Braun Stacey Associates Inc. Has $68.14 Million Stock Position in Vertiv Holdings Co. $VRT

Braun Stacey Associates Inc. decreased its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 15.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 203,508 shares of the company’s stock after selling 37,639 shares during the period. Vertiv accounts for about 1.9% of Braun Stacey Associates Inc.’s portfolio, making the stock its 9th largest holding. Braun Stacey Associates Inc.’s holdings in Vertiv were worth $68,139,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC boosted its stake in Vertiv by 58.3% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after purchasing an additional 56 shares during the period. Sankala Group LLC bought a new position in Vertiv during the 4th quarter worth $27,000. Meeder Asset Management Inc. increased its position in Vertiv by 211.3% during the 4th quarter. Meeder Asset Management Inc. now owns 165 shares of the company’s stock worth $27,000 after buying an additional 112 shares during the period. Rossby Financial LCC acquired a new stake in shares of Vertiv during the fourth quarter worth $27,000. Finally, Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Vertiv during the fourth quarter worth $29,000. Institutional investors own 89.92% of the company’s stock.

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Key Vertiv News

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv is up 18.4% since its earnings report, with analysts pointing to favorable earnings-estimate revisions as a potential near-term catalyst. The consensus price target implies approximately 28.4% upside, though the article notes that price targets alone have limited predictive value. Why Is Vertiv Up 18.4% Since Last Earnings Report?
• Positive Sentiment: Vertiv expanded its high-density uninterruptible power supply portfolio in Asia, targeting large-scale artificial-intelligence data centers and other critical digital infrastructure. The move strengthens its positioning in the growing power and cooling market supporting AI workloads. Vertiv Expands High-Density UPS Family
• Positive Sentiment: Recent bullish research describes Vertiv as a key supplier of power, cooling, and infrastructure for AI data centers. The thesis includes rising infrastructure content per megawatt, higher-margin services, and management’s long-term targets for 20%–22% organic sales growth and operating margins above 27%. Vertiv: AI’s Physical Bottleneck
• Neutral Sentiment: Vertiv exceeded quarterly EPS expectations, but revenue came in below consensus despite 24.1% year-over-year growth. Its elevated valuation and high beta make the stock particularly sensitive to profit-taking, estimate changes, and broader technology-sector sentiment.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Vertiv investors. The announcement does not establish wrongdoing, but such investigations can add uncertainty and weigh on investor sentiment. Pomerantz Investor Alert

Analyst Ratings Changes

Several research firms recently commented on VRT. Mizuho set a $380.00 price target on shares of Vertiv in a research note on Thursday, May 21st. Piper Sandler set a $375.00 price objective on shares of Vertiv in a research note on Wednesday, July 29th. TD Cowen boosted their price objective on shares of Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Royal Bank Of Canada cut their price objective on shares of Vertiv from $418.00 to $337.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Finally, 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. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $357.83.

Read Our Latest Stock Report on VRT

Vertiv Stock Performance

NYSE:VRT opened at $256.20 on Friday. The company has a market cap of $98.63 billion, a price-to-earnings ratio of 57.96, a PEG ratio of 1.11 and a beta of 2.06. Vertiv Holdings Co. has a fifty-two week low of $118.70 and a fifty-two week high of $379.93. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38. The stock has a fifty day moving average price of $288.73 and a 200-day moving average price of $289.42.

Vertiv (NYSE:VRT – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The company had revenue of $3.27 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Vertiv’s revenue was up 24.1% on a year-over-year basis. During the same quarter last year, the business 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. As a group, equities analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current fiscal year.

Vertiv Announces Dividend

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

Vertiv Company Profile

(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.

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