Vertiv Holdings Co. $VRT Stock: Kestra Private Wealth Services LLC Raises Stake

Kestra Private Wealth Services LLC lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 73.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,127 shares of the company’s stock after acquiring an additional 14,894 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Vertiv were worth $8,476,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of VRT. Perpetual Ltd lifted its holdings in shares of Vertiv by 6,110.5% in the 3rd quarter. Perpetual Ltd now owns 114,397 shares of the company’s stock worth $27,605,000 after buying an additional 112,555 shares during the period. NFSG Corp grew its position in shares of Vertiv by 325.4% during the 3rd quarter. NFSG Corp now owns 8,984 shares of the company’s stock worth $2,168,000 after buying an additional 6,872 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund increased its stake in shares of Vertiv by 536.3% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 76,358 shares of the company’s stock valued at $19,134,000 after buying an additional 64,358 shares during the period. N10 Wealth LLC increased its stake in shares of Vertiv by 34.2% during the third quarter. N10 Wealth LLC now owns 80,798 shares of the company’s stock valued at $19,497,000 after buying an additional 20,604 shares during the period. Finally, LDR Capital Management LLC increased its stake in shares of Vertiv by 111.5% during the third quarter. LDR Capital Management LLC now owns 13,749 shares of the company’s stock valued at $3,318,000 after buying an additional 7,248 shares during the period. 89.92% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on VRT shares. BNP Paribas Exane decreased their price objective on Vertiv from $380.00 to $365.00 and set an “outperform” rating for the company in a report on Friday, July 31st. Mizuho set a $300.00 target price on shares of Vertiv in a report on Thursday, October 29th. Zacks Research raised shares of Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 30th. Sanford C. Bernstein upped their price target on shares of Vertiv from $368.00 to $376.00 and gave the stock an “outperform” rating in a research report on Thursday, October 29th. Finally, Piper Sandler set a $375.00 price target on shares of Vertiv in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $337.78.

Insider Buying and Selling at Vertiv

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

Vertiv Trading Down 13.0%

Shares of NYSE:VRT opened at $205.25 on Thursday. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93. The business’s fifty day simple moving average is $240.47 and its 200-day simple moving average is $269.70. The company has a market capitalization of $79.02 billion, a PE ratio of 38.36, a P/E/G ratio of 0.75 and a beta of 2.11. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.53.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 earnings per share 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 firm’s quarterly revenue was up 61.2% on a year-over-year basis. During the same period in the prior year, the business posted $1.24 EPS. As a group, equities research analysts predict that Vertiv Holdings Co. will post 7.17 earnings per share for the current fiscal year.

Vertiv Announces Dividend

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

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv signed a three-year strategic agreement with Infineon to help secure supplies of silicon and silicon-carbide power semiconductors. The deal is intended to support reliable deliveries as Vertiv scales production, including for its 800 VDC power systems. Article: Vertiv and Infineon Deepen Strategic Partnership
• Positive Sentiment: Recent coverage highlights Vertiv’s strong quarterly results and higher 2026 revenue and free-cash-flow outlook, supported by demand for AI data-center infrastructure. This provides a positive fundamental backdrop, though it has not prevented volatility in the shares. Article: Vertiv: AI Panic Creates Golden Buying Opportunity
• Negative Sentiment: Post-midterm fears about a possible Texas permit freeze are raising concerns that data-center construction—and related AI infrastructure spending—could face political or regulatory headwinds. Vertiv is exposed to that investment cycle, making the uncertainty a potential drag on sentiment. Article: Midterms and AI Spending Concerns
• Negative Sentiment: Coverage also cited an analyst downgrade and a separate pessimistic forecast for VRT, adding pressure amid concerns about the stock’s outlook. The articles provided do not specify the analysts’ reasoning or revised targets. Article: Vertiv Shares Down Following Analyst Downgrade Article: GLJ Research Issues Pessimistic Forecast

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.