Allspring Global Investments Holdings LLC Boosts Holdings in Vertiv Holdings Co. $VRT

Allspring Global Investments Holdings LLC boosted its holdings in Vertiv Holdings Co. (NYSE:VRT) by 8.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 930,685 shares of the company’s stock after purchasing an additional 76,090 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Vertiv were worth $241,392,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Sachetta LLC lifted its holdings in shares of Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after buying an additional 36 shares in the last quarter. Vermillion & White Wealth Management Group LLC grew its stake in Vertiv by 58.3% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after acquiring an additional 56 shares in the last quarter. Center for Financial Planning Inc. grew its stake in Vertiv by 554.2% during the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock valued at $39,000 after acquiring an additional 133 shares in the last quarter. Sankala Group LLC bought a new stake in Vertiv in the 4th quarter valued at $27,000. Finally, Meeder Asset Management Inc. increased its holdings in Vertiv by 211.3% in the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after acquiring an additional 112 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Performance

NYSE:VRT opened at $293.94 on Friday. The firm has a market capitalization of $112.90 billion, a PE ratio of 73.85, a PEG ratio of 1.31 and a beta of 2.03. The stock’s fifty day moving average is $321.44 and its 200 day moving average is $269.26. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two 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.

Vertiv (NYSE:VRT) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 EPS for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. The company had revenue of $2.65 billion during the quarter, compared to analyst estimates of $2.63 billion. During the same period in the previous year, the firm earned $0.64 earnings per share. Vertiv’s quarterly revenue was up 30.1% compared to the same quarter last year. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. On average, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.38 earnings per share for the current 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 dividend yield of 0.1%. Vertiv’s payout ratio is currently 6.28%.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Oppenheimer boosted their price target on shares of Vertiv from $330.00 to $353.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Zacks Research cut Vertiv from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. Evercore reiterated an “outperform” rating and issued a $425.00 target price on shares of Vertiv in a research report on Tuesday, May 12th. BNP Paribas Exane began coverage on Vertiv in a research note on Tuesday, April 14th. They set an “outperform” rating and a $345.00 price target for the company. Finally, JPMorgan Chase & Co. raised their price target on Vertiv from $305.00 to $350.00 and gave the company an “overweight” rating in a report on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $342.73.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Baird initiated coverage on Vertiv with an Outperform rating and a $370 price target, citing strength in data center demand and the company’s role in powering AI infrastructure. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
• Positive Sentiment: Another report highlighted Vertiv as a beneficiary of the AI data center power buildout, reinforcing the growth narrative around cooling, power management, and backup infrastructure. Vertiv rated outperform in new coverage at Baird on data center demand
• Positive Sentiment: Royal Bank of Canada kept an Outperform rating on Vertiv, even after trimming its price target from $435 to $418, which still implies meaningful upside from current levels.
• Neutral Sentiment: Vertiv announced it will report second-quarter 2026 earnings on July 29 and hold a conference call the same day, which sets up the next major catalyst but does not change fundamentals by itself. Vertiv Announces Date of Second Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Analyst consensus remains generally constructive, with coverage pointing to a Moderate Buy view, suggesting Wall Street still sees upside but not a clear near-term acceleration.
• Negative Sentiment: The stock has faced some pressure after recent gains, and RBC’s reduced price target may have added to caution even though the firm stayed bullish on the name.

Vertiv Company 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.