EP Wealth Advisors LLC Has $23.10 Million Stock Holdings in Vertiv Holdings Co. $VRT

EP Wealth Advisors LLC grew its holdings in Vertiv Holdings Co. (NYSE:VRT) by 673.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 68,995 shares of the company’s stock after acquiring an additional 60,069 shares during the period. EP Wealth Advisors LLC’s holdings in Vertiv were worth $23,101,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of VRT. SFE Investment Counsel lifted its stake in shares of Vertiv by 1.1% in the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock valued at $765,000 after purchasing an additional 32 shares during the last quarter. Versant Capital Management Inc boosted its holdings in 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 purchasing an additional 34 shares in the last quarter. Webster Bank N. A. increased its position in Vertiv by 6.9% during the first quarter. Webster Bank N. A. now owns 542 shares of the company’s stock worth $136,000 after buying an additional 35 shares during the last quarter. Sachetta LLC increased its position in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares during the last quarter. Finally, Pincus Capital Management LP increased 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 during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on VRT. UBS Group reaffirmed a “buy” rating and issued a $370.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Roth Capital reissued a “buy” rating and set a $355.00 price objective on shares of Vertiv in a report on Thursday, May 21st. Robert W. Baird set a $320.00 price objective on Vertiv in a research note on Thursday, July 30th. KeyCorp cut their price objective on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Weiss Ratings lowered Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, August 14th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Vertiv currently has an average rating of “Buy” and a consensus price target of $357.83.

Vertiv Stock Performance

Shares of VRT opened at $262.36 on Friday. The company has a market capitalization of $101.01 billion, a PE ratio of 59.36, a price-to-earnings-growth ratio of 1.09 and a beta of 2.06. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. Vertiv Holdings Co. has a one year low of $118.70 and a one year high of $379.93. The company’s fifty day moving average price is $294.65 and its 200 day moving average price is $286.87.

Vertiv (NYSE:VRT) last released its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The business’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, analysts expect that Vertiv Holdings Co. will post 6.7 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.0625 per share. The ex-dividend date was Monday, June 15th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 5.66%.

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.