Cornerstone Enterprises LLC Makes New $808,000 Investment in Vertiv Holdings Co. $VRT

Posted by George Bondi on Oct 16th, 2026

Cornerstone Enterprises LLC acquired a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 3,349 shares of the company’s stock, valued at approximately $808,000.

Other large investors have also made changes to their positions in the company. State Street Corp raised its stake in Vertiv by 4.5% in the 2nd quarter. State Street Corp now owns 16,531,530 shares of the company’s stock valued at $5,535,087,000 after purchasing an additional 704,970 shares during the last quarter. Wellington Management Group LLP lifted its holdings in Vertiv by 14.1% in the 2nd quarter. Wellington Management Group LLP now owns 3,794,360 shares of the company’s stock valued at $1,270,428,000 after purchasing an additional 468,380 shares in the last quarter. Legal & General Group Plc lifted its holdings in Vertiv by 1.1% in the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock valued at $716,169,000 after purchasing an additional 23,444 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of Vertiv by 1.9% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock worth $678,890,000 after purchasing an additional 51,328 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of Vertiv by 33.7% during the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock worth $604,059,000 after purchasing an additional 608,176 shares during the last quarter. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv Stock Performance

NYSE VRT opened at $215.21 on Friday. The business’s 50-day moving average price is $257.04 and its 200 day moving average price is $289.33. Vertiv Holdings Co. has a twelve month low of $147.82 and a twelve month high of $379.93. The company has a market capitalization of $82.86 billion, a PE ratio of 48.69, a price-to-earnings-growth ratio of 0.83 and a beta of 2.05. 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 (NYSE:VRT – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. The firm had revenue of $3.27 billion for the quarter, compared to analyst estimates of $3.38 billion. Vertiv had a return on equity of 50.47% and a net margin of 15.09%. The firm’s quarterly revenue was up 24.1% on a year-over-year basis. During the same period last year, the company earned $0.95 EPS. Vertiv has set its Q3 2026 guidance at 1.770-1.830 EPS and its FY 2026 guidance at 6.650-6.750 EPS. On average, research analysts predict that Vertiv Holdings Co. will post 6.73 earnings per share for the current year.

Vertiv Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Monday, September 14th were given a $0.0625 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a dividend yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is currently 5.66%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on VRT. Weiss Ratings downgraded shares of Vertiv from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, August 14th. Oppenheimer reissued an “outperform” rating and set a $325.00 price objective (down from $353.00) on shares of Vertiv in a research note on Thursday, July 30th. HSBC decreased their target price on shares of Vertiv from $376.00 to $365.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. TD Cowen decreased their target price on shares of Vertiv from $387.00 to $356.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Finally, Daiwa Securities Group lowered their target price on shares of Vertiv from $400.00 to $340.00 and set a “buy” rating for the company in a research note on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $336.41.

Check Out Our Latest Analysis on Vertiv

Insider Activity

In related news, Director Edward Monser sold 15,287 shares of the firm’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 value of $3,880,146.34. Following the sale, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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. Corporate insiders own 1.10% of the company’s stock.

Key Vertiv News

Here are the key news stories impacting Vertiv this week:

Positive Sentiment: Vertiv and Deloitte introduced a guide designed to help enterprises move AI workloads from pilot projects into production. The initiative could support demand for Vertiv’s power, cooling and other data-center infrastructure as AI deployments expand. Vertiv Helps Enterprises Move from AI Pilots to Production
Positive Sentiment: Management previously forecast third-quarter sales of approximately $3.75 billion at the midpoint, implying roughly 40% year-over-year growth and a significant acceleration from second-quarter growth. Investors may view the forecast as evidence of strong AI-related demand, although results have not yet been reported. Why Should Vertiv Stock Holders Watch This One Number?
Positive Sentiment: Mizuho and RBC both retained “outperform” ratings despite lowering their price targets, indicating that analysts continue to see substantial upside from current levels.
Neutral Sentiment: Vertiv will release third-quarter 2026 results before the market opens on October 28, followed by a management conference call. The report is a significant near-term catalyst because investors will compare sales and margins with the company’s strong guidance.
Neutral Sentiment: Comparisons with Amphenol highlight Vertiv’s exposure to growing AI infrastructure demand, but also point to Amphenol’s stronger recent stock performance and more diversified business mix.
Negative Sentiment: Mizuho reduced its Vertiv price target from $300 to $280, while RBC cut its target from $337 to $323. Although both firms remain bullish, the reductions can reinforce investor concerns about valuation and near-term expectations.
Negative Sentiment: Vertiv’s recent decline has been sharper than the broader market, increasing pressure on the company to deliver against its elevated growth forecasts. Vertiv: What Is Behind the Latest Share Decline?

About Vertiv

(Free Report)

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.