Groupe la Francaise Sells 12,594 Shares of Vertiv Holdings Co. $VRT

Groupe la Francaise cut its stake in Vertiv Holdings Co. (NYSE:VRT) by 32.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 26,463 shares of the company’s stock after selling 12,594 shares during the period. Groupe la Francaise’s holdings in Vertiv were worth $6,619,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. SFE Investment Counsel grew its holdings in Vertiv by 1.1% during the 1st quarter. SFE Investment Counsel now owns 3,052 shares of the company’s stock worth $765,000 after acquiring an additional 32 shares in the last quarter. Webster Bank N. A. increased its position in Vertiv by 6.9% during the 1st quarter. Webster Bank N. A. now owns 542 shares of the company’s stock valued at $136,000 after purchasing an additional 35 shares during the period. Sachetta LLC raised its holdings in shares of Vertiv by 41.4% in the 1st 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. Pincus Capital Management LP raised its holdings in shares of Vertiv by 0.8% in the 1st quarter. Pincus Capital Management LP now owns 4,713 shares of the company’s stock valued at $1,181,000 after purchasing an additional 38 shares in the last quarter. Finally, Onyx Bridge Wealth Group LLC lifted its position in shares of Vertiv by 2.1% in the 1st quarter. Onyx Bridge Wealth Group LLC now owns 1,908 shares of the company’s stock worth $478,000 after purchasing an additional 40 shares during the period. Institutional investors own 89.92% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Morgan Stanley increased their price objective on shares of Vertiv from $285.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Oppenheimer restated an “outperform” rating and set a $325.00 target price on shares of Vertiv in a report on Thursday. Mizuho set a $380.00 price target on Vertiv in a report on Thursday, May 21st. Loop Capital began coverage on Vertiv in a research report on Thursday, May 14th. They issued a “buy” rating and a $500.00 price target for the company. Finally, Zacks Research downgraded Vertiv from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $337.33.

Vertiv Trading Up 6.4%

NYSE:VRT opened at $242.09 on Friday. Vertiv Holdings Co. has a 52 week low of $118.70 and a 52 week high of $379.93. The firm has a 50 day moving average of $305.65 and a 200 day moving average of $276.86. The company has a quick ratio of 1.15, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The stock has a market capitalization of $92.99 billion, a price-to-earnings ratio of 54.77, a PEG ratio of 0.93 and a beta of 2.03.

Vertiv (NYSE:VRT) last announced its earnings results on Wednesday, July 29th. The company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $3.27 billion during the quarter, compared to the consensus estimate of $3.38 billion. Vertiv had a net margin of 15.09% and a return on equity of 50.47%. Vertiv’s revenue was up 24.1% compared to the same quarter last year. During the same period last year, the firm earned $0.95 earnings per share. 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, sell-side analysts anticipate that Vertiv Holdings Co. will post 6.71 earnings per share for the current fiscal year.

Vertiv Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.0625 per share. This represents a $0.25 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, June 15th. Vertiv’s payout ratio is 5.66%.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Management raised its full-year 2026 guidance for revenue, adjusted operating profit, adjusted EPS, operating margin and free cash flow. Vertiv also reported adjusted EPS above expectations, supported by stronger margins and operating execution. Vertiv Q2 Earnings Beat Estimates, Net Sales Rise Year over Year
• Positive Sentiment: Analysts and commentators continue to cite Vertiv’s approximately $15 billion backlog, nearly 2.9-times book-to-bill ratio and expanding margins as evidence that AI data-center demand remains durable. Big Tech’s projected 2026 AI spending of more than $750 billion could further support orders for Vertiv’s power and cooling systems. Vertiv Holdings: The Market Is Selling The Wrong Number
• Positive Sentiment: Several market observers view the stock as oversold after its sharp recent decline, while upward earnings-estimate revisions could help support a rebound. Technical analysts also suggested Friday’s reversal may continue. Why Vertiv Looks Ripe for a Turnaround
• Positive Sentiment: Despite lowering its price target, Citigroup maintained a Buy rating, and other analysts continue to see substantial upside based on Vertiv’s growth outlook. One Seeking Alpha contributor reiterated a Strong Buy rating and set a $398 target. Higher Guidance Supports My Strong Buy Rating
• Neutral Sentiment: Vertiv’s second-quarter revenue came in below expectations, although revenue still grew year over year and adjusted EPS exceeded consensus. The mixed result has left investors weighing near-term execution against longer-term AI demand.
• Negative Sentiment: Citigroup cut its Vertiv price target from $414 to $358, while KeyCorp reduced its target from $360 to $325. Both firms retained favorable ratings, but the reductions reflect valuation or near-term execution concerns. Vertiv Price Target Cut by Citigroup

Vertiv Company 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.