Van ECK Associates Corp Grows Stock Holdings in Vertiv Holdings Co. $VRT

Posted by Geri Gentry on Sep 3rd, 2026

Van ECK Associates Corp lifted its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 356.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,136 shares of the company’s stock after purchasing an additional 14,163 shares during the quarter. Van ECK Associates Corp’s holdings in Vertiv were worth $6,072,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Norges Bank purchased a new stake in Vertiv in the 4th quarter valued at $808,701,000. Marshall Wace LLP increased its holdings in shares of Vertiv by 265.6% during the 4th quarter. Marshall Wace LLP now owns 2,670,007 shares of the company’s stock worth $432,568,000 after buying an additional 1,939,749 shares during the last quarter. Jupiter Topco LLC purchased a new stake in shares of Vertiv during the 2nd quarter valued at approximately $441,083,000. Alkeon Capital Management LLC raised its position in shares of Vertiv by 178.2% during the 4th quarter. Alkeon Capital Management LLC now owns 2,003,110 shares of the company’s stock valued at $324,524,000 after buying an additional 1,283,110 shares during the period. Finally, Ameriprise Financial Inc. lifted its holdings in Vertiv by 49.5% in the second quarter. Ameriprise Financial Inc. now owns 2,811,114 shares of the company’s stock valued at $361,033,000 after acquiring an additional 930,158 shares during the last quarter. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Vertiv Trading Up 0.2%

VRT opened at $256.47 on Thursday. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The business has a fifty day simple moving average of $284.33 and a 200-day simple moving average of $290.64. The firm has a market cap of $98.74 billion, a P/E ratio of 58.02, a P/E/G ratio of 1.05 and a beta of 2.07.

Vertiv (NYSE:VRT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $3.27 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the previous year, the business earned $0.95 EPS. The company’s quarterly 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. On average, equities analysts expect that Vertiv Holdings Co. will post 6.7 earnings per share for the current year.

Vertiv Dividend Announcement

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 given a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, September 14th. Vertiv’s dividend payout ratio is currently 5.66%.

Insider Activity at Vertiv

In other news, Director Edward L. Monser sold 15,287 shares of the firm’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 value of $3,880,146.34. Following the completion of the transaction, the director owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 1.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on VRT shares. Oppenheimer reiterated an “outperform” rating and issued a $325.00 price objective on shares of Vertiv in a research report on Thursday, July 30th. TD Cowen upped their price target on Vertiv from $347.00 to $387.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, August 14th. Wall Street Zen downgraded Vertiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, June 20th. Finally, Citigroup reduced their price objective 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. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $357.83.

Get Our Latest Research Report on VRT

Trending Headlines about Vertiv

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

Vertiv 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.