Vertiv Holdings Co. $VRT Stock Sold by New Wave Wealth Advisors LLC

Posted by George Bondi on Oct 19th, 2026

New Wave Wealth Advisors LLC reduced its holdings in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 71.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,421 shares of the company’s stock after selling 6,037 shares during the quarter. New Wave Wealth Advisors LLC’s holdings in Vertiv were worth $574,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Sankala Group LLC bought a new position in shares of Vertiv during the 4th quarter valued at about $27,000. MidFirst Bank acquired a new position in shares of Vertiv in the 4th quarter valued at approximately $31,000. Sachetta LLC increased its stake in Vertiv by 41.4% during the 1st quarter. Sachetta LLC now owns 123 shares of the company’s stock worth $31,000 after purchasing an additional 36 shares in the last quarter. Cornerstone Planning Group LLC increased its stake in Vertiv by 60.5% during the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock worth $33,000 after purchasing an additional 49 shares in the last quarter. Finally, Burkett Financial Services LLC bought a new stake in Vertiv during the 3rd quarter worth approximately $35,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Up 0.3%

Vertiv stock traded up $0.53 during midday trading on Monday, reaching $206.95. The stock had a trading volume of 2,677,306 shares, compared to its average volume of 6,357,971. The firm’s fifty day simple moving average is $255.71 and its 200-day simple moving average is $289.13. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93. The stock has a market capitalization of $79.67 billion, a P/E ratio of 46.82, a price-to-earnings-growth ratio of 0.77 and a beta of 2.05. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.03 and a current ratio of 1.38.

Vertiv (NYSE:VRT – Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $1.52 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 analysts’ expectations of $3.38 billion. During the same quarter in the previous year, the business posted $0.95 EPS. The business’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. As a group, analysts expect that Vertiv Holdings Co. will post 6.73 EPS for the current fiscal year.

Vertiv Dividend Announcement

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

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the business’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 of the company’s stock, valued at $4,188,030. The trade was a 48.09% decrease in their ownership of the stock. The sale 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. 1.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages have commented on VRT. The Goldman Sachs Group dropped their target price on shares of Vertiv from $352.00 to $301.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Wells Fargo & Company assumed coverage on shares of Vertiv in a report on Thursday, September 24th. They issued an “overweight” rating and a $340.00 price target for the company. Oppenheimer reiterated an “outperform” rating and issued a $325.00 price target (down from $353.00) on shares of Vertiv in a report on Thursday, July 30th. Evercore set a $375.00 price objective on shares of Vertiv in a research report on Wednesday, July 29th. Finally, Morgan Stanley set a $330.00 price objective on shares of Vertiv in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $335.67.

View Our Latest Research Report on Vertiv

Vertiv Profile

(Free Report)

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.