Bradley Foster & Sargent Inc. CT Boosts Stake in Vertiv Holdings Co. $VRT

Bradley Foster & Sargent Inc. CT increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 7.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 37,394 shares of the company’s stock after purchasing an additional 2,626 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in Vertiv were worth $9,370,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of VRT. Vermillion & White Wealth Management Group LLC increased its position in Vertiv by 58.3% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after buying an additional 56 shares in the last quarter. Sankala Group LLC bought a new position in shares of Vertiv in the fourth quarter worth about $27,000. Meeder Asset Management Inc. lifted its position in shares of Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after buying an additional 112 shares in the last quarter. Rossby Financial LCC purchased a new position in shares of Vertiv during the 4th quarter valued at about $27,000. Finally, Kohmann Bosshard Financial Services LLC bought a new position in shares of Vertiv during the 4th quarter valued at approximately $29,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: KeyCorp upgraded Vertiv to “strong-buy”, a vote of confidence that signals analysts see more upside in the stock. Zacks.com
• Positive Sentiment: Vertiv is being highlighted as a leading AI infrastructure play, with Zacks arguing investors may prefer infrastructure names like VRT over AI chips and mega-cap tech for exposure to the AI boom. Article Title
• Positive Sentiment: Investors are anticipating Vertiv’s upcoming Q2 earnings, with expectations for strong revenue and EPS growth driven by AI-related demand, partnerships, and expansion efforts. Article Title
• Positive Sentiment: Vertiv announced it is expanding manufacturing and testing capacity at its Tognana campus near Padua, which could help it meet growing demand and support future sales. Article Title
• Positive Sentiment: The company also announced a deployment supporting the Naval Postgraduate School’s NVIDIA DGX GB300 system, showcasing Vertiv’s integrated power, liquid cooling, rack infrastructure, and installation services for high-density AI systems. Article Title
• Neutral Sentiment: Recent articles note that Vertiv’s rally has cooled after a big run-up, with the stock pulling back from prior gains; this suggests some profit-taking, though the longer-term growth story remains intact. Article Title
• Negative Sentiment: One recent note said Vertiv dipped more than the broader market in the latest session, reflecting short-term volatility despite the strong fundamental backdrop. Article Title

Vertiv Stock Performance

NYSE VRT opened at $290.29 on Friday. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The business has a 50-day moving average price of $313.24 and a 200-day moving average price of $274.03. The firm has a market cap of $111.50 billion, a price-to-earnings ratio of 72.94, a price-to-earnings-growth ratio of 1.25 and a beta of 2.03.

Vertiv (NYSE:VRT) last issued its 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. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The company had revenue of $2.65 billion for the quarter, compared to the consensus estimate of $2.63 billion. During the same quarter last year, the company earned $0.64 EPS. The firm’s quarterly revenue was up 30.1% on a year-over-year basis. As a group, equities research analysts predict that Vertiv Holdings Co. will post 6.38 EPS for the current fiscal year.

Vertiv Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on VRT. Loop Capital started coverage on shares of Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 target price for the company. Bank of America lifted their price target on shares of Vertiv from $370.00 to $440.00 and gave the company a “buy” rating in a report on Friday, May 15th. The Goldman Sachs Group upped their price target on shares of Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Mizuho set a $380.00 price objective on shares of Vertiv in a research note on Thursday, May 21st. Finally, Evercore restated an “outperform” rating and set a $425.00 price objective on shares of Vertiv in a research report on Tuesday, May 12th. Four analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $343.48.

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.