WESPAC Advisors SoCal LLC Invests $2.08 Million in Vertiv Holdings Co. $VRT

WESPAC Advisors SoCal LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 8,293 shares of the company’s stock, valued at approximately $2,078,000.

Several other institutional investors and hedge funds also recently made changes to their positions in VRT. State Street Corp increased its holdings in Vertiv by 2.8% in the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock worth $1,408,661,000 after purchasing an additional 235,577 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Vertiv by 2.1% during the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after buying an additional 143,821 shares in the last quarter. Invesco Ltd. grew its position in shares of Vertiv by 2.1% during the 4th quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock worth $967,881,000 after buying an additional 121,618 shares during the period. Norges Bank acquired a new stake in shares of Vertiv during the 4th quarter worth approximately $808,701,000. Finally, American Century Companies Inc. increased its stake in shares of Vertiv by 16.7% in the 3rd quarter. American Century Companies Inc. now owns 3,431,760 shares of the company’s stock valued at $517,715,000 after acquiring an additional 491,349 shares in the last quarter. Institutional investors own 89.92% of the company’s stock.

Vertiv Price Performance

Shares of NYSE:VRT opened at $333.49 on Friday. Vertiv Holdings Co. has a twelve month low of $110.06 and a twelve month high of $379.93. The stock’s 50 day moving average is $321.56 and its 200-day moving average is $249.52. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $128.10 billion, a price-to-earnings ratio of 83.79, a PEG ratio of 1.44 and a beta of 2.03.

Vertiv (NYSE:VRT) last posted 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 the consensus estimate of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. Vertiv’s revenue was up 30.1% compared to the same quarter last year. During the same quarter last year, the firm posted $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. Sell-side analysts forecast that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Monday, June 15th will be paid 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 of this dividend is Monday, June 15th. Vertiv’s dividend payout ratio (DPR) is 6.28%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on VRT. TD Cowen boosted their target price on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Loop Capital started coverage on shares of Vertiv in a report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price target for the company. Morgan Stanley lifted their price target on shares of Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Jefferies Financial Group reiterated a “hold” rating and set a $260.00 price objective (down from $280.00) on shares of Vertiv in a report on Tuesday, March 31st. Finally, HSBC started coverage on shares of Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $326.39.

About Vertiv

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.