Stephens Investment Management Group LLC Has $94.56 Million Stake in Vertiv Holdings Co. $VRT

Stephens Investment Management Group LLC trimmed its position in Vertiv Holdings Co. (NYSE:VRT) by 1.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 626,806 shares of the company’s stock after selling 8,482 shares during the period. Vertiv makes up approximately 1.2% of Stephens Investment Management Group LLC’s investment portfolio, making the stock its 18th largest holding. Stephens Investment Management Group LLC’s holdings in Vertiv were worth $94,560,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of VRT. Norges Bank bought a new stake in Vertiv in the 2nd quarter valued at approximately $538,132,000. Winslow Capital Management LLC acquired a new stake in shares of Vertiv in the second quarter valued at approximately $459,284,000. Nordea Investment Management AB lifted its position in shares of Vertiv by 100.1% in the second quarter. Nordea Investment Management AB now owns 3,246,769 shares of the company’s stock worth $415,132,000 after purchasing an additional 1,624,456 shares in the last quarter. SG Americas Securities LLC boosted its holdings in Vertiv by 102.7% during the second quarter. SG Americas Securities LLC now owns 26,837 shares of the company’s stock worth $3,446,000 after purchasing an additional 1,026,837 shares during the last quarter. Finally, Invesco Ltd. grew its position in Vertiv by 20.9% in the second quarter. Invesco Ltd. now owns 5,931,488 shares of the company’s stock valued at $761,662,000 after purchasing an additional 1,024,634 shares in the last quarter. 89.92% of the stock is currently owned by institutional investors.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: JPMorgan trimmed its price target slightly to $225 but kept an “overweight” rating, still implying significant upside vs. the current level — a reaffirmation from a large bank that supports investor confidence. JPMorgan cuts PT to $225, keeps overweight
• Positive Sentiment: Industry piece highlighting data-center cooling demand (driven by high-power AI chips such as NVIDIA H100) underscores a structural tailwind for Vertiv’s cooling and power infrastructure offerings. 3 Stocks Are Betting on Data Center Cooling
• Positive Sentiment: Zacks includes Vertiv on lists of AI/infra names to consider, reinforcing the narrative that Vertiv benefits from accelerating AI-related capex into data-center power and cooling. Best AI Stocks to Buy Now
• Positive Sentiment: Separate Zacks coverage highlights Vertiv as a strong momentum stock, which can attract momentum-driven flows and help lift the share price near-term. Why VRT is a Strong Momentum Stock
• Neutral Sentiment: Zacks notes increased investor attention to VRT, a sign of elevated flow/interest but not by itself directional on fundamentals. Vertiv Is Attracting Investor Attention
• Neutral Sentiment: Coverage noting mixed analyst views and headline pieces (Globe and Mail / MSN) reflects differing takes across brokers — creates near-term volatility but also liquidity for trend-followers. Analysts Conflicted on These Industrial Goods Names
• Negative Sentiment: Comparative pieces (VRT vs. APH) highlight peers like Amphenol gaining from liquid-cooling and datacom strength, suggesting competitive pressure and potential relative underperformance risk. VRT vs APH: Which Is the Better Buy?

Vertiv Price Performance

NYSE:VRT opened at $176.91 on Friday. Vertiv Holdings Co. has a 12-month low of $53.60 and a 12-month high of $202.45. The firm has a market capitalization of $67.64 billion, a price-to-earnings ratio of 66.76, a P/E/G ratio of 1.04 and a beta of 2.06. The stock’s 50 day moving average price is $170.29 and its two-hundred day moving average price is $154.81. The company has a quick ratio of 1.43, a current ratio of 1.83 and a debt-to-equity ratio of 0.83.

Vertiv (NYSE:VRT) last issued its earnings results on Wednesday, October 22nd. The company reported $1.24 EPS for the quarter, topping the consensus estimate of $0.99 by $0.25. Vertiv had a return on equity of 50.82% and a net margin of 10.67%.The company had revenue of $2.68 billion during the quarter, compared to the consensus estimate of $2.59 billion. During the same period in the previous year, the company posted $0.76 EPS. The firm’s revenue for the quarter was up 29.0% compared to the same quarter last year. Vertiv has set its Q4 2025 guidance at 1.230-1.290 EPS and its FY 2025 guidance at 4.070-4.130 EPS. On average, analysts anticipate that Vertiv Holdings Co. will post 3.59 earnings per share for the current year.

Vertiv Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Tuesday, November 25th were given a $0.0625 dividend. The ex-dividend date of this dividend was Tuesday, November 25th. This is a boost from Vertiv’s previous quarterly dividend of $0.04. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s payout ratio is currently 9.43%.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on VRT shares. Cowen reiterated a “buy” rating and issued a $211.00 price target on shares of Vertiv in a research note on Monday, December 1st. Cfra Research upgraded Vertiv to a “moderate buy” rating in a report on Tuesday, October 7th. Oppenheimer increased their price target on Vertiv from $190.00 to $195.00 and gave the company an “outperform” rating in a research report on Thursday, October 23rd. Zacks Research raised Vertiv from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 31st. Finally, UBS Group upped their price objective on Vertiv from $173.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Vertiv currently has an average rating of “Moderate Buy” and a consensus price target of $182.48.

Insider Activity

In other news, EVP Stephen Liang sold 5,501 shares of the firm’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $170.48, for a total transaction of $937,810.48. Following the completion of the sale, the executive vice president owned 4,050 shares in the company, valued at approximately $690,444. This trade represents a 57.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 2.63% of the company’s stock.

Vertiv Profile

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.