VIRGINIA RETIREMENT SYSTEMS ET Al Invests $9.13 Million in Vertiv Holdings Co. $VRT

VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Vertiv Holdings Co. (NYSE:VRT) during the 2nd quarter, HoldingsChannel.com reports. The fund purchased 27,283 shares of the company’s stock, valued at approximately $9,135,000.

Other large investors also recently modified their holdings of the company. California State Teachers Retirement System grew its holdings in Vertiv by 33,242.5% in the second quarter. California State Teachers Retirement System now owns 185,501,329 shares of the company’s stock worth $62,109,555,000 after purchasing an additional 184,944,978 shares during the period. State Street Corp increased its holdings in shares of Vertiv by 2.8% during the fourth quarter. State Street Corp now owns 8,694,900 shares of the company’s stock valued at $1,408,661,000 after acquiring an additional 235,577 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Vertiv by 2.1% in the 4th quarter. Geode Capital Management LLC now owns 7,065,912 shares of the company’s stock worth $1,141,723,000 after purchasing an additional 143,821 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Vertiv by 2.1% in the fourth quarter. Invesco Ltd. now owns 5,974,205 shares of the company’s stock valued at $967,881,000 after buying an additional 121,618 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Vertiv in the 4th quarter worth about $808,701,000. Institutional investors and hedge funds own 89.92% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on VRT. Piper Sandler set a $375.00 price objective on Vertiv in a report on Wednesday, July 29th. Barclays lifted their target price on Vertiv from $345.00 to $412.00 and gave the company an “overweight” rating in a research report on Friday, May 15th. TD Cowen upped their price target on Vertiv from $347.00 to $387.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Loop Capital assumed 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, Robert W. Baird set a $320.00 price objective on shares of Vertiv in a report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $357.83.

Vertiv Price Performance

Shares of NYSE VRT opened at $290.40 on Wednesday. The company has a market capitalization of $111.80 billion, a PE ratio of 65.70, a PEG ratio of 1.15 and a beta of 2.07. The company has a quick ratio of 1.03, a current ratio of 1.38 and a debt-to-equity ratio of 0.62. The stock’s 50 day moving average price is $281.30 and its 200-day moving average price is $291.80. Vertiv Holdings Co. has a twelve month low of $120.83 and a twelve month high of $379.93.

Vertiv (NYSE:VRT) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.52 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 50.47% and a net margin of 15.09%.Vertiv’s revenue was up 24.1% on a year-over-year basis. During the same period last year, the business posted $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. On average, equities analysts anticipate that Vertiv Holdings Co. will post 6.72 EPS for the current year.

Vertiv Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Monday, September 14th will be given a dividend of $0.0625 per share. The ex-dividend date of this dividend is 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%.

Insider Activity at Vertiv

In other news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $253.82, for a total transaction of $3,880,146.34. Following the sale, the director directly owned 16,500 shares in the company, valued at $4,188,030. The trade was a 48.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is owned by insiders.

Vertiv News Roundup

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Vertiv’s presentation at the Goldman Sachs Communacopia + Technology Conference kept attention focused on the company’s exposure to AI-driven data-center power and cooling demand. The event may support the bullish growth narrative, although the provided report does not identify a new forecast or major announcement. Vertiv Goldman Sachs conference transcript
• Positive Sentiment: Zacks identified VRT as a highly rated momentum stock, reinforcing the view that strong investor demand and favorable price trends could continue over the long term. This is a quantitative/style assessment rather than a new fundamental company announcement. Zacks momentum analysis
• Neutral Sentiment: Jefferies maintained its Hold rating on Vertiv, signaling that the firm sees a balanced risk-reward profile rather than a clear near-term catalyst. Jefferies maintains Hold rating
• Neutral Sentiment: Q2 industry coverage places Vertiv within a broader electrical-systems group benefiting from data-center investment. Vertiv delivered strong earnings growth in its latest reported quarter, but revenue came in below consensus, leaving investors focused on execution and demand durability. Q2 electrical systems earnings roundup
• Negative Sentiment: Flex’s $4.4 billion acquisition of EPC Power strengthens a competing supplier’s AI-data-center power portfolio, potentially increasing competitive pressure on Vertiv even as the deal validates strong industry demand. Flex EPC Power acquisition

Vertiv Profile

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that helps data centers, communications networks and other facilities operate reliably and efficiently. Its solutions support the availability, performance and growth of information technology systems.

The company’s products and services include power management and distribution equipment, uninterruptible power supplies, thermal management and cooling systems, racks and integrated infrastructure, monitoring and management software, and lifecycle services.