Polaris Financial Partners purchased a new position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 17,435 shares of the company’s stock, valued at approximately $4,227,000. Vertiv makes up 2.0% of Polaris Financial Partners’ portfolio, making the stock its 13th biggest position.
A number of other institutional investors have also made changes to their positions in the business. Sachetta LLC grew its position in Vertiv by 41.4% in the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after purchasing an additional 36 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of 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 buying an additional 49 shares during the last quarter. Burkett Financial Services LLC bought a new position in shares of Vertiv in the 3rd quarter valued at about $35,000. GoalVest Advisory LLC grew its holdings in shares of Vertiv by 87.3% in the 2nd quarter. GoalVest Advisory LLC now owns 148 shares of the company’s stock valued at $50,000 after acquiring an additional 69 shares in the last quarter. Finally, Center for Financial Planning Inc. increased its position in shares of Vertiv by 554.2% in the first quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock valued at $39,000 after acquiring an additional 133 shares during the last quarter. Institutional investors own 89.92% of the company’s stock.
Insider Activity at Vertiv
In other news, Director Edward Monser sold 15,287 shares of the stock in a transaction dated 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 transaction, the director directly owned 16,500 shares of the company’s stock, valued at $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth
Read Our Latest Stock Analysis on VRT
Vertiv News Summary
Here are the key news stories impacting Vertiv this week:
- Positive Sentiment: Analysts remain bullish: Vertical Research initiated coverage with a Buy rating, while other Wall Street commentary continues to support Vertiv’s growth outlook. Vertiv Holdings Gets a Buy from Vertical Research
- Positive Sentiment: AI infrastructure demand remains the key catalyst: Articles point to rising demand for Vertiv’s data-center power and thermal-management systems, along with strategic acquisitions and margin expansion. The company’s strong earnings-surprise history could also support expectations for another quarterly beat. Vertiv Soars 49 Percent Year to Date
- Positive Sentiment: Recent operating performance provides support: Vertiv’s latest reported quarter included adjusted EPS of $1.52, above the $1.43 consensus estimate, while revenue increased 24.1% year over year. Management’s 2026 earnings guidance also reflects continued growth expectations.
- Neutral Sentiment: Investors are debating whether the pullback is an opportunity: Vertiv has fallen about 15% from its September 8 high, prompting a reassessment of whether the decline represents an attractive entry point or a warning about the business. Is Vertiv Stock’s Fall a Bargain or a Warning?
- Negative Sentiment: Valuation remains demanding: Vertiv trades at roughly 50 times trailing adjusted earnings, leaving the stock dependent on substantial future profit growth. Any slowdown in AI-related orders or margin gains could pressure the shares. What Are Vertiv Investors Betting On?
- Negative Sentiment: Execution and legal overhangs are risks: Disappointing second-quarter results and unexpected execution challenges triggered the recent selloff. Hagens Berman is investigating potential securities-law violations and soliciting investors who suffered losses, adding reputational and litigation uncertainty. Hagens Berman Vertiv Investor Investigation
Vertiv Stock Performance
Shares of VRT traded up $6.26 during mid-day trading on Friday, reaching $252.38. The company’s stock had a trading volume of 3,343,714 shares, compared to its average volume of 6,405,385. The company has a current ratio of 1.38, a quick ratio of 1.03 and a debt-to-equity ratio of 0.62. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93. The business has a 50-day simple moving average of $260.68 and a two-hundred day simple moving average of $290.63. The stock has a market cap of $97.16 billion, a P/E ratio of 57.10, a PEG ratio of 0.99 and a beta of 2.05.
Vertiv (NYSE:VRT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. Vertiv had a return on equity of 50.47% and a net margin of 15.09%.The business had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the previous year, the firm earned $0.95 EPS. The firm’s 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, equities research analysts anticipate that Vertiv Holdings Co. will post 6.73 earnings per share for the current fiscal year.
Vertiv Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 24th. Shareholders of record on Monday, September 14th were issued a $0.0625 dividend. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, September 14th. Vertiv’s payout ratio is currently 5.66%.
About Vertiv
Vertiv Holdings Co provides digital infrastructure and continuity solutions for data centers, communication networks, and other technology-intensive facilities. The company helps customers design, build, operate, and maintain infrastructure that supports the availability, performance, and efficiency of critical digital systems.
Its product portfolio includes power management and distribution equipment, uninterruptible power supplies, switchgear, busways, racks, integrated modular systems, and data center infrastructure.
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