Vertiv Holdings Co. $VRT Stock Purchased by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC raised its stake in Vertiv Holdings Co. (NYSE:VRT) by 29.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 50,061 shares of the company’s stock after purchasing an additional 11,369 shares during the period. Nisa Investment Advisors LLC’s holdings in Vertiv were worth $12,080,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Integrated Advisors Network LLC grew its stake in Vertiv by 1.0% in the 3rd quarter. Integrated Advisors Network LLC now owns 7,185 shares of the company’s stock valued at $1,734,000 after buying an additional 69 shares during the last quarter. Prentice Wealth Management LLC increased its stake in shares of Vertiv by 48.3% during the third quarter. Prentice Wealth Management LLC now owns 2,260 shares of the company’s stock worth $545,000 after purchasing an additional 736 shares during the period. Focused Alpha LLC increased its stake in shares of Vertiv by 32.5% during the third quarter. Focused Alpha LLC now owns 1,830 shares of the company’s stock worth $442,000 after purchasing an additional 449 shares during the period. Ayrshire Capital Management LLC bought a new position in shares of Vertiv during the third quarter worth approximately $2,256,000. Finally, CWA Asset Management Group LLC lifted its holdings in Vertiv by 6.8% during the 3rd quarter. CWA Asset Management Group LLC now owns 1,597 shares of the company’s stock worth $385,000 after purchasing an additional 102 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Vertiv news, Director Edward Monser sold 15,287 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the completion of the transaction, the director directly owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Faster AI-factory deployment: Vertiv and NVIDIA introduced an approach using pre-engineered designs, virtual validation and factory-built infrastructure. The companies are targeting deployment cycles as short as 10–14 weeks—or 14 days for certain modular configurations—and up to 30% more cumulative AI-token output during the first year with the same installed capacity. Vertiv and NVIDIA AI factory announcement
• Positive Sentiment: Dassault Systèmes collaboration: Vertiv will combine its power and cooling expertise with Dassault Systèmes’ 3DEXPERIENCE platform to configure, simulate and validate AI factories before construction. The initiative could reduce field complexity and accelerate customer deployments. Dassault Systèmes and Vertiv collaboration
• Positive Sentiment: Potential earnings support: Analysts expect Vertiv’s earnings to grow ahead of next week’s quarterly report, with coverage highlighting the possibility of an earnings beat. The company also has strong interest coverage, which may help mitigate concerns about higher borrowing costs. Vertiv earnings outlook
• Neutral Sentiment: Elevated options activity: Investors traded 41,401 put options, about 29% above typical volume. The activity signals increased hedging or bearish speculation but does not by itself confirm a change in fundamentals.
• Negative Sentiment: AI spending-financing concerns: Investors questioned how major hyperscaler spending plans will be financed, pressuring power-equipment suppliers including Vertiv, GE Vernova and Eaton. This suggests concern that customers could delay or moderate orders despite strong long-term AI demand. AI spending and financing concerns
• Negative Sentiment: Valuation and target-price pressure: After the prior AI-factory announcement lifted the stock, Mizuho lowered its price target from $300 to $280. The pullback reflects skepticism that the long-term opportunity is fully translating into near-term earnings, particularly while Vertiv trades at a high earnings multiple. Mizuho Vertiv price-target reduction

Vertiv Trading Down 8.0%

Shares of Vertiv stock opened at $195.19 on Friday. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. Vertiv Holdings Co. has a 12-month low of $147.82 and a 12-month high of $379.93. The company has a market capitalization of $75.14 billion, a price-to-earnings ratio of 44.16, a PEG ratio of 0.79 and a beta of 2.05. The firm’s 50-day moving average price is $249.47 and its two-hundred day moving average price is $287.61.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the previous year, the company earned $0.95 EPS. The business’s revenue for the quarter was up 24.1% compared to the same quarter last year. 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 forecast that Vertiv Holdings Co. will post 6.71 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 paid a $0.0625 dividend. 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, September 14th. Vertiv’s dividend payout ratio (DPR) is 5.66%.

Analysts Set New Price Targets

VRT has been the subject of several recent research reports. Wall Street Zen downgraded Vertiv from a “buy” rating to a “hold” rating in a research note on Saturday, October 17th. Citigroup decreased their price objective on Vertiv from $414.00 to $358.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. KeyCorp lowered their price objective on Vertiv from $360.00 to $325.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. BMO Capital Markets started coverage on Vertiv in a report on Sunday, October 4th. They set an “outperform” rating and a $329.00 target price for the company. Finally, Loop Capital dropped their price objective on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $335.67.

Vertiv Company Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.