2,491 Shares in Vertiv Holdings Co. $VRT Bought by Three Seasons Wealth LLC

Posted by Brian Himes on Sep 5th, 2026

Three Seasons Wealth LLC acquired a new position in Vertiv Holdings Co. (NYSE:VRT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 2,491 shares of the company’s stock, valued at approximately $834,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Empowered Funds LLC grew its position in shares of Vertiv by 25.9% in the 1st quarter. Empowered Funds LLC now owns 11,557 shares of the company’s stock worth $834,000 after buying an additional 2,377 shares during the period. Sivia Capital Partners LLC bought a new position in shares of Vertiv in the 2nd quarter worth about $567,000. Cary Street Partners Financial LLC lifted its position in Vertiv by 19.8% during the 2nd quarter. Cary Street Partners Financial LLC now owns 1,390 shares of the company’s stock valued at $178,000 after acquiring an additional 230 shares during the period. Bank of Nova Scotia lifted its position in Vertiv by 49.7% during the 2nd quarter. Bank of Nova Scotia now owns 29,239 shares of the company’s stock valued at $3,755,000 after acquiring an additional 9,712 shares during the period. Finally, Ossiam bought a new stake in Vertiv during the second quarter worth about $50,000. Hedge funds and other institutional investors own 89.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. Piper Sandler set a $375.00 price objective on shares of Vertiv in a report on Wednesday, July 29th. Glj Research upgraded shares of Vertiv from a “hold” rating to a “buy” rating and set a $381.00 target price for the company in a report on Friday, August 7th. TD Cowen boosted their price target on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Weiss Ratings cut Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, August 14th. Finally, Zacks Research downgraded Vertiv from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 31st. Two investment 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, Vertiv currently has a consensus rating of “Moderate Buy” and a consensus target price of $357.83.

Get Our Latest Research Report on VRT

Vertiv Trading Up 4.4%

Shares of NYSE:VRT opened at $280.76 on Friday. The company has a market cap of $108.09 billion, a P/E ratio of 63.52, a PEG ratio of 1.11 and a beta of 2.07. 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 Holdings Co. has a 1 year low of $118.70 and a 1 year high of $379.93. The stock’s fifty day moving average price is $282.72 and its 200-day moving average price is $290.81.

Vertiv (NYSE:VRT – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.52 EPS 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 company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period last year, the company earned $0.95 EPS. Vertiv’s revenue for the quarter was up 24.1% on a year-over-year basis. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. Sell-side analysts expect that Vertiv Holdings Co. will post 6.67 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be paid a $0.0625 dividend. 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 currently 5.66%.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: AI power infrastructure expansion: Vertiv will pay approximately $1.45 billion in cash at closing, with up to $1.15 billion in additional payments tied to 12- and 24-month earnings targets. UIG adds microgrid controls, onsite-generation orchestration, switchgear and behind-the-meter power capabilities, extending Vertiv’s offering from the electrical grid to the data-center chip. Management expects the acquisition to be accretive to adjusted earnings per share in the first year after closing. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers
Positive Sentiment: Strong AI-driven growth narrative: Recent analysis highlights Vertiv’s 60% year-over-year adjusted EPS growth in the second quarter, higher full-year guidance, doubled deferred revenue and expected third-quarter revenue growth of roughly 40%. Its technical integration with NVIDIA and expanding cooling and power portfolio continue to support investor enthusiasm. Vertiv Holdings: The Market Is Making The Same Mistake Twice, Still A Buy
Positive Sentiment: Positive analyst and institutional sentiment: Vertiv retains a consensus “Moderate Buy” rating, while reports point to strong interest from billionaire-led funds and potential competitive advantages over other AI cooling and infrastructure providers. Vertiv Receives Moderate Buy Consensus
Neutral Sentiment: Valuation remains demanding: Analysts view Vertiv’s growth prospects favorably, but the stock’s elevated earnings multiple leaves limited room for execution disappointments and makes future gains dependent on continued strong AI infrastructure growth. Vertiv AI Infrastructure Growth and Valuation
Negative Sentiment: Insider sale: Director Edward Monser sold 15,287 shares worth approximately $3.88 million under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the transaction reduced his direct ownership by about 48%. Vertiv Director Insider Sale

Insider Buying and Selling at Vertiv

In other news, Director Edward Monser sold 15,287 shares of the business’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 transaction of $3,880,146.34. Following the completion of the transaction, the director directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by insiders.

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.