Vertiv Holdings Co. $VRT Stock: M & L Capital Management Ltd Increases Holdings

M & L Capital Management Ltd lifted its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 202.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 112,250 shares of the company’s stock after acquiring an additional 75,150 shares during the quarter. Vertiv accounts for 5.6% of M & L Capital Management Ltd’s portfolio, making the stock its 10th largest holding. M & L Capital Management Ltd’s holdings in Vertiv were worth $27,087,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of VRT. Sachetta LLC lifted its holdings in shares of Vertiv by 41.4% during the first quarter. Sachetta LLC now owns 123 shares of the company’s stock valued at $31,000 after purchasing an additional 36 shares during the last quarter. Cornerstone Planning Group LLC boosted its position in shares of Vertiv by 60.5% in the 1st quarter. Cornerstone Planning Group LLC now owns 130 shares of the company’s stock valued at $33,000 after purchasing an additional 49 shares during the period. Burkett Financial Services LLC purchased a new position in Vertiv in the 3rd quarter worth about $35,000. Center for Financial Planning Inc. increased its stake in Vertiv by 554.2% in the 1st quarter. Center for Financial Planning Inc. now owns 157 shares of the company’s stock worth $39,000 after purchasing an additional 133 shares in the last quarter. Finally, Ravenstone Capital Management Inc. purchased a new position in Vertiv in the 1st quarter worth about $40,000. 89.92% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Mizuho cut their price target on shares of Vertiv from $300.00 to $280.00 and set an “outperform” rating on the stock in a report on Thursday, October 15th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Vertiv from $331.00 to $323.00 and set a “buy” rating for the company in a research note on Wednesday, September 30th. Piper Sandler set a $375.00 price objective on shares of Vertiv in a research report on Wednesday, July 29th. Glj Research assumed coverage on shares of Vertiv in a research report on Tuesday, October 6th. They set a “sell” rating and a $188.00 price objective on the stock. Finally, Loop Capital cut their target price on shares of Vertiv from $500.00 to $400.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Vertiv has a consensus rating of “Moderate Buy” and a consensus target price of $335.67.

Insider Activity

In other news, Director Edward Monser sold 15,287 shares of the company’s stock in a transaction 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 transaction, the director directly owned 16,500 shares of the company’s stock, valued at approximately $4,188,030. This represents a 48.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 owned by company insiders.

Vertiv Stock Performance

VRT stock opened at $208.58 on Wednesday. The firm has a 50 day simple moving average of $244.16 and a 200 day simple moving average of $267.83. Vertiv Holdings Co. has a 52 week low of $147.82 and a 52 week high of $379.93.

Vertiv (NYSE:VRT) last announced its quarterly earnings data on Wednesday, October 28th. The company reported $2.21 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $0.39. The company had revenue of $4.31 billion for the quarter, compared to analysts’ expectations of $3.75 billion. On average, sell-side analysts forecast that Vertiv Holdings Co. will post 6.71 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. Shareholders of record on Monday, September 14th were paid a dividend of $0.0625 per share. The ex-dividend date of this dividend was Monday, September 14th. This represents a $0.25 dividend on an annualized basis and a dividend yield of 0.1%.

Key Headlines Impacting Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: AI infrastructure expansion: Vertiv introduced its SmartIT platform, a factory-validated solution combining rack infrastructure, power distribution, direct-to-chip liquid cooling and monitoring. Its compatibility with NVIDIA architectures could shorten deployment timelines and support demand from enterprises, research institutions, colocation providers and hyperscalers. Vertiv Simplifies High-Density AI Infrastructure Deployment Across Data Center Environments
• Positive Sentiment: Partnership and market-share opportunity: Collaborations with NVIDIA and SmartIT deployments strengthen Vertiv’s position in high-density AI data centers as customers seek integrated power and cooling solutions. Strong Americas demand, manufacturing expansion and liquid-cooling adoption are also expected to support third-quarter growth. Vertiv Expands AI Data Center Footprint
• Positive Sentiment: Broader power capabilities: Vertiv completed its approximately $1.45 billion acquisition of UtilityInnovation Group, adding microgrid controls, onsite-generation orchestration, specialized switchgear and behind-the-meter power technology. The deal expands Vertiv’s opportunity in power-constrained data centers and extends its offering from grid interconnection to the chip. Vertiv Completes Acquisition of UtilityInnovation Group
• Neutral Sentiment: Earnings are the next major catalyst: Analysts expect AI infrastructure demand and margin expansion to drive results, but investors will focus on bookings, guidance and whether growth can justify the company’s elevated valuation. Results from other data-center companies may also influence sentiment toward VRT and the broader AI buildout. Vertiv to Report Q3 Earnings
• Negative Sentiment: Execution and valuation risks: Vertiv faces competition from American Power (APH) and Super Micro Computer (SMCI), while the UIG acquisition includes up to $1.15 billion in contingent payments. With the stock trading at a high earnings multiple and below its longer-term moving averages, any earnings or guidance disappointment could pressure shares.

About Vertiv

Vertiv Holdings Co (NYSE: VRT) designs, manufactures and services critical digital infrastructure that supports data centers, communication networks and other facilities requiring reliable power and environmental control. Its solutions are used by cloud and colocation providers, telecommunications companies, enterprises, industrial organizations and edge-computing operators.

The company’s offerings include uninterruptible power supplies, power distribution and management systems, thermal-management and cooling equipment, integrated racks and enclosures, modular infrastructure, and monitoring and control software.