Partners Wealth Management LLC Purchases 3,202 Shares of Vertiv Holdings Co. $VRT

Partners Wealth Management LLC purchased a new position in Vertiv Holdings Co. (NYSE:VRT) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,202 shares of the company’s stock, valued at approximately $773,000.

Several other institutional investors have also added to or reduced their stakes in VRT. State Street Corp increased its holdings in shares of Vertiv by 4.5% in the second quarter. State Street Corp now owns 16,531,530 shares of the company’s stock worth $5,535,087,000 after buying an additional 704,970 shares during the period. Wellington Management Group LLP lifted its stake in shares of 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 acquiring an additional 468,380 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in shares of Vertiv by 1.9% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,709,276 shares of the company’s stock valued at $678,890,000 after acquiring an additional 51,328 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in shares of Vertiv by 33.7% in the 1st quarter. Bank of New York Mellon Corp now owns 2,410,642 shares of the company’s stock valued at $604,059,000 after acquiring an additional 608,176 shares during the last quarter. Finally, Legal & General Group Plc boosted its holdings in Vertiv by 1.1% during the 2nd quarter. Legal & General Group Plc now owns 2,138,967 shares of the company’s stock valued at $716,169,000 after acquiring an additional 23,444 shares during the period. 89.92% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Vertiv

Here are the key news stories impacting Vertiv this week:

• Positive Sentiment: Earnings and outlook beat expectations: Vertiv reported adjusted EPS of $2.21 versus the $1.82 consensus and revenue of $4.31 billion versus expectations of $3.75 billion. Revenue rose 61.2% year over year, while earnings increased 78%. Management also upgraded its 2026 outlook. Vertiv Q3 Earnings Beat on Robust Sales Growth and Strong AI Demand
• Positive Sentiment: AI infrastructure demand is accelerating: Orders more than doubled from a year earlier, supported by demand for Vertiv’s power and cooling systems used in data centers. Deferred revenue reached $4.12 billion, suggesting robust future demand and persistent data-center capacity constraints. Plugging In: Vertiv Cashes In on AI Demand
• Positive Sentiment: Analyst support improved: Royal Bank of Canada raised its price target from $323 to $351 and maintained a “moderate buy” rating. The broader analyst consensus also points to additional upside, while technical commentary suggests the earnings rally may have helped end a prolonged correction. Royal Bank of Canada recommendations
• Neutral Sentiment: Recovery follows a sharp selloff: Vertiv had fallen roughly 34%–36% from its spring peak amid concerns about an earlier revenue miss and product-quality issues. The latest earnings beat has driven a sharp rebound, but the stock’s beta above 2 indicates continued sensitivity to market sentiment.
• Negative Sentiment: Valuation and profit-taking risks remain: Even after the correction, Vertiv trades at a relatively high earnings multiple, leaving limited room for execution disappointments. The large post-earnings move may also encourage short-term profit-taking and contribute to session-to-session volatility.

Insider Buying and Selling at Vertiv

In other news, Director Edward Monser sold 15,287 shares of Vertiv stock in a transaction that occurred on Tuesday, September 1st. The stock was 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 in the company, valued at approximately $4,188,030. This trade represents a 48.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through 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.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on VRT shares. Roth Capital set a $345.00 price target on Vertiv in a research report on Thursday. Sanford C. Bernstein lifted their price target on Vertiv from $368.00 to $376.00 and gave the stock an “outperform” rating in a research note on Thursday. The Goldman Sachs Group lowered their price objective on Vertiv from $352.00 to $301.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. KeyCorp dropped their price objective on Vertiv from $360.00 to $325.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Finally, Citigroup raised their target price on shares of Vertiv from $358.00 to $362.00 and gave the stock a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $337.81.

Vertiv Stock Performance

Vertiv stock opened at $232.21 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.03 and a debt-to-equity ratio of 0.53. The firm has a 50-day moving average of $242.63 and a 200-day moving average of $268.96. The firm has a market cap of $89.40 billion, a P/E ratio of 43.40, a P/E/G ratio of 0.81 and a beta of 2.05. Vertiv Holdings Co. has a 1-year low of $147.82 and a 1-year high of $379.93.

Vertiv (NYSE:VRT) last posted its earnings results on Wednesday, October 28th. The company reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $0.39. Vertiv had a return on equity of 53.31% and a net margin of 15.99%. The company had revenue of $4.31 billion for the quarter, compared to analysts’ expectations of $3.75 billion. During the same period last year, the firm earned $1.24 earnings per share. Vertiv’s quarterly revenue was up 61.2% on a year-over-year basis. Sell-side analysts expect that Vertiv Holdings Co. will post 7.18 EPS for the current year.

Vertiv Dividend Announcement

The firm 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. The ex-dividend date was Monday, September 14th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio (DPR) is 4.67%.

Vertiv Profile

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.