June 15th. Vertiv’s payout ratio is currently 6.28%.

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.