Partners Wealth Management LLC Makes New $773,000 Investment in Vertiv Holdings Co. $VRT

Partners Wealth Management LLC purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 3,202 shares of the company’s stock, valued at approximately $773,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Soltis Investment Advisors LLC increased its position in shares of Vertiv by 175.4% during the third quarter. Soltis Investment Advisors LLC now owns 6,342 shares of the company’s stock valued at $1,530,000 after buying an additional 4,039 shares during the period. Founders Financial Securities LLC lifted its holdings in shares of Vertiv by 48.9% in the third quarter. Founders Financial Securities LLC now owns 2,922 shares of the company’s stock worth $705,000 after buying an additional 959 shares in the last quarter. Childress Capital Advisors LLC lifted its holdings in shares of Vertiv by 5.4% in the third quarter. Childress Capital Advisors LLC now owns 1,626 shares of the company’s stock worth $392,000 after buying an additional 83 shares in the last quarter. D.A. Davidson & CO. boosted its position in shares of Vertiv by 80.0% in the third quarter. D.A. Davidson & CO. now owns 8,230 shares of the company’s stock valued at $1,986,000 after acquiring an additional 3,659 shares during the period. Finally, Hanseatic Management Services Inc. boosted its position in shares of Vertiv by 3.8% in the third quarter. Hanseatic Management Services Inc. now owns 2,892 shares of the company’s stock valued at $698,000 after acquiring an additional 107 shares during the period. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

VRT has been the topic of a number of analyst reports. Wall Street Zen raised shares of Vertiv from a “hold” rating to a “buy” rating in a report on Saturday. BNP Paribas Exane cut their price target on shares of Vertiv from $380.00 to $365.00 and set an “outperform” rating for the company in a report on Friday, July 31st. The Goldman Sachs Group reduced their price target on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Citigroup upped their price target on shares of Vertiv from $358.00 to $362.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Wells Fargo & Company increased their price objective on Vertiv from $340.00 to $345.00 and gave the stock an “overweight” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $337.81.

Vertiv Trading Down 5.6%

Shares of VRT stock opened at $232.21 on Friday. The company has a quick ratio of 1.03, a current ratio of 1.39 and a debt-to-equity ratio of 0.53. The business has a 50-day moving average price of $242.63 and a two-hundred day moving average price of $268.96. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93. The firm has a market cap of $89.40 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 0.81 and a beta of 2.05.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $0.39. The firm had revenue of $4.31 billion during the quarter, compared to analysts’ expectations of $3.75 billion. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The company’s revenue for the quarter was up 61.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.24 EPS. Equities analysts anticipate that Vertiv Holdings Co. will post 7.18 EPS for the current fiscal year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s payout ratio is presently 4.67%.

Insiders Place Their Bets

In other Vertiv news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total value of $3,880,146.34. Following the completion of the sale, the director owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by insiders.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.