Vertiv Holdings Co. $VRT Stock Acquired by NFSG Corp

NFSG Corp boosted its position in Vertiv Holdings Co. (NYSE:VRT) by 325.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,984 shares of the company’s stock after acquiring an additional 6,872 shares during the quarter. NFSG Corp’s holdings in Vertiv were worth $2,168,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Sachetta LLC lifted its stake in Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares during the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after purchasing an additional 49 shares in the last quarter. Burkett Financial Services LLC acquired a new stake in shares of Vertiv in the 3rd quarter valued at $35,000. GoalVest Advisory LLC increased its stake in shares of Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company’s stock valued at $50,000 after purchasing an additional 69 shares during the last quarter. Finally, Center for Financial Planning Inc. increased its stake in shares of Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock valued at $39,000 after purchasing an additional 133 shares during the last quarter. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Vertiv Price Performance

Shares of NYSE:VRT opened at $215.21 on Friday. Vertiv Holdings Co. has a one year low of $147.82 and a one year high of $379.93. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.38 and a quick ratio of 1.03. The company has a market cap of $82.86 billion, a price-to-earnings ratio of 48.69, a PEG ratio of 0.83 and a beta of 2.05. The firm has a 50 day simple moving average of $257.04 and a 200 day simple moving average of $289.33.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company’s revenue was up 24.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Research analysts predict that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were issued a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 5.66%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on VRT shares. BMO Capital Markets started coverage on Vertiv in a report on Sunday, October 4th. They set an “outperform” rating and a $329.00 price target for the company. Robert W. Baird set a $320.00 price objective on Vertiv and gave the company an “outperform” rating in a research note on Thursday, July 30th. Weiss Ratings lowered Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, August 14th. Deutsche Bank Aktiengesellschaft decreased their target price on Vertiv from $331.00 to $323.00 and set a “buy” rating on the stock in a research report on Wednesday, September 30th. Finally, The Goldman Sachs Group lowered their target price on Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Vertiv currently has a consensus rating of “Moderate Buy” and an average target price of $336.41.

Insider Buying and Selling at Vertiv

In related news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the sale, the director owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.

More Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv and Deloitte introduced a guide designed to help enterprises move AI workloads from pilot projects into production. The initiative could support demand for Vertiv’s power, cooling and other data-center infrastructure as AI deployments expand. Vertiv Helps Enterprises Move from AI Pilots to Production
• Positive Sentiment: Management previously forecast third-quarter sales of approximately $3.75 billion at the midpoint, implying roughly 40% year-over-year growth and a significant acceleration from second-quarter growth. Investors may view the forecast as evidence of strong AI-related demand, although results have not yet been reported. Why Should Vertiv Stock Holders Watch This One Number?
• Positive Sentiment: Mizuho and RBC both retained “outperform” ratings despite lowering their price targets, indicating that analysts continue to see substantial upside from current levels.
• Neutral Sentiment: Vertiv will release third-quarter 2026 results before the market opens on October 28, followed by a management conference call. The report is a significant near-term catalyst because investors will compare sales and margins with the company’s strong guidance.
• Neutral Sentiment: Comparisons with Amphenol highlight Vertiv’s exposure to growing AI infrastructure demand, but also point to Amphenol’s stronger recent stock performance and more diversified business mix.
• Negative Sentiment: Mizuho reduced its Vertiv price target from $300 to $280, while RBC cut its target from $337 to $323. Although both firms remain bullish, the reductions can reinforce investor concerns about valuation and near-term expectations.
• Negative Sentiment: Vertiv’s recent decline has been sharper than the broader market, increasing pressure on the company to deliver against its elevated growth forecasts. Vertiv: What Is Behind the Latest Share Decline?

Vertiv Profile

Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.

Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.