Diversify Advisory Services LLC Makes New $8.99 Million Investment in Vertiv Holdings Co. $VRT

Diversify Advisory Services LLC purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 26,865 shares of the company’s stock, valued at approximately $8,995,000.

A number of other large investors also recently modified their holdings of VRT. Vermillion & White Wealth Management Group LLC boosted its holdings in shares of Vertiv by 58.3% during the 4th 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. Sankala Group LLC acquired a new position in Vertiv in the 4th quarter worth about $27,000. Meeder Asset Management Inc. raised its position in Vertiv by 211.3% in the fourth quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock valued at $27,000 after purchasing an additional 112 shares during the last quarter. Rossby Financial LCC bought a new position in Vertiv in the fourth quarter valued at about $27,000. Finally, Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Vertiv during the fourth quarter valued at about $29,000. 89.92% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on VRT shares. Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday. Glj Research upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 target price on the stock in a research report on Friday, August 7th. Bank of America lifted their target price on shares of Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. JPMorgan Chase & Co. boosted their target price on shares of Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, April 24th. Finally, Oppenheimer restated an “outperform” rating and issued a $325.00 price target on shares of Vertiv in a research report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.54.

Vertiv Trading Down 6.9%

NYSE VRT opened at $272.38 on Wednesday. The firm has a market capitalization of $104.86 billion, a PE ratio of 61.62, a price-to-earnings-growth ratio of 1.21 and a beta of 2.06. The business’s 50-day moving average price is $296.52 and its two-hundred day moving average price is $286.03. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. Vertiv Holdings Co. has a 12 month low of $118.70 and a 12 month high of $379.93.

Vertiv (NYSE:VRT) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The firm’s revenue was up 24.1% compared to the same quarter last year. During the same period last year, the company earned $0.95 earnings per share. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, analysts expect that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio is currently 5.66%.

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.