Strengthening Families & Communities LLC Buys Shares of 8,422 Vertiv Holdings Co. $VRT

Strengthening Families & Communities LLC bought a new position in Vertiv Holdings Co. (NYSE:VRTFree Report) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 8,422 shares of the company’s stock, valued at approximately $2,820,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VRT. Vermillion & White Wealth Management Group LLC lifted its holdings in shares of Vertiv by 58.3% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 152 shares of the company’s stock valued at $25,000 after buying an additional 56 shares during the last quarter. Sankala Group LLC acquired a new position in Vertiv in the fourth quarter worth approximately $27,000. Meeder Asset Management Inc. increased its holdings in Vertiv by 211.3% in the fourth 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 last quarter. Rossby Financial LCC bought a new position in Vertiv during the fourth quarter valued at approximately $27,000. Finally, Cullen Frost Bankers Inc. raised its position in Vertiv by 98.9% during the fourth quarter. Cullen Frost Bankers Inc. now owns 187 shares of the company’s stock valued at $30,000 after acquiring an additional 93 shares in the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Vertiv Stock Up 0.2%

VRT stock opened at $256.47 on Thursday. The stock has a market capitalization of $98.74 billion, a price-to-earnings ratio of 58.02, a price-to-earnings-growth ratio of 1.05 and a beta of 2.07. The company has a 50-day moving average of $284.33 and a two-hundred day moving average of $290.64. Vertiv Holdings Co. has a 52-week low of $118.70 and a 52-week 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.

Vertiv (NYSE:VRTGet Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The business had revenue of $3.27 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same quarter in the previous year, the firm earned $0.95 EPS. The firm’s revenue 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. As a group, equities research analysts anticipate that Vertiv Holdings Co. will post 6.7 EPS for the current year.

Vertiv Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be issued a dividend of $0.0625 per share. The ex-dividend date is Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. Vertiv’s payout ratio is 5.66%.

Insider Buying and Selling at Vertiv

In other news, Director Edward L. Monser sold 15,287 shares of the firm’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $253.82, for a total value of $3,880,146.34. Following the sale, the director owned 16,500 shares in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.10% of the company’s stock.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

  • Positive Sentiment: Expansion into AI power infrastructure: Vertiv agreed to acquire UtilityInnovation Group for approximately $1.45 billion in cash upfront, plus up to $1.15 billion in earnout payments tied to EBITDA targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities. Vertiv expects the transaction to be accretive to adjusted earnings per share in the first year after closing, potentially expanding its addressable market as grid constraints delay data-center construction. Vertiv Announces Agreement to Acquire UtilityInnovation Group to Accelerate Time to Power for AI Data Centers
  • Neutral Sentiment: Quarterly dividend declared: Vertiv’s board approved a $0.0625-per-share quarterly dividend, payable September 24 to shareholders of record September 14. The roughly 0.1% yield is unlikely to materially affect the stock, but it signals continued shareholder returns. Vertiv Declares Quarterly Dividend
  • Negative Sentiment: Research downgrade: Zacks Research lowered Vertiv from “strong buy” to “hold,” adding pressure after the shares had already declined about 20% over the past three months. The downgrade highlights the stock’s elevated valuation and the need for strong execution to justify future growth. Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?
  • Negative Sentiment: Insider sale: Director Edward L. Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 trading plan. Although the planned nature reduces its significance, the sale cut his direct ownership by roughly 48% and may weigh modestly on sentiment. SEC Insider Transaction Filing
  • Negative Sentiment: Legal-investigation headline: Hagens Berman said it is investigating potential securities-law violations following Vertiv’s sharp decline after disappointing second-quarter results and unexpected execution challenges. The announcement is an allegation, not a finding of wrongdoing, but it adds reputational and litigation uncertainty. VRT Alert from Hagens Berman

Analyst Ratings Changes

Several analysts have commented on the stock. Mizuho set a $380.00 target price on shares of Vertiv in a research report on Thursday, May 21st. Citigroup cut their price target on shares of Vertiv from $414.00 to $358.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. KeyCorp reduced their price objective on shares of Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Robert W. Baird set a $320.00 price objective on shares of Vertiv in a report on Thursday, July 30th. Finally, Evercore set a $375.00 target price on shares of Vertiv in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $357.83.

View Our Latest Stock Analysis on Vertiv

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.

Further Reading

Want to see what other hedge funds are holding VRT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vertiv Holdings Co. (NYSE:VRTFree Report).

Institutional Ownership by Quarter for Vertiv (NYSE:VRT)

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