IFM Investors Pty Ltd Acquires 2,786 Shares of Vertiv Holdings Co. $VRT

IFM Investors Pty Ltd increased its holdings in Vertiv Holdings Co. (NYSE:VRT) by 4.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 72,016 shares of the company’s stock after buying an additional 2,786 shares during the quarter. IFM Investors Pty Ltd’s holdings in Vertiv were worth $18,046,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. CreativeOne Wealth LLC grew its position in shares of Vertiv by 187.8% during the 3rd quarter. CreativeOne Wealth LLC now owns 10,646 shares of the company’s stock valued at $1,606,000 after acquiring an additional 6,947 shares during the period. Lingotto Investment Management LLP purchased a new stake in shares of Vertiv in the 4th quarter worth $2,641,000. Norges Bank bought a new position in Vertiv in the 4th quarter worth $808,701,000. Sterling Investment Advisors Ltd. raised its holdings in Vertiv by 26.1% in the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock worth $3,641,000 after purchasing an additional 4,645 shares during the period. Finally, WD Rutherford LLC lifted its position in Vertiv by 80.7% during the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock valued at $2,443,000 after purchasing an additional 6,734 shares in the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Analysts Set New Price Targets

VRT has been the subject of several recent research reports. Evercore reissued an “outperform” rating and set a $425.00 price target on shares of Vertiv in a report on Tuesday, May 12th. HSBC initiated coverage on Vertiv in a research report on Wednesday, March 25th. They issued a “buy” rating and a $325.00 price objective on the stock. Glj Research raised Vertiv from a “sell” rating to a “hold” rating in a research note on Thursday, June 18th. Bank of America increased their target price on Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. Finally, Wall Street Zen downgraded Vertiv from a “strong-buy” rating to a “buy” rating in a research note on Saturday, June 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $326.39.

Vertiv Stock Performance

Shares of NYSE VRT opened at $334.66 on Wednesday. The company has a market cap of $128.55 billion, a P/E ratio of 84.09, a P/E/G ratio of 1.33 and a beta of 2.03. Vertiv Holdings Co. has a 52-week low of $110.06 and a 52-week high of $379.93. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.15 and a current ratio of 1.49. The firm’s fifty day moving average is $324.93 and its two-hundred day moving average is $256.96.

Vertiv (NYSE:VRT) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 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%. The business’s revenue was up 30.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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. As a group, analysts anticipate that Vertiv Holdings Co. will post 6.36 EPS for the current fiscal year.

Vertiv Announces Dividend

The company also recently declared 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 of this dividend was Monday, June 15th. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. Vertiv’s dividend payout ratio is presently 6.28%.

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.