Vertiv Holdings Co. $VRT Holdings Decreased by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. reduced its stake in shares of Vertiv Holdings Co. (NYSE:VRT) by 9.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 803,035 shares of the company’s stock after selling 80,985 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.21% of Vertiv worth $193,780,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Jupiter Topco LLC acquired a new position in Vertiv during the 2nd quarter valued at about $441,083,000. State Street Corp boosted 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 valued at $5,535,087,000 after acquiring an additional 704,970 shares in the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Vertiv by 33.7% in the first 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 in the last quarter. Wellington Management Group LLP increased its stake in shares of Vertiv by 14.1% during the second 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 period. Finally, Principal Financial Group Inc. increased its stake in shares of Vertiv by 4,431.3% during the first quarter. Principal Financial Group Inc. now owns 432,873 shares of the company’s stock valued at $108,469,000 after acquiring an additional 423,320 shares during the period. Institutional investors and hedge funds own 89.92% of the company’s stock.

Vertiv News Roundup

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.

Vertiv Trading Down 0.1%

Shares of VRT stock opened at $232.21 on Monday. The firm has a market capitalization of $89.40 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 0.74 and a beta of 2.11. Vertiv Holdings Co. has a 1 year low of $147.82 and a 1 year high of $379.93. The firm’s fifty day simple moving average is $242.63 and its 200 day simple moving average is $268.96. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.53.

Vertiv (NYSE:VRT) last posted its quarterly 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 net margin of 15.99% and a return on equity of 53.31%. The company had revenue of $4.31 billion for the quarter, compared to analyst estimates of $3.75 billion. During the same period last year, the business posted $1.24 EPS. The business’s quarterly revenue was up 61.2% on a year-over-year basis. As a group, sell-side analysts predict that Vertiv Holdings Co. will post 7.17 EPS for the current year.

Vertiv Dividend Announcement

The company also recently declared 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 of this dividend was Monday, September 14th. This represents a $0.25 annualized dividend and a yield of 0.1%. Vertiv’s dividend payout ratio is 4.67%.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on VRT. Piper Sandler set a $375.00 price objective on Vertiv in a research note on Wednesday, July 29th. BMO Capital Markets reissued an “outperform” rating and set a $331.00 price target on shares of Vertiv in a research report on Thursday. Roth Capital set a $345.00 target price on shares of Vertiv in a research report on Thursday. Daiwa Securities Group reduced their price target on Vertiv from $400.00 to $340.00 and set a “buy” rating for the company in a report on Tuesday, July 21st. Finally, Loop Capital decreased their price target on Vertiv from $500.00 to $400.00 and set a “buy” rating for the company in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Vertiv presently has a consensus rating of “Moderate Buy” and an average price target of $337.81.

Insider Buying and Selling

In other Vertiv news, Director Edward Monser sold 15,287 shares of the firm’s 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 completion of the sale, the director 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 legal 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. 1.10% of the stock is currently owned by company insiders.

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.