Valley Wealth Managers Inc. Boosts Stake in Vertiv Holdings Co. $VRT

Posted by Geri Gentry on Jul 20th, 2026

Valley Wealth Managers Inc. grew its holdings in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 275.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,991 shares of the company’s stock after acquiring an additional 6,599 shares during the period. Valley Wealth Managers Inc.’s holdings in Vertiv were worth $2,253,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of VRT. Lingotto Investment Management LLP purchased a new stake in Vertiv during the 4th quarter worth approximately $2,641,000. Norges Bank purchased a new position in shares of Vertiv during the 4th quarter valued at approximately $808,701,000. Sterling Investment Advisors Ltd. boosted its stake in shares of Vertiv by 26.1% during the 4th quarter. Sterling Investment Advisors Ltd. now owns 22,476 shares of the company’s stock valued at $3,641,000 after buying an additional 4,645 shares during the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new stake in shares of Vertiv during the fourth quarter worth approximately $2,197,000. Finally, WD Rutherford LLC increased its stake in shares of Vertiv by 80.7% in the fourth quarter. WD Rutherford LLC now owns 15,081 shares of the company’s stock worth $2,443,000 after buying an additional 6,734 shares during the last quarter. 89.92% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: Robert W. Baird upgraded Vertiv to strong-buy and initiated/boosted coverage with a $370 price target, citing strong demand tied to data center growth and AI infrastructure spending. Vertiv rated outperform in new coverage at Baird on data center demand
Positive Sentiment: Baird’s coverage highlights Vertiv as a key beneficiary of the AI data center power buildout, a theme that investors have been rewarding across infrastructure and cooling names. Vertiv (VRT) Stock: Baird Initiates Coverage With $370 Price Target and Outperform Rating
Positive Sentiment: Market commentary continues to group Vertiv among the stocks positioned to gain from the ongoing AI data center power and cooling spending cycle, which supports the long-term earnings outlook. 3 Stocks Riding the AI Data Center Power Buildout in July
Neutral Sentiment: RBC Capital trimmed its price target on Vertiv to $418 from $435 but kept an outperform rating, signaling slightly less upside than before while still remaining bullish overall. Benzinga
Neutral Sentiment: Leon Cooperman-related portfolio commentary mentioned Vertiv among other holdings, but it did not add a clear new catalyst for the stock. Billionaire Leon Cooperman’s Top 3 Stocks: Buy, Sell or Hold

Vertiv Price Performance

Shares of NYSE VRT opened at $288.79 on Monday. The company has a current ratio of 1.49, a quick ratio of 1.15 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $110.93 billion, a price-to-earnings ratio of 72.56, a price-to-earnings-growth ratio of 1.25 and a beta of 2.03. Vertiv Holdings Co. has a twelve month low of $118.70 and a twelve month high of $379.93. The business has a 50 day simple moving average of $320.41 and a 200-day simple moving average of $270.13.

Vertiv (NYSE:VRT – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.00 by $0.17. Vertiv had a return on equity of 49.90% and a net margin of 14.37%.The firm had revenue of $2.65 billion for the quarter, compared to analysts’ expectations of $2.63 billion. During the same period last year, the business posted $0.64 earnings per share. The firm’s revenue for the quarter was up 30.1% on a year-over-year basis. Vertiv has set its Q2 2026 guidance at 1.370-1.430 EPS and its FY 2026 guidance at 6.300-6.400 EPS. As a group, equities research analysts expect that Vertiv Holdings Co. will post 6.38 earnings per share for the current year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a dividend of $0.0625 per share. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, June 15th. Vertiv’s dividend payout ratio is 6.28%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on VRT. Robert W. Baird assumed coverage on shares of Vertiv in a report on Wednesday. They issued an “outperform” rating and a $370.00 price target on the stock. Bank of America raised their price objective on shares of Vertiv from $370.00 to $440.00 and gave the stock a “buy” rating in a report on Friday, May 15th. BNP Paribas Exane started coverage on shares of Vertiv in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $345.00 target price for the company. Zacks Research lowered shares of Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 22nd. Finally, Morgan Stanley increased their price target on shares of Vertiv from $285.00 to $350.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $342.73.

View Our Latest Stock Report on VRT

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.