Smith Salley Wealth Management Sells 2,907 Shares of Vertiv Holdings Co. $VRT

Posted by George Bondi on Jun 22nd, 2026

Smith Salley Wealth Management cut its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 12.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,814 shares of the company’s stock after selling 2,907 shares during the quarter. Smith Salley Wealth Management’s holdings in Vertiv were worth $4,965,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. Quotient Wealth Partners LLC raised its holdings in Vertiv by 2.5% in the first quarter. Quotient Wealth Partners LLC now owns 1,813 shares of the company’s stock worth $454,000 after purchasing an additional 45 shares in the last quarter. Hohimer Wealth Management LLC lifted its position in shares of Vertiv by 0.8% during the fourth quarter. Hohimer Wealth Management LLC now owns 6,264 shares of the company’s stock valued at $1,015,000 after buying an additional 48 shares during the last quarter. Waterfront Wealth Inc. boosted its holdings in shares of Vertiv by 2.5% in the 4th quarter. Waterfront Wealth Inc. now owns 2,253 shares of the company’s stock valued at $365,000 after buying an additional 56 shares in the last quarter. Vermillion & White Wealth Management Group LLC grew its position in shares of Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock worth $25,000 after buying an additional 56 shares during the last quarter. Finally, Balance Wealth LLC grew its position in shares of Vertiv by 2.8% in the 4th quarter. Balance Wealth LLC now owns 2,089 shares of the company’s stock worth $338,000 after buying an additional 57 shares during the last quarter. 89.92% of the stock is owned by institutional investors.

Vertiv Stock Performance

Shares of Vertiv stock opened at $333.49 on Monday. The firm has a market capitalization of $128.10 billion, a P/E ratio of 83.79, a PEG ratio of 1.44 and a beta of 2.04. Vertiv Holdings Co. has a 52 week low of $110.06 and a 52 week high of $379.93. The company has a quick ratio of 1.15, a current ratio of 1.49 and a debt-to-equity ratio of 0.69. The company has a 50 day moving average price of $321.56 and a 200 day moving average price of $250.02.

Vertiv (NYSE:VRT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.00 by $0.17. The business had revenue of $2.65 billion for the quarter, compared to analyst estimates of $2.63 billion. Vertiv had a net margin of 14.37% and a return on equity of 49.90%. Vertiv’s revenue for the quarter was up 30.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Sell-side analysts expect that Vertiv Holdings Co. will post 6.36 EPS for the current year.

Vertiv Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 15th will be given a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, June 15th. Vertiv’s dividend payout ratio is presently 6.28%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on VRT shares. The Goldman Sachs Group boosted their price objective on shares of Vertiv from $277.00 to $311.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Weiss Ratings lowered shares of Vertiv from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, April 24th. HSBC began coverage on Vertiv in a research report on Wednesday, March 25th. They set a “buy” rating and a $325.00 price target on the stock. Fox Advisors upgraded Vertiv from a “hold” rating to a “strong-buy” rating in a report on Thursday, May 21st. Finally, JPMorgan Chase & Co. raised their price objective on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research report on Friday, April 24th. Three equities research 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. According to data from MarketBeat, Vertiv has a consensus rating of “Moderate Buy” and a consensus target price of $326.39.

Check Out Our Latest Research Report on VRT

About Vertiv

(Free Report)

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.