Clarus Wealth Advisors Buys New Position in Vertiv Holdings Co. $VRT

Posted by Brian Himes on Aug 12th, 2026

Clarus Wealth Advisors bought a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 5,788 shares of the company’s stock, valued at approximately $1,839,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of VRT. Generali Investments Management Co LLC grew its holdings in shares of Vertiv by 1,516.0% in the second quarter. Generali Investments Management Co LLC now owns 2,925 shares of the company’s stock valued at $979,000 after purchasing an additional 2,744 shares in the last quarter. Sage Capital Advisors llc lifted its holdings in Vertiv by 0.8% during the 2nd quarter. Sage Capital Advisors llc now owns 19,582 shares of the company’s stock worth $6,556,000 after buying an additional 150 shares in the last quarter. Financial Management Professionals Inc. lifted its holdings in Vertiv by 55.6% during the 2nd quarter. Financial Management Professionals Inc. now owns 252 shares of the company’s stock worth $84,000 after buying an additional 90 shares in the last quarter. Bay Rivers Group purchased a new position in Vertiv in the 2nd quarter valued at approximately $380,000. Finally, Matrix Trust Co purchased a new position in Vertiv in the 2nd quarter valued at approximately $813,000. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: Analyst commentary highlighted strong AI data-center demand, Vertiv’s efforts to expand capacity and its advanced power and cooling technologies. The company is viewed as a key infrastructure supplier as data-center operators address increasing electricity and thermal-management requirements. Vertiv Capitalizes on Strong AI Data Center Growth: More Upside Ahead?
Positive Sentiment: Multiple Zacks articles identified Vertiv as an attractive growth stock, citing above-average financial growth and a Zacks Rank of No. 1, or “Strong Buy.” This reinforced the market’s view that Vertiv could benefit from sustained AI-related capital spending. 3 Reasons Growth Investors Will Love Vertiv
Positive Sentiment: A report on AI infrastructure noted that server-rack power density has nearly quadrupled since 2021, creating a bottleneck beyond the supply of chips. This supports the long-term investment case for Vertiv’s electrical and cooling equipment. AI’s Next Bottleneck Isn’t Chips, It’s Power Infrastructure
Neutral Sentiment: Vertiv was also included in a screen of companies with strong interest-coverage ratios, suggesting comparatively favorable capacity to service debt. However, this was a general stock screen rather than a new company-specific development. Stocks With Amazing Interest Coverage Ratios
Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The notice did not provide specific allegations or establish wrongdoing, but securities-investigation headlines can increase legal and reputational concerns. Pomerantz Investor Alert

Vertiv Stock Up 4.5%

Shares of Vertiv stock opened at $282.15 on Wednesday. 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 52-week low of $118.70 and a 52-week high of $379.93. The company has a market capitalization of $108.63 billion, a P/E ratio of 63.84, a P/E/G ratio of 1.11 and a beta of 2.06. The company has a 50 day moving average of $298.72 and a 200 day moving average of $282.44.

Vertiv (NYSE:VRT – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09. The company had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. The company’s quarterly revenue was up 24.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. As a group, research analysts forecast that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued 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 dividend payout ratio (DPR) is currently 5.66%.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. UBS Group restated a “buy” rating and issued a $370.00 price target on shares of Vertiv in a research note on Thursday, July 30th. Robert W. Baird set a $320.00 price objective on Vertiv in a research note on Thursday, July 30th. The Goldman Sachs Group lifted their target price on Vertiv from $277.00 to $311.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. JPMorgan Chase & Co. boosted their target price on Vertiv from $305.00 to $350.00 and gave the stock an “overweight” rating in a research note on Friday, April 24th. Finally, Royal Bank Of Canada cut their price target on Vertiv from $418.00 to $337.00 and set an “outperform” rating on the stock in a report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $348.54.

Get Our Latest Stock Report on Vertiv

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.